HELEN BENHAM FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HELEN BENHAM FOUNDATION (EIN 27-6069983)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201331339349101733
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases 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 | 2013-05-13T13:23:40-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043191789 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORIARTY & PRIMACK PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE SUITE 900 | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 011444011 | 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 | 276069983 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HELEN BENHAM FOUNDATION HELEN BENHAM TRUSTEE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HELE | NameControl |
| Phone | 2129419019 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134-140 GREENE STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10012 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HELEN V BENHAM | Name |
| Title | TRUSTEE, GRANTOR | Title |
| Phone | 2129419019 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS THEOBALD | Name |
| PTIN | P00368792 | PTIN |
| Phone | 4137391800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 882033 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3500 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 35 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 35 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 23956 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 23956 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 712 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 529911 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 712 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 28203 | TotalRevenueAndExpenses |
| Total Net Investment Income | 24703 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1750 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1750 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 7570 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7570 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 246 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 246 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 450 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 450 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 11766 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10016 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1750 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 42500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 42500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 54266 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10016 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 44250 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -26063 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14687 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1 | CashBOY |
| Savings And Temp Cash Invst BOY | 12442 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 31915 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 31915 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 210 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 210 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 206920 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 661860 | InvestmentsOtherBOY |
| Investments Other EOY | 618316 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 643198 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 674513 | TotalAssetsBOY |
| Total Assets EOY | 650441 | TotalAssetsEOY |
| Total Assets EOYFMV | 882033 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 30500 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 26000 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 30500 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 26000 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 644013 | RetainedEarningsBOY |
| Retained Earnings EOY | 624441 | RetainedEarningsEOY |
| Total Net Assets BOY | 644013 | TotalNetAssetsBOY |
| Total Net Assets EOY | 624441 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 674513 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 650441 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 644013 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -26063 | ExcessOfRevenueOverExpenses |
| Other Increases | 6681 | OtherIncreases |
| Subtotal | 624631 | Subtotal |
| Other Decreases | 190 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 624441 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH #07105 | P | 2012-01-01 | 2012-07-01 | 126821 | 133105 | -6284 | -6284 |
| MERRILL LYNCH #07105 | P | 2011-01-01 | 2012-07-01 | 399297 | 396094 | 3203 | 3203 |
| CAPITAL GAINS DIVIDENDS | P | 3793 | 3793 | 3793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 712 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 52324 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 851800 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.061428 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 19125 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 808213 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.023663 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 23500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 682095 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.034453 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.119544 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039848 | AverageDistributionRatio |
| Net Noncharitable Assets | 857424 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 34167 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 147 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 34314 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 44250 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 147 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 147 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 147 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 469 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 469 | TotalCreditsAndPayments |
| Overpayment | 322 | Overpayment |
| Amount Credited To Next Year | 322 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | HELEN V BENHAM | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2129419019 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134-140 GREENE STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | HELEN V BENHAM | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134-140 GREENE STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 835290 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 35191 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 870481 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 870481 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13057 | CashDeemedCharitable |
| Net Noncharitable Assets | 857424 | NetNoncharitableAssets |
| Minimum Investment Return | 42871 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 42871 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 147 | TaxBasedOnInvestmentIncome |
| Total Tax | 147 | TotalTax |
| Distributable Amount Before Adj | 42724 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 42724 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 42724 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 44250 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 44250 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 147 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 44103 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 42724 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 5321 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5321 | TotalExcessDistriCarryover |
| Qualifying Distributions | 44250 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 42724 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1526 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 6847 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 6847 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 5321 | ExcessFromYear1 |
| Excess From Current Year | 1526 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FARM INSTITUTE | |||||||
| PO BOX 1868 | EDGARTOWN | MA | 02539 | NONE | 501(C)(3) | CHARITABLE | $1,500 |
| MARTHA'S VINEYARD HOSPITAL | |||||||
| ONE HOSPITAL ROAD | OAK BLUFFS | MA | 02557 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| THE CALHOUN SCHOOL | |||||||
| 433 WEST END AVENUE | NEW YORK | NY | 10024 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| THE MARTHA'S VINEYARD FILM FESTIVAL | |||||||
| 9 STATE ROAD | CHILMARK | MA | 02535 | NONE | 501(C)(3) | CHARITABLE | $3,000 |
| VINEYARD CONSERVATIONS SOCIETY | |||||||
| LAMBERTS COVE ROAD | VINEYARD HAVEN | MA | 02568 | NONE | 501(C)(3) | CHARITABLE | $1,500 |
| ST PATRICK'S OLD CATHEDRAL | |||||||
| 263 MULBERRY STREET | NEW YORK | NY | 10012 | NONE | 501(C)(3) | CHARITABLE | $1,500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | CHARITABLE | $500 |
| PLUM HILL WALDORF SCHOOL | |||||||
| PO BOX 971 | WEST TISBURY | MA | 02575 | NONE | 501(C)(3) | CHARITABLE | $250 |
| YOU'VE GOT A FRIEND INC | |||||||
| PO BOX 1317 | WEST TISBURY | MA | 02575 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| HAITI 155 INC | |||||||
| 195 WILLOUGHBY AVE 412 | BROOKLYN | NY | 11205 | NONE | 501(C)(3) | CHARITABLE | $750 |
| THE NEW YORK FOUNDLING | |||||||
| 590 AVENUE OF THE AMERICAS | NEW YORK | NY | 10011 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| THE AMERICAN RED CROSS | |||||||
| 520 W 49TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | CHARITABLE | $10,000 |
| HABITAT FOR HUMANITY | |||||||
| 121 HABITAT STREET | AMERICUS | GA | 30303 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | CHARITABLE | $1,500 |
| SAVE THE CHILDREN | |||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | NONE | 501(C)(3) | CHARITABLE | $1,500 |
| UBUNTU EDUCATION FUND | |||||||
| 32 BROADWAY SUITE 414 | NEW YORK | NY | 10004 | NONE | 501(C)(3) | CHARITABLE | $500 |
| SOHO ALLIANCE | |||||||
| PO BOX 429 PRINCE STREET STATION | NEW YORK | NY | 10012 | NONE | 501(C)(3) | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 42500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $35 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $23,956 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $712 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $24,703 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 24703 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | Category |
| Amount | $3,500 | Amount |
| Net Investment Income | 1750 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1750 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES | NameOfStock |
| EOY Book Value | 210 | EOYBookValue |
| EOYFMV | 206920 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 618316 | BookValue |
| EOYFMV | 643198 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONDIVIDEND DISTRIBUTION | Description |
| Amount | $190 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ANNUAL ACCOUNT FEES | 150 | 150 | 0 |
| RETURN CHECK FEES | 300 | 300 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PRIOR PERIOD ADJUSTMENT | $6,666 |
| WASH SALE LOSS DISALLOWED | $15 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED DISTRIBUTIONS | Description |
| BOY Book Value | 30500 | BOYBookValue |
| EOY Book Value | 26000 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $7,570 | Amount |
| Net Investment Income | 7570 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | Category |
| Amount | $246 | Amount |
| Net Investment Income | 246 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments