Ada Brandon Charitable Foundation Inc: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- Ada Brandon Charitable Foundation Inc (EIN 13-3468798)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-13
- IRS object ID
- 201212269349100326
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-13T13:31:57-05:00 | 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 | COMPUCOUNT INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7 341 VT RT 66 | AddressLine1 |
| City | RANDOLPH | City |
| State | VT | State |
| ZIP Code | 05060 | 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 | 133468798 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADA BRANDON CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | INC C/O COMPUCOUNT INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ADAB | NameControl |
| Phone | 8027289947 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7 | AddressLine1 |
| City | RANDOLPH | City |
| State | VT | State |
| ZIP Code | 05060 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARL BRANDON | Name |
| Title | PRESIDENT | Title |
| Phone | 8027289947 | Phone |
| Date Signed | 2012-05-21 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE R GRAY CPA | Name |
| Phone | 8027284461 | Phone |
| Date Prepared | 2012-08-09 | 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 | 118959 | 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 |
| Interest On Savings Rev And Expnss | 394 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 394 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 394 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 2165 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2165 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 2165 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 257 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 28248 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 17 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2816 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2576 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 2559 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 180 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 1512 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 1333 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1333 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 9 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 50 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 3084 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1333 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 13991 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 13991 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 17075 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1333 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 13991 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -14259 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1243 | NetInvestmentIncome |
| Adjusted Net Income | 2559 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 23824 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 30632 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 30632 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 75453 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 64386 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 69587 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 29000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 19000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 18740 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 128277 | TotalAssetsBOY |
| Total Assets EOY | 114018 | TotalAssetsEOY |
| Total Assets EOYFMV | 118959 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 128277 | UnrestrictedBOY |
| Unrestricted EOY | 114018 | UnrestrictedEOY |
| Total Net Assets BOY | 128277 | TotalNetAssetsBOY |
| Total Net Assets EOY | 114018 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 128277 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 114018 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 128277 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -14259 | ExcessOfRevenueOverExpenses |
| Subtotal | 114018 | Subtotal |
