Chase Family Foundation: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- Chase Family Foundation (EIN 31-6038352)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201201329349100710
- 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
- Form 990-PF
- 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 | 2012-05-10T15:59:00-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 55 Walls Drive | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316038352 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chase Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAS | 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 | R Kingsburg Dave Chase | Name |
| Title | Chairman | Title |
| Date Signed | 2012-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2012-05-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 15522732 | 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 Rev And Expnss | 395434 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 395434 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 63613 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1969852 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 98000 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 459047 | TotalRevenueAndExpenses |
| Total Net Investment Income | 493434 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 68446 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 68446 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 9829 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 336 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 59614 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 59614 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 137889 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 68782 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 59614 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 652438 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 652438 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 790327 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 68782 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 712052 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -331280 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 424652 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 342819 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 828035 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 828035 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 12539692 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 11723196 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 14694697 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 12882511 | TotalAssetsBOY |
| Total Assets EOY | 12551231 | TotalAssetsEOY |
| Total Assets EOYFMV | 15522732 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 12882511 | RetainedEarningsBOY |
| Retained Earnings EOY | 12551231 | RetainedEarningsEOY |
| Total Net Assets BOY | 12882511 | TotalNetAssetsBOY |
| Total Net Assets EOY | 12551231 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 12882511 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12551231 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 12882511 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -331280 | ExcessOfRevenueOverExpenses |
| Subtotal | 12551231 | Subtotal |
| Total Net Assets Fund Balances EOY | 12551231 | 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 | 1969852 | GrossSalesPrice |
| Cost Or Other Basis | 1871852 | CostOrOtherBasis |
| Gain Or Loss | 98000 | GainOrLoss |
