SANDWICH HISTORICAL SOCIETY: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SANDWICH HISTORICAL SOCIETY (EIN 02-0268251)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201411349349102716
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T14:55:06-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VACHON CLUKAY & COMPANY PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 608 CHESTNUT ST | AddressLine1 |
| City | MANCHESTER | City |
| State | NH | State |
| ZIP Code | 03104 | 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 | 020268251 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDWICH HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6032846269 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 244 | AddressLine1 |
| City | CENTER SANDWICH | City |
| State | NH | State |
| ZIP Code | 032270106 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM SHEVENELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6032846269 | PhoneNum |
| Signature | 2014-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY G BOISVERT | PreparerPersonNm |
| PTIN | P01695727 | PTIN |
| Phone | 6036227070 | PhoneNum |
| Preparation | 2014-05-12 | 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 | $2,334,421 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $87,418 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,111 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,111 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,111 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $27,260 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,260 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,260 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,921 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $164,409 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,921 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $2,751 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $2,162 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $589 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $589 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $159 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $159 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $158,458 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,292 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $37,119 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,277 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,277 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $26,085 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $13,043 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $13,042 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,171 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $1,111 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,060 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,559 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $4,559 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $11,383 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,383 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,383 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,210 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $385 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,210 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $11,342 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $11,342 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $14,449 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $14,449 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,746 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,746 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,655 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $75 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,580 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $126,877 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,768 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $32,723 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,154 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,877 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,768 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $32,723 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,154 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,581 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,524 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,396 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $114 | CashBOYAmt |
| Cash EOY | $278 | CashEOYAmt |
