WILLIAM ROSENBERG FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM ROSENBERG FAMILY FOUNDATION (EIN 59-2675613)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-15
- IRS object ID
- 201612289349100546
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T11:08:15-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061009205 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUM SHAPIRO & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 WELLS AVENUE SUITE 200 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | 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 | 592675613 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM ROSENBERG | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 6176800625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6630 | AddressLine1Txt |
| City | SNOWMASS VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81615 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD N ROSENBERG | PersonNm |
| Person Title | CO-TREASURER | PersonTitleTxt |
| Phone | 6176800625 | PhoneNum |
| Signature | 2016-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN E BONDER | PreparerPersonNm |
| PTIN | P00868472 | PTIN |
| Phone | 6176410040 | PhoneNum |
| Preparation | 2016-08-15 | PreparationDt |
| 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 | $14,601,044 | 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 | $254,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $254,349 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $468,454 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $468,454 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $46,828 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $46,828 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $769,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $769,631 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $153,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $51,258 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $102,542 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $26,646 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $178,440 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $131,759 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $366,386 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $186,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $106,292 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,043,982 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,043,982 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,410,368 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $186,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,150,274 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$640,737 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $582,836 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $334,273 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $239,294 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $239,294 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,704,406 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,049,225 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,983,264 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,654,821 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,074,896 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,722,282 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,964,365 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,653,713 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,656,204 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,657,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,017,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,601,044 | 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 | $14,657,865 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,017,128 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,657,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,017,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,657,865 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,017,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,657,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$640,737 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,017,128 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,017,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| VIA UBS FINANCIAL SERVICES, INC. | P | -$140 | -$140 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $4,153 | $4,153 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $5,178 | $5,178 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $443 | $443 |
| VIA UBS FINANCIAL SERVICES, INC. | P | -$618 | -$618 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $653 | $653 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $5,818 | $5,818 |
| VIA UBS FINANCIAL SERVICES, INC. | P | -$12,580 | -$12,580 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $226 | $226 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $7,243 | $7,243 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $72 | $72 |
| VIA UBS FINANCIAL SERVICES, INC. | P | -$15,206 | -$15,206 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $4,420 | $4,420 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $197 | $197 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $10,719 | $10,719 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $2,506 | $2,506 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $10,490 | $10,490 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $24,929 | $24,929 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $292,313 | $292,313 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $71,791 | $71,791 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $3,209 | $3,209 |