| Gains Minus Excess Or Losses | 98000 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 98000 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 643461 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 15105610 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.042597 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 896752 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 13763336 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.065155 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 904335 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 17070115 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.052978 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 739675 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 18147940 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.040758 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 636672 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 15125358 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.042093 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.243581 | TotalDistributionRatio |
| Average Distribution Ratio | 000.048716 | AverageDistributionRatio |
| Net Noncharitable Assets | 16091365 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 783907 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4247 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 788154 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 712052 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 8493 | InvestmentIncomeExciseTax |
| Subtotal | 8493 | Subtotal |
| Tax Based On Investment Income | 8493 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6200 | TotalCreditsAndPayments |
| Tax Paid Original Return | 6200 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 2293 | 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 |
| 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 | 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 |
| Proceeds Or Net Income | true | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Alison M Chase | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Vice Chair | 001.00 | 0 |
| Barbara K Chase | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Trustee | 001.00 | 0 |
| Dave Chase | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Chairman | 001.00 | 0 |
| Michael Clooney | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Trustee | 001.00 | 0 |
| Joseph C Hill | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Trustee | 001.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive Suite 302 | Fairfield | CT | 06824 | Administrative Services | 59614 |
| PNC Bank Wealth Management | |||||
| 201 E 5th Street | Cincinnati | OH | 45202 | Investment Management Services | 68446 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 15794139 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 542272 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 16336411 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 16336411 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 245046 | CashDeemedCharitable |
| Net Noncharitable Assets | 16091365 | NetNoncharitableAssets |
| Minimum Investment Return | 804568 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 804568 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8493 | TaxBasedOnInvestmentIncome |
| Total Tax | 8493 | TotalTax |
| Distributable Amount Before Adj | 796075 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 796075 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 796075 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 712052 | ExpensesAndContributions |
| Qualifying Distributions | 712052 | QualifyingDistributions |
| Adj Qualifying Distributions | 712052 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 796075 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 697475 | UndistributedIncomePriorYear |
