TURNING LEAF FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TURNING LEAF FOUNDATION INC (EIN 04-3397818)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-01
- IRS object ID
- 201300919349100560
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-01T16:32:33-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050409384 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH STREET SUITE 300 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02453 | 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 | 043397818 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURNING LEAF FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O KAHN LITWIN RENZA & CO LTD | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TURN | NameControl |
| Phone | 6174927104 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH STREET NO 300 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02453 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL JACOBSON | Name |
| Title | PRESIDENT | Title |
| Phone | 6174927104 | Phone |
| Date Signed | 2013-03-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK C SCHOFER | Name |
| PTIN | P00423537 | PTIN |
| Phone | 7815478800 | Phone |
| 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 | 790545 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 31734 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 31707 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2018 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 576879 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2018 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 33752 | TotalRevenueAndExpenses |
| Total Net Investment Income | 33725 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 600 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 164 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 164 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 85 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1449 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 764 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 131024 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 131024 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 132473 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 764 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 131024 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -98721 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 32961 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 207002 | CashBOY |
| Cash EOY | 150204 | CashEOY |
| Cash EOYFMV | 150204 | CashEOYFMV |
| Investments Corp Stock BOY | 636848 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 587084 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 632841 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 5000 | OtherAssetsBOY |
| Other Assets EOY | 7500 | OtherAssetsEOY |
| Other Assets EOYFMV | 7500 | OtherAssetsEOYFMV |
| Total Assets BOY | 848850 | TotalAssetsBOY |
| Total Assets EOY | 744788 | TotalAssetsEOY |
| Total Assets EOYFMV | 790545 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 848850 | RetainedEarningsBOY |
| Retained Earnings EOY | 744788 | RetainedEarningsEOY |
| Total Net Assets BOY | 848850 | TotalNetAssetsBOY |
| Total Net Assets EOY | 744788 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 848850 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 744788 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 848850 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -98721 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 750129 | Subtotal |
| Other Decreases | 5341 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 744788 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS - DETAILS AVAILABLE UPON REQUEST | P | 346260 | 392782 | -46522 | -46522 |
| FIDELITY INVESTMENTS - DETAILS AVAILABLE UPON REQUEST | P | 230522 | 182079 | 48443 | 48443 |
| CAPITAL GAINS DIVIDENDS | P | 97 | 97 | 97 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2018 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 134763 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 817821 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.164783 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 152117 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 752438 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.202165 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 102385 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 669233 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.152989 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 113180 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1057886 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.106987 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 135946 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1442198 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.094263 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.721187 | TotalDistributionRatio |
| Average Distribution Ratio | 0.144237 | AverageDistributionRatio |
| Net Noncharitable Assets | 771876 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 111333 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 330 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 111663 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 131024 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 330 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 330 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 330 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 330 | 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 | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | 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 Person Name | MICHAEL J JACOBSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6174927107 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 HIGHLAND AVENUE | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J JACOBSON | ||||||||
| 16 HIGHLAND AVENUE | CAMBRIDGE | MA | 02139 | PRESIDENT, SECRETARY & DIR | 0.00 | 0 | 0 | 0 |
| NANCY L JACOBSON | ||||||||
| 16 HIGHLAND AVENUE | CAMBRIDGE | MA | 02139 | TREASURER & DIRECTOR | 0.00 | 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 | TO PROVIDE OPPORTUNITIES FOR POST-SECONDARY EDUCATION TO STUDENTS FOR WHOM SUCH EDUCATION WOULD NOT OTHERWISE BE AVAILABLE. | Description1 |
| Expenses1 | 131024 | Expenses1 |
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 | 605027 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 178603 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 783630 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 783630 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11754 | CashDeemedCharitable |
| Net Noncharitable Assets | 771876 | NetNoncharitableAssets |
| Minimum Investment Return | 38594 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 38594 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 330 | TaxBasedOnInvestmentIncome |
| Total Tax | 330 | TotalTax |
| Distributable Amount Before Adj | 38264 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 38264 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 38264 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 131024 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 131024 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 330 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 130694 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 38264 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 5267 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 60592 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 69123 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 120547 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 97330 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 352859 | TotalExcessDistriCarryover |
| Qualifying Distributions | 131024 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 38264 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 92760 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 445619 | 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 | 5267 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 440352 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 60592 | ExcessFromYear4 |
| Excess From Year3 | 69123 | ExcessFromYear3 |
| Excess From Year2 | 120547 | ExcessFromYear2 |
| Excess From Year1 | 97330 | ExcessFromYear1 |
| Excess From Current Year | 92760 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL J JACOBSON | ContributingManager |
| Contributing Manager | NANCY L JACOBSON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| ROOM TO READ | ||||||||||
| 111 SUTTER ST 16TH FLR | SAN FRANCISCO | CA | 94104 | UNRELATED | EDUCATION | $50,000 | ||||
| SCHOLARSHIP FOR ATTENDEE OF BERKLEE SCHOOL OF MUSIC | ||||||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02115 | UNRELATED | EDUCATION | $22,000 | ||||
| SCHOLARSHIP PROGRAM FOR KAUKAUNA HIGH SCHOOL | ||||||||||
| 1701 COUNTY | KAUKAUNA | WI | 54130 | UNRELATED | EDUCATION | $50,355 | ||||
| TANZANIA PROGRAM | ||||||||||
| UNRELATED | EDUCATION | $8,669 | AVAILABLE UPON REQUEST | AVAILABLE UPON REQUEST | TANZANIA | TZ | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 131024 | 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 | $31,734 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,018 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $33,752 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 33752 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,200 | Amount |
| Net Investment Income | 600 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | FIDELITY INVESTMENT | NameOfStock |
| EOY Book Value | 587084 | EOYBookValue |
| EOYFMV | 632841 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADVANCE GRANT | Description |
| BOY Book Value | 5000 | BOYBookValue |
| EOY Book Value | 7500 | EOYBookValue |
| EOYFMV | 7500 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CORRECTING ADJUSTMENT TO RETAINED EARNINGS | Description |
| Amount | $5,341 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUAL REPORT FEES | Description |
| Revenue And Expenses Per Books | 85 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $164 | Amount |
| Net Investment Income | 164 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments