HARPSWELL FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HARPSWELL FOUNDATION (EIN 04-3474498)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-02-27
- IRS object ID
- 201300589349100205
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-27T12:56:40-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042969468 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TISDALE CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 JUNCTION SQUARE | AddressLine1 |
| City | CONCORD | City |
| State | MA | State |
| ZIP Code | 01742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043474498 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARPSWELL FOUNDATION ALAN P LIGHTMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARP | NameControl |
| Phone | 9783690663 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 DEVENS STREET | AddressLine1 |
| City | CONCORD | City |
| State | MA | State |
| ZIP Code | 01742 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN LIGHTMAN | Name |
| Title | TRUSTEE | Title |
| Phone | 9783690663 | Phone |
| Date Signed | 2013-02-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE L TISDALE | Name |
| PTIN | P00109473 | PTIN |
| Phone | 9783695585 | Phone |
| Date Prepared | 2013-02-21 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3804297 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 829815 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 121323 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 121323 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 121323 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -42 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2264553 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 951096 | TotalRevenueAndExpenses |
| Total Net Investment Income | 121323 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 121323 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2351 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 2351 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 20249 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 20249 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3212 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 968 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 2244 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 14837 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 16484 | DeprecAndDepletionAdjNetIncm |
| Trav Conf Meeting Rev And Expnss | 9253 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 6236 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3017 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 1827 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 1827 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 214174 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 221039 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 265903 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 21217 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 27315 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 225883 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 265903 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 21217 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 27315 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 225883 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 685193 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 100106 | NetInvestmentIncome |
| Adjusted Net Income | 94008 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 97306 | CashBOY |
| Cash EOY | 116299 | CashEOY |
| Cash EOYFMV | 116299 | CashEOYFMV |