| Cash EOYFMV | $278 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $74,415 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $148,564 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $148,564 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $37,500 | GrantsReceivableBOYAmt |
| Other Nts And Loans Rcvbl | $17,293 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $15,789 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $17,293 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $17,293 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,100 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,462 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,462 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $38,912 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $66,279 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $67,158 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $782,283 | CorporateStockBOYAmt |
| Corporate Stock EOY | $768,875 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,181,102 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $220,627 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $199,162 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $215,239 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $664,170 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $202,992 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $462,575 | LandBOYAmt |
| Land EOY | $461,178 | LandEOYAmt |
| Land EOYFMV | $664,170 | LandEOYFMVAmt |
| Other Assets BOY | $37,155 | OtherAssetsBOYAmt |
| Other Assets EOY | $37,155 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $37,155 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,670,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,702,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,334,421 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,367 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,941 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $3,825 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $4,550 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $8,192 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,491 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,627,153 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,625,314 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $35,125 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $70,441 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,662,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,695,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,670,470 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,702,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,662,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,581 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,896 | OtherIncreasesAmt |
| Subtotal | $1,695,755 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,695,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FNMA PL532215 7.5& 2/1/15 | P | 2000-02-15 | 2013-04-08 | $72 | $72 | ||
| JOHNSON & JOHNSON 25 SHS | P | 2011-01-01 | 2013-04-08 | $2,017 | $324 | $1,693 | $1,693 |
| 3M COMPANY | P | 2004-01-13 | 2013-04-08 | $2,637 | $2,077 | $560 | $560 |
| FNMA MTG PASS 6.0% 5/1/16 | P | 2001-05-15 | 2013-04-08 | $495 | $492 | $3 | $3 |
| JP MORGAN CHASE 100 SHS | P | 2004-09-07 | 2013-11-01 | $5,215 | $4,011 | $1,204 | $1,204 |
| FNMA PL 918694 6.0% 6/1/22 | P | 2007-06-26 | 2013-04-08 | $2,143 | $2,156 | -$13 | -$13 |
| LOWES CO 100 SHS | P | 2003-10-17 | 2013-04-08 | $3,879 | $2,888 | $991 | $991 |
| GNMA II PLMA1423 2.5% | P | 2013-11-08 | 2013-12-20 | $84 | $84 | ||
| LOWES CO 100SHS | P | 2003-10-17 | 2013-05-22 | $4,260 | $2,888 | $1,372 | $1,372 |
| CONOCOPHILLIPS | P | 2006-09-05 | 2013-04-15 | $30,000 | $30,234 | -$234 | -$234 |
| NEXTERA ENERGY 30 SHS | P | 2008-10-20 | 2013-04-08 | $2,385 | $1,272 | $1,113 | $1,113 |
| SLM CORP 5.0% 10/1/13 | P | 2005-03-14 | 2013-10-01 | $30,000 | $29,830 | $170 | $170 |
| NIKE CLASS B 50 SHS | P | 2008-08-15 | 2013-04-08 | $2,978 | $1,558 | $1,420 | $1,420 |
| DUTCHESS CTY NY 4.191% 7/1/13 | P | 2010-11-24 | 2013-07-01 | $20,000 | $20,000 | ||
| NOVARTIS AG SO SHS | P | 2007-01-12 | 2013-10-21 | $3,756 | $2,916 | $840 | $840 |
| ANALOG DEVICES 50SHS | P | 2008-10-16 | 2013-04-08 | $2,187 | $987 | $1,200 | $1,200 |
| PEPSICO 50 SHS | P | 1987-09-08 | 2013-04-08 | $3,956 | $281 | $3,675 | $3,675 |
| BLACKROCK IMC. CL A 15 SHS | P | 2011-06-08 | 2013-04-08 | $3,723 | $2,852 | $871 | $871 |
| PROCTER & GAMBLE 25 SHS | P | 2004-11-15 | 2013-04-08 | $1,961 | $1,340 | $621 | $621 |
