JAMES H AND IRENE M HUNTER: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JAMES H AND IRENE M HUNTER (EIN 35-6867332)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-13
IRS object ID
201423179349101207
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-13T14:21:08-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050409384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAHN LITWIN RENZA & CO LTDBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1800 SOUTH STREET SUITE 300AddressLine1
CityWALTHAMCity
StateMAState
ZIP Code02453ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356867332EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES H AND IRENE M HUNTER CHARITABLE TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone6172798052PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O RIDGEWAY PARTNERS 10 POSTAddressLine1
Address Line2OFFICE SQ NO 960AddressLine2
CityBOSTONCity
StateMAState
ZIP Code02109ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN W HUNNEWELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6172798052PhoneNum
Signature2014-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS A JOHNSONPreparerPersonNm
PTINP00631152PTIN
Phone7815478800PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,724,189FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$950,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$56InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$56InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$211,179DividendsRevAndExpnssAmt
Dividends Net Invst Incm$211,179DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,224NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,758,345GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,854OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,164,865TotalRevAndExpnssAmt
Total Net Invst Incm$211,235TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$59,946CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$44,960CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,220OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,220OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,070TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$104OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$83,240TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,220TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$44,960TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$479,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$479,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$562,240TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,220TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$523,960TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$602,625ExcessRevenueOverExpensesAmt
Net Investment Income$200,015NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$100,683CashBOYAmt
Cash EOY$347,453CashEOYAmt
Cash EOYFMV$347,453CashEOYFMVAmt
Corporate Bonds BOY$11,019,357CorporateBondsBOYAmt
Corporate Bonds EOY$11,375,212CorporateBondsEOYAmt
Corporate Bonds EOYFMV$11,376,736CorporateBondsEOYFMVAmt
Total Assets BOY$11,120,040TotalAssetsBOYAmt
Total Assets EOY$11,722,665TotalAssetsEOYAmt
Total Assets EOYFMV$11,724,189TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$11,120,040UnrestrictedBOYAmt
Unrestricted EOY$11,722,665UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$11,120,040TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,722,665TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,120,040TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,722,665TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,120,040TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$602,625ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,722,665SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,722,665TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIRST REPUBLIC #0556P2013-02-082013-04-18$505,765$121$502,870$3,016$3,016
FIRST REPUBLIC #0556P2012-12-312013-12-31$3,252,580$240,561$3,498,381-$5,240-$5,240
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,224CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$558,199AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,377,631NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049061DistributionYr1Rt
Adjusted Qlfy Distri Yr2$98,965AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,498,981NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.009426DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,105,235NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.058487TotalDistributionRt
Average Distribution0.019496AverageDistributionRt
Net Vl Noncharitable Assets$11,197,409NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$218,305AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,000NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$220,305AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$523,960QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,000InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,000SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,000TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,915EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,915TotalPaymentsAndCreditsAmt
Overpayment$5,915OverpaymentAmt
Applied To ES Tax$5,915AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SUSAN HUNNEWELL CO RIDGEWAY PARTNERSBusinessNameLine1
FieldValueIRS element (for citing)
Phone6172798052PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 POST OFFICE SQUARE 960AddressLine1
CityBOSTONCity
StateMAState
ZIP Code02109ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Address Line2USAddress/AddressLine2CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DURANT A HUNTER
C/O RIDGEWAY PARTNERS LLC 10 POSTOFFICE SQUARE 960BOSTONMA02109TRUSTEE1.00$8,566$0$0
SUSAN W HUNNEWELL
