ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC (EIN 27-1364347)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-27
- IRS object ID
- 201411479349100351
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-27T06:51:19-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph A Wagner CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 844 East Manchester Rd | AddressLine1 |
| City | Manchester Center | City |
| State | VT | State |
| ZIP Code | 05255 | 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 | 271364347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Roberta and Russell Housman | BusinessNameLine1 |
| Business Name Line2 | Charitable Foundation Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 8023756643 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 McKee Road | AddressLine1 |
| City | Arlington | City |
| State | VT | State |
| ZIP Code | 05250 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL F HOUSMAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph A Wagner | PreparerPersonNm |
| PTIN | P01075206 | PTIN |
| Phone | 8023629086 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $110,913 | 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 | $8,742 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,461 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$689 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,250 | GrossSalesPriceAmt |
| Total Rev And Expnss | $11,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,461 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $95 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $46 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $141 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,691 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $823 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,320 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,525 | CashBOYAmt |
| Cash EOY | $30,699 | CashEOYAmt |
| Cash EOYFMV | $30,699 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,429 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $68,653 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,214 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $80,214 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $101,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $110,913 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $110,913 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,624 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $13,107 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,624 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,107 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $96,983 | UnrestrictedBOYAmt |
| Unrestricted EOY | $97,806 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,983 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $97,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $101,607 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $110,913 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,983 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $823 | ExcessRevenueOverExpensesAmt |
| Subtotal | $97,806 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $97,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 250 JPMOrgan Chase 8.625% Ser J | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2011-09-08 | AcquiredDt |
| Sold | 2013-09-03 | SoldDt |
| Gross Sales Price | $6,250 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,939 | CostOrOtherBasisAmt |
| Gain Or Loss | -$689 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$689 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$689 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,354 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $103,210 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08094 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,574 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $63,961 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.10278 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,503 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,945 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.19625 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $2,064 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 0.37998 | TotalDistributionRt |
| Average Distribution | 0.09499 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $97,542 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,266 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,299 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $33 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33 | SubtotalAmt |
| Tax Based On Investment Income | $33 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $33 | 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 | VT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Russell Housman | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8023756643 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 McKee Road | AddressLine1 |
| City | Arlington | City |
| State | VT | State |
| ZIP Code | 05250 | 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RUSSELL F HOUSMAN | ||||||
| 38 MCKEE ROD | ARLINGTON | VT | 05250 | President | 0.00 | $0 |
| JUNE WEISS | ||||||
| 258 STEAMBOAT RD | GREAT NECK | NY | 11024 | Secretary | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $90,885 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,142 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $99,027 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $99,027 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $97,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33 | TotalTaxAmt |
