GEORGE A RAMLOSE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE A RAMLOSE FOUNDATION INC (EIN 04-6048231)
- Tax period
- 2013-05-01 to 2014-04-30
- Filed
- 2014-07-14
- IRS object ID
- 201431959349100103
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-14T08:18:57-07:00 | ReturnTs |
| Tax Period End | 2014-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas Arrison PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 Great Rd | AddressLine1 |
| City | Littleton | City |
| State | MA | State |
| ZIP Code | 01460 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046048231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George A Ramlose Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 9783681200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 550 | AddressLine1 |
| City | Sterling | City |
| State | MA | State |
| ZIP Code | 01564 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID TAYLOR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9783681200 | PhoneNum |
| Signature | 2014-06-30 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS ARRISON CPA | PreparerPersonNm |
| Phone | 9784869855 | PhoneNum |
| Preparation | 2014-07-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,167,672 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,330 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,330 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,043 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,043 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $57,723 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $975 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $75,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,096 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $7,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,500 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $22,772 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,772 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $692 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $407 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,449 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,755 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,050 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $42,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,129 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $147,971 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $147,971 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $190,439 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,129 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $147,971 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$115,091 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,967 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,487 | CashBOYAmt |
| Cash EOY | $1,048 | CashEOYAmt |
| Cash EOYFMV | $1,048 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $452,965 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $340,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $340,660 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,332,580 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,383,738 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,767,984 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $49,817 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $49,882 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $51,804 | CorporateBondsEOYFMVAmt |
| Other Assets EOY | $6,176 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,176 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,842,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,781,504 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,167,672 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,777 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,800 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $6,777 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,800 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,836,072 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,778,704 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,836,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,778,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,842,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,781,504 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,836,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$115,091 | ExcessRevenueOverExpensesAmt |
| Other Increases | $57,723 | OtherIncreasesAmt |
| Subtotal | $1,778,704 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,778,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 3000 Sh Intel Corp | P | 2012-06-30 | 2014-01-14 | $79,333 | $0 | $62,474 | $16,859 | $0 | $0 | $0 | $16,859 |
| 1000 Sh Mead Johnson Nutrition | P | 2012-06-30 | 2013-09-21 | $76,296 | $0 | $78,349 | -$2,053 | $0 | $0 | $0 | -$2,053 |
| 1800 Sh Microsoft | P | 2011-09-15 | 2013-05-09 | $60,711 | $0 | $52,474 | $8,237 | $0 | $0 | $0 | $8,237 |
| 2500 Sh Sony | P | 2013-10-10 | 2013-11-04 | $42,699 | $0 | $48,566 | -$5,867 | $0 | $0 | $0 | -$5,867 |
| 1000 Sh Barrick Gold | P | 2012-06-30 | 2013-10-16 | $18,004 | $0 | $34,102 | -$16,098 | $0 | $0 | $0 | -$16,098 |
| 1000 Sh Beam Inc | P | 2010-11-30 | 2014-01-16 | $83,380 | $0 | $19,905 | $63,475 | $0 | $0 | $0 | $63,475 |
| 1000 SH EMC | P | 2012-09-15 | 2013-05-08 | $23,379 | $0 | $24,320 | -$941 | $0 | $0 | $0 | -$941 |
| 1000 Sh First Energy | P | 2011-11-15 | 2013-11-19 | $35,145 | $0 | $41,034 | -$5,889 | $0 | $0 | $0 | -$5,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,723 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,808 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $149,697 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,840,221 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052706 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $155,240 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,662,856 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058298 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $134,125 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,474,696 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054199 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $128,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,249,121 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057111 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $115,563 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,910,105 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060501 | DistributionYr5Rt |