| VIA UBS FINANCIAL SERVICES, INC. | P | -$950 | -$950 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $6,364 | $6,364 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $53,346 | $53,346 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $95,572 | $95,572 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $2,257 | $2,257 |
| VIA UBS FINANCIAL SERVICES, INC. | P | -$16,326 | -$16,326 |
| VIA UBS FINANCIAL SERVICES, INC. | P | -$1,391 | -$1,391 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $624 | $624 |
| VIA UBS FINANCIAL SERVICES, INC. | P | -$7 | -$7 |
| VIA UBS FINANCIAL SERVICES, INC. | P | -$22,666 | -$22,666 |
| VIA UBS FINANCIAL SERVICES, INC. | P | -$41,667 | -$41,667 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $4,964 | $4,964 |
| VIA UBS FINANCIAL SERVICES, INC. | P | $10,565 | $10,565 |
| VIA UBS FINANCIAL SERVICES, INC. | P | -$1,705 | -$1,705 |
| VIA UBS FINANCIAL SERVICES, INC. | P | -$9,875 | -$9,875 |
| VIA UBS FINANCIAL SERVICES, INC. | P | -$26,467 | -$26,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $468,454 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,104,220 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,401,997 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067322 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,028,784 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,010,091 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064258 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,000,665 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,480,517 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064640 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $989,788 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,038,105 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061715 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $937,135 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,727,448 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059586 | DistributionYr5Rt |
| Total Distribution | 0.317521 | TotalDistributionRt |
| Average Distribution | 0.063504 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,785,862 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,002,465 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,828 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,008,293 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,150,274 | 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 | $5,828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $8,162 | OverpaymentAmt |
| Applied To ES Tax | $8,162 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6176800625 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6630 | AddressLine1Txt |
| City | SNOWMASS VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81615 | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| ANN M ROSENBERG | ||||||||
| PO BOX 6630 | SNOWMASS | CO | 81615 | PRESIDENT/DIRECTOR | 1.00 | $25,000 | $0 | $3,070 |
| CAROLYN A RYAN | ||||||||
| PO BOX 6630 | SNOWMASS | CO | 81615 | DIRECTOR | 1.00 | $2,500 | $0 | $8,562 |
| DONALD N ROSENBERG | ||||||||
| PO BOX 6630 | SNOWMASS | CO | 81615 | CO-TREASURER/DIRECTOR | 1.00 | $25,000 | $0 | $9,984 |
| JAMES ROSENBERG | ||||||||
| PO BOX 6630 | SNOWMASS | CO | 81615 | CO-TREASURER/DIRECTOR | 1.00 | $16,900 | $0 | $4,686 |
| JENNIFER FOX | ||||||||
| PO BOX 6630 | SNOWMASS | CO | 81615 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| JILL GOTTLIEB | ||||||||
| PO BOX 6630 | SNOWMASS | CO | 81615 | DIRECTOR | 1.00 | $25,000 | $0 | $6,735 |
| JOHN M ROSENBERG | ||||||||
| PO BOX 6630 | SNOWMASS | CO | 81615 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| LAUREN M NEILL | ||||||||
| PO BOX 6630 | SNOWMASS | CO | 81615 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| MICHAEL ROSENBERG | ||||||||
| PO BOX 6630 | SNOWMASS | CO | 81615 | DIRECTOR | 1.00 | $16,900 | $0 | $3,773 |
| MICHAEL RYAN | ||||||||
| PO BOX 6630 | SNOWMASS | CO | 81615 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| ROBERT M ROSENBERG | ||||||||
| PO BOX 6630 | SNOWMASS | CO | 81615 | DIRECTOR | 1.00 | $25,000 | $0 | $3,133 |
| TARA-LYNN BOREHAM ROSENBERG | ||||||||
| PO BOX 6630 | SNOWMASS | CO | 81615 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| BARBARA ROSENBERG | ||||||||
| PO BOX 6630 | SNOWMASS | CO | 81615 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| CAROL SILVERSTEIN | ||||||||
| PO BOX 6630 | SNOWMASS | CO | 81615 | DIRECTOR | 1.00 | $2,500 | $0 | $1,438 |
| 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 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $60,941 | 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 | $15,729,358 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $296,898 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,026,256 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,026,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $240,394 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,785,862 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $789,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $789,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,828 | TotalTaxAmt |
