BROWN MONSON FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BROWN MONSON FOUNDATION (EIN 22-3065848)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-29
- IRS object ID
- 201302109349100005
- 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
- Amortization Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-29T13:52:44-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALONEY & KENNEDY PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 DARTMOUTH DR STE 203 | AddressLine1 |
| City | AUBURN | City |
| State | NH | State |
| ZIP Code | 03032 | 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 | 223065848 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN MONSON FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MALONEY & KENNEDY PLLC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BROW | NameControl |
| Phone | 6036692211 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 DARTMOUTH DRIVE | AddressLine1 |
| Address Line2 | ROOM/SUITE 203 | AddressLine2 |
| City | AUBURN | City |
| State | NH | State |
| ZIP Code | 03032 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN R MONSON | Name |
| Title | TREASURER | Title |
| Phone | 6036692211 | Phone |
| Date Signed | 2013-07-20 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD J MALONEY CPA | Name |
| Phone | 6036248819 | Phone |
| Date Prepared | 2013-07-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2433692 | 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 |
| Interest On Savings Rev And Expnss | 39576 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 39576 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12191 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12191 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 307039 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 715382 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 307039 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 4680 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 363486 | TotalRevenueAndExpenses |
| Total Net Investment Income | 358806 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 608 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 608 | LegalFeesNetInvstIncm |
| Accounting Fees Rev And Expnss | 2275 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2275 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 23004 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 23004 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 387 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 75 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 20591 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 20595 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 46865 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 46557 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 101500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 101500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 148365 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 46557 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 101500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 215121 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 312249 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investments Corp Stock BOY | 439667 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 553667 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 902262 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 623042 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 616312 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 623388 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 156486 | InvestmentsOtherBOY |
| Investments Other EOY | 264335 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 908042 | InvestmentsOtherEOYFMV |
| Other Assets BOY | -2 | OtherAssetsBOY |
| Total Assets BOY | 1219193 | TotalAssetsBOY |
| Total Assets EOY | 1434314 | TotalAssetsEOY |
| Total Assets EOYFMV | 2433692 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1219195 | CapitalStockBOY |
| Capital Stock EOY | 1434314 | CapitalStockEOY |
| Retained Earnings BOY | -2 | RetainedEarningsBOY |
| Total Net Assets BOY | 1219193 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1434314 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1219193 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1434314 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1219193 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 215121 | ExcessOfRevenueOverExpenses |
| Subtotal | 1434314 | Subtotal |
| Total Net Assets Fund Balances EOY | 1434314 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| CHEVERON CORP | P | 2012-08-31 | 2012-12-28 | 104100 | 105779 | -1679 | -1679 |