| GENERAL MILLS 50 SHS | P | 2010-04-28 | 2013-04-08 | $2,426 | $1,747 | $679 | $679 |
| THERMO FISHER SCIENT 100 SHS | P | 2004-11-30 | 2013-02-12 | $7,450 | $2,800 | $4,650 | $4,650 |
| GOOGLE INC 8 SHS | P | 2011-09-19 | 2013-10-21 | $8,098 | $4,311 | $3,787 | $3,787 |
| THERMO FISHER SCIENT 25 SHS | P | 2004-11-30 | 2013-10-21 | $2,397 | $700 | $1,697 | $1,697 |
| ISHARES S&P MIDCAP 400 40 SHS | P | 2011-01-01 | 2013-04-08 | $4,511 | $2,578 | $1,933 | $1,933 |
| UPS CL B 25 SHS | P | 2005-07-21 | 2013-04-08 | $2,073 | $1,842 | $231 | $231 |
| ISHARES S&P MIDCAO 400 30 SHS | P | 2011-01-01 | 2013-10-21 | $3,853 | $1,785 | $2,068 | $2,068 |
| VERIZON 50SHS | P | 2011-01-01 | 2013-04-08 | $2,459 | $1,957 | $502 | $502 |
| ISHARES S&P SMALLCAP 600 35 SHS | P | 2007-12-01 | 2013-04-08 | $2,986 | $2,375 | $611 | $611 |
| WALMART 25 SHS | P | 2002-04-15 | 2013-04-08 | $1,925 | $1,498 | $427 | $427 |
| ISHARES S&P SMALLCAP 600 25 SHS | P | 2007-12-10 | 2013-10-21 | $2,593 | $1,696 | $897 | $897 |
| WELLS FARGO 50 SHS | P | 2000-02-16 | 2013-04-08 | $1,840 | $937 | $903 | $903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,921 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $269,549 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,500,000 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.179699 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $156,743 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,460,580 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.107316 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $93,902 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,463,466 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064164 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $98,512 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,351,744 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072878 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $93,107 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,462,247 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063674 | DistributionYr5Rt |
| Total Distribution | 0.487731 | TotalDistributionRt |
| Average Distribution | 0.097546 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,475,474 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $143,927 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $585 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $144,512 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $94,099 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,170 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,170 | SubtotalAmt |
| Tax Based On Investment Income | $1,170 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $370 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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.SANDWICHHISTORICAL.ORG | WebsiteAddressTxt |
| Individual With Books | JON TAYLOR | IndividualWithBooksNm |
| Phone | 6032846269 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 NEW CASTLE ST | AddressLine1 |
| City | CONCORD | City |
| State | NH | State |
| ZIP Code | 03301 | 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 |
| 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 (18 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 |
|---|---|---|---|---|---|---|---|---|
| GEOFFREY BURROWS | ||||||||
| PO BOX 7 17 GROVE STREET | CENTER SANDWICH | NH | 03227 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JON TAYLOR | ||||||||
| PO BOX 117 | NORTH SANDWICH | NH | 03259 | TREASURER | 1.00 | $0 | $0 | $0 |
| ADAM NUDD-HOMEYER | ||||||||
| PO BOX 422 | CENTER SANDWICH | NH | 03227 | EXECUTIVE DI | 10.00 | $24,277 | $0 | $0 |
| JOAN COOK | ||||||||
| 445 DIAMOND LEDGE RD | CENTER SANDWICH | NH | 03227 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELLEN KARNAN | ||||||||
| PO BOX 189 | CENTER SANDWICH | NH | 03227 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JON HEARD | ||||||||
| PO BOX 462 | CENTER SANDWICH | NH | 03227 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID PATRIDGE | ||||||||
| PO BOX 42 7 MAPLE STREET | CENTER SANDWICH | NH | 03227 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUE GREENE | ||||||||
| PO BOX 26 | CENTER SANDWICH | NH | 03227 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JIM MYKLAND | ||||||||
| PO BOX 99 | CENTER SANDWICH | NH | 03227 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| MICHAEL YEAGER | ||||||||
| PO BOX 58 251 SQUAM LAKE ROAD | CENTER SANDWICH | NH | 03227 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAPT KENNETH A SMITH JR | ||||||||
| 33 BUCK DRIVE | ELIOT | ME | 03903 | ASSISTANT TR | 1.00 | $0 | $0 | $0 |
