HELEN BENHAM FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HELEN BENHAM FOUNDATION (EIN 27-6069983)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201431349349100543
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T09:36:34-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043191789 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORIARTY & PRIMACK PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE STE 900 | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 011444011 | 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 | 276069983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HELEN BENHAM FOUNDATION HELEN BENHAM TRUSTEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELE | BusinessNameControlTxt |
| Phone | 2129419019 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134-140 GREENE STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10012 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN V BENHAM | PersonNm |
| Person Title | TRUSTEE, GRANTOR | PersonTitleTxt |
| Phone | 2129419019 | PhoneNum |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS THEOBALD | PreparerPersonNm |
| PTIN | P00368792 | PTIN |
| Phone | 4137391800 | PhoneNum |
| 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 | $929,746 | 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 | $3,850 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,296 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,342 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $261,916 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,342 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,642 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,379 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,379 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $229 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $229 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,608 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,683 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,925 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,858 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,683 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,366 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,959 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,915 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,116 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,116 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $210 | CorporateStockBOYAmt |
| Corporate Stock EOY | $210 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $238,070 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $618,316 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $580,036 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $672,560 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $650,441 | TotalAssetsBOYAmt |
| Total Assets EOY | $599,362 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $929,746 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $26,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $624,441 | RetainedEarningBOYAmt |
| Retained Earning EOY | $597,362 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $624,441 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $597,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $650,441 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $599,362 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $624,441 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,366 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $599,075 | SubtotalAmt |
| Other Decreases | $1,713 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $597,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB #0172 - AVAILABLE UPON REQUEST | P | 2013-01-01 | 2013-07-01 | $112,818 | $115,644 | -$2,826 | -$2,826 |
| CHARLES SCHWAB #0172 - AVAILABLE UPON REQUEST | P | 2012-01-01 | 2013-07-01 | $54,433 | $43,054 | $11,379 | $11,379 |
| CHARLES SCHWAB #0172 - AVAILABLE UPON REQUEST | P | 2012-01-01 | 2013-07-01 | $90,041 | $95,876 | -$5,835 | -$5,835 |
| CAPITAL GAINS DIVIDENDS | P | $4,624 | $4,624 | $4,624 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,342 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,103 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $857,424 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051437 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $52,324 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $851,800 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061428 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,125 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $808,213 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.023663 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $682,095 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034453 | DistributionYr4Rt |
| Total Distribution | 0.170981 | TotalDistributionRt |
| Average Distribution | 0.042745 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $873,611 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,343 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $200 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,543 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,175 | 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 | $200 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $200 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $200 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $322 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $322 | TotalPaymentsAndCreditsAmt |
| Overpayment | $122 | OverpaymentAmt |
| Applied To ES Tax | $122 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HELEN V BENHAM | IndividualWithBooksNm |
| Phone | 2129419019 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134-140 GREENE STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELEN V BENHAM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134-140 GREENE STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $840,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,748 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $886,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $886,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,304 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $873,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $200 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $200 | TotalTaxAmt |
| Distributable Before Adj | $43,481 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,481 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,481 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,175 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,175 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $200 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,975 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,321 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,526 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,481 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,694 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,541 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,541 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,321 | ExcessFromYear2Amt |
| Excess From Year1 | $1,526 | ExcessFromYear1Amt |
| Excess From Current Year | $5,694 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YOGIRLS PROGRAM | |||||||
| 109 SOUTH 9TH STREET | BROOKLYN | NY | 11249 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $500 |
| ISLAND HOUSING TRUST | |||||||
| PO BOX 851 | MOUNT DESERT | ME | 04660 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $5,000 |
| MARTHA'S VINEYARD FILM FESTIVAL | |||||||
| 9 STATE ROAD | CHILMARK | MA | 02535 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $3,500 |
| THE VINEYARD CONSERVATION SOCIETY | |||||||
| LAMBERTS COVE ROAD | VINEYARD HAVEN | MA | 02568 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $1,000 |
| FRACTURED ATLAS | |||||||
| 248 WEST 35TH STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $250 |
| MARTHA'S VINEYARD HOSPITAL | |||||||
| 1 HOSPITAL ROAD | OAK BLUFFS | MA | 02557 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $1,500 |
| PLUM HILL WALDORF SCHOOL | |||||||
| PO BOX 971 | WEST TISBURY | MA | 02575 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $250 |
| CHILMARK TOWN AFFAIRS COUNCIL | |||||||
| PO BOX 29 | CHILMARK | MA | 02535 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $500 |
| THE FARM INSTITUTE | |||||||
| PO BOX 1868 | EDGARTOWN | MA | 02539 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $1,500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $500 |
| THE CALHOUN SCHOOL | |||||||
| 433 WEST END AVENUE | NEW YORK | NY | 10024 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $5,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $500 |
| THE SOHO ALLIANCE | |||||||
| PO BOX 429 PRINCE STREET STATION | NEW YORK | NY | 10012 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $250 |
| ZERO TO THREE | |||||||
| 1255 23RD STREET | WASHINGTON | DC | 20037 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $1,500 |
| SAVE THE CHILDREN | |||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $5,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $1,500 |
| YOU'VE GOT A FRIEND | |||||||
| PO BOX 641 | UNION | WA | 98592 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $2,500 |
| VINEYARD OPEN LAND FOUNDATION | |||||||
| 232 MAIN STREET | VINEYARD HAVEN | MA | 02568 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $1,500 |
| WINDMERE NURSING & REHAB CENTER | |||||||
| 1 HOSPITAL ROAD | VINEYARD HAVEN | MA | 02568 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $500 |
| KIDS CREATIVE | |||||||
| 32 BROADWAY SUITE 1801 | NEW YORK | NY | 10004 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $2,500 |
| CHILMARK VOLUNTEER FIREMEN'S ASSOCIATION | |||||||
| 3 MENEMSHA CROSSROAD | CHILMARK | MA | 02535 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $500 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 1093 | VINEYARD HAVEN | MA | 02568 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $1,000 |
| BASILICA ST PATRICK'S OLD CATHEDRAL | |||||||
| 263 MULBERRY STREET | NEW YORK | NY | 10012 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $500 |
| AMERICAN RED CROSS | |||||||
| 520 WEST 49TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $5,000 |
| TICK BORNE DISEASE ALLIANCE | |||||||
| 16 JUSTIN ROAD | HARRISON | NY | 10528 | NONE | 501(C)(3) PUBLIC CHA | CHARITABLE | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,296 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,342 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,642 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,642 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $1,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,925 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $210 | EOYBookValueAmt |
| EOYFMV | $238,070 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $580,036 | BookValueAmt |
| EOYFMV | $672,560 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONDIVIDEND DISTRIBUTION | Description |
| Amount | $1,713 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL ACCOUNT FEES | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DISTRIBUTIONS | Desc |
| BOY Book Value | $26,000 | BOYBookValueAmt |
| EOY Book Value | $2,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $6,379 | Amt |
| Net Investment Income | $6,379 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $229 | Amt |
| Net Investment Income | $229 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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