TELAKA FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
TELAKA FOUNDATION INC (EIN 04-3357529)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-08-10
IRS object ID
201222239349100707
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)
Timestamp2012-08-10T13:20:09-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN050353162EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PICCERELLI GILSTEIN & CO LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1144 WESTMINSTER STREETAddressLine1
CityPROVIDENCECity
StateRIState
ZIP Code02903ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043357529EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1TELAKA FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTELANameControl
Phone4018310200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1616AddressLine1
CityPROVIDENCECity
StateRIState
ZIP Code02901ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePATRICIA THOMPSONName
TitleTREASURERTitle
Phone4018310200Phone
Date Signed2012-08-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOHN M MATHIASName
PTINP00008458PTIN
Phone4018310200Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY3221339FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss50000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss325InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm325InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss50056DividendsRevAndExpnss
Dividends Net Invst Incm50056DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss58567NetGainSaleAssetsRevAndExpnss
Gross Sales Price697785GrossSalesPrice
Capital Gain Net Incm Net Invst Incm58567CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss250OtherIncomeRevAndExpnss
Other Income Net Invst Incm250OtherIncomeNetInvstIncm
Total Revenue And Expenses159198TotalRevenueAndExpenses
Total Net Investment Income109198TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss5219AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss2022TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss7391OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm7391OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss14632TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm7391TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss121500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps121500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss136132TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm7391TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps121500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses23066ExcessOfRevenueOverExpenses
Net Investment Income101807NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY2CashEOY
Cash EOYFMV2CashEOYFMV
Savings And Temp Cash Invst BOY592983SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY283552SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV283552SavingsAndTempCashInvstEOYFMV
Other Notes And Loans Receivable3029OtherNotesAndLoansReceivable
Allwnc For Dbtfl Acct Other Rcvbl0AllwncForDbtflAcctOtherRcvbl
Other Notes And Loans Rcvbl BOY2566OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY3029OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV0OtherNotesAndLoansRcvblEOYFMV
Investments Corp Bonds BOY622088InvestmentsCorpBondsBOY
Investments Corp Bonds EOY622088InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV615930InvestmentsCorpBondsEOYFMV
Investments Other BOY1950175InvestmentsOtherBOY
Investments Other EOY2282207InvestmentsOtherEOY
Investments Other EOYFMV2321855InvestmentsOtherEOYFMV
Total Assets BOY3167812TotalAssetsBOY
Total Assets EOY3190878TotalAssetsEOY
Total Assets EOYFMV3221339TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY3167812RetainedEarningsBOY
Retained Earnings EOY3190878RetainedEarningsEOY
Total Net Assets BOY3167812TotalNetAssetsBOY
Total Net Assets EOY3190878TotalNetAssetsEOY
Total Liabilities Net Assets BOY3167812TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3190878TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3167812TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses23066ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal3190878Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY3190878TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
15665.59 SHS EATON VANCE LARGE-CAP VALUE FUNDP2011-01-282011-07-2828539428200033943394
19335.92 SHS EATON VANCE LARGE-CAPP2010-05-262011-07-283526873265552613226132
840 SHS ISHARES TR MSCI EMERGING MKTSP2010-05-252011-12-143105830366692692
19 SHS SPDR GOLD TR GOLD SHS ETFP2010-12-302011-11-142762373939
5 SHS SPDR GOLD TR GOLD SHS ETFP2010-12-032011-12-0983602323
CAPITAL GAINS DIVIDENDSP282872828728287
FieldValueIRS element (for citing)
Capital Gain Net Income58567CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1186302QualifyingDistributionsYear1
Noncharitable Assets Year13192257NoncharitableAssetsYear1
Distribution Ratio Year10.058361DistributionRatioYear1
Qualifying Distributions Year2134022QualifyingDistributionsYear2
Noncharitable Assets Year23260212NoncharitableAssetsYear2
Distribution Ratio Year20.041108DistributionRatioYear2
Qualifying Distributions Year3303923QualifyingDistributionsYear3
Noncharitable Assets Year33901919NoncharitableAssetsYear3
Distribution Ratio Year30.077891DistributionRatioYear3
Qualifying Distributions Year4234546QualifyingDistributionsYear4
Noncharitable Assets Year44330334NoncharitableAssetsYear4
Distribution Ratio Year40.054163DistributionRatioYear4
Qualifying Distributions Year5173550QualifyingDistributionsYear5
Noncharitable Assets Year53835093NoncharitableAssetsYear5
Distribution Ratio Year50.045253DistributionRatioYear5
Total Distribution Ratio0.276776TotalDistributionRatio
Average Distribution Ratio0.055355AverageDistributionRatio
Net Noncharitable Assets3342143NetNoncharitableAssets
Adjusted Noncharitable Assets185004AdjustedNoncharitableAssets
One Percent Net Investment Income1018OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One186022AdjNonchrtblAssetsAndOnePct
Qualifying Distributions121500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax2036InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal2036Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income2036TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment2011EstTaxPaymentsAndOverpayment
Tax Paid With Extension1000TaxPaidWithExtension
Total Credits And Payments3011TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Overpayment975Overpayment
Amount Credited To Next Year975AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

