SACO & BIDDEFORD SAVINGS CHARITABLE FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SACO & BIDDEFORD SAVINGS CHARITABLE FOUNDATION (EIN 01-0516587)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-08
IRS object ID
201221299349100322
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

FieldValueIRS element (for citing)
Timestamp2012-05-08T10:30:16-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN010494526EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BAKER NEWMAN & NOYESBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 507AddressLine1
CityPORTLANDCity
StateMAState
ZIP Code04112ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN010516587EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Saco & Biddeford Savings Charitable FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSACONameControl
Phone2072844591Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1252 Main StreetAddressLine1
CitySacoCity
StateMEState
ZIP Code04072ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRobert C QuentinName
TitleSecretary/TreasurerTitle
Phone2072844591Phone
Date Signed2012-04-26DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameNicholas E PortoName
PTINP01310283PTIN
Phone2078792100Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY193690FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss28785ContriReceivedRevAndExpnss
Dividends Rev And Expnss6344DividendsRevAndExpnss
Dividends Net Invst Incm6344DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss40NetGainSaleAssetsRevAndExpnss
Gross Sales Price94827GrossSalesPrice
Capital Gain Net Incm Net Invst Incm22902CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss517OtherIncomeRevAndExpnss
Other Income Net Invst Incm0OtherIncomeNetInvstIncm
Total Revenue And Expenses35686TotalRevenueAndExpenses
Total Net Investment Income29246TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss517TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss51OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps51OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss568TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps51TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss95650ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps95650ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss96218TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps95701TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-60532ExcessOfRevenueOverExpenses
Net Investment Income29246NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY4440CashBOY
Cash EOY740CashEOY
Cash EOYFMV740CashEOYFMV
Savings And Temp Cash Invst BOY13638SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY21318SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV21318SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY34793InvestmentsGovtObligBOY
Investments Govt Oblig EOY36152InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV37582InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY186611InvestmentsCorpStockBOY
Investments Corp Stock EOY120740InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV83392InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY50000InvestmentsCorpBondsBOY
Investments Corp Bonds EOY50000InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV50658InvestmentsCorpBondsEOYFMV
Total Assets BOY289482TotalAssetsBOY
Total Assets EOY228950TotalAssetsEOY
Total Assets EOYFMV193690TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY289482UnrestrictedBOY
Unrestricted EOY228950UnrestrictedEOY
Total Net Assets BOY289482TotalNetAssetsBOY
Total Net Assets EOY228950TotalNetAssetsEOY
Total Liabilities Net Assets BOY289482TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY228950TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY289482TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-60532ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal228950Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY228950TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
Publicly Traded SecuritiesP94029719252210422104
Capital Gains DividendsP798798798
FieldValueIRS element (for citing)
Capital Gain Net Income22902CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year160500QualifyingDistributionsYear1
Noncharitable Assets Year1226049NoncharitableAssetsYear1
Distribution Ratio Year10.267641DistributionRatioYear1
Qualifying Distributions Year299663QualifyingDistributionsYear2
Noncharitable Assets Year2191744NoncharitableAssetsYear2
Distribution Ratio Year20.519771DistributionRatioYear2
Qualifying Distributions Year3199449QualifyingDistributionsYear3
Noncharitable Assets Year3275381NoncharitableAssetsYear3
Distribution Ratio Year30.724266DistributionRatioYear3
Qualifying Distributions Year4260298QualifyingDistributionsYear4
Noncharitable Assets Year4450446NoncharitableAssetsYear4
Distribution Ratio Year40.577867DistributionRatioYear4
Qualifying Distributions Year5286819QualifyingDistributionsYear5
Noncharitable Assets Year5529903NoncharitableAssetsYear5
Distribution Ratio Year50.541267DistributionRatioYear5
Total Distribution Ratio2.630812TotalDistributionRatio
Average Distribution Ratio0.526162AverageDistributionRatio
Net Noncharitable Assets210149NetNoncharitableAssets
Adjusted Noncharitable Assets110572AdjustedNoncharitableAssets
One Percent Net Investment Income292OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One110864AdjNonchrtblAssetsAndOnePct
Qualifying Distributions95701QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax585InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal585Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income585TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment517EstTaxPaymentsAndOverpayment
Total Credits And Payments517TotalCreditsAndPayments
Tax Due68TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMEStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameRobert QuentinBooksInCareOfPersonName
Books In Care Of Phone Number2072844591BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 557AddressLine1
CitySacoCity
StateMEState
ZIP Code04072ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
Kevin P Savage
PO Box 557SacoME04072President0.50000
Robert C Quentin
PO Box 557SacoME04072Secretary/Treasurer2.00000
Joan R Fink
PO Box 557SacoME04072Director0.10000
Roger S Elliott
PO Box 557SacoME04072Director0.10000
A William Kany Jr
PO Box 557SacoME04072Director0.10000
Robert F Wade
PO Box 557SacoME04072Director0.10000