| Total Net Assets Fund Balances EOY | 114018 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 17 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 13750 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 23038 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.596840 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 16928 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 23748 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.712818 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 21020 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 154386 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.136152 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 47128 | QualifyingDistributionsYear4 |
| Qualifying Distributions Year5 | 40177 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 257550 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.155997 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.601807 | TotalDistributionRatio |
| Average Distribution Ratio | 0.400452 | AverageDistributionRatio |
| Net Noncharitable Assets | 20961 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 8394 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 12 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 8406 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 13991 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 12 | InvestmentIncomeExciseTax |
| Subtotal | 12 | Subtotal |
| Tax Based On Investment Income | 12 | TaxBasedOnInvestmentIncome |
| Tax Due | 12 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
| States Filed With | DE | StatesFiledWith |
| States Filed With | NY | 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 Person Name | CARL BRANDON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8027289947 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3071 SO RANDOLPH RD | AddressLine1 |
| City | RANDOLPH | City |
| State | VT | State |
| ZIP Code | 05060 | ZIPCode |
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 |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | 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 |
|---|---|---|---|---|---|---|---|---|
| CARL BRANDON | ||||||||
| 3071 SO RANDOLPH RD | RANDOLPH CTR | VT | 05061 | PRES/DIR | 0.50 | 0 | 0 | 0 |
| ROBERT BRANDON | ||||||||
| 3417 WOODLEY RD NW | WASHINGTON | DC | 20016 | SEC/DIR | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 16746 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4534 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 21280 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 21280 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 319 | CashDeemedCharitable |
| Net Noncharitable Assets | 20961 | NetNoncharitableAssets |
| Minimum Investment Return | 1048 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1048 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 12 | TaxBasedOnInvestmentIncome |
| Total Tax | 12 | TotalTax |
| Distributable Amount Before Adj | 1036 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1036 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1036 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 13991 | ExpensesAndContributions |
| Qualifying Distributions | 13991 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 12 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 13979 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1036 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 27397 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 47192 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 13373 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 15775 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 12616 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 116353 | TotalExcessDistriCarryover |
| Qualifying Distributions | 13991 | QualifyingDistributions |
| Applied To Current Year | 1036 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 12955 | RemainingDistriFromCorpus |
| Total Corpus | 129308 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 27397 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 101911 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 47192 | ExcessFromYear4 |
| Excess From Year3 | 13373 | ExcessFromYear3 |
| Excess From Year2 | 15775 | ExcessFromYear2 |
| Excess From Year1 | 12616 | ExcessFromYear1 |
| Excess From Current Year | 12955 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CARL BRANDON | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3071 SOUTH RANDOLPH ROAD | AddressLine1 |
| City | RANDOLPH CENTER | City |
| State | VT | State |
| ZIP Code | 05061 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8027289947 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN, WITH COMPLETE INFORMATION AS TO PURPOSE OF REQUEST | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR JUSTICE | |||||||
| 1611 TELEGRAPH AVE | 1611 TELEGRAPH AVE | OAKLAND | CA | 94612 | PUBLIC | GENERAL DONATION | $250 |
| AMERICAN LUNG ASSOC | |||||||
| 1301 PENNSYLVANIA AVE NW | SUITE 800 | WASHINGTON | DC | 20004 | PUBLIC | GENERAL DONATION | $150 |
| BALT ORIOLES FIELD OF DREAMS | |||||||
| N/A | N/A | BALTIMORE | MD | 21201 | PUBLIC | GENERAL DONATION | $500 |
| BATTER UP FOUNDATION | |||||||
| N/A | N/A | BOWIE | MD | 20716 | PUBLIC | GENERAL DONATION | $100 |
| CENTRAL VT CHAMBER MUSIC FESTIVAL | |||||||
| N/A | N/A | RANDOLPH CENTER | VT | 05061 | PUBLIC | GENERAL DONATION | $200 |
| CHANDLER CENTER FOR ARTS | |||||||
| N/A | N/A | RANDOLPH | VT | 05060 | PUBLIC | GENERAL DONATION | $285 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| N/A | N/A | ANNAPOLIS | MD | 21403 | PUBLIC | GENERAL DONATION | $100 |
| CHOICE USA ED FUND | |||||||
| N/A | N/A | WASHINGTON | DC | 20004 | PUBLIC | GENERAL DONATION | $250 |
| CLEVELAND PARK CITIZENS | |||||||
| N/A | N/A | WASHINGTON | DC | 20008 | PUBLIC | GENERAL DONATION | $100 |
| CLEVELAND PARK HISTORICAL | |||||||
| PO BOX 4862 | PO BOX 4862 | WASHINGTON | DC | 20008 | PUBLIC | GENERAL DONATION | $100 |
| COMMITTEE OF 100 | |||||||
| N/A | N/A | NEW YORK | NY | 10022 | PUBLIC | GENERAL DONATION | $100 |
| CONGREGATION SHIR SHALOM | |||||||
| PO BO 526 | PO BOX 526 | WOODSTOCK | VT | 05091 | PUBLIC | GENERAL DONATION | $500 |
| DC BAR PRO BONO PROGRAM | |||||||
| 1101 K STREET NW STE 200 | 1101 K STREET NW STE 200 | WASHINGTON | DC | 20005 | PUBLIC | GENERAL DONATION | $100 |
| FAIR ELECTIONS LEGAL NETWORK | |||||||
| 1825 K STREET NW STE 450 | 1825 K STREET NW STE 450 | WASHINGTON | DC | 20006 | PUBLIC | GENERAL DONATION | $2,400 |
| FIA FIELD OF DREAMS | |||||||
| N/A | N/A | TUSCALOOSA | AL | 35406 | PUBLIC | GENERAL DONATION | $500 |
| FIELD OF DREAMS | |||||||
| N/A | N/A | TUSCALOOSA | AL | 35406 | PUBLIC | GENERAL DONATION | $100 |
| FUND FOR SYRACUSE SCHOLARSHIP | |||||||
| N/A | N/A | SYRACUSE | NY | 13218 | PUBLIC | GENERAL DONATION | $1,000 |
| INST FOR AMERICA'S FUTURE | |||||||
| 1825 K ST NW STE 400 | 1825 K ST NW STE 400 | WASHINGTON | DC | 20006 | PUBLIC | GENERAL DONATION | $500 |
| MONTSHIRE MUSEUM | |||||||
| ONE MONTSHIRE ROAD | ONE MONTSHIRE ROAD | NORWICH | VT | 05055 | PUBLIC | GENERAL DONATION | $200 |
| NATIONAL CONSUMERS LEAGUE | |||||||
| 1701 K STREET NW STE 1200 | 1701 K STREET NW STE 1200 | WASHINGTON | DC | 20006 | PUBLIC | GENERAL DONATION | $250 |
| OPERA NORTH | |||||||
| 20 WEST PARK ST | 20 WEST PARK ST | LEBANON | NH | 03766 | PUBLIC | GENERAL DONATION | $4,016 |
| RANDOLPH VT ROTARY | |||||||
| PO BOX 179 | PO BOX 179 | RANDOLPH | VT | 05060 | PUBLIC | GENERAL DONATION | $125 |
| ROSEDALE CONSERVANCY | |||||||
| 3518 NEWARK ST NW | 3518 NEWARK ST NW | WASHINGTON | DC | 20016 | PUBLIC | GENERAL DONATION | $500 |
| ST COLETTAS SCHOOL | |||||||
| 1901 INDEPENDENCE AVE SE | 1901 INDEPENDENCE AVE SE | WASHINGTON | DC | 20003 | PUBLIC | GENERAL DONATION | $500 |
| TEMPLE UNIV SCHL MEDICINE | |||||||
| 3500 N BROAD STREET | 3500 NORTH BROAD STREET | PHILADELPHIA | PA | 19140 | PUBLIC | GENERAL DONATION | $100 |
| TREGARON CONSERVANCY | |||||||
| PO BOX 11351 | PO BOX 11351 | WASHINGTON | DC | 20008 | PUBLIC | GENERAL DONATION | $250 |
| U S ACTION EDUCATION FUND | |||||||
| 1825 K ST NW STE 210 | 1825 K ST NW STE 210 | WASHINGTON | DC | 20006 | PUBLIC | GENERAL DONATION | $500 |
| U S STUDENT ASSOCIATION | |||||||
| 1211 CONNECTICUT AVE NW | 1211 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | PUBLIC | GENERAL DONATION | $250 |
| WIKIMEDIA FOUNDATION | |||||||