| Investments Corp Stock BOY | 2195583 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2869755 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3110298 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 677995 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 100294 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 585673 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 577701 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 577700 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 2878562 | TotalAssetsBOY |
| Total Assets EOY | 3563755 | TotalAssetsEOY |
| Total Assets EOYFMV | 3804297 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2878562 | UnrestrictedBOY |
| Unrestricted EOY | 3563755 | UnrestrictedEOY |
| Total Net Assets BOY | 2878562 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3563755 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2878562 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3563755 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2878562 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 685193 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3563755 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3563755 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS INVESTMENTS 304-01554 | P | 103900 | 104142 | -242 | -242 |
| RBC CAPITAL MARKETS INVESTMENTS 307-01540 | P | 2044545 | 2056256 | -11711 | -11711 |
| RBC CAPITAL MARKETS INVESTMENTS 312-21277 | P | 1332 | 1332 | 1332 | |
| RBC CAPITAL MARKETS INVESTMENTS 312-21281 | P | 111819 | 104197 | 7622 | 7622 |
| CAPITAL GAINS DIVIDENDS | P | 2957 | 2957 | 2957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -42 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -2999 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 245438 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2479532 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.098986 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 199031 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2558883 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.077780 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 160266 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1042638 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.153712 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 957936 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 292534 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 3.274614 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 86483 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 222179 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.389249 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.994341 | TotalDistributionRatio |
| Average Distribution Ratio | 0.798868 | AverageDistributionRatio |
| Net Noncharitable Assets | 2815675 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2249353 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1001 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2250354 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 225883 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2002 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2002 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2002 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 44 | PenaltyForUnderpayment |
| Tax Due | 2046 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN LIGHTMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6174220700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 DEVENS STREET | AddressLine1 |
| City | CONCORD | City |
| State | MA | State |
| ZIP Code | 01742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 1 | ForeignBank |
| Name Of Foreign Country | CB | NameOfForeignCountry |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ALAN LIGHTMAN | ||||||||
| 47 DEVENS STREET | CONCORD | MA | 01742 | TRUSTEE | 10.00 | 0 | 0 | 0 |
| JEAN LIGHTMAN | ||||||||
| 47 DEVENS STREET | CONCORD | MA | 01742 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| ELYSE LIGHTMAN | ||||||||
