ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC (EIN 27-1364347)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-23
- IRS object ID
- 201322669349100007
- Schema version
- 2012v2.0
- 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
- Investments Corp Stock Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-23T11:26:58-07:00 | 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 | Joseph A Wagner CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 844 East Manchester Rd | AddressLine1 |
| City | Manchester Center | City |
| State | VT | State |
| ZIP Code | 05255 | 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 | 271364347 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Roberta and Russell Housman | BusinessNameLine1 |
| Business Name Line2 | Charitable Foundation Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 8023756643 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 McKee Road | AddressLine1 |
| City | Arlington | City |
| State | VT | State |
| ZIP Code | 05250 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RUSSELL F HOUSMAN | Name |
| Title | President | Title |
| Date Signed | 2013-09-23 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joseph A Wagner | Name |
| PTIN | P01075206 | PTIN |
| Phone | 8023629086 | Phone |
| Self Employed | X | SelfEmployed |
| 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 | 68653 | 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 | 72 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 72 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 4580 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4580 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -25 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 16069 | GrossSalesPrice |
| Total Revenue And Expenses | 4627 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4652 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 95 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 95 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 26 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 121 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 95 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 8400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 8400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 8521 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 95 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 8400 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3894 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4557 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 11241 | CashBOY |
| Cash EOY | 15525 | CashEOY |
| Savings And Temp Cash Invst BOY | 19627 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 17429 | SavingsAndTempCashInvstEOY |
| Investments Corp Stock BOY | 72256 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 68653 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 68653 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 103124 | TotalAssetsBOY |
| Total Assets EOY | 101607 | TotalAssetsEOY |
| Total Assets EOYFMV | 68653 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 2247 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 4624 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 2247 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4624 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 100877 | UnrestrictedBOY |
| Unrestricted EOY | 96983 | UnrestrictedEOY |
| Total Net Assets BOY | 100877 | TotalNetAssetsBOY |
| Total Net Assets EOY | 96983 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 103124 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 101607 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 100877 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3894 | ExcessOfRevenueOverExpenses |
| Subtotal | 96983 | Subtotal |
| Total Net Assets Fund Balances EOY | 96983 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -25 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -25 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 6574 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 63961 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.10278 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 4503 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 22945 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.19625 | DistributionRatioYear2 |
| Noncharitable Assets Year3 | 2064 | NoncharitableAssetsYear3 |
| Total Distribution Ratio | 0.29903 | TotalDistributionRatio |
| Average Distribution Ratio | 0.07476 | AverageDistributionRatio |
| Net Noncharitable Assets | 103210 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 7716 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 46 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 7762 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 8400 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 46 | InvestmentIncomeExciseTax |
| Subtotal | 46 | Subtotal |
| Tax Based On Investment Income | 46 | TaxBasedOnInvestmentIncome |
| Tax Due | 46 | 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 |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | VT | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Russell Housman | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8023756643 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 McKee Road | AddressLine1 |
| City | Arlington | City |
| State | VT | State |
| ZIP Code | 05250 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 |
|---|---|---|---|---|---|---|
| JUNE WEISS | ||||||
| 258 STEAMBOAT RD | GREAT NECK | NY | 11024 | Secretary | 0.00 | 0 |
| RUSSELL F HOUSMAN | ||||||
| 38 MCKEE ROD | ARLINGTON | VT | 05250 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 77786 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 26996 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 104782 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 104782 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1572 | CashDeemedCharitable |