| Total Distribution | 0.282815 | TotalDistributionRt |
| Average Distribution | 0.056563 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,963,417 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $167,620 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,030 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $168,650 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $147,971 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,059 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,059 | SubtotalAmt |
| Tax Based On Investment Income | $2,059 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,520 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$8,520 | OriginalReturnOverpaymentAmt |
| Overpayment | $6,461 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $6,461 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Adams & Blinn | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9783688264 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 550 | AddressLine1 |
| City | Sterling | City |
| State | MA | State |
| ZIP Code | 02141 | 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 | Yes (true) | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER BOYCE | ||||||||
| 3287 Bailey Road | Dacula | GA | 30019 | President | 3.00 | $0 | $0 | $1,388 |
| CAROLE C BOYCE | ||||||||
| 3287 Bailey Road | Dacula | GA | 30019 | VP | 1.00 | $0 | $0 | $0 |
| LINDA TAYLOR | ||||||||
| 141 Kendall Hill Road | Sterling | MA | 01564 | VP | 1.00 | $3,000 | $0 | $0 |
| DAVID TAYLOR | ||||||||
| 141 Kendall Hill Road | Sterling | MA | 01564 | Treasurer | 5.00 | $4,000 | $0 | $3,061 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Contributions to qualified 501(c)(3) organizations none ofwhome are related to the directors of the foundationSee attached list. | Description1Txt |
| Expenses1 | $147,971 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,995,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,811 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,008,545 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,008,545 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,128 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,963,417 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $148,171 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $148,171 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,059 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,059 | TotalTaxAmt |
| Distributable Before Adj | $146,112 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $146,112 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $146,112 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $147,971 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $147,971 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $147,971 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,112 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $133,499 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr3 | $134,125 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $155,240 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $149,697 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $439,062 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $147,971 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $147,971 | RemainingDistriFromCorpusAmt |
| Total Corpus | $587,033 | TotalCorpusAmt |
| Taxable2 | $133,499 | Taxable2Amt |
| Undistributed Income CY | $146,112 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $587,033 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $134,125 | ExcessFromYear3Amt |
| Excess From Year2 | $155,240 | ExcessFromYear2Amt |
| Excess From Year1 | $149,697 | ExcessFromYear1Amt |
| Excess From Current Year | $147,971 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID TAYLOR ADAMS BLINN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 550 | AddressLine1 |
| City | Sterling | City |
| State | MA | State |
| ZIP Code | 01564 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5083688264 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS AND SUPPORTING MATERIAL SHOULD BE SUBMITTED ONLINE AT OUR WEBSITE WWW.RAMLOSE.ORG. FURTHER INSTRUCTIONS ARE ON THE WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE IS GIVEN TO ORGANIZATIONS IN NEW ENGLAND OR IN THE SOUTHEASTERN US | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attached List | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See Attached List | AddressLine1 |
| City | See Attached List | City |
| State | MA | State |
| ZIP Code | 01000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | General Operations | GrantOrContributionPurposeTxt |
| Amt | $147,971 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $147,971 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,330 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,043 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,373 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Thomas Arrison, PC Acct & Tax | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THE FOUNDATION APPROVES GRANTS IN THE FIRST HALF OF ITS FISCAL YEAR AND MUST HAVE CASH AVAILABLE TO PAY THE GRANTS. THE AMOUNT OF $150,000 REPRESENTS THE GRANTS WHICH MUST BE MADE IN THE FISCAL YEAR ENDING APRIL 30, 2012 TO AVOID THE IMPOSITION OF SECTION 4942 TAXES. OTHER OPERATING EXPENSES CAN BE PAID FROM NORMAL CASH FLOW. | ShortExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| David Taylor, Esq Legal Fees | $4,000 | $2,000 |
| Linda Taylor Bookkeeping | $3,000 | $1,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Service Charges | $16 | |
| Dues & Subscriptions | $725 | $325 |
| Insurance | $725 | $725 |
| Miscellaneous | $130 | |
| Postage | $60 | |
| Website | $3,099 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax Refund | Desc |
| Revenue And Expenses Per Books | $975 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Realized Capital Gains | Description |
| Amount | $57,723 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CAMBRIDGE TRUST ADVISORS INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $22,772 | Amt |
| Net Investment Income | $22,772 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| State Taxes | $285 | |
| Federal Excise Tax | ||
| Foreign Tax | $407 | $407 |
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