AMERICAN OSLER SOCIETY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN OSLER SOCIETY (EIN 36-3409105)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-01
- IRS object ID
- 201413059349300506
- 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 | 2014-11-01T11:20:48-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860836452 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J MICHALE HAUBERT CPA PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2850 N SWAN RD STE 110 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363409105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN OSLER SOCIETY | BusinessNameLine1 |
| Business Name Line2 | C/O R DENNIS BASTRON | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 N PANTANO RD | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 857502805 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R DENNIS BASTRON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2014-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J MICHALE HAUBERT CPA | PreparerPersonNm |
| PTIN | P00171048 | PTIN |
| Phone | 5203181040 | PhoneNum |
| Preparation | 2014-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $285,016 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | AMERICANOSLER.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | EXEMPT ORGAN | OtherOrganizationDsc |
| Formation | 1977 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE EDUCATION IN THE HUMANISM OF MEDICINE, THE HUMANITIES RELATED TO MEDICINE AND THE HISTORY OF MEDICINE AS EXEMPLIFIED BY THE LIFE OF W. OSLER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $64,385 | PYContributionsGrantsAmt |
| CY Contributions Grants | $71,679 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,826 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,702 | CYProgramServiceRevenueAmt |
| PY Investment Income | $56,398 | PYInvestmentIncomeAmt |
| CY Investment Income | $83,680 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,210 | PYOtherRevenueAmt |
| CY Other Revenue | $185 | CYOtherRevenueAmt |
| PY Total Revenue | $139,819 | PYTotalRevenueAmt |
| CY Total Revenue | $176,246 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,563 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,290 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $74,276 | PYOtherExpensesAmt |
| CY Other Expenses | $95,240 | CYOtherExpensesAmt |
| PY Total Expenses | $91,839 | PYTotalExpensesAmt |
| CY Total Expenses | $111,530 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $47,980 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $64,716 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $578,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $642,991 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $578,275 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $642,991 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE EDUCATION IN THE HUMANISM OF MEDICINE, THE HUMANITIES RELATED TO MEDICINE AND THE HISTORY OF MEDICINE AS EXEMPLIFIED BY THE LIFE OF W. OSLER. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $102,190 | ExpenseAmt |
| Desc | PROMOTION OF MEDICAL HISTORY AND HUMANISM RELATED TO MEDICINE THROUGH SCHOLARSHIP AND EDUCATION. | Desc |
| Total Program Service Expenses | $102,190 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R DENNIS BASTRON | PersonNm |
| Phone | 5209076169 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 N PANTANO ROAD | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85750 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| PAMELA J MILLER | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HERBERT M SWICK | ||||||
| FIRST VICE P | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL S MUELLER | ||||||
| SECOND VICE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTOPHER J BOES | ||||||
| SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| R DENNIS BASTRON | ||||||
| TREASURER | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH B VANDERVEER JR | ||||||
| EDITOR, OSLE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD L GOLDEN | ||||||
| HISTORIAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL BLISS | ||||||
| BOARD OF DIR | Yes (X) | $0 | $0 | $0 | ||
| CHARLES S BRYAN | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| DARRYL D BINDSCHADLER | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| JONATHON ERLEN | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| SANDRA W MOSS | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| J MARIO MOLINA | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| ROBERT R NESBIT JR | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA D PITCOCK | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| SCOTT H PODOLSKY | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| CHARLES S ROBERTS | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| ALLEN B WEISSE | ||||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $71,679 | AllOtherContributionsAmt |
| Total Contributions | $71,679 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| MEMBERSHIP DUES | $17,648 | $17,648 |
| ACP ROYALTIES | $3,054 | $3,054 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,702 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,368 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $62,368 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $130,082 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $108,770 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,312 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,312 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,312 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Total Revenue Column | $185 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $185 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $185 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $176,246 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $104,567 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $15,000 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,290 | TotalAmt |
| Program Services | $1,290 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,139 | TotalAmt |
| Management And General | $2,139 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,090 | TotalAmt |
| Program Services | $17,090 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,473 | TotalAmt |
| Program Services | $1,272 | ProgramServicesAmt |
| Management And General | $7,201 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,538 | TotalAmt |
| Program Services | $67,538 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,530 | TotalAmt |
| Program Services | $102,190 | ProgramServicesAmt |
| Management And General | $9,340 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,950 | BOYAmt |
| EOY | $73,179 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,686 | BOYAmt |
| EOY | $10,661 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,280 | BOYAmt |
| EOY | $3,930 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,359 | BOYAmt |
| EOY | $555,221 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $578,275 | BOYAmt |
| EOY | $642,991 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $463,275 | BOYAmt |
| EOY | $518,916 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,000 | BOYAmt |
| EOY | $124,075 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $578,275 | BOYAmt |
| EOY | $642,991 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $578,275 | BOYAmt |
| EOY | $642,991 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $64,716 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,679 | CurrentTaxYearAmt |
| Total | $234,001 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,251 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,679 | CurrentTaxYearAmt |
| Total | $234,001 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $234,001 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,717 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,319 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,888 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,298 | CurrentTaxYearAmt |
| Total | $59,699 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,924 | CurrentTaxYearMinus2YearsAmt |
| Total | $8,943 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $302,643 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $83,255 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71170 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 8,943 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDELITY INVESTMENTS | Desc |
| Book Value | $555,221 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $555,221 | TotalBookValueSecuritiesAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN PREPARER GOES OVER THE FINAL FORM 990 RETURN WITH THE TREASURER. |
| FORM 990, PAGE 6, PART VI, LINE 19 | COPIES OF GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | BEAN AWARD 6,342 0 0 MCGOVERN LECTURESHIP 2,758 0 0 MONEY MANAGEMENT FEES 4,303 0 0 PURCHASES - MERCHANDISE 1,945 0 0 BANK CHARGES 1,742 0 0 |
Comments