| JENNIFER WRIGHT | ||||||||
| PO BOX 36 | SANDWICH | NH | 03227 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| H BOONE PORTER III | ||||||||
| 324 WENTWORTH HILL ROAD | CENTER SANDWICH | NH | 03227 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PHIL HOLLAND | ||||||||
| PO BOX 568 | CENTER HARBOR | NH | 03226 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| H BENJAMIN BULLARD | ||||||||
| PO BOX 305 | CENTER SANDWICH | NH | 03227 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAPHNE FRENTRESS | ||||||||
| 24 CHURCH STREET | CENTER SANDWICH | NH | 03227 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN DAVIES | ||||||||
| 711 MT ISRAEL ROAD | CENTER SANDWICH | NH | 03227 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAN REIDY | ||||||||
| 139 WENTWORTH HILL RD | CENTER SANDWICH | NH | 03227 | DIRECTOR | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO COLLECT AND PRESERVE THE MATERIAL CULTURE AND HISTORICAL RECORD OF THE TOWN OF SANDWICH, AND TO USE THESE RESOURCES IN SERVICE TO THE PUBLIC THROUGH EDUCATIONAL EXPERIENCES AND OUTREACH TO THE COMMUNITY. | Description1Txt |
| Expenses1 | $84,154 | Expenses1Amt |
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 | $1,439,444 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,497,943 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,497,943 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,475,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,774 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,154 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $9,945 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $94,099 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $94,099 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $94,099 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $94,099 | RemainingDistriFromCorpusAmt |
| Total Corpus | $94,099 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j5 | Yes (X) | Section4942j5Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $94,099 | CurrentYearAmt |
| Year1 | $270,319 | Year1Amt |
| Year2 | $157,348 | Year2Amt |
| Year3 | $94,230 | Year3Amt |
| Total | $615,996 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $94,099 | CurrentYearAmt |
| Year1 | $270,319 | Year1Amt |
| Year2 | $157,348 | Year2Amt |
| Year3 | $94,230 | Year3Amt |
| Total | $615,996 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $49,183 | CurrentYearAmt |
| Year1 | $46,315 | Year1Amt |
| Year2 | $48,686 | Year2Amt |
| Year3 | $48,782 | Year3Amt |
| Total | $192,966 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,111 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,260 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 4 | ExclusionCd |
| Exclusion | $50 | ExclusionAmt |
| Related Or Exempt Function Incm | $33,871 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $589 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Related Or Exempt Function Incm | $159 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,421 | ExclusionAmt |
| Related Or Exempt Function Incm | $34,619 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,040 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ACCOUNTING AND AUDITING | $3,861 | $3,861 |
| PAYROLL AND BOOKKEEPING | $698 | $698 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (18 entries)
| GEOFFREY BURROWS |
| JON TAYLOR |
| ADAM NUDD-HOMEYER |
| JOAN COOK |
| ELLEN KARNAN |
| JON HEARD |
| DAVID PATRIDGE |
| SUE GREENE |
| JIM MYKLAND |
| MICHAEL YEAGER |
| CAPT KENNETH A SMITH JR |
| JENNIFER WRIGHT |
| H BOONE PORTER III |
| PHIL HOLLAND |
| H BENJAMIN BULLARD |
| DAPHNE FRENTRESS |
| SUSAN DAVIES |
| DAN REIDY |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Prior Year Depreciation | $31,441 | PriorYearDepreciationAmt |
| Current Year Expense | $11,342 | CurrentYearExpenseAmt |
| Adjusted Net Income | $11,342 | AdjustedNetIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CENTRALIA WA ELEC 3.03% 12/1/16 | $20,134 | $20,685 |
| CONOCO PHILLIPS 5.5% 4/15/13 | ||
| CONOCOPHILLIPS 5.2% 5/15/18 | $20,186 | $22,568 |
| DEUTSCHEBANK AG 3.45% 3/30/15 | $30,113 | $30,961 |
| DUTCHESS CNTY NY 4.191% 7/1/13 | ||
| GOLDMAN SACHS GROUP 5.7% 9/01/12 | ||
| HALUIBURTON CO. 3.5% | $15,158 | $14,541 |
| ILLINOIS ST G/O 4.071% 1/1/14 | $29,996 | $30,000 |
| NEW YORK NY BAB 4.047% 10/1/20 | $20,124 | $21,012 |
| PHILIPS ELEC 3.75% | $15,120 | $15,008 |
| SLM CORP 30000 5% 10/1/13 | ||
| STATOIL ASA 2.5% | $14,789 | $13,530 |
| TELEFONICA EMISIONES 3.992% 2/16/16 | $19,954 | $21,008 |
| TIMING DIFFERENCES | $13,588 | $25,926 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $12,402 | $21,038 |
