GEORGE A RAMLOSE FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE A RAMLOSE FOUNDATION INC (EIN 04-6048231)
- Tax period
- 2015-05-01 to 2016-04-30
- Filed
- 2016-08-01
- IRS object ID
- 201632149349100518
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-01T13:03:21-07:00 | ReturnTs |
| Tax Period End | 2016-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vallas & Arrison PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 Great Road | AddressLine1Txt |
| City | Littleton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046048231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George A Ramlose Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 9783681200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 550 | AddressLine1Txt |
| City | Sterling | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01564 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Taylor | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2016-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | George P Vallas CPA | PreparerPersonNm |
| PTIN | P00466005 | PTIN |
| Phone | 9784869855 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,960,759 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $90,378 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,378 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $270,999 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,486,377 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $270,999 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $361,386 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $361,386 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,450 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $25,903 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,903 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,189 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $447 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $6,392 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,547 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $46,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,347 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,466 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,466 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $194,966 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,347 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,466 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $166,420 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $332,039 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,910 | CashBOYAmt |
| Cash EOY | $13,766 | CashEOYAmt |
| Cash EOYFMV | $13,766 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $191,612 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $154,431 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $154,431 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,527,527 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,784,693 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,792,562 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $49,948 | CorporateBondsBOYAmt |
| Total Assets BOY | $1,784,997 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,952,890 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,960,759 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,444 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,917 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,444 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,917 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,780,553 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,946,973 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,780,553 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,946,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,784,997 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,952,890 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,780,553 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $166,420 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,946,973 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,946,973 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 700 Traveler's Cos Inc | P | 2011-06-30 | 2015-06-11 | $69,639 | $64,769 | $4,870 | $4,870 |
| 500 Kraft Heinz Co | P | 2011-06-30 | 2015-07-06 | $8,250 | $8,250 | $8,250 | |
| 124 Talen Energy Corp | P | 2011-06-30 | 2015-10-09 | $1,319 | $1,000 | $319 | $319 |
| 4000 General Electric | P | 2011-06-30 | 2015-10-15 | $111,038 | $98,944 | $12,094 | $12,094 |
| 1500 BCE Inc | P | 2011-06-30 | 2015-11-23 | $65,149 | $62,421 | $2,728 | $2,728 |
| 1000 Kraft Heinz Co | P | 2011-06-30 | 2015-11-23 | $72,499 | $65,999 | $6,500 | $6,500 |
| 500 Berkshire Hathway Inc | P | 2011-06-30 | 2015-11-23 | $67,749 | $32,602 | $35,147 | $35,147 |
| 1000 Coca Cola Co | P | 2011-06-30 | 2015-11-23 | $42,125 | $21,139 | $20,986 | $20,986 |
| 1600 Conocophillips | P | 2011-06-30 | 2015-11-23 | $86,569 | $46,732 | $39,837 | $39,837 |
| 1200 Consolidated Edison Hldg Co Inc | P | 2011-06-30 | 2015-11-23 | $74,988 | $47,660 | $27,328 | $27,328 |
| 1000 Exxon Mobil Corp | P | 2011-06-30 | 2015-11-23 | $80,164 | $15,813 | $64,351 | $64,351 |
| 400 General Electric Co | P | 2011-06-30 | 2015-11-23 | $12,153 | $10,300 | $1,853 | $1,853 |
| 1000 General Motors Co | P | 2011-06-30 | 2015-11-23 | $36,285 | $34,830 | $1,455 | $1,455 |
| 300 Lili Eli & Co | P | 2011-06-30 | 2015-11-23 | $25,027 | $23,989 | $1,038 | $1,038 |
| 1000 Merck & Co | P | 2011-06-30 | 2015-11-23 | $54,025 | $35,090 | $18,935 | $18,935 |
| 1750 Nextera Energy Inc | P | 2011-06-30 | 2015-11-23 | $173,170 | $64,039 | $109,131 | $109,131 |
| 600 Spdr Ser Tr S&P Biotech | P | 2011-06-30 | 2015-11-23 | $42,097 | $17,096 | $25,001 | $25,001 |
| 1000 Spectra Energy Corp | P | 2011-06-30 | 2015-11-23 | $27,242 | $26,509 | $733 | $733 |
| 400 Teco energy Inc | P | 2011-06-30 | 2015-11-23 | $10,547 | $7,718 | $2,829 | $2,829 |
| 50000 Rdm Microsoft Corp Note | P | 2011-06-30 | 2016-02-08 | $50,000 | $49,948 | $52 | $52 |
| 500 Yahoo Inc | P | 2011-06-30 | 2015-10-15 | $16,447 | $19,970 | -$3,523 | -$3,523 |
| 150 Duke Energy Corp | P | 2011-06-30 | 2015-11-23 | $10,014 | $11,993 | -$1,979 | -$1,979 |
| 300 First Energy Corp | P | 2011-06-30 | 2015-11-23 | $9,050 | $10,925 | -$1,875 | -$1,875 |
| 1000 Freeport McMoran Inc | P | 2011-06-30 | 2015-11-23 | $8,622 | $43,968 | -$35,346 | -$35,346 |
| 1500 Glaxosmithkline Plc | P | 2011-06-30 | 2015-11-23 | $61,302 | $66,439 | -$5,137 | -$5,137 |
| 1000 Ishares Gold Trust | P | 2011-06-30 | 2015-11-23 | $10,332 | $16,876 | -$6,544 | -$6,544 |
| 600 Ishares MSCI Canada | P | 2011-06-30 | 2015-11-23 | $13,903 | $16,553 | -$2,650 | -$2,650 |
| 500 Ishares Silver | P | 2011-06-30 | 2015-11-23 | $6,739 | $16,035 | -$9,296 | -$9,296 |
| 400 Ishares US Energy | P | 2011-06-30 | 2015-11-23 | $15,233 | $16,058 | -$825 | -$825 |
| 1000 Kinder Morgan Inc | P | 2011-06-30 | 2015-11-23 | $24,236 | $42,307 | -$18,071 | -$18,071 |
| 400 Linn Energy LLC | P | 2011-06-30 | 2015-11-23 | $881 | $9,676 | -$8,795 | -$8,795 |
| 700 Prudential Finl Inc | P | 2011-06-30 | 2015-11-23 | $61,063 | $62,006 | -$943 | -$943 |
| 200 WP Carey Inc | P | 2011-06-30 | 2015-11-23 | $12,130 | $13,146 | -$1,016 | -$1,016 |
| 10 Fairpoint Communications Inc | P | 2011-06-30 | 2015-12-16 | $70 | -$70 | -$70 | |
| 2500 HP Inc | P | 2011-06-30 | 2016-03-30 | $78,730 | $84,848 | -$6,118 | -$6,118 |
| 2000 Tortoise Energy Infra Corp | P | 2011-06-30 | 2016-03-30 | $47,660 | $57,910 | -$10,250 | -$10,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $270,999 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $149,447 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,112,057 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04802 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $147,971 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,963,417 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04993 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $149,697 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,840,221 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05271 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $155,240 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,662,856 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05830 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $134,125 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,474,696 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05420 | DistributionYr5Rt |
| Total Distribution | 0.263158 | TotalDistributionRt |
| Average Distribution | 0.052632 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,894,998 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $152,370 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,320 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $155,690 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $148,466 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,641 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,641 | SubtotalAmt |
| Tax Based On Investment Income | $6,641 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,440 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $3,201 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.ramlose.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Adams & Blinn | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9783681200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 550 | AddressLine1Txt |
| City | Sterling | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Peter Boyce | ||||||
| 3287 Bailey Road | Dacula | GA | 30019 | President | 3.00 | $0 |
| Carole C Boyce | ||||||
| 3287 Bailey Road | Dacula | GA | 30019 | Vice President | 1.00 | $0 |
| Linda Taylor | ||||||
| 141 Kendall Hill Road | Sterling | MA | 01564 | Vice President | 1.00 | $0 |
| David Taylor | ||||||
| 141 Kendall Hill Road | Sterling | MA | 01564 | Treasurer | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Contributions to qualified 501(c)(3) organizations none of whom are related to the directors of the Foundation. See attached list. | Description1Txt |
| Expenses1 | $148,466 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,755,249 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $183,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,939,084 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,939,084 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,894,998 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,750 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,750 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,641 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,641 | TotalTaxAmt |
| Distributable Before Adj | $138,109 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $138,109 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $138,109 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,466 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $148,466 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $148,466 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $138,109 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $148,466 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $138,109 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,357 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,357 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,357 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $10,357 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | George A Ramlose Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 550 | AddressLine1Txt |
| City | Sterling | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01564 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5083688264 | RecipientPhoneNum |
| Form And Info And Materials | All applications and supporting material should be submitted online at our website www.ramlose.org. Further instructions are on the website. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | August 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Preference is given to organizations in New England or in the southeastern United States. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attached list | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01564 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | To further the objectives of the recipient organization. | GrantOrContributionPurposeTxt |
| Amt | $148,466 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,466 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,378 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $270,999 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $361,386 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $361,386 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $1,450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | 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 |
|---|---|---|
| Dues and Subscriptions | $750 | $750 |
| Insurance | $725 | $725 |
| PO Box Rental | $141 | $72 |
| Website and Software | $2,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $25,903 | Amt |
| Net Investment Income | $25,903 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Excise Taxes | $6,457 | |
| Foreign Taxes | $447 | $447 |
| State Filing Fees | $285 |
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