CHARLES LAMONT POST CHARITABLE TR: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: CHARLES LAMONT POST CHARITABLE TR (EIN 20-6447289)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-06-05
IRS object ID: 201321569349100407
Schema version: 2012v2.2
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
Form 990-PF
All Oth Prog Rltd Investments Sch
Investments Corp Stock Schedule
Other Expenses Schedule
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-06-05T05:14:57-04:00	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	H AND R BLOCK	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	97 CIRCUIT AVE	AddressLine1
City	OAK BLUFFS	City
State	MA	State
ZIP Code	02557	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	206447289	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CHARLES LAMONT POST CHARITABLE TRUST	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	CHAR	NameControl
Phone	5086273356	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1090	AddressLine1
City	Edgartown	City
State	MA	State
ZIP Code	02539	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	ROSEMARIE HAIGAZIAN	Name
Title	TRUSTEE	Title
Phone	5086273356	Phone
Date Signed	2013-06-05	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	LUCY ABBOT	Name
PTIN	P01210487	PTIN
Phone	5086937722	Phone
Date Prepared	2013-06-05	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	705967	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 Net Invst Incm	24546	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	1351	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	47812	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	1351	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	1351	TotalRevenueAndExpenses
Total Net Investment Income	25897	TotalNetInvestmentIncome
Other Prof Fees Rev And Expnss	9301	OtherProfFeesRevAndExpnss
Taxes Rev And Expnss	765	TaxesRevAndExpnss
Other Expenses Rev And Expnss	35	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	10101	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	56000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	56000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	66101	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	56000	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-64750	ExcessOfRevenueOverExpenses
Net Investment Income	25897	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	11063	CashBOY
Cash EOY	2663	CashEOY
Cash EOYFMV	2663	CashEOYFMV
Investments Corp Stock BOY	600943	InvestmentsCorpStockBOY
Investments Corp Stock EOY	703304	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	703304	InvestmentsCorpStockEOYFMV
Other Assets BOY	744	OtherAssetsBOY
Total Assets BOY	612750	TotalAssetsBOY
Total Assets EOY	705967	TotalAssetsEOY
Total Assets EOYFMV	705967	TotalAssetsEOYFMV
Other Liabilities BOY	612750	OtherLiabilitiesBOY
Other Liabilities EOY	705967	OtherLiabilitiesEOY
Total Liabilities BOY	612750	TotalLiabilitiesBOY
Total Liabilities EOY	705967	TotalLiabilitiesEOY
Permanently Restricted BOY	612750	PermanentlyRestrictedBOY
Permanently Restricted EOY	705967	PermanentlyRestrictedEOY
Retained Earnings BOY	612750	RetainedEarningsBOY
Retained Earnings EOY	705967	RetainedEarningsEOY
Total Net Assets EOY	0	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	612750	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	705967	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Excess Of Revenue Over Expenses	-64750	ExcessOfRevenueOverExpenses
Other Increases	773717	OtherIncreases
Subtotal	708967	Subtotal
Total Net Assets Fund Balances EOY	708967	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
Neuberger Berman Portfolio	D	10774	14854	-4080	-4080
neuberger Berman Portfolio	D	37038	31607	5431	5431

Field	Value	IRS element (for citing)
Capital Gain Net Income	1351	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Qualifying Distributions Year1	48600	QualifyingDistributionsYear1
One Percent Net Investment Income	259	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	259	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	761697	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	259	InvestmentIncomeExciseTax
Subtotal	259	Subtotal
Tax Based On Investment Income	259	TaxBasedOnInvestmentIncome
Tax Due	259	TaxDue

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
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
At Least5000 In Assets	true	AtLeast5000InAssets
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	None	WebsiteAddress
Books In Care Of Person Name	ROSEMARIE HAIGAZIAN	BooksInCareOfPersonName
Books In Care Of Phone Number	5086273356	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	282 VINEYARD HAVEN RD	AddressLine1
City	Edgartown	City
State	MA	State
ZIP Code	02539	ZIPCode

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
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
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
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
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

Field	Value	IRS element (for citing)
Person Name	ROSEMARIE HAIGAZIAN	PersonName

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	282 VINEYARD HAVEN RD	AddressLine1
Address Line2	PO BOX 1090	AddressLine2
City	Edgartown	City
State	MA	State
ZIP Code	02539	ZIPCode

Field	Value	IRS element (for citing)
Title	TRUSTEE	Title
Avg Hours Per Wk Devoted To Position	2.00	AvgHoursPerWkDevotedToPosition
Compensation	0	Compensation

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description2	neuberger Berman portfolio	Description2
Amount2	705697	Amount2
Total	705697	Total

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Tax Based On Investment Income	259	TaxBasedOnInvestmentIncome
Total Tax	259	TotalTax
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	56000	ExpensesAndContributions
Program Related Investments Total	705697	ProgramRelatedInvestmentsTotal
Qualifying Distributions	761697	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	259	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	761438	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted
Qualifying Distributions	761697	QualifyingDistributions
Undistributed Income CY	0	UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
Town of Pawlet
122 School Street	Pawlet	VT	05761	none	501c3	handicapped accessibility	$3,000
Friends of Haystack Mountain
PO Box 201	Pawlet	VT	05761			save wild mountain	$10,000
Pawlet Scholarship Fund
PO BOX 206	Pawlet	VT	05761	None	501c3	enable scholarships	$3,000
Angel Flight
492 Sutton St	North Andover	MA	01845	none	501c3	medical flights	$6,000
Salvation Army
147 Berkley St	Boston	MA	02116	none	501c3	help needy	$6,000
Dana Farber Cancer Institute
10 Brookline Place	Brookline	MA	02445	none	501c3	aid cancer research and treatment	$6,000
Childrens Hospital
1 Autumn St	Boston	MA	02214	none	501c3	medical research and treatment	$6,000
Vermont Reading Partners
PO Box 72	Manchester	VT	05254	none	501c3	literacy in Vermont	$3,000
Rising Tide Equestrian Center
40 Red Pony Road	West Tisbury	MA	02575	none	501c3	treatment for handicapped	$1,000
Island Food Pantry
PO Box 1874	Vineyard Haven	MA	02568	none	501c3	food assistance	$6,000
Factured Atlas
248 W 35th Street	New York	NY	10001	none	501c3	aid arts	$6,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	56000	TotGrantOrContriPaidDuringYear

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

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

Field	Value	IRS element (for citing)
Description	Entire Neuberger Berman Portfolio	Description
Amount	$705,697	Amount

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	Neuberger Berman	NameOfStock
EOY Book Value	703304	EOYBookValue
EOYFMV	703304	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	Commonwealth Mass filing fee	Description
Revenue And Expenses Per Books	35	RevenueAndExpensesPerBooks

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
Beginning bal end year 2011	$612,750
unrealized gain	$160,967

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	reserved for grants	Description
BOY Book Value	612750	BOYBookValue
EOY Book Value	705967	EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount
tax preparation	$800
investment expense	$8,501

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	excise	Category
Amount	$765	Amount

CHARLES LAMONT POST CHARITABLE TR: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

US Address USAddress

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes

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