PAUL C RICHARDS & GLADYS RICHARDS CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
PAUL C RICHARDS & GLADYS RICHARDS CHARITABLE FOUNDATION (EIN 04-6774586)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-07-24
IRS object ID
201502059349100805
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-07-24T13:02:09-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043037870PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOLLUS LYNCH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line189 SHREWSBURY STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046774586EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PAUL C RICHARDS AND GLADYS WBusinessNameLine1Txt
Business Name Line2RICHARDS CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone5083664657PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POWDER HILL WAY UNIT 31AddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERTA CARLINPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5083664657PhoneNum
Signature2015-07-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA E KINGPreparerPersonNm
PTINP00005629PTIN
Phone5087557107PhoneNum
Preparation2015-07-06PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,593,643FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$22,961InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22,961InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,788DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,788DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$44,820NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,164,976GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$44,820CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,516OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,516OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$95,085TotalRevAndExpnssAmt
Total Net Invst Incm$95,085TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,400CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,200CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$28,918OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,835OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$8,835OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,809TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,419TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$795TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$165OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,087TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,254TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,035TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$127,087TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,254TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$97,035TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$32,002ExcessRevenueOverExpensesAmt
Net Investment Income$81,831NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,396CashBOYAmt
Cash EOY$1,174CashEOYAmt
Cash EOYFMV$1,174CashEOYFMVAmt
Sav And Temp Cash Invst EOY$13,477SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,477SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$75,008USGovernmentObligationsBOYAmt
US Government Obligations EOY$150,371USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$150,428USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,057,839CorporateStockBOYAmt
Corporate Stock EOY$935,757CorporateStockEOYAmt
Corporate Stock EOYFMV$994,108CorporateStockEOYFMVAmt
Corporate Bonds BOY$416,543CorporateBondsBOYAmt
Corporate Bonds EOY$410,621CorporateBondsEOYAmt
Corporate Bonds EOYFMV$406,933CorporateBondsEOYFMVAmt
Other Investments BOY$22,780OtherInvestmentsBOYAmt
Other Investments EOY$30,164OtherInvestmentsEOYAmt
Other Investments EOYFMV$27,523OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,573,566TotalAssetsBOYAmt
Total Assets EOY$1,541,564TotalAssetsEOYAmt
Total Assets EOYFMV$1,593,643TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,473,677CapitalStockBOYAmt
Capital Stock EOY$3,473,677CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$1,900,111RetainedEarningBOYAmt
Retained Earning EOY-$1,932,113RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,573,566TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,541,564TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,573,566TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,541,564TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,573,566TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$32,002ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,541,564SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,541,564TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PERSHING 8451P2014-01-012014-12-31$1,303,155$1,332,407-$29,252-$29,252
PERSHING 2597P2014-01-012014-12-31$215,214$207,741$7,473$7,473
PERSHING 2597P2013-01-012014-12-31$394,563$332,090$62,473$62,473
PERSHING 8634P2014-01-012014-12-31$152,322$150,648$1,674$1,674
PERSHING 8634P2013-01-012014-12-31$98,458$97,270$1,188$1,188
FORTRESS INVESTMENT GROUP LLCP$5$5$5
CAPITAL GAINS DIVIDENDSP$1,259$1,259$1,259
FieldValueIRS element (for citing)
Capital Gain Net Income$44,820CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$97,643AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,630,314NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.059892DistributionYr1Rt
Adjusted Qlfy Distri Yr2$92,362AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,560,049NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.059205DistributionYr2Rt
Adjusted Qlfy Distri Yr3$94,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,623,850NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.057887DistributionYr3Rt
Adjusted Qlfy Distri Yr4$93,173AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,687,906NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055200DistributionYr4Rt
Adjusted Qlfy Distri Yr5$76,011AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,498,357NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050730DistributionYr5Rt
Total Distribution0.282914TotalDistributionRt
Average Distribution0.056583AverageDistributionRt
Net Vl Noncharitable Assets$1,619,965NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$91,662AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$818NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$92,480AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$97,035QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$818InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$818SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$818TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,120EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$1,400AppliedToEsTaxAmt
Total Payments And Credits$3,520TotalPaymentsAndCreditsAmt
Overpayment$2,702OverpaymentAmt
Applied To ES Tax$2,702AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERTA CARLINIndividualWithBooksNm
Phone5083664657PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1POWDER HILL WAY UNIT 31AddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERTA CARLIN
31 POWDER HILL WAY UNIT 31WESTBOROUGHMA01581TRUSTEE5.00$1,200$0$0
LINDA ARMAN
435 COUNTRY CLUB LANEGALAXVA24333TRUSTEE5.00$1,200$0$795
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,643,352AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,283AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,644,635TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,644,635AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,670CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,619,965NetVlNoncharitableAssetsAmt
Minimum Investment Return$80,998MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$80,998MinimumInvestmentReturnAmt
Tax Based On Investment Income$818TaxBasedOnInvestmentIncomeAmt
Total Tax$818TotalTaxAmt
Distributable Before Adj$80,180DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$80,180DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$80,180DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$97,035ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$97,035QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$818PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$96,217AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,180DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,906ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,484ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,116ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,218ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,247ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$58,971TotalExcessDistributionCyovAmt
Qualifying Distributions$97,035QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$80,180AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,855RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$75,826TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,906ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$73,920ExcessDistriCyovToNextYrAmt
Excess From Year4$9,484ExcessFromYear4Amt
Excess From Year3$13,116ExcessFromYear3Amt
Excess From Year2$16,218ExcessFromYear2Amt
Excess From Year1$18,247ExcessFromYear1Amt
Excess From Current Year$16,855ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MAKE A WISH FOUNDATION
ONE BULFINCH PLACEBOSTONMA02114NONEPUBLIC CHARITYCOMMUNITY RELATIONS$8,000
RONALD MCDONALD HOUSE
229 KENT STREETBROOKLINEMA02446NONEPUBLIC CHARITYMEDICALCOMMUNITY OUTREACH$10,000
ST JUDES RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPUBLIC CHARITYMEDICAL RESEARCH$8,000
TTC RESEARCH GRANT
2954 E PORTOLA VALLEY DRIVEGILBERTAZ85297NONEPUBLIC CHARITYEDUCATIONAL$10,000
UMASS MEMORIAL FOUNDATION
365 PLANTATION STREETWORCESTERMA01605NONEPUBLIC CHARITYEDUCATIONAL$29,000
UNIVERSITY OF CONNECTICUT
115 N EAGLEVILLE RDSTORRSCT06268NONEPUBLIC CHARITYEDUCATIONALEDUCATIONALEDUCATIONAL$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,961ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,788ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,516ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$44,820ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$95,085ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$95,085TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$5,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$410,621EOYBookValueAmt
EOYFMV$406,933EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$935,757EOYBookValueAmt
EOYFMV$994,108EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$150,371USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$150,428USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$30,164BookValueAmt
EOYFMV$27,523EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGEDesc
Revenue And Expenses Per Books$165RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PERSHING 2597$2,484$2,484$2,484
FORTRESS INVESTMENT GROUP LLC$32$32$32

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORYCategoryTxt
Amt$28,918Amt
Net Investment Income$8,835NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,835DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$1,419$1,419$0
OTHER$75$0$0
TAXES$3,315$0$0

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