| EBAY, INC | P | 2011-01-01 | 2012-01-17 | 30604 | 28558 | 2046 | 2046 |
| BP CAP MARKETS | P | 2009-09-29 | 2012-12-12 | 103907 | 102410 | 1497 | 1497 |
| GOLMAN SACHS | P | 2009-09-29 | 2012-09-04 | 100000 | 100000 | ||
| APPLE INC | P | 2005-04-27 | 2012-09-17 | 297804 | 18163 | 279641 | 279641 |
| PROCTER & GAMBLE CO | P | 2010-10-11 | 2012-02-09 | 44475 | 43645 | 830 | 830 |
| PUBLICLY TRADED SECURITY (EPP) | P | 2005-11-28 | 2012-01-13 | 34492 | 9788 | 24704 | 24704 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 307039 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -1679 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | true | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 6245 | InvestmentIncomeExciseTax |
| Subtotal | 6245 | Subtotal |
| Tax Based On Investment Income | 6245 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2120 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 5100 | TaxPaidWithExtension |
| Total Credits And Payments | 7220 | TotalCreditsAndPayments |
| Overpayment | 975 | Overpayment |
| Amount Credited To Next Year | 975 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NH | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SUSAN MONSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6034722726 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 WELLESLEY DRIVE | AddressLine1 |
| City | BEDFORD | City |
| State | NH | State |
| ZIP Code | 03110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | true | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2011 | UndistributedIncomePriorYear1 |
| Undistr Income4942a2 Not Applied | true | UndistrIncome4942a2NotApplied |
| Undistr Income4942a2 App Year1 | 2011 | UndistrIncome4942a2AppYear1 |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN B MONSON | ||||||||
| 24 WELLESLEY DRIVE | BEDFORD | NH | 03110 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| JOHN R MONSON | ||||||||
| 24 WELLESLEY DRIVE | BEDFORD | NH | 03110 | TREASURER | 3.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2433569 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 51130 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2484699 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2484699 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 37270 | CashDeemedCharitable |
| Net Noncharitable Assets | 2447429 | NetNoncharitableAssets |
| Minimum Investment Return | 122371 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 122371 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6245 | TaxBasedOnInvestmentIncome |
| Total Tax | 6245 | TotalTax |
| Distributable Amount Before Adj | 116126 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 116126 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 116126 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 101500 | ExpensesAndContributions |
| Qualifying Distributions | 101500 | QualifyingDistributions |
| Adj Qualifying Distributions | 101500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 116126 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 102591 | UndistributedIncomePriorYear |
| Qualifying Distributions | 101500 | QualifyingDistributions |
| Applied To Year1 | 101500 | AppliedToYear1 |
| Taxable Amount2 | 1091 | TaxableAmount2 |
| Undistributed Income CY | 116126 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JOHN MONSON | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 WELLESLEY DRIVE | AddressLine1 |
| City | BEDFORD | City |
| State | NH | State |
| ZIP Code | 03110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6036263300 | RecipientPhoneNumber |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| APOLLO CHORUS GROUP | |||||||
| 225 WEST WASHINGTON ST | CHICAGO | IL | 60606 | 2012 GRANT | $1,500 | ||
| BALD MTN RESOURCES FUND | |||||||
| PO BOX 370 | KETCHUM | ID | 83340 | BALD MOUNTAIN RESCUE FUND | $500 | ||
| BEDFORD LAND TRUST | |||||||
| 11 BIRKDALE ROAD | BEDFORD | NH | 03110 | 2012ANNAUL FUND | $5,000 | ||
| BLAINE COUNTY WILDLIFE MUSEUM | |||||||
| PO BOX 304 | CHINOOK | MT | 59253 | WILDLIFE MUSEUM | $1,000 | ||
| CONSERVATION FORCE | |||||||
| 3420 A I-10 SERVICE ROAD | METAIRIE | LA | 70001 | 2012 ANNUAL FUND | $12,000 | ||
| HOME HEALTH AND HOSPICE | |||||||
| 22 PROSPECT ST | NASHUA | NH | 03060 | 2012 ANNUAL FUND | $2,000 | ||
| IDAHO RIVERS UNITED | |||||||
| 2600 ROSE HILL ST 201 | BOISE | ID | 83705 | IDAHO RIVERS FUND | $1,000 | ||
| LIGHT OF BEROTSANA | |||||||
| PO BOX 124 | ASHLAND | OR | 97520 | 2012 ABBUAL FUND | $6,000 | ||
| LINCOLN PARK | |||||||
| 211 NORTH CLARK STREET | CHICAGO | IL | 60614 | ANNUAL FUND | $750 | ||
| MANCHESTER COMMUNITY THEA | |||||||
| 220 OAK ST | MANCHERSTER | NH | 03104 | 2012 ANNUAL FUND | $10,000 | ||
| NATURAL DHARMA FELLOWSHIP | |||||||
| 11 BLUEBERRY HILL ROAD | ANDOVER | MA | 01810 | 2011 ANNUAL FUND | $5,000 | ||
| NATURAL DHARMA FELLOWSHIP | |||||||
| 11 BLUEBERRY HILL ROAD | ANDOVER | MA | 01810 | 2012 ANNUAL FUND | $6,000 | ||
| NH ART EDUCATORS ASSN | |||||||
| 15 TUMBLE ROAD | BEDFORD | NH | 03110 | NH ART EDUACATORS ASSOCIATION | $1,500 | ||
| NH WILDLIFE FEDERATION | |||||||
| 54 PORTSMOUTH | CONCORD | NH | 03301 | ANNUAL FUND | $2,000 | ||
| NUTTALL ORNATHOLOGICAL CLUB | |||||||
| PO BOX 247 | CHILMARK | MA | 02535 | ANNUAL GRANT | $500 | ||
| SUN VALLEY SUMMER SYMPHONY | |||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | SV BENEFIT TICKETS | $1,500 | ||
| SUN VALLEY SUMMER SYMPHONY | |||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | 2012 ANNUAL FUND | $18,700 | ||
| SUN VALLEY SUMMER SYMPHONY | |||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | SUMMER SYMPHONY BENEFIT CONCERT | $1,300 | ||
| SUN VALLEY SUMMER SYMPHONY | |||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | ENDOWMENT FUND | $5,000 | ||
| DERRYFIELD SCHOOL | |||||||
| 2108 NO RIVER RD | MANCHESTER | NH | 03104 | 2012 ANNUAL FUND | $3,000 | ||
| THE FIELD MUSEUM | |||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 606052696 | 2012 ANNUAL FUND | $750 | ||
| UNIVERSITY OF MICHIGAN LAW SCHOOL | |||||||
| 109 EAST MADISON | ANN ARBOR | MI | 481042973 | ZELL ENTREPRENEUR LECTURE SERIES | $5,000 | OFFICE OD DEVELOPMENT & ALUMNI | SUITE 3000 |
| WILD HERITAGE FOUNDATION NH | |||||||
| 26 SANBORRN ROAD | CONCORD | NH | 03301 | FOUNDATION GRANT | $5,500 | ||
| WILD HERITAGE FOUNDATION NH | |||||||
| 26 SANBORN ROAD | CONCORD | NH | 03301 | FOUNDATION GRANT | $6,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 101500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 39576 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 12191 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 307039 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed (5 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| LONG TERM CAP LOSS - K-1 | 1 | -$14,804 |
| NET SECTION 1231 GAIN - K- | 1 | -$404 |
| OTHER INCOME - APPLE | 1 | $204 |
| ORDINARY INCOME PER K-1 | 1 | $15,976 |
| ORDINARY GAIN | 1 | $3,708 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,680 | ExclusionAmount |
| Related Or Exempt Function Income | 358806 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 363486 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | INTEREST, DIVIDENDS AND CAPITAL GAIN'S PROVIDE |
| 4 | INCOME WITH WHICH TO MEET GRANT REQUESTS AS PART OF |
| 8 | THE ORGANIZATION'S EXEMPT FUNCTION. |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MALONEY & KENNEDY, PLLC | Category |
| Amount | $2,275 | Amount |
| Net Investment Income | 2275 | NetInvestmentIncome |
Amortization Schedule AmortizationSchedule
Amortization Amortization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Amortized Expenses | BP CAPITAL MARKETS PLC | DescriptionOfAmortizedExpenses |
| Date Acquired Completed Expended | 2009-09-29 | DateAcquiredCompletedExpended |
| Amount Amortized | 110688 | AmountAmortized |
| Deduction For Prior Years | 5731 | DeductionForPriorYears |
| Amortization Period | 3.0000 | AmortizationPeriod |
| Current Year Amortization | 2548 | CurrentYearAmortization |
| Net Investment Income | 2548 | NetInvestmentIncome |
| Total Amount Of Amortization | 8279 | TotalAmountOfAmortization |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| SUSAN B MONSON |
| JOHN R MONSON |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 616312 | EOYBookValue |
| EOYFMV | 623388 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MERRILL LYNCH EQUITY PORTFOLIO | NameOfStock |
| EOY Book Value | 553667 | EOYBookValue |
| EOYFMV | 902262 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CASH/MONEY/DIVIDENDS RECEIVABLE | AT COST | 156842 | 156842 |
| ENTERPRISE PRODUCTS PARTNERS, LP | FMV | 107493 | 751200 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $608 | Amount |
| Net Investment Income | 608 | NetInvestmentIncome |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| BOY Book Value | -2 | BOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| EPG DEDUCTIONS | 46 | 46 |
| BNAK FEES | 158 | 158 |
| INTEREST EXPENSES | 204 | 204 |
| ROUNDING | -4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| LONG TERM CAP LOSS - K-1 | -14804 |
| NET SECTION 1231 GAIN - K-1 | -404 |
| OTHER INCOME - APPLE | 204 |
| ORDINARY INCOME PER K-1 | 15976 |
| ORDINARY GAIN | 3708 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATLANTIC TRUST | Category |
| Amount | $23,004 | Amount |
| Net Investment Income | 23004 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| SECRETARY OF STATE FILING FEES | $75 | 75 |
| FEDERAL ESTIMATES | $312 |
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