| Qualifying Distributions | 712052 | QualifyingDistributions |
| Applied To Year1 | 697475 | AppliedToYear1 |
| Applied To Current Year | 14577 | AppliedToCurrentYear |
| Undistributed Income CY | 781498 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (98 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ADVENTURE CYCLING ASSOCIATION | |||||||
| PO BOX 8308 | MISSOULA | MT | 59807 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| ADVOC SURVIVORS OF TORTURE AND TRAU | |||||||
| 431 E BELVEDERE AVE | BALTIMORE | MD | 21212 | N/A | 509(a)(1) | General Unrestricted | $4,000 |
| AMNESTY INTERNATIONAL OF THE USA IN | |||||||
| 5 PENN PLZ FL 16 | NEW YORK | NY | 10001 | N/A | 509(a)(1) | Prisioners of Concience Program | $1,000 |
| ANIMAL HAVEN INC | |||||||
| 251 CENTRE ST | NEW YORK | NY | 10013 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 5 JOY ST | BOSTON | MA | 02108 | N/A | 509(a)(1) | Trail/Hut Maintenance-NH White Mntns /Debt Reduction | $10,000 |
| ARTISTS FOR HUMANITY INC | |||||||
| 100 W 2ND ST | BOSTON | MA | 02127 | N/A | 509(a)(1) | General Unrestricted | $500 |
| ATTENTION DEFICIT DISORDER ASSOCIAT | |||||||
| PO BOX 7557 | WILMINGTON | DE | 19803 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALE | NY | 12504 | N/A | 509(a)(1) | Bard Prison Initiative Program | $3,500 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | 509(a)(1) | General Unrestricted | $5,000 |
| BIKES NOT BOMBS INC | |||||||
| 284 AMORY ST | JAMAICA PLAIN | MA | 02130 | N/A | 509(a)(1) | General Unrestricted | $500 |
| BOSTON CAMERATA INC | |||||||
| 45 ASH ST | AUBURNDALE | MA | 02466 | N/A | 509(a)(2) | General Unrestricted | $1,000 |
| BOSTON COLLEGE ANNUAL FUND | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | N/A | 509(a)(1) | The Dr. Joseph C. Hill Research Assistantship in Support of Integrated Sciences | $10,000 |
| BRIDGE OVER TROUBLED WATERS INC | |||||||
| 47 W ST | BOSTON | MA | 02111 | N/A | 509(a)(1) | General Unrestricted | $5,000 |
| CAMP RUNOIA ALUMNAE ORGANIZATION | |||||||
| PO BOX 450 | BELGRADE LAKES | ME | 04918 | N/A | 509(a)(1) | Camper Scholarship Fund | $1,000 |
| CHILDREN ADULTS WITH ATTENTION-DE | |||||||
| 8181 PROFESSIONAL PL STE 150 | LANDOVER | MD | 20785 | N/A | 509(a)(2) | General Unrestricted | $1,500 |
| CHURCH WORLD SERVICE INC | |||||||
| PO BOX 968 | ELKHART | IN | 46515 | N/A | 509(a)(1) | General Unrestricted | $20,000 |
| CIRCLE OF LIFE ARTS FOR ALL INC | |||||||
| 50 CHAPMAN PL BOX 3 | EAST HARTFORD | CT | 06108 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| CIVA CHRISTIANS IN VISUAL ARTS | |||||||
| 255 GRAPEVINE RD | WENHAM | MA | 01984 | N/A | 509(a)(2) | General Unrestricted | $500 |
| COMPASSION INTERNATIONAL INCORPORAT | |||||||
| 12290 VOYAGER PKWY | COLORADO SPGS | CO | 80921 | N/A | 509(a)(2) | General Fund Leadership Training Program | $20,000 |
| CONGREGATIONAL CHURCH OF TOPSFIELD | |||||||
| 9 E COMMON ST | TOPSFIELD | MA | 01983 | N/A | 509(a)(1) | Debt Reduction General Fund | $20,000 |
| CONTAINERS 2 CLINICS INC | |||||||
| PO BOX 446 | DOVER | MA | 02030 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| COOPERATIVE FOR ASSISTANCE AND RELI | |||||||
| PO BOX 1871 | MERRIFIELD | VA | 22116 | N/A | 509(a)(1) | General Unrestricted | $10,000 |
| COOPERATIVE FOR ASSISTANCE AND RELI | |||||||
| PO BOX 1871 | MERRIFIELD | VA | 22116 | N/A | 509(a)(1) | Civics Education for Marginalized Communities in Upper Egypt | $10,000 |
| COVENANT HOUSE | |||||||
| 460 W 41ST ST | NEW YORK | NY | 10036 | N/A | 509(a)(1) | General Unrestricted | $4,000 |
| DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFC | HANOVER | NH | 03755 | N/A | 509(a)(1) | Gino Franco Luigi Zarbin M.D. Memorial Fund | $1,000 |
| DISABLED SPORTS USA -NEW ENGLAND DI | |||||||
| PO BOX 26 | LINCOLN | NH | 03251 | N/A | 509(a)(2) | General Unrestricted | $5,000 |
| EAST COAST GREENWAY ALLIANCE INC | |||||||
| 5315 HIGHGATE DR STE 105 | DURHAM | NC | 27713 | N/A | 509(a)(1) | General Unrestricted | $5,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPOR | |||||||
| 1875 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20009 | N/A | 509(a)(1) | General Unrestricted | $4,000 |
| ESSEX COUNTY GREEN BELT ASSOCIATION | |||||||
| 82 EASTERN AVE | ESSEX | MA | 01929 | N/A | 509(a)(1) | General Unrestricted | $12,000 |
| FARMINGTON RIVER WATERSHED ASSOCIAT | |||||||
| 749 HOPMEADOW ST | SIMSBURY | CT | 06070 | N/A | 509(a)(2) | General Unrestricted | $4,000 |
| FARMINGTON VALLEY TRAILS COUNCIL | |||||||
| PO BOX 576 | TARIFFVILLE | CT | 06081 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| FOODSHARE INC | |||||||
| 450 WOODLAND AVE | BLOOMFIELD | CT | 06002 | N/A | 509(a)(1) | General Unrestricted | $5,000 |
| FRIENDS OF MAITI NEPAL A NON-PROFIT | |||||||
| 63 COMMERCIAL WHARF APT 6 | BOSTON | MA | 02110 | N/A | 509(a)(2) | General Unrestricted | $1,000 |
| GRAMEEN AMERICA INC | |||||||
| 1440 BROADWAY FL 10 | NEW YORK | NY | 10018 | N/A | 509(a)(1) | General Unrestricted | $2,000 |
| GRAMEEN FOUNDATION USA | |||||||
| 1101 15TH ST NW 3RD FL | WASHINGTON | DC | 20005 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||
| 1276 S 500 W | SALT LAKE CTY | UT | 84101 | N/A | 509(a)(1) | General Unrestricted | $3,000 |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||
| PO BOX 1933 | HARTFORD | CT | 06144 | N/A | 509(a)(1) | Hartford CT Area | $2,000 |
| HARTFORD CHORALE INC | |||||||
| 233 PEARL ST STE 17 | HARTFORD | CT | 06103 | N/A | 509(a)(2) | General Unrestricted | $1,000 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| HOPE FOR HAITI INC | |||||||
| 1021 5TH AVE N | NAPLES | FL | 34102 | N/A | 509(a)(1) | General Unrestricted | $5,000 |
| HOSPICE CARE CORPORATION | |||||||
| PO BOX 760 | ARTHURDALE | WV | 26520 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | 509(a)(1) | General Unrestricted | $10,000 |
| INTERVARSITY CHRISTIAN FELLOWSHIP | |||||||
| 6400 SCHROEDER RD | MADISON | WI | 53711 | N/A | 509(a)(2) | General Unrestricted | $2,000 |
| IPSWICH RIVER WATERSHED ASSOCIATION | |||||||
| PO BOX 576 | IPSWICH | MA | 01938 | N/A | 509(a)(2) | General Unrestricted | $4,000 |
| LAND TRUST ALLIANCE INCORPORATED | |||||||
| 1660 L ST NW STE 1100 | WASHINGTON | DC | 20036 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| LONG ISLAND RIDING FOR THE HANDICAP | |||||||
| PO BOX 352 | GLEN HEAD | NY | 11545 | N/A | 509(a)(2) | General Unrestricted | $1,000 |
| LWALA COMMUNITY ALLIANCE INC | |||||||
| PO BOX 60688 | NASHVILLE | TN | 37206 | N/A | 509(a)(1) | General Unrestricted | $2,000 |
| MASSACHUSETTS AUDUBON SOCIETY INC | |||||||
| 208 S GREAT RD GORDON HALL | LINCOLN | MA | 01773 | N/A | 509(a)(1) | Challenge Grant for Ipswich River Wildlife Sanctuary Phase II | $25,000 |
| MEMORIAL UNITED METHODIST CHURCH | |||||||
| 867 W AVON RD | AVON | CT | 06001 | N/A | 509(a)(1) | General Fund Debt Reduction | $40,000 |
| MODEL A FORD FOUNDATION INC | |||||||
| PO BOX 95151 | NONANTUM | MA | 02495 | N/A | 509(a)(1) | Museum Project | $1,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| 635 MASS AVE NW | WASHINGTON | DC | 20001 | N/A | 509(a)(1) | For WNPR Division | $500 |
| NATIVE AMERICAN HERITAGE ASSOCIATIO | |||||||
| 12085 QUAAL RD | BLACK HAWK | SD | 57718 | N/A | 509(a)(1) | General Unrestricted | $4,000 |
| NEW ENGLAND INSTITUTE OF RELIGIOUS | |||||||
| 18 CROOKED LN | LAKEVILLE | MA | 02347 | N/A | 509(a)(1) | General Unrestricted | $50,000 |
| NEW HAMPSHIRE COMMUNITY LOAN FUND | |||||||
