CONSTABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CONSTABLE FOUNDATION (EIN 04-3298114)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-05
- IRS object ID
- 201211879349100001
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-05T07:49:33-07:00 | 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 | Richardson & Company PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 Village Street | AddressLine1 |
| City | Medway | City |
| State | MA | State |
| ZIP Code | 02053 | 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 | 043298114 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Constable Foundation | BusinessNameLine1 |
| Business Name Line2 | co Amelia Yale Constable Trustee | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CONS | NameControl |
| Phone | 5086501250 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 97 Bullard Street | AddressLine1 |
| City | Sherborn | City |
| State | MA | State |
| ZIP Code | 01770 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Amelia Yale Constabl | Name |
| Title | Trustee | Title |
| Date Signed | 2012-07-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Steven M Richardson | Name |
| Phone | 5085336426 | 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 | 93308 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1615 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 2253 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2253 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 2253 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -1134 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 19305 | GrossSalesPrice |
| Net STCG Adj Net Incm | 12 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 2734 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2253 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 2265 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1580 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1185 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 395 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1835 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1800 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 35 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3415 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2985 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 430 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 6915 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2985 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3930 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -4181 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 2265 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 9558 | CashBOY |
| Cash EOY | 25773 | CashEOY |
| Cash EOYFMV | 25773 | CashEOYFMV |
| Investments Other BOY | 92423 | InvestmentsOtherBOY |
| Investments Other EOY | 71984 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 67535 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 101981 | TotalAssetsBOY |
| Total Assets EOY | 97757 | TotalAssetsEOY |
| Total Assets EOYFMV | 93308 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 101981 | CapitalStockBOY |
| Capital Stock EOY | 97757 | CapitalStockEOY |
| Total Net Assets BOY | 101981 | TotalNetAssetsBOY |
| Total Net Assets EOY | 97757 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 101981 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 97757 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 101981 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -4181 | ExcessOfRevenueOverExpenses |
| Subtotal | 97800 | Subtotal |
| Other Decreases | 43 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 97757 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1134 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 12 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 5231 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 83841 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.06239 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 6979 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 74460 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.09373 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 5000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 88670 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05639 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 7489 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 47265 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.15845 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 5987 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 30912 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.19368 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.56464 | TotalDistributionRatio |
| Average Distribution Ratio | 0.11293 | AverageDistributionRatio |
| Net Noncharitable Assets | 94081 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 10624 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 10624 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 3930 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amelia Yale Constable | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5086501250 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 97 Bullard Street | AddressLine1 |
| City | Sherborn | City |
| State | MA | State |
| ZIP Code | 01770 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|
| Isabel Dora Constable | |||||||||
| PO Box 2188 | Shiprock | NM | 87420 | Trustee | 0.25 | 0 | |||
| Claire Constable | |||||||||
| Trustee | 0.25 | 0 | 68 Compagne Gardens | London | UK | ||||
| Amelia Yale Constable | |||||||||
| 97 Bullard Street | Sherborn | MA | 017701436 | Trustee | 0.50 | 0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 75658 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 19856 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 95514 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 95514 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1433 | CashDeemedCharitable |
| Net Noncharitable Assets | 94081 | NetNoncharitableAssets |
| Minimum Investment Return | 4704 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4704 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 4704 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 4704 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 4704 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3930 | ExpensesAndContributions |
| Qualifying Distributions | 3930 | QualifyingDistributions |
| Adj Qualifying Distributions | 3930 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4704 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 4467 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 7500 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 566 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3256 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1039 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 16828 | TotalExcessDistriCarryover |
| Qualifying Distributions | 3930 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3930 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 774 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 774 | ExcessDistriCyovAppliedCY |
| Total Corpus | 16054 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 3693 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 12361 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 7500 | ExcessFromYear4 |
| Excess From Year3 | 566 | ExcessFromYear3 |
| Excess From Year2 | 3256 | ExcessFromYear2 |
| Excess From Year1 | 1039 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ENVIRONMENT MASSACHUSETTS | |||||||
| 44 WINTER STREET | BOSTON | MA | 02108 | NONE | N/A | OPERATING COSTS | $250 |
| CENTER FOR PLANT CONSERVATION | |||||||
| PO BOX 299 | ST LOUIS | MO | 63166 | NONE | N/A | OPERATING COSTS | $500 |
| FLORA FAUNA INTERNATIONAL | |||||||
| 1720 N STREET | WASHINGTON | DC | 20036 | NONE | N/A | OPERATING COSTS | $250 |
| CENTER FOR HEALTH & GLOBAL ENVIRONMENT | |||||||
| 333 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | N/A | OPERATING COSTS | $500 |
| INTERNATIONAL CRANE FOUNDATION | |||||||
| E11376 SHADY LANE ROAD | BARABOO | WI | 53913 | NONE | N/A | OPERATING COSTS | $500 |
| CONSERVATION INTERNATIONAL | |||||||
| 2011 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | N/A | OPERATING COSTS | $500 |
| NEW ENGLAND AQUARIUM | |||||||
| CENTRAL WHARF | BOSTON | MA | 02110 | NONE | N/A | OPERATING COSTS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3500 | 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 | $2,253 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$1,134 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,119 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1119 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,580 | Amount |
| Net Investment Income | 1185 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 395 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | timing difference between when div paid and when received | Description |
| Amount | $43 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| MA FORM PC | 35 | 35 | |
| BANK CHARGES | 17 | 17 | |
| ASSET MANAGEMENT FEES | 1783 | 1783 |
Comments