| 149 NEW MONTGOMERY STREET | 149 NEW MONTGOMERY STREET | SAN FRANCISCO | CA | 94105 | PUBLIC | GENERAL DONATION | $65 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 13991 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 394 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2165 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 257 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2816 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2816 | 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 |
|---|---|
| 3 | THE INCOME HELPS FUND THE OPERATIONAL EXPENSES OF THE |
| 4 | FOUNDATION WHICH EXISTS TO CONTRIBUTE TO VARIOUS CHARITIES |
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 | TAX PREPARATION | Category |
| Amount | $1,512 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| CARL BRANDON |
| ROBERT BRANDON |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (15 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| ISHARES MSCI AUSTRALIA INDEX | 2008-09 | PURCHASE | 2011-09 | 626 | 581 | 45 |
| POWERSHARES DYNAMIC BIOTECH & GENOME | 2007-09 | PURCHASE | 2011-09 | 954 | 989 | -35 |
| POWERSHARES WILDERHILL CLEAN ENERGY | 2005-12 | PURCHASE | 2011-08 | 1330 | 3265 | -1935 |
| IPATH ETN NATURAL GAS | 2009-08 | PURCHASE | 2011-04 | 841 | 1429 | -588 |
| ISHARES S&P GLOBAL TELECOMMUNICATION | 2009-08 | PURCHASE | 2011-04 | 672 | 564 | 108 |
| MIDCAP 400 SPDR | 2006-02 | PURCHASE | 2011-04 | 2694 | 2099 | 595 |
| VANGUARD INFO TECH INDEX | 2010-03 | PURCHASE | 2011-04 | 1618 | 1399 | 219 |
| VANGUARD INFO TECH INDEX | 2010-09 | PURCHASE | 2011-04 | 1618 | 1291 | 327 |
| CATHAY BANK | 2009-12 | PURCHASE | 2011-04 | 10000 | 10000 | |
| BLDRS ASIA 50 ADR INDEX | 2009-10 | PURCHASE | 2011-02 | 1695 | 1509 | 186 |
| GUGGENHEIM S&P GLOBAL WATER INDEX | 2007-05 | PURCHASE | 2011-01 | 599 | 766 | -167 |
| ISHARES GOLDMAN SACHS NATURAL RESOUR | 2007-02 | PURCHASE | 2011-01 | 574 | 474 | 100 |
| ISHARES MSCI AUSTRALIA INDEX | 2008-09 | PURCHASE | 2011-01 | 518 | 421 | 97 |
| ISHARES S&P 1500 INDEX | 2008-12 | PURCHASE | 2011-01 | 3904 | 2645 | 1259 |
| MARKET VECTORS GLOBAL AGRIBUSINESS | 2008-03 | PURCHASE | 2011-01 | 588 | 559 | 29 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (10 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| FIRSTBANK PR SANTURCE RR CD | ||
| MERRICK BANK CD | ||
| PARAMOUNT BANK CD NONCALLABLE | ||
| PREMIER BK CD NONCALLABLE | ||
| WESTERNBANK P R CD | ||
| STERLING SAVINGS BANK | ||
| CATHAY BANK | ||
| CITIBANK NATIONAL ASSOCIATION | 10000 | 10000 |
| INTL BK RECON DEVELOP | 6000 | 6010 |
| TEMPLETON INCOME BD | 3000 | 2730 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (27 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMEX SPDR INDEX CONSUMER STAPLES | 1712 | 2437 |
| AMEX SPDR INDEX HEALTH CARE SELECT | 2310 | 2602 |
| AMEX SPDR INDUSTRIAL SELECT INDEX | 2158 | 1924 |
| AMEX SPDR UTILITIES SELECT INDEX | 2248 | 2698 |
| BARCLAYS BANKS PLC IPATH DJ UBS NTRL | ||
| BUILDERS ASIA 50 ADR INDEX FUND | ||
| CLAYMOR TRUST S&P GLOBAL WATER | ||
| GUGGENHEIM ABC | 1786 | 1312 |
| ISHARES IBOXX & INVTOP INVES FD | 2918 | 3413 |
| ISHARES MSCI AUSTRALIA | ||
| ISHARES MSCI BRAZIL INDEX FUND | 2484 | 2066 |
| ISHARES MSCI CANADA | 3108 | 2660 |
| ISHARES MSCI EMERGING MARKETS | 988 | 948 |
| ISHARES S&P 1500 INDEX FUND | 15094 | 18809 |
| ISHARES S&P GLBL TELECOMM SE | 3680 | 3850 |
| ISHARES S&P NORTH AMERI NATUR INDEX | 3358 | 3268 |
| ISHARES S&P SMALL CAP 600 INDEX FD | 1440 | 1707 |
| ISHARES TRUST S&P SMALL CAP 600 INDX | ||
| ISHARES US PFD STOCK INDEX | 4036 | 3669 |
| MARKET VECTORS AGRIBUSINESS | 1981 | 1839 |
| POWERSHARES BIOTECHNOLOGY & GENOME P | ||
| POWERSHARES QQQ | 4802 | 5304 |
| POWERSHARES WILDERHILL CLEAN ENERGY | ||
| S&P 400 MIDCAP DEP RECEIPT | ||
| SPDR INTL GOVT INFL PROT BOND ETF | 6784 | 7094 |
| SPDR S&P MIDCAP 400 ETF TRUST | 3499 | 3987 |
| VANGUARD INFO TECH INDEX |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | Category |
| Amount | $180 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| DUES AND MEMBERSHIPS | 50 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $1,333 | Amount |
| Net Investment Income | 1333 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | Category |
| Amount | $9 | Amount |
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