| Distributable Before Adj | $783,465 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $783,465 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $783,465 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,150,274 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,150,274 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,828 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,144,446 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $783,465 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $159,151 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $204,259 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $249,131 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $250,371 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $309,288 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,172,200 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,150,274 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $783,465 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $366,809 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,539,009 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $159,151 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,379,858 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $204,259 | ExcessFromYear4Amt |
| Excess From Year3 | $249,131 | ExcessFromYear3Amt |
| Excess From Year2 | $250,371 | ExcessFromYear2Amt |
| Excess From Year1 | $309,288 | ExcessFromYear1Amt |
| Excess From Current Year | $366,809 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABLE ACADEMY | ||||||||||||
| 5860 GOLDEN GATE PARKWAY | NAPLES | FL | 34116 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $25,000 | |||||
| ALZHEIMER'S DISEASE RESEARCH FOUNDATION DBA CURE ALZHEIMER'S FUND | ||||||||||||
| 34 WASHINGTON STREET | WELLESLEY | MA | 02481 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $5,000 | |||||
| ANOTHER CHANCE ANIMAL RESCUE | ||||||||||||
| 37 MARKET STREET | NORTH BERWICK | ME | 03906 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $1,500 | |||||
| AQUINNAHGAY HEAD COMMUNITY ASSOCIATION | ||||||||||||
| PO BOX 494 | CHILMARK | MA | 02535 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $15,333 | |||||
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | ||||||||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $2,500 | |||||
| ASPEN FILM INSTITUTE | ||||||||||||
| 110 E HALLAM STREET 102 | ASPEN | CO | 81611 | N/A | PUBLIC CHARITY | TO FURTHER EXEMPT ENTITY'S PURPOSE | $2,500 | |||||
| ASPEN INSTITUTE | ||||||||||||
| 1000 NORTH THIRD STREET | ASPEN | CO | 81611 | N/A | PUBLIC CHARITY | TO FURTHER EXEMPT ENTITY'S PURPOSE | $3,500 | |||||
| ASPEN JEWISH COMMUNITY CENTER - GOLSHIM L'CHAIM-SKI TO LIVE | ||||||||||||
| 435 WEST MAIN STREETE | ASPEN | CO | 81611 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $5,000 | |||||
| ASPEN JEWISH CONGREGATION | ||||||||||||
| 77 MEADOWOOD DRIVE | ASPEN | CO | 81611 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $3,000 | |||||
| BABSON COLLEGE | ||||||||||||
| 231 FOREST STREET | BABSON PARK | MA | 02457 | N/A | PUBLIC CHARITY | TO FURTHER EXEMPT ENTITY'S PURPOSE | $5,000 | |||||
| CARTER CENTER | ||||||||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | N/A | PUBLIC CHARITY | TO FURTHER EXEMPT ENTITY'S PURPOSE | $50,000 | |||||
| CHABAD JEWISH COMMUNITY CENTER ASPEN VALLEY | ||||||||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $1,500 | |||||
| CHARITIES AID FOUNDATION OF AMERICA - RYERSON UNIVERSITY | ||||||||||||
| 1800 DIAGONAL ROAD SUITE 150 | ALEXANDRIA | VA | 22314 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $20,000 | |||||
| CHARITY FOR CHANGE | ||||||||||||
| 194 RIDGE DRIVE | NAPLES | FL | 34108 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $46,000 | |||||
| CHESHIRE ACADEMY | ||||||||||||
| 10 MAIN STREET | CHESHIRE | CT | 06410 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $100,000 | |||||
| COMMUNITY ENDOWMENT OF LEXINGTON | ||||||||||||
| 3 ELIOT STREET | NATICK | MA | 07160 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $5,000 | |||||
| CRISPIN'S HOUSE COALITION FOR YOUTH | ||||||||||||
| PO BOX 411 | GOFFSTOWN | NH | 03045 | N/A | PUBLIC CHARITY | TO FURTHER EXEMPT ENTITY'S PURPOSE | $4,000 | |||||
| DANA FABER CANCER INSTITUTE | ||||||||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $6,000 | |||||
| DAV MA | ||||||||||||
| 616 BROAD WAY | SOMERVILLE | MA | 02145 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $5,000 | |||||
| DOCTORS WITHOUT BORDERS | ||||||||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $3,500 | |||||
| DRESS FOR SUCCESS WORLDWIDE | ||||||||||||
| 32 EAST 31ST STREET 7TH FLOOR | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $1,500 | |||||
| GOFFSTOWN HISTORICAL SOCIETY | ||||||||||||
| PO BOX 284 | GOFFSTOWN | NH | 03045 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $2,000 | |||||
| GOFFSTOWN MAIN STREET PROGRAM | ||||||||||||
| 7 MAIN STREET | GOFFSTOWN | NH | 03045 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $2,000 | |||||
| GOFFSTOWN NETWORK INC | ||||||||||||
| PO BOX 603 | GOFFSTOWN | NH | 03045 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $2,500 | |||||
| HABITAT FOR HUMANITY SARASOTA INC | ||||||||||||
| 1757 N EAST AVENUE | SARASOTA | FL | 34234 | N/A | PUBLIC CHARITY | TO FURTHER EXEMPT ENTITY'S PURPOSE | $5,000 | |||||
| HISTORIC NEW ENGLAND | ||||||||||||
| 141 CAMBRIDGE STREET | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | TO FURTHER EXEMPT ENTITY'S PURPOSE | $10,000 | |||||
| HOFFMAN INSTITUTE FOUNDATION | ||||||||||||
| 1299 FOURTH STREET SUITE 304 | SAN RAFAEL | CA | 94901 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $5,000 | |||||
| HUNTINGTON THEATRE COMPANY | ||||||||||||
| 264 HUNTINGTON AVENUE | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $10,000 | |||||
| IFA EDUCATIONAL FOUNDATION | ||||||||||||
| 1501 K STREET NW SUITE 350 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $5,000 | |||||
| JACS | ||||||||||||
