EILEEN D BROWN CHARITABLE TR: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EILEEN D BROWN CHARITABLE TR (EIN 06-6475783)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-09
- IRS object ID
- 201241919349100054
- 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
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-09T08:43:15-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAL CPA LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 238 WEST TOWN ST | AddressLine1 |
| City | NORWICH | City |
| State | CT | State |
| ZIP Code | 06360 | 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 | 066475783 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EILEEN D BROWN CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EILE | NameControl |
| Phone | 8603760235 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PATRICIA JACKMAN 119 COLONEL BR | AddressLine1 |
| City | GRISWOLD | City |
| State | CT | State |
| ZIP Code | 06351 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA JACKMAN | Name |
| Title | TRUSTEE | Title |
| Phone | 8603760235 | Phone |
| Date Signed | 2012-06-28 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT A LASARACINA CPA | Name |
| Phone | 8608865186 | Phone |
| Self Employed | X | SelfEmployed |
| 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 | 1276005 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
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 | 143 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 143 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 143 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 29003 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 29003 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 29003 | DividendsAdjNetIncm |
| Capital Gain Net Incm Net Invst Incm | 233 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1822 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1822 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 1822 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 30968 | TotalRevenueAndExpenses |
| Total Net Investment Income | 31201 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 30968 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 575 | LegalFeesRevAndExpnss |
| Legal Fees Adj Net Incm | 575 | LegalFeesAdjNetIncm |
| Other Prof Fees Rev And Expnss | 6269 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Adj Net Incm | 6269 | OtherProfFeesAdjNetIncm |
| Taxes Rev And Expnss | 2412 | TaxesRevAndExpnss |
| Taxes Adj Net Incm | 2412 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 2412 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 119 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Adj Net Incm | 119 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 1712 | OccupancyRevAndExpnss |
| Occupancy Adj Net Incm | 1712 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 1712 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3951 | OtherExpensesRevAndExpnss |
| Other Expenses Adj Net Incm | 3951 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 3951 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 15038 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 15038 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8075 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 15138 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 15038 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 8175 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 15830 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 31201 | NetInvestmentIncome |
| Adjusted Net Income | 15930 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7977 | CashBOY |
| Cash EOY | 17212 | CashEOY |
| Cash EOYFMV | 17212 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1078 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 130 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 130 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1029319 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 972277 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 972277 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 286386 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 5060 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 281445 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 281326 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 286386 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 1319819 | TotalAssetsBOY |
| Total Assets EOY | 1270945 | TotalAssetsEOY |
| Total Assets EOYFMV | 1276005 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1319819 | RetainedEarningsBOY |
| Retained Earnings EOY | 1270945 | RetainedEarningsEOY |
| Total Net Assets BOY | 1319819 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1270945 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1319819 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1270945 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1319819 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 15830 | ExcessOfRevenueOverExpenses |
| Other Increases | 233 | OtherIncreases |
| Subtotal | 1335882 | Subtotal |
| Other Decreases | 64937 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1270945 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAIN DISTRIBUTION | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2009-01-01 | DateAcquired |
| Date Sold | 2011-12-31 | DateSold |
| Gross Sales Price | 233 | GrossSalesPrice |
| Depreciation | 0 | Depreciation |
| Cost Or Other Basis | 0 | CostOrOtherBasis |
| Gain Or Loss | 233 | GainOrLoss |
| FMV As Of123169 | 0 | FMVAsOf123169 |
| Adjusted Basis As Of123169 | 0 | AdjustedBasisAsOf123169 |
| Excess Of FMV Over Adjusted Basis | 0 | ExcessOfFMVOverAdjustedBasis |
| Gains Minus Excess Or Losses | 233 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 233 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 16374 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1268291 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.012910 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 21517 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1192622 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.018042 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 21013 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1284764 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.016356 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 18070 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1400693 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.012901 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2650 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1249756 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.002120 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.062329 | TotalDistributionRatio |