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 WithMAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1MS MARY E MCGINNBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4017410017BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1616AddressLine1
CityPROVIDENCECity
StateRIState
ZIP Code02901ZIPCode
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 (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
CHARLOTTE METCALF
PO BOX 1616PROVIDENCERI02901PRESIDENT & TRUSTEE1.00000
PATRICIA THOMPSON
C/O PICCERELLI GILSTEIN COMPANY LLPPROVIDENCERI02903TREASURER0.00000
HANNAH M CHILDS
PO BOX 1616PROVIDENCERI02901TRUSTEE0.50000
JESSE P METCALF
PO BOX 1616PROVIDENCERI02901TRUSTEE0.00000
LUCY D METCALF
PO BOX 1616PROVIDENCERI02901CLERK & TRUSTEE0.50000
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 Securities3114289AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances278750AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3393039TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets3393039AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable50896CashDeemedCharitable
Net Noncharitable Assets3342143NetNoncharitableAssets
Minimum Investment Return167107MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return167107MinimumInvestmentReturn
Tax Based On Investment Income2036TaxBasedOnInvestmentIncome
Total Tax2036TotalTax
Distributable Amount Before Adj165071DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded165071DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted165071DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions121500ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions121500QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions121500AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted165071DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year427557ExcessDistriCarryoverYear4
Excess Distri Carryover Year3111625ExcessDistriCarryoverYear3
Excess Distri Carryover Year128085ExcessDistriCarryoverYear1
Total Excess Distri Carryover167267TotalExcessDistriCarryover
Qualifying Distributions121500QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year121500AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus43571ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY43571ExcessDistriCyovAppliedCY
Total Corpus123696TotalCorpus
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 Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year123696ExcessDistriCyovToNextYear
Excess From Year395611ExcessFromYear3
Excess From Year128085ExcessFromYear1

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerCHARLOTTE METCALFContributingManager
Contributing ManagerHANNAH M CHILDSContributingManager
Contributing ManagerLUCY D METCALFContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CONSERVATION LAW FOUNDATION
15 EAST STATE STREET SUITE 4MONTPELIERVT056023010NONE501(C)3CONSERVATION$5,000
EARTH UNIVERSITY FOUNDATION
3525 PIEDMONT ROAD NEATLANTAGA303051510NONE501(C)3ENVIRONMENTAL$25,000
FLORENCE GRISWOLD MUSEUM
96 LYME STREETOLD LYMECT06371NONE501(C)3EDUCATION$10,000
HIGH HOPES THERAPEUTIC RIDING INC
35 TOWN WOODS ROADOLD LYMECT063710254NONE501(C)3IMPROVE LIVES OF DISABLED PERSONS$10,000
HOBART AND WILLIAM SMITH COLLEGES
615 SOUTH MAIN STREETGENEVANY144569986NONE501(C)3EDUCATION$2,000
INSTITUTE FOR SUSTAINABLE COMMUNITIES
535 STONE CUTTERS WAYMONTPELIERVT05602NONE501(C)3ENVIRONMENTAL$25,000
METCALF INSTITUTEMARINE REPORTING
GRADUATE SCHOOL OCEANOGRAPHYNARRAGANSETTRI02882NONE501(C)3ENVIRONMENTAL$10,000
MSPCA
350 SOUTH HUNTINGTON AVENUEBOSTONMA02130NONE501(C)3ANIMAL PROTECTION$3,000
NATURAL RESOURCES DEFENSE COUNCIL
40 W 20TH STREETNEW YORKNY10011NONE501(C)3CONSERVATION$7,000
NORTHFIELD MOUNT HERMON SCHOOL
REVELL HALLMOUNT HERMONMA013549638NONE501(C)3EDUCATION$2,000
THE MOUNT
POST OFFICE BOX 974LENOXMA012400974NONE501(C)3PRESERVATION$5,000
THE SHARON ACADEMY
P O BOX 207SHARONVT050659900NONE501(C)3EDUCATION$500
UNITED WAY OF GREATER FALL RIVER
101 ROCK STREETFALL RIVERMA027222550NONE501(C)3CHARITABLE HEALTH & EDUCATION$2,000
VITAL COMMUNITIES OF THE UPPER VALLEY
104 RAILROAD ROWWHITE RIVER JUNCTIONVT05001NONE501(C)3ENVIRONMENTAL$10,000
WOMEN & INFANTS' DEVELOPMENT FOUNDATION
101 DUDLEY STREETPROVIDENCERI02905NONE501(C)3CHARITABLE HEALTH & EDUCATION$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year121500TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$325ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$50,056ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$250ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$58,567ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$109,198ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA109198TotalPartXVIA

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 IndividualCHARLOTTE METCALFContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 1616AddressLine1
CityPROVIDENCECity
StateRIState
ZIP Code02901ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions50000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$5,219Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondUS TRUST FIXED INCOMENameOfBond
EOY Book Value622088EOYBookValue
EOYFMV615930EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
US TRUST EQUITIESFMV20641542097193
US TRUST INTANGIBLESFMV218053224662

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionINVESTMENT FEESDescription
Revenue And Expenses Per Books7391RevenueAndExpensesPerBooks
Net Investment Income7391NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionOTHER INCOMEDescription
Revenue And Expenses Per Books250RevenueAndExpensesPerBooks
Net Investment Income250NetInvestmentIncome
Adjusted Net Income250AdjustedNetIncome

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
CHARLOTTE METCALF
PO BOX 1024NORWICHVT05055
HANNAH M CHILDS
23 PINCKNEY STREET APT 5BOSTONMA02114
LUCY D METCALF
PO BOX 1616PROVIDENCERI02901

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
MA FEES$5000
FOREIGN TAXES$1,97200

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