| Net Noncharitable Assets | 103210 | NetNoncharitableAssets |
| Minimum Investment Return | 5161 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5161 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 46 | TaxBasedOnInvestmentIncome |
| Total Tax | 46 | TotalTax |
| Distributable Amount Before Adj | 5115 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 5115 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 5115 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 8400 | ExpensesAndContributions |
| Qualifying Distributions | 8400 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 46 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 8354 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5115 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 3467 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3428 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 6895 | TotalExcessDistriCarryover |
| Qualifying Distributions | 8400 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5115 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 3285 | RemainingDistriFromCorpus |
| Total Corpus | 10180 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 10180 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 3467 | ExcessFromYear2 |
| Excess From Year1 | 3428 | ExcessFromYear1 |
| Excess From Current Year | 3285 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | RUSSELL HOUSMAN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 MCKEE ROAD | AddressLine1 |
| City | ARLINGTON | City |
| State | VT | State |
| ZIP Code | 05250 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8023756643 | RecipientPhoneNumber |
| Form And Info And Materials | ALL APPLICATIONS FOR FUNDS ARE TO BE SUBMITTED IN WRITING. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | GEOGRAPHIC AREA OF SOUTHWESTERN VERMONT AND SECONDARILY GEOGRAPHIC AREA OF NORTHWESTERN MASSACHUSETTS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| MARTHA CANFIELD LIBRARY | ||||||
| EAST ARLINGTON RD | ARLINGTON | VT | 05250 | N/A | FREE LIBRARY PROGRAM SUPPORT | $200 |
| SVMC | ||||||
| 100 HOSPITAL DR | BENNINGTON | VT | 05201 | N/A | UNCOMMITTED FUNDS TO HOSPITAL APPLIED TO NEED | $400 |
| NORTHSHIRE INN | ||||||
| PO BOX 168 | GLEN COVE | NY | 11542 | N/A | FOOD & SUPPORT FOR THE DISADVANTAGED | $500 |
| NATURE CONSERVANCY | ||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | SUPPORTS ENVIRONMENTAL ISSUES & PROGRAMS | $150 |
| NATIONAL ASSOCIATION FREE CLINICS | ||||||
| 1800 DIAGONAL RD STE 600 | ALEXANDRIA | VA | 22314 | N/A | MEDICAL SERVICES & ASSITANCE | $300 |
| THE WYNN DOG RESCUE | ||||||
| 79 TOWN FARM RD | JAFFERY | NH | 03452 | N/A | ANIMAL CARE & ADOPTION PROGRAM | $400 |
| BENNETT COMMUNITY FOUNDATION | ||||||
| MAIN ST | BUFFALO | NY | 14214 | N/A | COMMUNITY PUBLIC EDUCATION | $200 |
| NORTHWINDS SYMPHONIC | ||||||
| PO BOX 281 | SEA CLIFF | NY | 11579 | N/A | COMMUNITY MUSIC PROGRAM | $300 |
| SAGE CITY SYMPHONY | ||||||
| BOX 547 | SHAFTSBURY | VT | 05262 | N/A | COMMUNITY MUSIC PROGRAM | $300 |
| WMHT TV | ||||||
| 4 Global View | Troy | NY | 12180 | N/A | EDUCATION TV PROGRAM | $200 |
| VT HUMANITIES COUNCIL | ||||||
| 11 Loomis St | Montpelier | VT | 05602 | N/A | EDUCATIONAL PROGRAMS | $200 |
| CHAFEE ART CENTER | ||||||
| PO BOX 1447 | RUTLAND | VT | 05701 | N/A | ART EDUCATION FOR COMMUNITY | $200 |
| VT PUBLIC TV | ||||||
| 204 ETHAN ALLEN AVE | COLCHESTER | VT | 05446 | N/A | PUBLIC TV PROGRAM | $200 |
| NHPR | ||||||
| 2 PILLSBURY ST 6TH FLR | CONCORD | NH | 03301 | N/A | PUBLIC RADIO PROGRAM | $200 |
| VT PUBLIC RADIO | ||||||
| 365 TROY AVE | COLCHESTER | VT | 05446 | N/A | PUBLIC RADIO PROGRAM | $200 |
| BENNINGTON MEALS ON WHEELS | ||||||
| 124 PLEASANT ST | BENNINGTON | VT | 05201 | N/A | FOOD FOR THE ELDERLY | $200 |
| BURDETT COMMONS INC | ||||||
| 3854 ROUTE 7A | ARLINGTON | VT | 05250 | N/A | PUBLIC SUPPORT | $100 |
| ARLINGTON AREA CHILDCARE | ||||||
| 426 EAST ARLINGTON RD | ARLINGTON | VT | 05250 | N/A | CHILDCARE & EDUCATION PROGRAM | $300 |
| SECOND CHANCE ANIMAL CENTER | ||||||
| ROUTE 7A PO BOX 620 | SHAFTSBURY | VT | 05262 | N/A | ANIMAL CARE & ADOPTION | $900 |
| MERCK FOREST FARMLAND CENTER | ||||||
| 3270 RUPERT RD | RUPERT | VT | 05768 | N/A | ORGANIZATIONAL SUPPORT | $300 |
| GUILDING EYES FOR THE BLIND | ||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | N/A | ASSISTANCE FOR THE BLIND | $750 |
| VERMONT FOODBANK | ||||||
| 33 PARKER RD | BARRE | VT | 05641 | N/A | FOOD FOR THE NEEDY | $500 |
| Casting for Recovery | ||||||
| 3738 Main St | Manchester | VT | 05254 | N/A | PROG. FOR WOMEN WITH BREAST CANCER | $1,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 8400 | 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 | 72 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 4580 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -25 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 4627 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4627 | 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 |
|---|---|
| 8 | INVESTMENT INCOME PRODUCES & SUSTAINS RESOURCES FOR CHARITABLE PURPOSE. |
| 4 | INVESTMENT INCOME PRODUCES & SUSTAINS RESOURCES FOR CHARITABLE PURPOSE. |
| 3 | INVESTMENT INCOME PRODUCES & SUSTAINS RESOURCES FOR CHARITABLE PURPOSE. |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MorganStanley - Mutual Funds | 41145 | 41145 |
| MorganStanley - Preferred Stock | 6493 | 6493 |
| MorganStanley - Stocks | 21015 | 21015 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized Gain/Loss on Investments | Description |
| BOY Book Value | 2247 | BOYBookValue |
| EOY Book Value | 4624 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | Category |
| Amount | $95 | Amount |
| Net Investment Income | 95 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | Category |
| Amount | $26 | Amount |
Comments