David H Howe
PO Box 557SacoME04072Director0.10000
Mark L Peterson
PO Box 557SacoME04072Director0.10000
Roland Eon
PO Box 557SacoME04072Director0.10000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities202320AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances11029AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets213349TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets213349AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3200CashDeemedCharitable
Net Noncharitable Assets210149NetNoncharitableAssets
Minimum Investment Return10507MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return10507MinimumInvestmentReturn
Tax Based On Investment Income585TaxBasedOnInvestmentIncome
Total Tax585TotalTax
Distributable Amount Before Adj9922DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded9922DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted9922DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions95701ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions95701QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions95701AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted9922DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5263642ExcessDistriCarryoverYear5
Excess Distri Carryover Year4240812ExcessDistriCarryoverYear4
Excess Distri Carryover Year3186594ExcessDistriCarryoverYear3
Excess Distri Carryover Year290813ExcessDistriCarryoverYear2
Excess Distri Carryover Year148981ExcessDistriCarryoverYear1
Total Excess Distri Carryover830842TotalExcessDistriCarryover
Qualifying Distributions95701QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year9922AppliedToCurrentYear
Remaining Distri From Corpus85779RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus916621TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5263642ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year652979ExcessDistriCyovToNextYear
Excess From Year4240812ExcessFromYear4
Excess From Year3186594ExcessFromYear3
Excess From Year290813ExcessFromYear2
Excess From Year148981ExcessFromYear1
Excess From Current Year85779ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameRobert QuentinRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1252 Main StreetAddressLine1
CitySacoCity
StateMEState
ZIP Code04072ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2072844591RecipientPhoneNumber
Form And Info And MaterialsAmount, or range, requested; proof of status as 501(c)(3) organization; and statement of intended use of the funds, including people/communities served.FormAndInfoAndMaterials
Submission DeadlinesNoneSubmissionDeadlines
Restrictions On AwardsMust be a 501(c)(3) organization and a qualifying public charity.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
Ruth's Reuseable Resources
39 Blueberry RoadPortlandME04102NonePublicGeneral Operations$2,000
Saco Food Pantry
67 Ocean Park RoadSacoME04072NonePublicGeneral Operations$1,500
South Portland Historical Society
55 Bug Light ParkSouth PortlandME04106NonePublicGeneral Operations$5,000
Southern Maine Agency on Aging
136 US Route OneScarboroughME04074NonePublicGeneral Operations$5,000
Thornton Academy
438 Main StreetSacoME04072NonePublicGeneral Operations$20,000
Volunteers of America NNE
14 Maine StreetBrunswickME04011NonePublicGeneral Operations$5,000
Boy Scouts of America
131 Johnson RoadPortlandME04102NonePublicGeneral Operations$650
Good Shepherd Food Bank
111 Pine Tree Industrial ParkwayPortlandME04102NonePublicGeneral Operations$1,000
Heart of Biddeford
205 Main StreetBiddefordME04005NonePublicGeneral Operations$1,000
Ronald McDonald House
250 Brackett StreetPortlandME04102NonePublicGeneral Operations$1,500
Pine Tree Society
PO Box 518BathME04530NonePublicGeneral Operations$2,500
Bon Appetit
PO Box 1091BiddefordME040051091NonePublicGeneral Operations$2,500
STRIVE
28 Foden RoadSouth PortlandME04106NonePublicGeneral Operations$3,000
HomeHealth Visiting Nurses
15 Industrial Park RoadSacoME04072NonePublicGeneral Operations$3,000
Mary's Walk
PO Box 746SacoME04072NonePublicGeneral Operations$3,500
Portland Public Library
5 Monument SquarePortlandME04101NonePublicGeneral Operations$5,000
Saco Spirit
PO Box 226SacoME04072NonePublicGeneral Operations$5,000
Dyer LibrarySaco Museum
371 Main StreetSacoME04072NonePublicGeneral Operations$5,000
United Way of Greater Portland
PO Box 15200PortlandME041125200NonePublicGeneral Operations$6,500
United Way of York County
PO Box 727KennebunkME040430727NonePublicGeneral Operations$17,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year95650TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$6,344ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$40ExclusionAmount

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionTax RefundDescription
Exclusion Code01ExclusionCode
Exclusion$517ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$6,901ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA6901TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualSaco Biddeford Savings BankContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1252 Main StreetAddressLine1
CitySacoCity
StateMEState
ZIP Code04072ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions28785AggregateContributions
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property DescriptionVarious Publicly Traded SecuritiesNoncashPropertyDescription
Fair Market Value28785FairMarketValue
Date Received2011-05-09DateReceived

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondCorporate BondsNameOfBond
EOY Book Value50000EOYBookValue
EOYFMV50658EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockVarious Corporate StocksNameOfStock
EOY Book Value120740EOYBookValue
EOYFMV83392EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value36152USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV37582USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val0StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV0StateLocalSecuritiesEOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionMiscellaneousDescription
Revenue And Expenses Per Books51RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps51DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionTax RefundDescription
Revenue And Expenses Per Books517RevenueAndExpensesPerBooks
Adjusted Net Income517AdjustedNetIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFederal ExciseCategory
Amount$517Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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