| Distributable Before Adj | $4,844 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,844 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,844 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,550 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $33 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,517 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,844 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $3,467 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,428 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,285 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,180 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,550 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,844 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,706 | RemainingDistriFromCorpusAmt |
| Total Corpus | $15,886 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $15,886 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,467 | ExcessFromYear3Amt |
| Excess From Year2 | $3,428 | ExcessFromYear2Amt |
| Excess From Year1 | $3,285 | ExcessFromYear1Amt |
| Excess From Current Year | $5,706 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RUSSELL HOUSMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 MCKEE ROAD | AddressLine1 |
| City | ARLINGTON | City |
| State | VT | State |
| ZIP Code | 05250 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8023756643 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS FOR FUNDS ARE TO BE SUBMITTED IN WRITING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GEOGRAPHIC AREA OF SOUTHWESTERN VERMONT AND SECONDARILY GEOGRAPHIC AREA OF NORTHWESTERN MASSACHUSETTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Casting for Recovery | ||||||
| 3738 Main St | Manchester | VT | 05254 | N/A | PROG. FOR WOMEN WITH BREAST CANCER | $500 |
| VERMONT FOODBANK | ||||||
| 33 PARKER RD | BARRE | VT | 05641 | N/A | FOOD FOR THE NEEDY | $750 |
| GUILDING EYES FOR THE BLIND | ||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | N/A | ASSISTANCE FOR THE BLIND | $300 |
| MERCK FOREST FARMLAND CENTER | ||||||
| 3270 RUPERT RD | RUPERT | VT | 05768 | N/A | ORGANIZATIONAL SUPPORT | $200 |
| SECOND CHANCE ANIMAL CENTER | ||||||
| ROUTE 7A PO BOX 620 | SHAFTSBURY | VT | 05262 | N/A | ANIMAL CARE & ADOPTION | $400 |
| ARLINGTON AREA CHILDCARE | ||||||
| 426 EAST ARLINGTON RD | ARLINGTON | VT | 05250 | N/A | CHILDCARE & EDUCATION PROGRAM | $500 |
| BURDETT COMMONS INC | ||||||
| 3854 ROUTE 7A | ARLINGTON | VT | 05250 | N/A | PUBLIC SUPPORT | $100 |
| BENNINGTON MEALS ON WHEELS | ||||||
| 124 PLEASANT ST | BENNINGTON | VT | 05201 | N/A | FOOD FOR THE ELDERLY | $200 |
| VT PUBLIC RADIO | ||||||
| 365 TROY AVE | COLCHESTER | VT | 05446 | N/A | PUBLIC RADIO PROGRAM | $300 |
| NHPR | ||||||
| 2 PILLSBURY ST 6TH FLR | CONCORD | NH | 03301 | N/A | PUBLIC RADIO PROGRAM | $300 |
| VT PUBLIC TV | ||||||
| 204 ETHAN ALLEN AVE | COLCHESTER | VT | 05446 | N/A | PUBLIC TV PROGRAM | $200 |
| CHAFEE ART CENTER | ||||||
| PO BOX 1447 | RUTLAND | VT | 05701 | N/A | ART EDUCATION FOR COMMUNITY | $200 |
| VT HUMANITIES COUNCIL | ||||||
| 11 Loomis St | Montpelier | VT | 05602 | N/A | EDUCATIONAL PROGRAMS | $100 |
| WMHT TV | ||||||
| 4 Global View | Troy | NY | 12180 | N/A | EDUCATION TV PROGRAM | $300 |
| SAGE CITY SYMPHONY | ||||||
| BOX 547 | SHAFTSBURY | VT | 05262 | N/A | COMMUNITY MUSIC PROGRAM | $200 |
| NORTHWINDS SYMPHONIC | ||||||
| PO BOX 281 | SEA CLIFF | NY | 11579 | N/A | COMMUNITY MUSIC PROGRAM | $300 |
| NATIONAL ASSOCIATION FREE CLINICS | ||||||
| 1800 DIAGONAL RD STE 600 | ALEXANDRIA | VA | 22314 | N/A | MEDICAL SERVICES & ASSIsTANCE | $100 |
| NATURE CONSERVANCY | ||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | SUPPORTS ENVIRONMENTAL ISSUES & PROGRAMS | $150 |
| NORTHSHORE INN | ||||||
| PO BOX 168 | GLEN COVE | NY | 11542 | N/A | FOOD & SUPPORT FOR THE DISADVANTAGED | $900 |
| WOUNDED WARRIORS | ||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | N/A | FOR WOUNDED SOLDIERS. | $250 |
| ARLINGTON MEMORIAL HIGH SCHOOL | ||||||
| 529 E ARLINGTON RD | ARLINGTON | VT | 05250 | N/A | FOR EDUCATION. | $2,250 |
| ASPCA | ||||||
| 424 E 92ND ST | NEW yORK | NY | 10128 | N/A | FOR PREVENTION OF ANIMAL CRUELTY. | $100 |
| ACLU | ||||||
| 125 BROAD ST 18TH FLR | NEW YORK | NY | 10004 | N/A | To protect civil liberties. | $100 |
| MORRIS ANIMAL FOUNDATION | ||||||
| 10200 EAST GIRARD AVE ste B430 | DENVER | CO | 80231 | N/A | To ADVANCE ANIMAL SCIENCE. | $100 |
| NPCA | ||||||
| 777 6th St Ste 700 | Washington | DC | 20001 | N/A | For environmental conservation | $100 |
| NE Patriots Charitable Foundation | ||||||
| One Patriot Place | Foxbourough | MA | 02035 | N/A | For public assistance. | $250 |
| PETA | ||||||
| 501 Front St | Norfolk | VA | 23510 | N/A | For the protection of animals | $100 |
| Southern Vermont College | ||||||
| 982 Mansion Dr | Bennington | VT | 05201 | N/A | For Education. | $100 |
| Tiger Haven | ||||||
| 237 Harvey Rd | Kingston | TN | 37763 | N/A | Animal Sanctuary | $100 |
| Worldwild Life Fund | ||||||
| 1250 24th St NW | Washington | DC | 20037 | N/A | For Endangered Species Conservation | $300 |
| National Wildlife Federation | ||||||
| 11100 Wildlife Center Dr | Reston | VA | 20190 | N/A | For wildlife protection | $300 |
| Battenkill Valley Health | ||||||
| 9 Church Street | Arlington | VT | 05250 | N/A | For Health Services | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,461 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$689 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,772 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,772 | 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 | INVESTMENT INCOME PRODUCES & SUSTAINS RESOURCES FOR CHARITABLE PURPOSE. |
| 4 | INVESTMENT INCOME PRODUCES & SUSTAINS RESOURCES FOR CHARITABLE PURPOSE. |
| 8 | INVESTMENT INCOME PRODUCES & SUSTAINS RESOURCES FOR CHARITABLE PURPOSE. |
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 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain/Loss on Investments | Desc |
| BOY Book Value | $4,624 | BOYBookValueAmt |
| EOY Book Value | $13,107 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $95 | Amt |
| Net Investment Income | $95 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $46 | Amt |
| Net Investment Income | $46 | NetInvestmentIncomeAmt |
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