Monroe Fund Inc: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- Monroe Fund Inc (EIN 36-6064590)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-03-05
- IRS object ID
- 201220659349100207
- Schema version
- 2010v3.7
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-05T19:40:30-06:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH WACKER DRIVE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366064590 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Monroe Fund Inc | BusinessNameLine1 |
| Business Name Line2 | c/o Marjorie Gordon Schaye | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONR | NameControl |
| Phone | 8475078020 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 Woodlawn Avenue | AddressLine1 |
| City | Hubbard Woods | City |
| State | IL | State |
| ZIP Code | 600931552 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARJORIE G SCHAYE | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 8475078020 | Phone |
| Date Signed | 2012-01-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN W SCHEIBE | Name |
| Phone | 3122982000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 307731 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 11836 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11836 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1797 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 150000 | GrossSalesPrice |
| Total Revenue And Expenses | 10039 | TotalRevenueAndExpenses |
| Total Net Investment Income | 11836 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2400 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2400 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1250 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1250 | OtherProfFeesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 3650 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3650 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 104350 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 104350 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 108000 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3650 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 104350 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -97961 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8186 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 34698 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 88841 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 88841 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 151797 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 132965 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 132658 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 218890 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 319460 | TotalAssetsBOY |
| Total Assets EOY | 221499 | TotalAssetsEOY |
| Total Assets EOYFMV | 307731 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 319460 | RetainedEarningsBOY |
| Retained Earnings EOY | 221499 | RetainedEarningsEOY |
| Total Net Assets BOY | 319460 | TotalNetAssetsBOY |
| Total Net Assets EOY | 221499 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 319460 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 221499 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 319460 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -97961 | ExcessOfRevenueOverExpenses |
| Subtotal | 221499 | Subtotal |
| Total Net Assets Fund Balances EOY | 221499 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 150,000 USTN 1.500% DUE 10-31-2010 | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2009-09-16 | DateAcquired |
| Date Sold | 2010-11-01 | DateSold |
| Gross Sales Price | 150000 | GrossSalesPrice |
| Cost Or Other Basis | 151797 | CostOrOtherBasis |
| Gain Or Loss | -1797 | GainOrLoss |
| Gains Minus Excess Or Losses | -1797 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1797 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 131800 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 396062 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.332776 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 155720 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 523745 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.29732 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 221449 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 630492 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.351232 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 174850 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 730537 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.239344 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 138637 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 512919 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.27029 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.490962 | TotalDistributionRatio |
| Average Distribution Ratio | 0.298192 | AverageDistributionRatio |
| Net Noncharitable Assets | 337058 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 100508 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 82 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 100590 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 104350 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 82 | InvestmentIncomeExciseTax |
| Subtotal | 82 | Subtotal |
| Tax Based On Investment Income | 82 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 101 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 101 | TotalCreditsAndPayments |
| Overpayment | 19 | Overpayment |
| Amount Credited To Next Year | 19 | 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 | IL | 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 | MARJORIE GORDON SCHAYE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8475078020 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 WOODLAWN AVENUE | AddressLine1 |
| City | HUBBARD WOODS | City |
| State | IL | State |
| ZIP Code | 600931552 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLOTTE A GORDON | ||||||||
| 225 Woodlawn Avenue | Hubbard Woods | IL | 600931552 | PRESIDENT | 0 | 0 | 0 | 0 |
| RAYMOND P GORDON | ||||||||
| 225 Woodlawn Avenue | Hubbard Woods | IL | 600931552 | VICE-PRESIDENT | 0 | 0 | 0 | 0 |
| MARJORIE G SCHAYE | ||||||||
| 225 Woodlawn Avenue | Hubbard Woods | IL | 600931552 | VICE-PRESIDENT | 0 | 0 | 0 | 0 |
| MARSHALL I GORDON | ||||||||
| 225 Woodlawn Avenue | Hubbard Woods | IL | 600931552 | VICE-PRESIDENT | 0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 251570 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 90621 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 342191 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 342191 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5133 | CashDeemedCharitable |
| Net Noncharitable Assets | 337058 | NetNoncharitableAssets |
| Minimum Investment Return | 16853 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 16853 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 82 | TaxBasedOnInvestmentIncome |
| Total Tax | 82 | TotalTax |
| Distributable Amount Before Adj | 16771 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 16771 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 16771 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 104350 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 104350 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 82 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 104268 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 16771 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 113417 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 144353 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 194926 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 129885 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 112096 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 694677 | TotalExcessDistriCarryover |
| Qualifying Distributions | 104350 | QualifyingDistributions |
| Applied To Current Year | 16771 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 87579 | RemainingDistriFromCorpus |
| Total Corpus | 782256 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 113417 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 668839 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 144353 | ExcessFromYear4 |
| Excess From Year3 | 194926 | ExcessFromYear3 |
| Excess From Year2 | 129885 | ExcessFromYear2 |
| Excess From Year1 | 112096 | ExcessFromYear1 |
| Excess From Current Year | 87579 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARJORIE G SCHAYE | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MARJORIE G SCHAYE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 WOODLAWN AVENUE | AddressLine1 |
| City | HUBBARD WOODS | City |
| State | IL | State |
| ZIP Code | 600931552 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8475078020 | RecipientPhoneNumber |
| Form And Info And Materials | USUAL FORM OF SOLICITATION | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHICAGO PUBLIC MEDIA | |||||||
| 848 EAST GRAND AVENUE | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $35,000 |
| CHILDREN'S MEMORIAL HOSPITAL | |||||||
| 2300 CHILDRENS PLAZA | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| CONGREGATION AM SHALOM | |||||||
| 840 VERNON AVENUE | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $10,000 |
| JEWISH CHILD & FAMILY SERVICES | |||||||
| 216 WEST JACKSON BLVD | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $250 |
| JEWISH UNITED FUND | |||||||
| 30 SOUTH WELLS STREET | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $6,500 |
| NORRIS COTTON CANCER CARE CENTER | |||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | NONE | PUBLIC CHARITY | UNRESTRICTED GIFT | $1,000 |
| TULANE UNIVERSITY | |||||||
| 6823 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | NONE | UNIVERSITY | UNRESTRICTED GIFT | $20,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | UNIVERSITY | UNRESTRICTED GIFT | $30,000 |
| SHOREHAM ELEMENTARY SCHOOL | |||||||
| 130 SCHOOL ROAD | SHOREHAM | VT | 05770 | NONE | SCHOOL | UNRESTRICTED GIFT | $500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 104350 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,836 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$1,797 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX REFUND | Description |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,039 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10039 | 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 | TAX PREPARATION | Category |
| Amount | $2,400 | Amount |
| Net Investment Income | 2400 | NetInvestmentIncome |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock |
|---|
| 4832-VERIZON COMMUNICATION |
| 1000-WALGREEN |
| 91-FAIRPOINT COMMUNICATION |
| 1159-FRONTIER COMMUNICATIONS |
Land Etc Schedule2 LandEtcSchedule2
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX REFUND | Description |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NORTHERN TRUST AGENCY FEES | Category |
| Amount | $1,250 | Amount |
| Net Investment Income | 1250 | NetInvestmentIncome |
Comments