| AFLAC PFD 5.5% | $24,900 | $21,220 |
| ANALOG DEVICES | $7,896 | $20,372 |
| APACHE CORP | $4,083 | $12,891 |
| APPLE COMPUTER | $980 | $14,026 |
| ARCELORMITTAL SA LUXEMBOURG | $13,237 | $12,488 |
| BHP BILLITON LTD | $17,932 | $17,050 |
| BLACKROCK INC CL A | $12,724 | $22,153 |
| DANAHER CORP | $8,181 | $23,160 |
| DEERE & CO | $16,464 | $18,266 |
| DEVON ENERGY CORP | $20,487 | $15,468 |
| DOVER CORP | $14,830 | $24,135 |
| DOW CHEM | $14,291 | $17,760 |
| EMC CORP MASS | $6,726 | $12,575 |
| EMERSON ELECTRIC | $10,150 | $21,054 |
| ENTERGY PFD 4.9% | $25,066 | $20,240 |
| EXXON MOBIL CORP | $8,374 | $35,420 |
| GENERAL ELECTRIC CO | $11,193 | $15,417 |
| GENERAL MLS INC | $12,229 | $17,468 |
| GOOGLE INCORPORATED CLASS A | $10,777 | $22,414 |
| INTERNATIONAL BUSINESS MACHINES | $6,108 | $18,757 |
| ISHARES FTSE XINHAU HK CHINA | $8,608 | $13,813 |
| ISHARES IBOXX HIGH YLD CORP BOND FD | $10,031 | $10,960 |
| ISHARES JP MORGAN EMERGING | $7,651 | $8,112 |
| ISHARES MSCI EAFE INDEX FD | $36,025 | $40,257 |
| ISHARES MSCI EMERGING MKTS INDEX | $17,033 | $16,509 |
| ISHARES MSCI HONG KONG INDEX | $10,776 | $12,360 |
| ISHARES MSCI PACIFIC EX-JAPAN FD | $26,280 | $23,365 |
| ISHARES MSCI SOUTH AFRICA IDX | $33,561 | $39,984 |
| ISHARES S&P GLBL TELECOMM SECTOR IDX | $6,872 | $8,539 |
| ISHARES S&P MIDCAP 400 INDEX FD | $11,792 | $30,776 |
| ISHARES S&P NA NAT RES INDEX | $11,191 | $17,356 |
| ISHARES S&P SMALLCAP 600 INDEX FD | $14,819 | $31,648 |
| JOHNSON & JOHNSON | $2,355 | $20,608 |
| JOHNSON CONTROLS | $14,220 | $23,085 |
| JP MORGAN CHASE | $12,033 | $17,544 |
| LOWES CO INC. | $9,642 | $24,775 |
| MARSH MCLENNAN | $9,297 | $19,344 |
| MICROSOFT CORP | $17,375 | $22,446 |
| NEXTERA ENERGY INC (FPL GROUP) | $8,651 | $23,117 |
| NIKE | $8,445 | $22,592 |
| NOVARTIS AG | $17,274 | $24,114 |
| ORACLE | $8,822 | $19,130 |
| PAYCHEX INC | $13,870 | $22,765 |
| PEPSICO | $1,331 | $20,735 |
| PROCTER & GAMBLE | $12,060 | $18,317 |
| QUALCOMM | $19,392 | $22,275 |
| SCHLUMBERGER LTD | $11,772 | $18,022 |
| STATE STREET | $14,097 | $14,678 |
| TEVA PHARMACEUTICAL INDS LTD ADR | $14,463 | $14,028 |
| THERMO FISHER SCIENTIFIC INC | $5,600 | $22,270 |
| UNITED PARCELS SERVICE CLASS B | $15,302 | $23,643 |
| UNITED TECHNOLOGIES CORP | $13,847 | $22,760 |
| VANGUARD GNMA FD | $52,956 | $52,469 |
| VERIZON COMMUNICATIONS | $11,866 | $17,199 |
| WAL MART STORES | $12,104 | $17,705 |
| WELLS FARGO & CO | $8,432 | $20,430 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $66,279 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $67,158 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|
| OFFICE EQUIPMENT | $11,289 | $11,289 | $11,289 | |
| FURNITURE & FIXTURES | $9,926 | $9,926 | $9,926 | |
| BUILDINGS & IMPROVEMENTS | $637,317 | $434,325 | $637,317 | $202,992 |
| LAND | $5,638 | $5,638 | $5,638 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANTIQUES & DOCUMENTS | Desc |
| BOY Book Value | $37,155 | BOYBookValueAmt |
| EOY Book Value | $37,155 | EOYBookValueAmt |
| EOYFMV | $37,155 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSE | $4,588 | $4,588 | |
| INSURANCE | $9,986 | $9,986 | |
| EXHIBITS | $2,760 | $2,760 | |
| DEVELOPMENT | $595 | $595 | |
| MISCELLANEOUS | $1,001 | $1,001 | |
| ANNUAL FILING FEE | $75 | $75 | |
| EDUCATIONAL EXPENSES | $3,822 | $3,822 | |
| TRAINING & WORKSHOPS | $85 | $85 | |
| COLLECTION EXPENSE | $848 | $848 | |
| OFFICERS & TRUSTEES | $5 | $5 | |
| ORGANIZATIONAL MATERIALS | $225 | $225 | |
| TECHNOLOGY | $892 | $892 | |
| PUBLIC RELATIONS | $392 | $392 | |
| BANK CHARGES | $186 | $186 | |
| SPECIAL PROJECTS | $431 | $431 | |
| MUSEUM EQUIPMENT | $670 | $670 | |
| FUNDRAISING | |||
| VOLUNTEER PROGRAM | $94 | $94 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $159 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $159 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCREASE IN FMV OF INVESTMENTS FOR BOOK PURPOSES | Description |
| Amount | $1,896 | Amount |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZITA MYERS SCHNEIDER FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $17,293 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $11,199 | $11,199 | $1,199 |
| OTHER NONALLOCABLE EXP-CHARTER T | $184 | $184 | $184 |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MUSEUM STORE, PUBLICATIONS | CategoryTxt |
| Gross Sales | $2,751 | GrossSalesAmt |
| Cost Of Goods Sold | $2,162 | CostOfGoodsSoldAmt |
| Net | $589 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $825 | $825 | |
| FOREIGN TAX ON DIVIDENDS 45698 | $385 | $385 | $385 |
Comments