| 7 WALL ST | CONCORD | NH | 03301 | N/A | 509(a)(1) | General Unrestricted | $5,000 |
| NEW OPPORTUNITY SCHOOL FOR WOMEN IN | |||||||
| 204 CHESTNUT ST | BEREA | KY | 40403 | N/A | 509(a)(1) | General Unrestricted | $500 |
| NEW YORK RESTORATION PROJECT | |||||||
| 254 W 31ST ST FL 10 | NEW YORK | NY | 10001 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| PINE STREET INN HOUSING II INC | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | N/A | 509(a)(1) | General Unrestricted | $500 |
| POLARIS PROJECT | |||||||
| PO BOX 53315 | WASHINGTON | DC | 20009 | N/A | 509(a)(1) | General Unrestricted | $5,738 |
| PRESBYTERIANS FOR RENEWAL INC | |||||||
| 8134 NEW LAGRANGE RD | LOUISVILLE | KY | 40222 | N/A | 509(a)(1) | General Unrestricted | $4,000 |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| 44180 RIVERSIDE PKWY | LANSDOWNE | VA | 20176 | N/A | 509(a)(1) | Angel Tree General Fund | $20,000 |
| PUPPIES BEHIND BARS INC | |||||||
| 10 E 40TH ST FL 19 | NEW YORK | NY | 10016 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| RANDOLPH COUNTY COMMUNITY ARTS COUN | |||||||
| PO BOX 3111 | ELKINS | WV | 26241 | N/A | 509(a)(1) | General Unrestricted | $2,000 |
| RAVI ZACHARIAS INTERNATIONAL MINIST | |||||||
| 4725 PEACHTREE CORNERS CIR STE 250 | NORCROSS | GA | 30092 | N/A | 509(a)(1) | General Unrestricted | $10,000 |
| REVELS INC | |||||||
| 80 MOUNT AUBURN ST | WATERTOWN | MA | 02472 | N/A | 509(a)(2) | General Unrestricted | $600 |
| RIPON COLLEGE BOARD OF TRUSTEES OF | |||||||
| PO BOX 248 | RIPON | WI | 54971 | N/A | 509(a)(1) | Student Scholarships, Faculty Enhancement and Building Fund | $5,000 |
| SALT LAKE CITY BICYCLE COLLECTIVE | |||||||
| 2312 S W TEMPLE | SALT LAKE CTY | UT | 84115 | N/A | 509(a)(1) | General Unrestricted | $6,000 |
| SALVATION ARMY NATIONAL CORP | |||||||
| 615 SLATERS LN PO BOX 269 | ALEXANDRIA | VA | 22314 | N/A | 509(a)(1) | Greater Hartford Southern New England | $20,000 |
| SAT-7 NORTH AMERICA | |||||||
| PO BOX 2770 | EASTON | MD | 21601 | N/A | 509(a)(1) | General Unrestricted | $4,000 |
| SAVEKITTY FOUNDATION | |||||||
| PO BOX 260096 | BELLEROSE | NY | 11426 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| SIM USA INCORPORATED | |||||||
| 14830 CHOATE CIR | CHARLOTTE | NC | 28273 | N/A | 509(a)(1) | For the Work of Randy and Diana Smyth | $2,000 |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | 509(a)(1) | The Simmons Fund School of Nursing and Health Sciences | $20,000 |
| SIMSBURY LAND TRUST INC | |||||||
| PO BOX 634 | SIMSBURY | CT | 06070 | N/A | 509(a)(1) | General Unrestricted | $12,000 |
| ST JOHN SCHOOL OF THE ARTS INC 108 | |||||||
| PO BOX 180 | ST JOHN | VI | 00831 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| STUDENT CONSERVATION ASSOCIATION IN | |||||||
| PO BOX 550 | CHARLESTOWN | NH | 03603 | N/A | 509(a)(1) | General Unrestricted | $6,000 |
| THE CHILDRENS MUSEUM INC | |||||||
| 950 TROUT BROOK DR | WEST HARTFORD | CT | 06119 | N/A | 509(a)(2) | Roaring Brook Nature Center | $2,000 |
| THE FISTULA FOUNDATION | |||||||
| 1900 THE ALAMEDA STE 500 | SAN JOSE | CA | 95126 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| THE GREATER BOSTON FOOD BANK INC | |||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | N/A | 509(a)(1) | General Unrestricted | $10,000 |
| THE NATIONAL MILITARY FAMILY ASSOCI | |||||||
| 2500 N VAN DORN ST STE 102 | ALEXANDRIA | VA | 22302 | N/A | 509(a)(1) | General Unrestricted | $2,000 |
| THE NATURE CONSERVANCY - MAINE CHAP | |||||||
| FORT ANDROSS 14 MAINE ST 401 | BRUNSWICK | ME | 04011 | N/A | 509(a)(1) | Maine Chapter/ African Grasslands Program | $25,000 |
| THE SALVATION ARMY | |||||||
| 1801 EDINBURGH ST | RAWLINS | WY | 82301 | N/A | 509(a)(1) | Greater Boston Area | $4,000 |
