PRESCOTT CONSERVANCY INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PRESCOTT CONSERVANCY INC (EIN 04-3387252)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-13
- IRS object ID
- 201203189349100970
- 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
- Schedule B
- Accounting Fees Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T15:29:41-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042442519 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101772 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043387252 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESCOTT CONSERVANCY INC | BusinessNameLine1 |
| Business Name Line2 | C/O GMA FOUNDATIONS INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PRES | NameControl |
| Phone | 6174267080 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUMMER STREET 8TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | E SPENCER PARDOE BALLOU | Name |
| Title | SECRETARY | Title |
| Phone | 6174267080 | Phone |
| Date Signed | 2012-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALFONSO PERILLO | Name |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | Phone |
| Date Prepared | 2012-11-06 | 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 | 2006318 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 259762 | ContriReceivedRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 67873 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 67873 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 327635 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 67873 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 138582 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 138582 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 138582 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 32467 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 32467 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 32467 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 1043 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1043 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3000 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 98048 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 24719 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 98048 | OtherProfFeesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 45568 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 45568 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 4384 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 4384 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 4384 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 5410 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 5410 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 5410 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 53040 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 53040 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 53040 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 381542 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 304170 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 335974 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 381542 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 304170 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 335974 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -53907 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 32206 | CashBOY |
| Cash EOY | 16401 | CashEOY |
| Cash EOYFMV | 16401 | CashEOYFMV |
| Land Building And Equipment Basis | 2303116 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 313199 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 2027853 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 1989917 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1989917 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 2060059 | TotalAssetsBOY |
| Total Assets EOY | 2006318 | TotalAssetsEOY |
| Total Assets EOYFMV | 2006318 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 87 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 253 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 87 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 253 | 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 | 2059972 | RetainedEarningsBOY |
| Retained Earnings EOY | 2006065 | RetainedEarningsEOY |
| Total Net Assets BOY | 2059972 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2006065 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2060059 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2006318 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2059972 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -53907 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2006065 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2006065 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 295683 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 22416 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 13.190712 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 319976 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 28108 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 11.383805 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 133351 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 25352 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 5.259979 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 148877 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 103260 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.441768 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 64936 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 93879 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.691699 | DistributionRatioYear5 |
| Total Distribution Ratio | 31.967963 | TotalDistributionRatio |
| Average Distribution Ratio | 6.393593 | AverageDistributionRatio |
| Net Noncharitable Assets | 37449 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 239434 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 239434 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 343606 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
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 | NH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | GMA FOUNDATIONS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6174267080 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUMMER STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| PRESCOTT BRUCE PARDOE | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| E SPENCER PARDOE BALLOU | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | SECRETARY | 2.00 | 0 | 0 | 0 |
| CHARLES E PARDOE | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | TREASURER | 2.00 | 0 | 0 | 0 |
| CHARLES H PARDOE II | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | VICE PRESIDENT | 2.00 | 0 | 0 | 0 |
| ELIZABETH PARDOE GRAY | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GMA FOUNDATIONS INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUMMER STREET 8TH FL | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | ADMIN & ACCOUNTING SERVICES | TypeOfService |
| Compensation | 66779 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION OFFERS EDUCATIONAL PROGRAMS AT ITS PRESCOTT FARM IN LACONIA, NH. PROGRAMS ARE OFFERED YEAR ROUND ON HISTORICAL PRESERVATION, ENVIRONMENTAL CONSERVATION, AND WILDLIFE PROTECTION. SPECIAL EMPHASIS IS ON PROVIDING ENJOYABLE LEARNING EXPERIENCES FOR FAMILIES AND CHILDREN, INCLUDING SCOUTING GROUPS, SCHOOL GROUPS, AND HOME-SCHOOLED CHILDREN. SUMMER AND SCHOOL VACATION CAMPING PROGRAMS ARE OFFERED, AS WELL AS PROGRAMS FOR TEACHERS. | Description1 |
| Expenses1 | 324615 | Expenses1 |
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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 38019 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 38019 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 38019 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 570 | CashDeemedCharitable |
| Net Noncharitable Assets | 37449 | NetNoncharitableAssets |
| Minimum Investment Return | 1872 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 335974 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 7632 | AmountsPaidAcqCharitableAssets |
| Qualifying Distributions | 343606 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 343606 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 1997-10-10 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 343606 | CurrentYear |
| Year1 | 295683 | Year1 |
| Year2 | 319976 | Year2 |
| Year3 | 133351 | Year3 |
| Total | 1092616 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 18991 | CurrentYear |
| Year1 | 10867 | Year1 |
| Year2 | 2787 | Year2 |
| Year3 | 11771 | Year3 |
| Total | 44416 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 324615 | CurrentYear |
| Year1 | 284816 | Year1 |
| Year2 | 317189 | Year2 |
| Year3 | 121580 | Year3 |
| Total | 1048200 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1248 | CurrentYear |
| Year1 | 747 | Year1 |
| Year2 | 937 | Year2 |
| Year3 | 845 | Year3 |
| Total | 3777 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PRESCOTT BRUCE PARDOE | ContributingManager |
| Contributing Manager | E SPENCER PARDOE BALLOU | ContributingManager |
| Contributing Manager | CHARLES E PARDOE | ContributingManager |
| Contributing Manager | CHARLES H PARDOE II | ContributingManager |
| Contributing Manager | ELIZABETH PARDOE GRAY | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
| Tot Grant Or Contri Paid During Year | 0 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAMP FEES & PROGRAMS | Description |
| Related Or Exempt Function Income | 67873 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 67873 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 67873 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumber |
| Relationship Statement | THE ORGANIZATION OFFERS EDUCATIONAL CAMPS & PROGRAMS ON HISTORICAL PRESERVATION, ENVIRONMENTAL CONSERVATION AND WILDLIFE PROTECTION TO FAMILIES AND CHILDREN. | RelationshipStatement |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | SAMUEL P PARDOE FOUNDATION | C/O GMA FOUNDATIONS 77 SUMMER STREE | BOSTON | MA | 02110 | 238000 | X |
| 2 | ANONYMOUS | C/O GMA FOUNDATIONS 77 SUMMER STREE | BOSTON | MA | 02110 | 15000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 3000 | DisbursementsCharitablePrps |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (4 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| LAND | 1054066 | 0 | 1054066 | 1054066 |
| BUILDING | 1074531 | 234129 | 840402 | 840402 |
| BUILDING IMPROVEMENTS | 167979 | 72530 | 95449 | 95449 |
| EQUIPMENT | 6540 | 6540 | 0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $1,043 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1043 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (13 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INSURANCE | 11911 | 0 | 11911 | 11911 |
| FILING FEES | 225 | 0 | 225 | 225 |
| REPAIRS AND MAINTENANCE | 14536 | 0 | 14536 | 14536 |
| OFFICE EXPENSES | 3610 | 0 | 3610 | 3610 |
| PROPERTY MGMT. FEES | 675 | 0 | 675 | 675 |
| DUES & SUBSCRIPTIONS | 1944 | 0 | 1944 | 1944 |
| TELEPHONE | 1274 | 0 | 1274 | 1274 |
| WEBSITE HOSTING | 262 | 0 | 262 | 262 |
| EQUIPMENT LEASE & REPAIR | 3734 | 0 | 3734 | 3734 |
| POSTAGE & SHIPPING | 762 | 0 | 762 | 762 |
| ADVERTISING & MARKETING | 8761 | 0 | 8761 | 8761 |
| STAFF DEVELOPMENT | 2872 | 0 | 2872 | 2872 |
| PROGRAM SUPPLIES | 2474 | 0 | 2474 | 2474 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAMP FEES & PROGRAMS | Description |
| Revenue And Expenses Per Books | 67873 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 67873 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECTION 125 PLAN LIABILITY | Description |
| BOY Book Value | 87 | BOYBookValue |
| EOY Book Value | 253 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOUNDATION MANAGEMENT | $61,079 | 0 | 12216 | 61079 |
| IT CONSULTANTS | $687 | 0 | 137 | 687 |
| PAYROLL SERVICE FEES | $4,137 | 0 | 4137 | 4137 |
| STRATEGIC PLANNING CONSULTANTS | $29,895 | 0 | 5979 | 29895 |
| FUNDRAISING CONSULTANT | $2,250 | 0 | 2250 | 2250 |
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