C/O RIDGEWAY PARTNERS LLC 10 POSTOFFICE SQUARE 960BOSTONMA02109TRUSTEE7.00$51,380$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,892,933AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$474,995AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,367,928TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,367,928AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$170,519CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,197,409NetVlNoncharitableAssetsAmt
Minimum Investment Return$559,870MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$559,870MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,000TaxBasedOnInvestmentIncomeAmt
Total Tax$2,000TotalTaxAmt
Distributable Before Adj$557,870DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$557,870DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$557,870DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$523,960ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$523,960QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,000PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$521,960AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$557,870DistributableAsAdjustedAmt
Undistributed Income PY$517,549UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$523,960QualifyingDistributionsAmt
Applied To Year1$517,549AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,411AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$551,459UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICA'S SECOND HARVEST OF COASTAL GEORGIA
2501 E PRESIDENT STREETSAVANNAHGA31404NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$500
BERKSHIRE FOOD PROJECT INC
FIRST CONGREGATIONAL CHURCHNORTH ADAMSMA01247NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$1,000
BOYS AND GIRLS CLUB OF NO WESTCHESTER
351 MAIN STREETMT KISCONY10549NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$25,000
CHILD CARE OF THE BERKSHIRES INC
210 STATE STREETNORTH ADAMSMA01247NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$2,500
COMMUNITY FOOD CUPBOARD
6039 MAIN STREETMANCHESTERVT05255NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$3,000
DEERFIELD VALLEY FOOD PANTRY
7 CHURCH STREETWILMINGTONVA05363NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$3,000
ECU-HEALTH CARE INC
99 HOSPITAL AVENUENORTH ADAMSMA01247NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$2,500
FAMILY LIFE SUPPORT CENTER INC
395 OLD COLUMBIA STREETADAMSMA01220NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$2,500
MANCHESTER MUSIC FESTIVAL
42 DILLINGHAM AVENUE PO BOX 33MANCHESTERVT05254NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$50,000
MASS MUSEUM OF CONTEMPORARY ART
87 MARSHALL STREETNORTH ADAMSMA01247NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$8,000
NATIONAL YOUTH RECOVERY FOUNDATION
2233 UNIVERSITY AVENEUE WESTST PAULMN55114NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$20,000
NEW ENGLAND TROPICAL CONSERVATORY
413 SOUTH STREET PO BOX 4715BENNINGTONVT05201NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$25,000
NORTHERN BERKSHIRE COMMUNITY COALITION
61 MAIN STREETNORTH ADAMSMA01247NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$1,000
NORTHERN BERKSHIRE HABITAT FOR HUMANITY
57 MAIN STREETNORTH ADAMSMA01247NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$1,000
NORTHERN BERKSHIRE YMCA
22 BRICKYARD COURTNORTH ADAMSMA01247NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$5,000
NORTHSHIRE CIVIC CENTER
PO BOX 835MANCHESTERVT05255NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$80,000
PEOPLE'S HEALTH CLINIC
553 NORTH MAINE STREETBARREVT05641NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$25,000
SAVANNAH MUSIC FESTIVAL INC
200 E ST JULIEN STREETSAVANNAHGA31401NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$5,000
SAVING TEENS IN CRISIS
PO BOX 703NORTHBOROUGHMA01532NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$5,000
SOUTHERN VERMONT COLLEGE
982 MANSION DRIVEBENNINGTONVT05201NONESCHOOLGENERAL SUPPORT GRANT$162,000
TAPESTRY HEALTH SYSTEMS INC
296 NONOTUCK STREETFLORENCEMA01602NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$1,000
THE GREENWOOD SCHOOL
14 GREEDWOOD LANEPUTNEYVT05346NONESCHOOLGENERAL SUPPORT GRANT$20,000
VERMONT FOOD BANK
22 BROUWN COURT UNIT 108BRATTLEBOROVT05301NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$6,000
WILLIAMSTOWN YOUTH CENTER
66 SCHOOL STREETWILLIAMSTOWNMA02167NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$479,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$211,179ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,854ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,224ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$214,865ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$214,865TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1IRENE M HUNTER 2004 TRUSTBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O RIDGEWAY ADVISORS 10 POST OFFICAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02109ZIPCode
FieldValueIRS element (for citing)
Total Contributions$950,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Charitable Contributions Detail CharitableContributionsDetail

FieldValueIRS element (for citing)
Contributor1ContributorNum
Gift PurposeCHARITABLE USEGiftPurposeTxt
Gift UseCHARITABLE USEGiftUseTxt
How Gift Is HeldHELD FOR CHARITABLE USEHowGiftIsHeldDesc

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,900Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$11,375,212EOYBookValueAmt
EOYFMV$11,376,736EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK SERVICE CHARGEDesc
Revenue And Expenses Per Books$104RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX REFUNDDesc
Revenue And Expenses Per Books$5,854RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$5,854AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGMENT FEESCategoryTxt
Amt$11,220Amt
Net Investment Income$11,220NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IRENE M HUNTER 2004 TRUSTBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O RIDGEWAY ADVISORS 10 POSTAddressLine1
Address Line2OFFICE SQ 960AddressLine2
CityBOSTONCity
StateMAState
ZIP Code02109ZIPCode

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMONWEALTH OF MA$70$0$0
US TREASURY$5,000$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.