| Average Distribution Ratio | 0.012466 | AverageDistributionRatio |
| Net Noncharitable Assets | 1280877 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 15967 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 312 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 16279 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 8175 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 624 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 624 | Subtotal |
| Tax Based On Investment Income | 624 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 371 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 371 | TotalCreditsAndPayments |
| Tax Paid Original Return | 371 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 4 | PenaltyForUnderpayment |
| Tax Due | 257 | 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 |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | 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 | PATRICIA JACKMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8603760235 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 COLONEL BROWN ROAD | AddressLine1 |
| City | GRISWOLD | City |
| State | CT | State |
| ZIP Code | 06351 | 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 |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER FRAME | ||||||||
| 1703 EAST SECOND AVE | BROOKLYN | NY | 11223 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| PATRICIA JACKMAN | ||||||||
| 119 COLONEL BROWN RD | GRISWOLD | CT | 06351 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| MAUREEN POITRAS | ||||||||
| 9 COLONEL BROWN RD | GRISWOLD | CT | 06351 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| GEORGE W CLARKE ESQ | ||||||||
| 80 PLYMOUTH ROAD | SMITHTOWN | NY | 11787 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LAND TRUST ALLIANCE | Description1 |
| Expenses1 | 100 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1000798 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 13199 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 286386 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1300383 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1300383 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 19506 | CashDeemedCharitable |
| Net Noncharitable Assets | 1280877 | NetNoncharitableAssets |
| Minimum Investment Return | 64044 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 8175 | ExpensesAndContributions |
| Qualifying Distributions | 8175 | QualifyingDistributions |
| Adj Qualifying Distributions | 8175 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Qualifying Distributions | 8175 | QualifyingDistributions |
| Remaining Distri From Corpus | 8175 | RemainingDistriFromCorpus |
| Total Corpus | 8175 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 8175 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 8175 | ExcessFromCurrentYear |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 15930 | CurrentYear |
| Year3 | 6929 | Year3 |
| Total | 22859 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 13541 | CurrentYear |
| Year3 | 5890 | Year3 |
| Total | 19431 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 8175 | CurrentYear |
| Year1 | 16547 | Year1 |
| Year2 | 21632 | Year2 |
| Year3 | 21335 | Year3 |
| Total | 67689 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 8175 | CurrentYear |
| Year1 | 16547 | Year1 |
| Year2 | 21632 | Year2 |
| Year3 | 21335 | Year3 |
| Total | 67689 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1276005 | CurrentYear |
| Year1 | 1124232 | Year1 |
| Year2 | 1251563 | Year2 |
| Year3 | 1170005 | Year3 |
| Total | 4821805 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1276005 | CurrentYear |
| Year1 | 1124232 | Year1 |
| Year2 | 1251563 | Year2 |
| Year3 | 1170005 | Year3 |
| Total | 4821805 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAND TRUST ALLIANCE | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 SPRING ST SUITE 205 | AddressLine1 |
| City | SARATOGA SPRINGS | City |
| State | NY | State |
| ZIP Code | 12866 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501c3 | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | CHARITABLE | PurposeOfGrantOrContribution |
| Amount | $100 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 100 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHARITABLE REAL ESTATE | Description |
| Exclusion Code | 30 | ExclusionCode |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $143 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $29,003 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $1,822 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $233 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,201 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 31201 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MERRILL LYNCH MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 972277 | EOYBookValue |
| EOYFMV | 972277 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Book ValueBookValue | Accumulated DepreciationAccumulatedDepreciation |
|---|---|---|---|
| LAND | 265000 | 265000 | |
| FURNITURE AND FIXTURES | 6386 | 1326 | 5060 |
| IMPROVEMENTS | 15000 | 15000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED INVESTMENT LOSSES | Description |
| Amount | $64,937 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| SECURITY | 80 | 80 | 80 |
| GROUNDS MAINTENANCE | 1006 | 1006 | 1006 |
| PEST CONTROL | 319 | 319 | 319 |
| INSURANCE | 950 | 950 | 950 |
| PROPERTY MANAGEMENT | 1162 | 1162 | 1162 |
| MISCELLANEOUS | 59 | 59 | 59 |
| TELEPHONE | 375 | 375 | 375 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WINGATE HOUSING PARTNERS | Description |
| Revenue And Expenses Per Books | 1822 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1822 | NetInvestmentIncome |
| Adjusted Net Income | 1822 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL GAIN DISTRIBUTION(NET) | Description |
| Amount | $233 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $177 | 177 | 177 |
| REAL ESTATE TAXES | $2,235 | 2235 | 2235 |
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