| 47 DEVENS STREET | CONCORD | MA | 01742 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| KARA LIGHTMAN | ||||||||
| 47 DEVENS STREET | CONCORD | MA | 01742 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| DAVID ROE | ||||||||
| 1061 WALKER AVE | OAKLAND | CA | 94610 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| RANGITA DE SILVA DE ALWIS | ||||||||
| 288 N MAINE STREET | SHARON | MA | 02067 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT OF CAMBODIAN WOMEN IN EDUCATION IN PHENOM PHEN | Description1 |
| Expenses1 | 172956 | Expenses1 |
| Description2 | SUPPORT THROUGH EDUCATIONAL SUPPORT OF CAMBODIAN WOMEN STUDENTS | Description2 |
| Expenses2 | 48083 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2802489 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 56064 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2858553 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2858553 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 42878 | CashDeemedCharitable |
| Net Noncharitable Assets | 2815675 | NetNoncharitableAssets |
| Minimum Investment Return | 140784 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 225883 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 225883 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 225883 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 75922 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 51396 | ExcessDistriCarryoverYear4 |
| Total Excess Distri Carryover | 127318 | TotalExcessDistriCarryover |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 127318 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 75922 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 51396 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 51396 | ExcessFromYear4 |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2010-09-15 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 94008 | CurrentYear |
| Year1 | 95192 | Year1 |
| Year2 | 52181 | Year2 |
| Year3 | 0 | Year3 |
| Total | 241381 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 79907 | CurrentYear |
| Year1 | 80913 | Year1 |
| Year2 | 44354 | Year2 |
| Year3 | 0 | Year3 |
| Total | 205174 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 225883 | CurrentYear |
| Year1 | 245438 | Year1 |
| Year2 | 199031 | Year2 |
| Year3 | 0 | Year3 |
| Total | 670352 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 225883 | CurrentYear |
| Year1 | 245438 | Year1 |
| Year2 | 199031 | Year2 |
| Year3 | 0 | Year3 |
| Total | 670352 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 93856 | CurrentYear |
| Year1 | 82651 | Year1 |
| Year2 | 85296 | Year2 |
| Year3 | 0 | Year3 |
| Total | 261803 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
| Tot Grant Or Contri Paid During Year | 0 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $121,323 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$42 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $121,281 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 121281 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (18 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Address Line1ContributorAddressForeign/AddressLine1 | CountryContributorAddressForeign/Country |
|---|---|---|---|---|---|---|---|---|---|
| 1 | JOE AND MADELEINE JACOBS | 11629 BRANDY HALL LANE | GAITHERBURG | MD | 20878 | 15500 | X | ||
| 2 | JONATHAN SAUNDERS | 151 TREMONT STREET 27-L | BOSTON | MA | 02111 | 10000 | X | ||
| 3 | JORDAN SACHS | 40 ELSIE ST | SAN FRANCISCO | CA | 94110 | 5000 | X | ||
| 4 | DAVID LIGHTMAN | 29 MEADOWS RUN DRIVE | WINFIELD | PA | 17889 | 10000 | X | ||
| 5 | RENAISSANCE FOUNDATION | 12737 SW IRON MOUTAIN | PORTLAND | OR | 97219 | 5000 | X | ||
| 6 | JOHN LIGHTMAN | 1209 FALL SPRINGS | COLLIERVILLE | TN | 38017 | 10000 | X | ||
| 7 | PYRAMID PEAK FOUNDATION | 6410 POPLAR AVENUE | MEMPHIS | TN | 38119 | 500000 | X | ||
