ARMENIA EMPYREAN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ARMENIA EMPYREAN FOUNDATION (EIN 20-8038153)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-12
- IRS object ID
- 201322249349100722
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-12T07:57:22-00:00 | 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 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 208038153 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Raffi & Nina Festekjian Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RAFF | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Raffi Festekjian | Name |
| Title | President | Title |
| Date Signed | 2013-08-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-08-12 | DatePrepared |
| 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 | 260876 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 40000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 9706 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9706 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4499 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 49499 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4499 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 54205 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14205 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 2054 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2054 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 211 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 5919 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 5919 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8184 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2054 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5919 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 48150 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 48150 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 56334 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2054 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 54069 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2129 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12151 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 10341 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 46449 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 46449 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 381332 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 343095 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 214427 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 391673 | TotalAssetsBOY |
| Total Assets EOY | 389544 | TotalAssetsEOY |
| Total Assets EOYFMV | 260876 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 391673 | RetainedEarningsBOY |
| Retained Earnings EOY | 389544 | RetainedEarningsEOY |
| Total Net Assets BOY | 391673 | TotalNetAssetsBOY |
| Total Net Assets EOY | 389544 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 391673 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 389544 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 391673 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2129 | ExcessOfRevenueOverExpenses |
| Subtotal | 389544 | Subtotal |
| Total Net Assets Fund Balances EOY | 389544 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 49499 | GrossSalesPrice |
| Cost Or Other Basis | 45000 | CostOrOtherBasis |
| Gain Or Loss | 4499 | GainOrLoss |
| Gains Minus Excess Or Losses | 4499 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4499 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 167034 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 305268 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.547172 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 142802 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 438220 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.325868 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 108656 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 562822 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.193056 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 62488 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 713372 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.087595 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 47923 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 617982 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.077548 | DistributionRatioYear5 |
| Total Distribution Ratio | 001.231239 | TotalDistributionRatio |
| Average Distribution Ratio | 000.246248 | AverageDistributionRatio |
| Net Noncharitable Assets | 251854 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 62019 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 122 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 62141 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 54069 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 243 | InvestmentIncomeExciseTax |
| Subtotal | 243 | Subtotal |
| Tax Based On Investment Income | 243 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 249 | TaxPaidWithExtension |
| Total Credits And Payments | 249 | TotalCreditsAndPayments |
| Tax Paid Original Return | 249 | TaxPaidOriginalReturn |
| Overpayment | 6 | Overpayment |
| Amount Credited To Next Year | 6 | 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 |
| 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | 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 |
| 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 |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| 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 | Raffi Festekjian | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 19809 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres / Dir / Sec | Title |
| Avg Hours Per Wk Devoted To Position | 001.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 226957 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 28732 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 255689 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 255689 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3835 | CashDeemedCharitable |
| Net Noncharitable Assets | 251854 | NetNoncharitableAssets |
| Minimum Investment Return | 12593 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 12593 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 243 | TaxBasedOnInvestmentIncome |
| Total Tax | 243 | TotalTax |
| Distributable Amount Before Adj | 12350 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 12350 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 12350 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 54069 | ExpensesAndContributions |
| Qualifying Distributions | 54069 | QualifyingDistributions |
| Adj Qualifying Distributions | 54069 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 12350 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 17565 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 27185 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 80525 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 120971 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 152313 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 398559 | TotalExcessDistriCarryover |
| Qualifying Distributions | 54069 | QualifyingDistributions |
| Applied To Current Year | 12350 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 41719 | RemainingDistriFromCorpus |
| Total Corpus | 440278 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 17565 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 422713 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 27185 | ExcessFromYear4 |
| Excess From Year3 | 80525 | ExcessFromYear3 |
| Excess From Year2 | 120971 | ExcessFromYear2 |
| Excess From Year1 | 152313 | ExcessFromYear1 |
| Excess From Current Year | 41719 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Raffi Festekjian | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ARMENIAN CHURCH OF THE HOLY TRANSLATORS | |||||||
| 38 FRANKLIN ST | FRAMINGHAM | MA | 01702 | N/A | 509a1 | General Unrestricted | $375 |
| ARMENIAN CULTURAL & EDUCATIONAL CTR INC | |||||||
| 47 NICHOLS AVE | WATERTOWN | MA | 02472 | N/A | 509a2 | The Kermese Program | $1,000 |
| ARMENIAN GENERAL BENEVOLENT UNION | |||||||
| 55 E 59TH ST | NEW YORK | NY | 10022 | N/A | 509a1 | General Unrestricted | $2,500 |
| ARMENIAN MISSIONARY ASSOC OF AMER INC | |||||||
| 31 W CENTURY RD | PARAMUS | NJ | 07652 | N/A | 509a1 | General Unrestricted | $500 |
| ARMENIAN YOUTH FEDERATION YOUTH ORG | |||||||
| 6 BEACON ST STE 515 | BOSTON | MA | 02108 | N/A | 509a2 | General Unrestricted | $500 |
| BOSTON UNIVERSITY PLAYWRIGHTS' THEATRE | |||||||
| 949 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | 509a1 | Boston Playwrights Play | $2,000 |
| DEXTER SCHOOL | |||||||
| 20 NEWTON ST | BROOKLINE | MA | 02445 | N/A | 509a1 | General Unrestricted | $100 |
| HOLY CROSS ARMENIAN CATHOLIC CHURCH | |||||||
| 200 LEXINGTON ST | BELMONT | MA | 02478 | N/A | 509a1 | General Unrestricted | $100 |
| MIDDLESEX CHIEFS OF POLICE ASSOCIATION INC | |||||||
| 460 CONCORD AVE | BELMONT | MA | 02478 | N/A | 509a2 | General Unrestricted | $75 |
| ST STEPHENS ARMENIAN APOSTOLIC CHURCH | |||||||
| 38 ELTON AVE | WATERTOWN | MA | 02472 | N/A | 509a1 | St Stephens Armenian Elementary School | $25,000 |
| TEKEYAN CULTURAL ASSOCIATION INC | |||||||
| 755 MOUNT AUBURN ST | WATERTOWN | MA | 02472 | N/A | 509a1 | General Unrestricted | $1,000 |
| VEM USA INC | |||||||
| 2858 PINELAWN DR | LA CRESCENTA | CA | 91214 | N/A | 509a2 | General Unrestricted | $5,000 |
| YERAZART INC | |||||||
| 130 TURNER ST | WALTHAM | MA | 02453 | N/A | 509a1 | General Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 48150 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,706 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,499 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,205 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14205 | TotalPartXVIA |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Festekjian Raffi | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Schoolhouse Lane | AddressLine1 |
| City | Lexington | City |
| State | MA | State |
| ZIP Code | 02421 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 40000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Publicly-traded Securities | Name |
| Gross Sales Price | 49499 | GrossSalesPrice |
| Basis | 45000 | Basis |
| Total Net | 4499 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 7500 shares of BANK AMER INDEX TARGET TERM DOW JONES INDUSTRIAL | 75000 | 82576 |
| 906 shares of CITIGROUP INC | 171221 | 35841 |
| 2500 shares of NUVEEN ENERGY MLP TOTAL RETURN FUND | 50000 | 44250 |
| 1902 shares of NUVEEN MTG OPPORTUNITY TERM FD COM | 46874 | 51760 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Administrative Fees | 5894 | 5894 |
| State or Local Filing Fees | 25 | 25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | Category |
| Amount | $2,054 | Amount |
| Net Investment Income | 2054 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS Excise Tax Payment with 1st ext 990-PF | Category |
| Amount | $211 | Amount |
Comments