| THE SEVEN HILLS SCHOOLS | |||||||
| 5400 RED BANK RD | CINCINNATI | OH | 45227 | N/A | 509(a)(1) | General Unrestricted | $5,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 101 WHITNEY AVE 2ND FL | NEW HAVEN | CT | 06510 | N/A | 509(a)(1) | CT Area Androscoggin Project | $50,000 |
| THE TRUST FOR PUBLIC LAND WASHINGT | |||||||
| 660 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | N/A | 509(a)(1) | New Hampshire or Maine Area, Androscoggin Headwaters/Umbagog Area Project | $50,000 |
| THEATERWORKS INC | |||||||
| ONE GOLD ST | HARTFORD | CT | 06103 | N/A | 509(a)(2) | General Unrestricted | $1,000 |
| TILLETT FOUNDATION INC - ARTS ALIVE | |||||||
| TILLETT GARDENS 4126 ANNAS RETREAT | ST THOMAS | VI | 00802 | N/A | 509(a)(1) | General Unrestricted | $500 |
| U S ENGLISH FOUNDATION INC | |||||||
| 1747 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | N/A | 509(a)(1) | Art in a Bag Project | $1,000 |
| UNITED WAY OF MASSACHUSETTS BAY INC | |||||||
| 51 SLEEPER ST | BOSTON | MA | 02210 | N/A | 509(a)(1) | General Unrestricted | $4,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 910 GENESEE ST STE 200 | ROCHESTER | NY | 14611 | N/A | 509(a)(1) | Nursing School-Barbara Taylor Scholarship Fund | $100 |
| UTAH YOUTH VILLAGE | |||||||
| 5790 HIGHLAND DR | SALT LAKE CTY | UT | 84121 | N/A | 509(a)(1) | General Unrestricted | $2,000 |
| WARM BLANKETS CHILDRENS FOUNDATION | |||||||
| 5105 TOLLVIEW DR STE 155 | ROLLING MDWS | IL | 60008 | N/A | 509(a)(1) | General Unrestricted | $3,000 |
| WASATCH PUBLIC MEDIA | |||||||
| PO BOX 510730 | SALT LAKE CTY | UT | 84151 | N/A | 509(a)(1) | General Unrestricted | $5,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | 509(a)(1) | General Unrestricted | $2,000 |
| YORKVILLE COMMON PANTRY | |||||||
| 8 E 109TH ST | NEW YORK | NY | 10029 | N/A | 509(a)(1) | General Unrestricted | $2,000 |
| YOUTH ENRICHMENT SERVICES INC | |||||||
| 412 MASSACHUSETTS AVE | BOSTON | MA | 02118 | N/A | 509(a)(1) | General Unrestricted | $2,000 |
| ZACHARY AND ELIZABETH M FISHER CENT | |||||||
| ONE INTREPID SQ 46TH ST 12TH | NEW YORK | NY | 10036 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| ZOOLOGICAL SOCIETY OF CINCINNATI | |||||||
| 3400 VINE ST | CINCINNATI | OH | 45220 | N/A | 509(a)(1) | Signature Rhino Project | $12,500 |
| ZOOLOGICAL SOCIETY OF CINCINNATI | |||||||
| 3400 VINE ST | CINCINNATI | OH | 45220 | N/A | 509(a)(1) | Signature Rhino Project | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 652438 | 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 | $395,434 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $63,613 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $459,047 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 459047 | 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 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (64 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1500 shares of 3M CO MMM | 126960 | 122595 |
| 4000 shares of ABBOTT LABS ABT | 215724 | 224920 |
| 1700 shares of APPLE INC. AAPL | 217164 | 688500 |
| 10397 shares of ARTISAN INTERNATIONAL FUND ARTIX | 244150 | 206167 |
| 5000 shares of ATT CORP COM NEW T | 139355 | 151200 |
| 10354 shares of BLACKROCK GLOBAL ALLOC I MALOX | 200000 | 188858 |
| 10000 shares of BLACKROCK INTL OPPTY PORTF INSTI CLASS BISIX | 281162 | 294200 |
| 3500 shares of CHEVRONTEXACO CORP CVX | 165563 | 372400 |
| 2800 shares of CHUBB CORP CB | 142817 | 193816 |
| 4000 shares of COCA-COLA CO KO | 209781 | 279880 |
| 800 shares of DEERE CO DE | 74506 | 61880 |
| 1000 shares of DEVON ENERGY CORPORATION DVN | 70101 | 62000 |
| 4605 shares of EAGLE SMALL CAP GROWTH I HSIIX | 180000 | 175902 |
