BROWN MONSON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BROWN MONSON FOUNDATION (EIN 22-3065848)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201401339349101960
- Schema version
- 2013v3.1
- 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
- Amortization Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T12:28:03-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALONEY & KENNEDY PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 DARTMOUTH DR STE 203 | AddressLine1 |
| City | AUBURN | City |
| State | NH | State |
| ZIP Code | 03032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223065848 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN MONSON FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MALONEY & KENNEDY PLLC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROW | BusinessNameControlTxt |
| Phone | 6036692211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 DARTMOUTH DRIVE | AddressLine1 |
| Address Line2 | ROOM/SUITE 203 | AddressLine2 |
| City | AUBURN | City |
| State | NH | State |
| ZIP Code | 03032 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN R MONSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6036692211 | PhoneNum |
| Signature | 2014-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J MALONEY CPA | PreparerPersonNm |
| PTIN | P01299441 | PTIN |
| Phone | 6036248819 | PhoneNum |
| Preparation | 2014-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,737,784 | 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 |
| Interest On Sav Rev And Expnss | $33,478 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,478 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,702 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,326 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $503,617 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,326 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,455 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $110,961 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,506 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,182 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,182 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,300 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $26,333 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,333 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,502 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,502 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22,017 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,017 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $57,334 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,334 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $131,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $131,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $188,834 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,334 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $131,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$77,873 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,172 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $553,667 | CorporateStockBOYAmt |
| Corporate Stock EOY | $638,297 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,120,712 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $616,312 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $618,383 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $600,271 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $264,335 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $99,757 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,016,801 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $4 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,434,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,356,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,737,784 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,434,314 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,356,441 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,434,314 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,356,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,434,314 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,356,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,434,314 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$77,873 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,356,441 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,356,441 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CITIGROUP INC | P | 2011-07-14 | 2013-04-11 | $100,000 | $100,000 | ||
| COCA-COLA CO | P | 2012-09-20 | 2013-12-02 | $100,922 | $100,964 | -$42 | -$42 |
| UNITED PARCEL SERVICE | P | 2009-08-27 | 2013-01-15 | $100,000 | $100,000 | ||
| VERIZON GLOBAL FDG CORP | P | 2011-10-19 | 2013-06-03 | $100,000 | $100,000 | ||
| COCA COLA COM | P | 2010-10-11 | 2013-05-07 | $12,615 | $8,973 | $3,642 | $3,642 |
| IDACORP INC | P | 1993-03-12 | 2013-12-18 | $90,080 | $49,354 | $40,726 | $40,726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,326 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $843 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $843 | SubtotalAmt |
| Tax Based On Investment Income | $843 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $975 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $975 | TotalPaymentsAndCreditsAmt |
| Overpayment | $132 | OverpaymentAmt |
| Applied To ES Tax | $132 | AppliedToESTaxAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN MONSON | IndividualWithBooksNm |
| Phone | 6034722726 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 WELLESLEY DRIVE | AddressLine1 |
| City | BEDFORD | City |
| State | NH | State |
| ZIP Code | 03110 | ZIPCode |
| 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN B MONSON | ||||||||
| 24 WELLESLEY DRIVE | BEDFORD | NH | 03110 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN R MONSON | ||||||||
| 24 WELLESLEY DRIVE | BEDFORD | NH | 03110 | TREASURER | 3.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,618,951 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,405 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,655,356 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,655,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,615,526 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,776 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,776 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $843 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $843 | TotalTaxAmt |
| Distributable Before Adj | $129,933 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $129,933 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $129,933 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $131,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $131,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $131,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,933 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $116,126 | UndistributedIncomePYAmt |
| Qualifying Distributions | $131,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $116,126 | AppliedToYear1Amt |
| Applied To Current Year | $15,374 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $114,559 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN MONSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 WELLESLEY DRIVE | AddressLine1 |
| City | BEDFORD | City |
| State | NH | State |
| ZIP Code | 03110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6036263300 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| NH FISH AND GAME DEPT | ||||||
| 11 HAZEN DRIVE | CONCORD | NH | 03301 | 2013 GRANT | $5,000 | |
| SANTE FE COMMUNITY FDN | ||||||
| 501 HALONA STREET | SANTA FE | NM | 87505 | THE CLARK HULING FUND | $500 | |
| CARLTON COLLEGE | ||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | 2013 GRANT | $25,000 | |
| SUN VALLEY SUMMER SYMPHONY | ||||||
| PO BOX 1914 SUN VALLEY I | SUN VALLEY | ID | 83353 | 2013 GRANT | $1,300 | |
| SCI FOUNDATION | ||||||
| 4800 WEST GATES PASS ROAD | TUCSON | AZ | 85745 | SCIF FIGHTING FOR LION FUND | $10,000 | |
| SUN VALLEY SUMMER SYMPHONY | ||||||
| PO BOX 1914 SUN VALLEY I | SUN VALLEY | ID | 83353 | 2013 GRANT | $1,500 | |
| GRAND SLAM CLUBOVIS | ||||||
| PO BOX 310727 | BIRMINGHAM | AL | 35231 | 2013 GRANT | $1,000 | |
| GOODMAN THEATRE | ||||||
| 170 N DEARBORN STREET CHI | CHICAGO | IL | 60601 | 2013 ANNUAL FUND | $1,000 | |
| SUN VALLEY SUMMER SYMPHONY | ||||||
| PO BOX 1914 SUN VALLEY I | SUN VALLEY | ID | 83353 | 2013 ANNUAL FUND | $23,700 | |
| NH ART EDUCATORS ASSN | ||||||
| 15 TUMBLE ROAD BEDFORD NH | BEDFORD | NH | 03110 | NH SCHOLASTIC ART PROGRAM | $1,500 | |
| THE FIELD MUSEUM | ||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | 2013 ANNUAL FUND | $2,500 | |
| CHICAGO SYMPHONY ORCHESTRA | ||||||
| 220 S MICHIGAN AVE CHICAG | CHICAGO | IL | 60604 | 2013 ANNUAL FUND | $250 | |
| SHEDD AQUARIUM | ||||||
| 12 S LAKE SHORE DRIVE CH | CHICAGO | IL | 60605 | 2013 ANNUAL FUND | $250 | |
| BEDFORD LAND TRUST | ||||||
| 40 SOUTH RIVER ROAD BEDFO | BEDFORD | NH | 03110 | 2013 ANNUAL FUND & STEWARDSHIP ENDOW | $5,000 | |
| HOME HEALTH AND HOSPICE | ||||||
| 7 EXECUTIVE PARK DRIVE ME | MERRIMACK | NH | 03054 | 2013 ANNUAL FUND | $3,000 | |
| CONSERVATION FORCE | ||||||
| 3240 S I-10 SERVICE RD W | MATAIRIE | LA | 70001 | 2013 ANNUAL FUND | $15,000 | SUITE 200 |
| YALE UNIVERSITY | ||||||
| 157 CHURCH STR NEW HAVEN | NEW HAVEN | CT | 06510 | 2013 ANNUAL FUND | $250 | |
| NATURAL DHARMA FELLOWSHIP | ||||||
| 11 BLUEBERRY HILL RD ANDO | ANDOVER | MA | 01810 | 2013 ANNUAL FUND | $6,000 | |
| APOLLO CHORUS GROUP OF CHICAGO | ||||||
| 225 WEST WASHINGTON STREE | CHICAGO | IL | 60606 | 2013 ANNUAL FUND | $1,500 | SUITE 2200 |
| UNIVERSITY OF MICHIGAN LAW SCHOOL | ||||||
| 109 EAST MADISON SUITE 3 | ANN ARBOR | MI | 481042973 | ZELL ENTREPRENEUR LECTURE | $5,000 | |
| NORTHWESTERN UNIVERSITY | ||||||
| 1201 DAVIS STREET EVANSTO | EVANSTON | IL | 60201 | 2013 ANNUAL FUND | $250 | |
| JEREMY SAXE FDN | ||||||
| 1952 WHITNEY AVENUE HAMDE | HAMDEN | CT | 06517 | 2013 ANNUAL FUND | $6,000 | |
| MANCHESTER COMMUNITY THEATER PLAYER | ||||||
| 220 OAK STREET MANCHESTER | MANCHESTER | NH | 03104 | 2013 ANNUAL FUND | $10,000 | |
| WILDLIFE HERITAGE FOUNDATION OF NH | ||||||
| 26 SANDORN ROAD CONCORD N | CONCORD | NH | 03301 | 2013 GRANT | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $131,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33,478 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,702 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44,326 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NET SECTION 1231 GAIN - K-1 | 1 | $642 |
| ORDINARY INCOME PER K-1 | 1 | $10,813 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,455 | ExclusionAmt |
| Related Or Exempt Function Incm | $99,506 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,961 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST, DIVIDENDS AND CAPITAL GAIN'S PROVIDE |
| 4 | INCOME WITH WHICH TO MEET GRANT REQUESTS AS PART OF |
| 8 | THE ORGANIZATION'S EXEMPT FUNCTION. |
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 | MALONEY & KENNEDY, PLLC | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $2,300 | NetInvestmentIncomeAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ENTERPRISE PRODUCTS OPER | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2008-12-29 | AcquiredCompletedOrExpendedDt |
| Amortized | $108,685 | AmortizedAmt |
| Deduction For Prior Years | $6,559 | DeductionForPriorYearsAmt |
| Amortization Period | 4.0000 | AmortizationPeriodRt |
| Current Year Amortization | $1,969 | CurrentYearAmortizationAmt |
| Net Investment Income | $1,969 | NetInvestmentIncomeAmt |
| Total Amortization | $8,528 | TotalAmortizationAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| SUSAN B MONSON |
| JOHN R MONSON |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $618,383 | EOYBookValueAmt |
| EOYFMV | $600,271 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH EQUITY PORTFOLIO | StockNm |
| EOY Book Value | $638,297 | EOYBookValueAmt |
| EOYFMV | $1,120,712 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH/MONEY/DIVIDENDS RECEIVABLE | AT COST | $18,233 | $18,233 |
| ENTERPRISE PRODUCTS PARTNERS, LP | FMV | $78,268 | $994,500 |
| BREITBURN ENERGY PRTNRS | FMV | $3,256 | $4,068 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $1,182 | LegalFeesAmt |
| Net Investment Income | $1,182 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| EOY Book Value | $4 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| EPG DEDUCTIONS | $44 | $44 |
| BANK FEES | $150 | $150 |
| INTEREST EXPENSES | $2,804 | $2,804 |
| DEPLETION | $441 | $441 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| NET SECTION 1231 GAIN - K-1 | $642 |
| ORDINARY INCOME PER K-1 | $10,813 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ATLANTIC TRUST | $25,474 | $25,474 |
| DUES AND SUBSCRIPTIONS | $859 | $859 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SECRETARY OF STATE FILING FEES | $75 | $75 |
| FEDERAL ESTIMATES | $5,427 | $5,427 |
Comments