| 8 | FED EX | 942 S SHADY GROVE RD | MEMPHIS | TN | 38120 | 50000 | X | ||
| 9 | UNIVERSITY OF TEXAS AT AUSTIN | 1 UNIVERSITY STATION | AUSTIN | TX | 78712 | 30000 | X | ||
| 10 | TEMPLE ISRAEL | 1376 EAST MASSEY ROAD | MEMPHIS | TN | 38120 | 25000 | X | ||
| 11 | BARBARA AND PITT HYDE | 6058 SHADY GROVE ROAD | MEMPHIS | TN | 38120 | 20400 | X | ||
| 12 | MARY LEE COPP AND PETER FORMANAK | 6120 SHADY GROVE ROAD | MEMPHIS | TN | 38120 | 10100 | X | ||
| 13 | ED BACHRACH | 1555 ASTOR STREET 45W | CHICAGO | IL | 60610 | 10000 | X | ||
| 14 | MARGARET GERBER | 4344 TUCKAHOE | MEMPHIS | TN | 38117 | 6800 | X | ||
| 15 | ALAN AND JEAN LIGHTMAN | 47 DEVENS STREET | CONCORD | MA | 01742 | 5000 | X | ||
| 16 | GLYNNIS FERGUSON | 5000 | X | FREEDOM COACHING | HK | ||||
| 17 | LOU JAMES | 77 N HIGHLAND ST | MEMPHIS | TN | 38111 | 5000 | X | ||
| 18 | ARSEN ADN LIZ MANUGIAN | 238W CHERRY CIRCLE | MEMPHIS | TN | 38187 | 5000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $2,351 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 2351 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (43 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Prior Years DepreciationPriorYearsDepreciation | LifeLife |
|---|---|---|---|---|---|---|---|---|
| LAND STREET 508 | 2005-06-30 | 32000 | L | 0 | 0 | 0 | ||
| DORMITORY STREET 508 | 2006-09-26 | 113000 | SL | 2897 | 0 | 2897 | 15332 | 39.000000000000 |
| DELL 3100 COMPUTERS (3) | 2006-06-30 | 2250 | SL | 0 | 0 | 0 | 2250 | 5.000000000000 |
| CANON COLOR PRINTER | 2006-06-30 | 350 | SL | 0 | 0 | 0 | 350 | 5.000000000000 |
| BLACK AND WHITE PRINTER | 2006-06-30 | 200 | SL | 0 | 0 | 0 | 200 | 5.000000000000 |
| DELL 3100 COMPUTERS (3) | 2007-06-30 | 2490 | SL | 249 | 0 | 249 | 2241 | 5.000000000000 |
| BLACK AND WHITE PRINTER | 2007-06-30 | 200 | SL | 20 | 0 | 20 | 180 | 5.000000000000 |
| BATTERY BIKES (3) | 2007-06-30 | 960 | SL | 96 | 0 | 96 | 864 | 5.000000000000 |
| LAND ON STREET 13 | 2008-06-05 | 65000 | L | 0 | 0 | 0 | ||
| DELL 3100 COMPUTER (1) | 2008-06-30 | 800 | SL | 160 | 0 | 160 | 560 | 5.000000000000 |
| BLACK AND WHITE PRINTER | 2008-06-30 | 200 | SL | 40 | 0 | 40 | 140 | 5.000000000000 |
| MOTORCYCLE | 2008-06-30 | 850 | SL | 170 | 0 | 170 | 595 | 5.000000000000 |
| MATTRESSES (36) | 2008-06-30 | 1950 | SL | 279 | 0 | 279 | 1143 | 7.000000000000 |
| DORMITORY ON STREET 13 | 2009-06-30 | 288752 | SL | 7404 | 0 | 7404 | 18825 | 39.000000000000 |
| HONDA MOTORCYCLES (10) | 2009-06-30 | 8500 | SL | 0 | 0 | 0 | 8500 | 5.000000000000 |
| DELL 760V COMPUTERS (10) | 2009-06-30 | 6640 | SL | 0 | 0 | 0 | 6640 | 5.000000000000 |
| BATTERY BIKES (4) | 2009-06-30 | 1120 | SL | 0 | 0 | 0 | 1120 | 5.000000000000 |
| CANON PRITER SCANNER (1) | 2009-06-30 | 360 | SL | 0 | 0 | 0 | 360 | 5.000000000000 |
| TELEVISION (LARGE SCREEN) | 2009-06-30 | 1100 | SL | 31 | 0 | 31 | 1069 | 5.000000000000 |
| DVD PLAYER | 2009-06-30 | 300 | SL | 9 | 0 | 9 | 291 | 5.000000000000 |
| DIGITAL PROJECTOR | 2009-06-30 | 550 | SL | 16 | 0 | 16 | 534 | 5.000000000000 |
| MATTRESSES (48) | 2009-06-30 | 2600 | SL | 372 | 0 | 372 | 2228 | 7.000000000000 |
| BUNK BEDS (24) | 2009-06-30 | 4080 | 200DB | 255 | 0 | 583 | 3188 | 7.000000000000 |
| DESKS AND CHAIRS (48) | 2009-06-30 | 5520 | 200DB | 345 | 0 | 789 | 4313 | 7.000000000000 |
| WARDROBES (24) | 2009-06-30 | 6720 | 200DB | 420 | 0 | 960 | 5251 | 7.000000000000 |
| DESK LAMPS (48) | 2009-06-30 | 1440 | 200DB | 90 | 0 | 206 | 1125 | 7.000000000000 |
| COUCHES (3) | 2009-06-30 | 1800 | 200DB | 113 | 0 | 257 | 1406 | 7.000000000000 |
| REFRIGERATOR | 2009-06-30 | 255 | 200DB | 15 | 0 | 36 | 203 | 7.000000000000 |
| PODIUM | 2009-06-30 | 250 | 200DB | 15 | 0 | 36 | 199 | 7.000000000000 |
| DELL 3100 COMPUTER (1) | 2010-06-30 | 800 | SL | 160 | 0 | 160 | 240 | 5.000000000000 |
| A/C UNITS (2) | 2010-06-30 | 740 | SL | 148 | 0 | 148 | 222 | 5.000000000000 |