| N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $20,000 | 858 SHEPPART AVENUE W | TORONTO | ONTARIO | CA | M3H 2T5 | ||||
| JAZZ ASPEN SNOWMASS | ||||||||||||
| 110 E HALLAM STREET 104 | ASPEN | CO | 81611 | N/A | PUBLIC CHARITY | TO FURTHER EXEMPT ENTITY'S PURPOSE | $25,000 | |||||
| JESPY HOUSE INC | ||||||||||||
| 102 PROSPECT STREET | SOUTH ORANGE | NJ | 07079 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $10,000 | |||||
| JEWISH CENTER OF THE HAMPTONS - ISRAEL'S BORDER PATROL OFFICERS | ||||||||||||
| 44 WOODS LANE | EAST HAMPTON | NY | 11937 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $2,000 | |||||
| JEWISH RESOURCE CENTER GOLSHIM L'CHAIM | ||||||||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $500 | |||||
| LUCKY DAY ANIMAL RESCUE OF COLORADO | ||||||||||||
| 3636 WINFIELD ROAD | WASHINGTON | DC | 20007 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $1,500 | |||||
| MCLEAN HOSPITAL | ||||||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $95,000 | |||||
| MIAMI ART MUSEUM | ||||||||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $48,000 | |||||
| MOUNTAIN RESCUE ASPEN | ||||||||||||
| 37925 HIGHWAY 82 | ASPEN | CO | 81611 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $800 | |||||
| MUSEUM OF SCIENCE - BOSTON | ||||||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $10,000 | |||||
| NORTH AMERICAN THROMBOSIS FORUM | ||||||||||||
| 368 BOYLSTON STREET | BROOKLINE | MA | 02445 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $10,000 | |||||
| NORTON MUSEUM OF ART | ||||||||||||
| 1454 S OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | N/A | PUBLIC CHARITY | TO FURTHER EXEMPT ENTITY'S PURPOSE | $10,000 | |||||
| PARROT OUTREACH SOCIETY BIRD GARDENS OF NAPLES | ||||||||||||
| 1205 ELIZABETH STREET UNIT 1 | PUNTA GORDA | FL | 33950 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $11,333 | |||||
| PAWS AND STRIPES | ||||||||||||
| 115 MONTECLAIRE DRIVE SE | ALBUQUERQUE | NM | 87108 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $20,000 | |||||
| PROMPT INSTITUTE | ||||||||||||
| 1010 MARQUEZ PLACE UNIT C | SANTA FE | NM | 87505 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $90,000 | |||||
| RECOVERY OUTREACH AND COMMUNITY INC | ||||||||||||
| 396 MERIDIAN STREET | EAST BOSTON | MA | 02128 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $50,000 | |||||
| SAMORPHAN PROJECT | ||||||||||||
| 6114 NORTH 9 HIGHWAY | PARKVILLE | MO | 64152 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $1,500 | |||||
| SHILOH CHARITABLE TRUST | ||||||||||||
| PO BOX 2236 | COSTA MESA | CA | 92628 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $100,000 | |||||
| SHINING STARS FOUNDATION | ||||||||||||
| 20 EAST DENVER STREET | SAUGUS | MA | 019062425 | N/A | PUBLIC CHARITY | TO FURTHER EXEMPT ENTITY'S PURPOSE | $2,500 | |||||
| ST MATTHEW'S EPISCOPAL CHURCH | ||||||||||||
| 7 N MAIN STREET | GOFFSTOWN | NH | 03045 | N/A | PUBLIC CHARITY | TO FURTHER EXEMPT ENTITY'S PURPOSE | $5,000 | |||||
| TABOR ACADEMY | ||||||||||||
| 232 FRONT STREET | MARION | MA | 02738 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $2,000 | |||||
| TEMPLE BETH ELOHIM | ||||||||||||
| 10 BETHEL ROAD | WELLESLEY | MA | 02481 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $4,180 | |||||
| THE MANUS FUND - VALLEY SETTLEMENT PROJECT | ||||||||||||
| 520 SOUTH THIRD STREET SUITE 9 | CARBONDALE | CO | 81623 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $30,000 | |||||
| TRACY'S KIDS CANCER FOUNDATION | ||||||||||||
| 5509 DEVON ROAD | BETHESDA | MD | 20814 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $15,000 | |||||
| TULANE UNIVERSITY | ||||||||||||
| 6823 ST CHARLES STREET | NEW ORLEANS | LA | 70118 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $73,336 | |||||
| UNITED WAY OF TORONTO | ||||||||||||
| N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $1,000 | 26 WELLINGTON STREET EAST | TORONTO | ONTARIO | CA | N5E 1S2 | ||||
| UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INC | ||||||||||||
| 204 THOMPSON HALL | DURHAM | NH | 03824 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $50,000 | |||||
| WE ARE ANIMAL GUARDIANS | ||||||||||||
| PO BOX 572 | WEARE | NH | 03281 | N/A | PUBLIC CHARITY | TO FURTHER ENTITY'S EXEMPT PURPOSE | $3,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,043,982 | 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 | $254,349 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,828 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $468,454 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $769,631 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $769,631 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|
| $2,464,898 | $2,284,363 |
| $609,998 | $437,919 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|
| $4,518,445 | $4,407,863 |
| $772,704 | $727,338 |
| $758,076 | $848,063 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT COST | $4,042,274 | $5,069,905 |
| AT COST | $611,439 | $586,299 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOARD EXPENSES | $41,381 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $60,941 | $60,941 | $0 |
| LOSSES FROM PARTNERSHIPS | $70,624 | $70,624 | $0 |
| MEMBERSHIP - COUNCIL ON FOUNDATIONS | $5,300 | $0 | $0 |
| PARTNERSHIP ACTIVITY | $194 | $194 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPTION PREMIUM | Desc |
| Revenue And Expenses Per Books | $46,828 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $46,828 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $46,828 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN | $28 | $28 | $0 |
| FEDERAL EXCISE | $26,618 | $0 | $0 |
Comments