| 3600 shares of EMERSON ELECTRIC CO. EMR | 138348 | 167724 |
| 2406 shares of EOG RESOURCES INC EOG | 57332 | 237015 |
| 5800 shares of EXXON MOBIL CORP XOM | 242279 | 491608 |
| 50310 shares of FIDELITY ADVISOR FLOATING RATE HIGH INCOME CL I FFRIX | 486300 | 484485 |
| 8000 shares of GENERAL ELECTRIC CO GE | 321666 | 143280 |
| 4000 shares of GENERAL MILLS INC GIS | 98074 | 161640 |
| 1500 shares of GOLDMAN SACHS GROUP GS | 160889 | 135645 |
| 8000 shares of HARBOR FDS INTL FD HAINX | 339370 | 419600 |
| 10094 shares of HARDING LOEVNER INTL EQU HLMIX | 150000 | 134859 |
| 6000 shares of INTEL CORP INTC | 187294 | 145500 |
| 2000 shares of INTERNATIONAL BUSINESS MACHINES IBM | 215949 | 367760 |
| 2500 shares of ISHARES BARCLAYS TIPS BOND FUND TIP | 249188 | 291725 |
| 3500 shares of ISHARES COHEN STEERS REALTY MAJORS INDEX FUND ICF | 181669 | 245770 |
| 5500 shares of ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND FD LQD | 546394 | 625680 |
| 7000 shares of ISHARES MSCI EMERGING MARKETS INDEX FD EEM | 207865 | 265580 |
| 7000 shares of ISHARES MSCI PACIFIC EX-JAPAN EPP | 219626 | 272510 |
| 2400 shares of ISHARES NASDAQ BIOTECHNOLOGY IBB | 161147 | 250440 |
| 3000 shares of ISHARES TR S P MIDCAP 400 INDEX FD IJH | 180546 | 262830 |
| 5000 shares of JOHNSON JOHNSON JNJ | 251886 | 327900 |
| 3000 shares of JP MORGAN CHASE CO JPM | 117090 | 99750 |
| 2600 shares of MACYS INC M | 78805 | 83668 |
| 2650 shares of MCDONALDS CORP MCD | 152467 | 265875 |
| 3000 shares of MEDCO HEALTH SOLUTIONS INC. MHS | 122068 | 167700 |
| 2000 shares of MERCK CO INC. MRK | 93606 | 75400 |
| 3000 shares of METLIFE INC. MET | 187059 | 93540 |
| 6800 shares of MICROSOFT CORPORATION MSFT | 244498 | 176528 |
| 1000 shares of MONSANTO CO MON | 82623 | 70070 |
| 4600 shares of NEXTERA ENERGY, INC NEE | 147659 | 280048 |
| 2225 shares of NORTHROP GRUMMAN CORP NOC | 76373 | 130118 |
| 6000 shares of ORACLE CORP ORCL | 91820 | 153900 |
| 3000 shares of PEPSICO INC PEP | 136041 | 199050 |
| 5814 shares of PERKINS SMALL CAP VALUE T FUND JSCVX | 132755 | 118374 |
| 4000 shares of PFIZER INC. PFE | 150599 | 86560 |
| 52496 shares of PIMCO TOTAL RETURN FUND PTTRX | 577461 | 570637 |
| 1000 shares of PRAXAIR INC. PX | 76773 | 106900 |
| 13819 shares of PROCTER GAMBLE CO PG | 369150 | 921865 |
| 3000 shares of QUALCOMM INC QCOM | 91730 | 164100 |
| 3000 shares of SCHLUMBERGER LTD SLB | 180509 | 204930 |
| 12380 shares of T ROWE PRICE MID CAP VALUE TRMCX | 281472 | 264804 |
| 3000 shares of T. ROWE PRICE ASSOCIATES TROW | 123668 | 170850 |
| 2500 shares of TARGET CORPORATION TGT | 81666 | 128050 |
| 21708 shares of TEMPLETON GLOBAL BD TGBAX | 300000 | 268524 |
| 2568 shares of TEVA PHARMECEUTICAL SP ADR TEVA | 94390 | 103644 |
| 4200 shares of UNITED TECHNOLOGIES CORP UTX | 169457 | 306978 |
| 500 shares of VANGUARD SM-CAP ETF VB | 36410 | 34835 |
| 25228 shares of VANGUARD TOTAL BOND MARKET INDEX FUND SIGNAL SHARE VBTSX | 255206 | 277510 |
| 4000 shares of VERIZON COMMUNICATIONS VZ | 114453 | 160480 |
| 2000 shares of WAL-MART STORES INC. WMT | 95694 | 119520 |
| 4000 shares of WALGREEN CO WAG | 146998 | 132240 |
| 5500 shares of WALT DISNEY HOLDINGS CO. DIS | 150911 | 206250 |
| 3000 shares of WASTE MANAGEMENT INC. WM | 100680 | 98130 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Administrative Fees | Description |
| Revenue And Expenses Per Books | 59614 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 59614 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | Category |
| Amount | $68,446 | Amount |
| Net Investment Income | 68446 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Estimated Tax for 2011 | $6,200 | 0 | 0 | 0 |
| Excise Tax for 2010 | $3,293 | 0 | 0 | 0 |
| Foreign Tax Paid | $336 | 336 | 0 | 0 |
Comments