THE MARTIN J LAFOLEY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE MARTIN J LAFOLEY FOUNDATION (EIN 04-3148023)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-02-15
- IRS object ID
- 201310469349300331
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-15T08:17:01-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042979611 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NARDELLA & TAYLOR LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 HARTWELL AVE | AddressLine1 |
| City | LEXINGTON | City |
| State | MA | State |
| ZIP Code | 02420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043148023 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARTIN J LAFOLEY FOUNDATION 30-1190-00 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MART | NameControl |
| Phone | 6172573811 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1763 | AddressLine1 |
| City | MEREDITH | City |
| State | NH | State |
| ZIP Code | 03253 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BEVERLY LAFOLEY | Name |
| Title | TRUSTEE | Title |
| Phone | 6172573811 | Phone |
| Date Signed | 2013-01-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT NARDELLA | Name |
| PTIN | P00299024 | PTIN |
| Phone | 7818626833 | Phone |
| Date Prepared | 2013-01-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BEVERLY LAFOLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 BAY ROAD | AddressLine1 |
| City | CENTER HARBOR | City |
| State | NH | State |
| ZIP Code | 03226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 48032 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MJFOUNDATION.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | NH | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SCHOLARSHIPS AND FINANCIAL AID TO WORTHY STUDENTS WHO EXEMPLIFY THE DESIRE TO EXCEL IN ACADEMICS, SOCIAL VALUES AND AMATEUR ATHLETICS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 2 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14536 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14694 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7895 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10167 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12862 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 32598 | TotalRevenuePriorYear |
| Total Revenue Current Year | 27556 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8150 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7050 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16142 | OtherExpensePriorYear |
| Other Expenses Current Year | 9661 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24292 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16711 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 8306 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10845 | RevenuesLessExpensesCY |
| Total Assets BOY | 345876 | TotalAssetsBOY |
| Total Assets EOY | 385935 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 345876 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 385935 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE SCHOLARSHIPS AND FINANCIAL AID TO WORTHY STUDENTS WHO EXEMPLIFY THE DESIRE TO EXCEL IN ACADEMICS, SOCIAL VALUES AND AMATEUR ATHLETICS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4029 | Expense |
| Description | "M.J.'S" RACE, A SKIING COMPETITION HELD ANNUALLY, STRIVES TO TEACH STUDENS THE QUALITIES OF TEAMWORK, GOOD SPORTSMANSHIP, AND TRYING ONE'S BEST ON THE HILL. RACES ARE HELD DURING EARLY SPRING. THE CURRENT YEAR'S COMPETITION WAS CANCELLED DUE TO POOR SKI CONDITIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4950 | Expense |
| Description | GRANTS ARE PROVIDED TO STUDENTS OF SECONDARY SCHOOL AGE FOR SPECIAL NEEDS, ACHIEVING EDUCATIONAL GOALS OR ACHIEVING AMATEUR ATHLETIC GOALS AND TO ATHLETIC OR SPECIAL NEEDS PROGRAMS FOR STUDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2100 | Expense |
| Description | CAMP SCHOLARSHIPS GRANT IS PROVIDED TO SQUAM LAKES ASSOCIATION OF HOLDERNESS, NEW HAMPSHIRE FOR THE BENEFIT OF YOUNG PEOPLE IN NEED OF CAMP SERVICES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 11079 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 2 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 0 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEVERLY LAFOLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6175763811 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1763 | AddressLine1 |
| City | MEREDITH | City |
| State | NH | State |
| ZIP Code | 03253 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (2 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| WILLIAM COOK | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| BEVERLY LAFOLEY | |||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 14694 | AllOtherContributions |
| Total Contributions | 14694 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13338 | TotalRevenueColumn |
| Exclusion | $13,338 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20476 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -476 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -476 | TotalRevenueColumn |
| Exclusion | -$476 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27556 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $12,862 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2100 | Total |
| Program Services | 2100 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4950 | Total |
| Program Services | 4950 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000 | Total |
| Management And General | 1000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3345 | Total |
| Management And General | 3345 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190 | Total |
| Management And General | 190 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 347 | Total |
| Management And General | 347 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| TROPHIES | 2003 | 2003 | |
| EVENT T-SHIRTS | 1495 | 1495 | |
| SUPPLIES | 715 | 715 | |
| EVENT SUPPLIES | 531 | 531 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35 | Total |
| Management And General | 35 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16711 | Total |
| Program Services | 11079 | ProgramServices |
| Management And General | 5632 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69302 | BOY |
| EOY | 63489 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1737 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1157 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 927 | BOY |
| EOY | 580 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275647 | BOY |
| EOY | 321866 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 345876 | BOY |
| EOY | 385935 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 345876 | BOY |
| EOY | 385935 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 345876 | BOY |
| EOY | 385935 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 10845 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 29214 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8345 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4375 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12501 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14536 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14694 | CurrentTaxYear |
| Total | 54451 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6428 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9756 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5094 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7896 | CurrentTaxYearMinus1Year |
| Total | 29174 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14773 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14131 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17595 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22432 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14694 | CurrentTaxYear |
| Total | 83625 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 83625 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7373 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6405 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7040 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8625 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13338 | CurrentTaxYear |
| Total | 42781 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7373 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6405 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7040 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8625 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13338 | CurrentTaxYear |
| Total | 42781 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22146 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20536 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24635 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31057 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28032 | CurrentTaxYear |
| Total | 126406 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.66160 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.65360 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.33840 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.30250 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests PY509 | X | ThirtyThreePercntTestsPY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1737 | OtherCostOrOtherBasis |
| Depreciation | 1157 | Depreciation |
| Book Value | 580 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 580 | TotalOfBookValueLandBuildings |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| YOUTH SCHOLARSHIPSYOUTH SCHOLARSHIPSVARIOUS YOUTH SCHOLARSHIPS AND GRANTS | 3 | 4950 |
| CAMP SCHOLARSHIPS | 6 | 2100 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8A | BOARD OF TRUSTEES IS MADE UP OF TWO INDIVIDUALS WHO MEET INFORMALLY AND ON AN AS NEEDED BASIS. | |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO STANDING COMMITTEES IN THE ORGANIZATION DUE TO THE SMALL SIZE OF ITS BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | TRUSTEES REVIEW A DRAFT OF THE RETURN PREPARED BY TAX PREPARER AND RECOMMEND CHANGES AND CORRECTIONS BEFORE RETURN IS FINALIZED. | |
| FORM 990, PART VI, SECTION C, LINE 18 | COPIES OF GOVERNING DOCUMENTS AVAILABLE UPON REQUEST OR THROUGH STATE REGISTRATION AGENCY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF GOVERNING DOCUMENTS AVAILABLE UPON REQUEST OR THROUGH STATE REGISTRATION AGENCY. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 29,214. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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