| 4 ROOM PRIMARY SCHOOL BLD | 2005-01-05 | 33000 | SL | 846 | 0 | 846 | 5889 | 39.000000000000 |
| LAND ON 304 STREET | 2008-06-05 | 10095 | L | 0 | 0 | 0 | ||
| LAND ON TEUK THLA | 2010-06-03 | 78693 | L | 0 | 0 | 0 | ||
| 2 BLACK AND WHITE PRINTERS | 2011-06-01 | 560 | SL | 112 | 0 | 112 | 5.000000000000 | |
| REFRIGERATOR | 2011-06-01 | 325 | SL | 65 | 0 | 65 | 5.000000000000 | |
| 1 DESKTOP COMPUTER | 2011-06-01 | 800 | SL | 160 | 0 | 160 | 5.000000000000 | |
| 1 LAPTOP COMPUTER | 2011-06-01 | 750 | SL | 150 | 0 | 150 | 5.000000000000 | |
| 2 OPTIPLEX 790 COMPUTERS | 2012-06-01 | 1200 | SL | 120 | 0 | 140 | 5.000000000000 | |
| DELL LCD MONITOR | 2012-06-01 | 100 | SL | 10 | 0 | 12 | 5.000000000000 | |
| HP LASER PRINTER | 2012-06-01 | 265 | SL | 27 | 0 | 31 | 5.000000000000 | |
| WIRELESS M ICROPHONE | 2012-06-01 | 180 | SL | 18 | 0 | 21 | 5.000000000000 | |
| VIDEO CAMERA | 2012-06-01 | 250 | SL | 25 | 0 | 29 | 5.000000000000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| RBC ACCOUNT 30701554 | 87149 | 82396 |
| RBC ACCOUNT 30701540 | 1722273 | 1940680 |
| RBC ACCOUNT 31221277 | 758136 | 790125 |
| RBC ACCOUNT 31221281 | 301895 | 294027 |
| RBC ACCOUNT 31138161 | 302 | 3070 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (43 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| LAND STREET 508 | 32000 | 0 | 32000 | 32000 |
| DORMITORY STREET 508 | 113000 | 18229 | 94771 | 94771 |
| DELL 3100 COMPUTERS (3) | 2250 | 2250 | 0 | 0 |
| CANON COLOR PRINTER | 350 | 350 | 0 | 0 |
| BLACK AND WHITE PRINTER | 200 | 200 | 0 | 0 |
| DELL 3100 COMPUTERS (3) | 2490 | 2490 | 0 | 0 |
| BLACK AND WHITE PRINTER | 200 | 200 | 0 | 0 |
| BATTERY BIKES (3) | 960 | 960 | 0 | 0 |
| LAND ON STREET 13 | 65000 | 0 | 65000 | 65000 |
| DELL 3100 COMPUTER (1) | 800 | 720 | 80 | 80 |
| BLACK AND WHITE PRINTER | 200 | 180 | 20 | 20 |
| MOTORCYCLE | 850 | 765 | 85 | 85 |
| MATTRESSES (36) | 1950 | 1422 | 528 | 528 |
| DORMITORY ON STREET 13 | 288752 | 26229 | 262523 | 262523 |
| HONDA MOTORCYCLES (10) | 8500 | 8500 | 0 | 0 |
| DELL 760V COMPUTERS (10) | 6640 | 6640 | 0 | 0 |
| BATTERY BIKES (4) | 1120 | 1120 | 0 | 0 |
| CANON PRITER SCANNER (1) | 360 | 360 | 0 | 0 |
| TELEVISION (LARGE SCREEN) | 1100 | 1100 | 0 | 0 |
| DVD PLAYER | 300 | 300 | 0 | 0 |
| DIGITAL PROJECTOR | 550 | 550 | 0 | 0 |
| MATTRESSES (48) | 2600 | 2600 | 0 | 0 |
| BUNK BEDS (24) | 4080 | 3443 | 637 | 637 |
| DESKS AND CHAIRS (48) | 5520 | 4658 | 862 | 862 |
| WARDROBES (24) | 6720 | 5671 | 1049 | 1049 |
| DESK LAMPS (48) | 1440 | 1215 | 225 | 225 |
| COUCHES (3) | 1800 | 1519 | 281 | 281 |
| REFRIGERATOR | 255 | 218 | 37 | 37 |
| PODIUM | 250 | 214 | 36 | 36 |
| DELL 3100 COMPUTER (1) | 800 | 400 | 400 | 400 |
| A/C UNITS (2) | 740 | 370 | 370 | 370 |
| 4 ROOM PRIMARY SCHOOL BLD | 33000 | 6735 | 26265 | 26265 |
| LAND ON 304 STREET | 10095 | 0 | 10095 | 10095 |
| LAND ON TEUK THLA | 78693 | 0 | 78693 | 78693 |
| 2 BLACK AND WHITE PRINTERS | 560 | 112 | 448 | 448 |
| REFRIGERATOR | 325 | 65 | 260 | 260 |
| 1 DESKTOP COMPUTER | 800 | 160 | 640 | 640 |
| 1 LAPTOP COMPUTER | 750 | 150 | 600 | 600 |
| 2 OPTIPLEX 790 COMPUTERS | 1200 | 120 | 1080 | 1080 |
| DELL LCD MONITOR | 100 | 10 | 90 | 90 |
| HP LASER PRINTER | 265 | 27 | 238 | 238 |
| WIRELESS M ICROPHONE | 180 | 18 | 162 | 162 |
| VIDEO CAMERA | 250 | 25 | 225 | 225 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| OPERATING EXPENSES - UNIV WNM | 166091 | 0 | 0 | 172956 |
| TUITION SUPPORT | 48083 | 0 | 0 | 48083 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FUNDRAISING CONSULTATION | $0 | 0 | 0 | 0 |
| INVESTMENT MANAGEMENT | $20,249 | 20249 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ANONYMOUS | PersonName |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES | $968 | 968 | 0 | 0 |
| TAX FILING FEES | $2,244 | 0 | 2244 | 0 |
Comments