DOROTHY M TENNEY CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY M TENNEY CHARITABLE TRUST (EIN 22-3022796)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-20
- IRS object ID
- 201211729349100206
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-20T10:38:50-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261588653 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSSAN & OJERHOLM PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 WEST MOUNTAIN ST | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 016061342 | 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 | 223022796 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY M TENNEY CHARITABLE TRUST | BusinessNameLine1 |
| Business Name Line2 | ATTN WARREN M YANOFF TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DORO | NameControl |
| Phone | 5087974755 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 LINDEN STREET | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01609 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WARREN M YANOFF | Name |
| Title | TRUSTEE | Title |
| Phone | 5087974755 | Phone |
| Date Signed | 2012-06-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID R OJERHOLM CPA | Name |
| PTIN | P00055478 | PTIN |
| Phone | 5087919501 | Phone |
| 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 | 505852 | 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 | 17433 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17433 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2719 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 84472 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2719 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 20152 | TotalRevenueAndExpenses |
| Total Net Investment Income | 20152 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 9500 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 9500 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3750 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 529 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4139 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4139 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 17918 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4139 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 13250 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 20060 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 20060 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 37978 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4139 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 33310 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -17826 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 16013 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 351 | CashBOY |
| Cash EOY | 44 | CashEOY |
| Cash EOYFMV | 44 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 37861 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 43062 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 43062 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 48407 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 55845 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 51914 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 268004 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 246132 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 325686 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 132669 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 124383 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 85146 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 487292 | TotalAssetsBOY |
| Total Assets EOY | 469466 | TotalAssetsEOY |
| Total Assets EOYFMV | 505852 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 314191 | CapitalStockBOY |
| Capital Stock EOY | 314191 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 173101 | RetainedEarningsBOY |
| Retained Earnings EOY | 155275 | RetainedEarningsEOY |
| Total Net Assets BOY | 487292 | TotalNetAssetsBOY |
| Total Net Assets EOY | 469466 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 487292 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 469466 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 487292 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -17826 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 469466 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 469466 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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 |
|---|---|---|---|---|---|---|---|
| BERNSTEIN ACCOUNT LT | P | 2005-05-05 | 2012-05-05 | 84458 | 81753 | 2705 | 2705 |
| CAPITAL GAINS DIVIDENDS | P | 14 | 14 | 14 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2719 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 1 | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 320 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 320 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 320 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 320 | 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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | 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 |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | WARREN M YANOFF TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5087974755 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 LINDEN STREET | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01609 | 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 | WARREN M YANOFF | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 LINDEN STREET | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01609 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 5.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 9500 | 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 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSSAN & OJERHOLM PC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 WEST MOUNTAIN ST | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | TAX AND ACCOUNTING | TypeOfService |
| Compensation | 3750 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 488576 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 40461 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 529037 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 529037 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7936 | CashDeemedCharitable |
| Net Noncharitable Assets | 521101 | NetNoncharitableAssets |
| Minimum Investment Return | 26055 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 26055 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 320 | TaxBasedOnInvestmentIncome |
| Total Tax | 320 | TotalTax |
| Distributable Amount Before Adj | 25735 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 25735 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 25735 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 33310 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 33310 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 33310 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 25735 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 21035 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 33310 | QualifyingDistributions |
| Applied To Year1 | 21035 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 12275 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 13460 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||
| 45 LINDEN ST | WORCESTER | MA | 01609 | PUBLIC CHARITY | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $2,500 |
| BELOIT COLLEGE | ||||||
| 45 LINDEN ST | WORCESTER | MA | 01609 | PUBLIC CHARITY | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,200 |
| BRIDGEWATER STATE COLLEGE | ||||||
| 45 LINDEN ST | WORCESTER | MA | 01609 | PUBLIC CHARITY | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $4,500 |
| GEORGE WASHINGTON UNIVERSITY | ||||||
| 45 LINDEN ST | WORCESTER | MA | 01609 | PUBLIC CHARITY | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $8,000 |
| MA INSTITUTE OF TECHNOLOGY | ||||||
| 45 LINDEN ST | WORCESTER | MA | 01609 | PUBLIC CHARITY | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,400 |
| MFA | ||||||
| 45 LINDEN ST | WORCESTER | MA | 01609 | PUBLIC CHARITY | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $110 |
| RACHEL'S TABLE | ||||||
| 45 LINDEN ST | WORCESTER | MA | 01609 | PUBLIC CHARITY | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $750 |
| WORCESTER ART MUSEUM | ||||||
| 45 LINDEN ST | WORCESTER | MA | 01609 | PUBLIC CHARITY | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $600 |
| ST VINCENT'S HOSPITAL | ||||||
| 45 LINDEN ST | WORCESTER | MA | 01609 | PUBLIC CHARITY | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 20060 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17,433 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14 | ExclusionAmount |
| Related Or Exempt Function Income | 2705 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $17,447 | ExclusionAmount |
| Related Or Exempt Function Income | 2705 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 20152 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 8 | INCOME IS NECESSARY TO PROVIDE FUNDING TO SUPPORT THE ORGANIZATIONS |
| 4 | EDUCATIONAL, CHARITABLE AND RELIGIOUS CONTRIBUTIUONS. |
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 | HOUSSAN & OJERHOLM, PC, CPA | Category |
| Amount | $3,750 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3750 | DisbursementsCharitablePrps |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAXPAYER ELECTS TO APPLY 2011 CHARITABLE DISTRIBUTIONS TO PRIOR YEAR UNDISTRIBUTED AMOUNTS | Election |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 124383 | EOYBookValue |
| EOYFMV | 85146 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 246132 | EOYBookValue |
| EOYFMV | 325686 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 55845 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 51914 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | 4121 | 4121 | 0 |
| BANKING FEES | 18 | 18 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INTERNAL REVENUE SERVICE, FORM 990 | $494 | 0 | 0 |
| COMMONWEALTH OF MASS., FORM PC | $35 | 0 | 0 |
Comments