CHARLES LAMONT POST CHARITABLE TR: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES LAMONT POST CHARITABLE TR (EIN 20-6447289)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201242289349100229
- 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
- Borrowed Funds Election
- Compensation Explanation
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T11:10:12-04:00 | 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 | HR BLOCK | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 97 CIRCUIT AVE | AddressLine1 |
| City | OAK BLUFFS | City |
| State | MA | State |
| ZIP Code | 02557 | 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 | 206447289 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES LAMONT POST CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 5086273356 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1090 | AddressLine1 |
| City | Edgartown | City |
| State | MA | State |
| ZIP Code | 02539 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROSEMARIE HAIGAZIAN | Name |
| Title | TRUSTEE | Title |
| Phone | 5086273356 | Phone |
| Date Signed | 2012-08-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LUCY ABBOT | Name |
| Phone | 5086937722 | Phone |
| Date Prepared | 2012-08-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 612750 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 25260 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 25452 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 23227 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 47939 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 265430 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 47939 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 73199 | TotalRevenueAndExpenses |
| Total Net Investment Income | 73391 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 23227 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 1061 | LegalFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 9284 | OtherProfFeesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 10345 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 36600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 36600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 46945 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 36600 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 26254 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 73391 | NetInvestmentIncome |
| Adjusted Net Income | 23227 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 5592 | CashBOY |
| Cash EOY | 11063 | CashEOY |
| Investments Corp Stock BOY | 587664 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 600943 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 612750 | InvestmentsCorpStockEOYFMV |
| Other Assets EOY | 744 | OtherAssetsEOY |
| Total Assets BOY | 593256 | TotalAssetsBOY |
| Total Assets EOY | 612750 | TotalAssetsEOY |
| Total Assets EOYFMV | 612750 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 593256 | OtherLiabilitiesBOY |
| Total Liabilities BOY | 593256 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Permanently Restricted EOY | 612750 | PermanentlyRestrictedEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings EOY | 612750 | RetainedEarningsEOY |
| Total Net Assets EOY | 612750 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 593256 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 612750 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Of Revenue Over Expenses | 26254 | ExcessOfRevenueOverExpenses |
| Other Increases | 593256 | OtherIncreases |
| Subtotal | 619510 | Subtotal |
| Other Decreases | 6760 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 612750 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| NEUBERGER BERMAN | D | 2011-12-30 | 265430 | 216747 | 48683 | 48683 |
| NEUBERGER BERMAN | D | 2011-12-30 | 744 | -744 | -744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 47939 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 48600 | QualifyingDistributionsYear1 |
| Qualifying Distributions Year2 | 44000 | QualifyingDistributionsYear2 |
| Net Noncharitable Assets | 716784 | NetNoncharitableAssets |
| One Percent Net Investment Income | 734 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 734 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 36600 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 734 | InvestmentIncomeExciseTax |
| Subtotal | 734 | Subtotal |
| Tax Based On Investment Income | 734 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 530 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 530 | TotalCreditsAndPayments |
| Penalty For Underpayment | 6 | PenaltyForUnderpayment |
| Tax Due | 210 | TaxDue |
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 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | false | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ROSEMARIE HAIGAZIAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5086273356 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 282 VINEYARD HAVEN RD | AddressLine1 |
| City | Edgartown | City |
| State | MA | State |
| ZIP Code | 02539 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROSEMARIE HAIGAZIAN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 282 VINEYARD HAVEN RD | AddressLine1 |
| Address Line2 | PO BOX 1090 | AddressLine2 |
| City | Edgartown | City |
| State | MA | State |
| ZIP Code | 02539 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS TO NINE 501 C(3) CHARITIES TOTALING $36,600 | Description1 |
| Expenses1 | 1061 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 725000 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2700 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 727700 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 727700 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10916 | CashDeemedCharitable |
| Net Noncharitable Assets | 716784 | NetNoncharitableAssets |
| Minimum Investment Return | 35839 | 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 | 36600 | ExpensesAndContributions |
| Qualifying Distributions | 36600 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 734 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 35866 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | 36600 | QualifyingDistributions |
| Applied To Current Year | 36600 | AppliedToCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| FRACTURED ATLAS | ||||||
| 248 WEST 35TH ST 10TH FL | NEW YORK | NY | 10001 | NONE | SUPPORT THE ARTS | $3,000 |
| RISING TIDE EQUESTRIAN | ||||||
| PO BOX44 | WEST TISBURY | MA | 02575 | NONE | IMPROVE MOBILITY HANDICAPPED | $1,000 |
| AMERICAN RED CROSS | ||||||
| PO BOX 4002108 | DES | MO | 50340 | NONE | DISASTER RELIEF | $5,000 |
| SALVATION ARMY | ||||||
| 147 BERKELEY ST | BOSTON | MA | 02116 | NONE | AID TO POOR | $5,000 |
| ANGEL FLIGHT | ||||||
| 492 SUTTON ST | N ANDOVER | MA | 01845 | NONE | MEDICAL TRANSPORTATION | $5,000 |
| CHILDRENS HOSPITAL | ||||||
| 1 AUTUMN ST 731 | BOSTON | MA | 02214 | NONE | MEDICAL TREATMENT CHILDREN | $5,000 |
| VERMONT READING PARTNERS | ||||||
| PO BOX 72 | MANCHESTER | VT | 05254 | NONE | LITERACY | $2,600 |
| DANA FARBER | ||||||
| 10 BROOKLINE PL WEST | BROOKLINE | MA | 02445 | NONE | CANCER TREATMENT SUPPORT | $5,000 |
| ISLAND FOOD PANTRY | ||||||
| PO BOX 1874 | VINEYARD HAVEN | MA | 02568 | NONE | FOOD FOR THE NEEDY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 36600 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 25260 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 47939 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 73199 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 73199 | 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 |
Borrowed Funds Election BorrowedFundsElection
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROSEMARIE HAIGAZIAN | PersonName |
| Explanation | NONE | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | NEUBERGER BERMAN PORTFOLIO | NameOfStock |
| EOY Book Value | 600943 | EOYBookValue |
| EOYFMV | 612750 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MASSACHUSETTS ACCOUNTING | Category |
| Amount | $1,061 | Amount |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 744 | EOYBookValue |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS | Description |
| Amount | $6,760 | Amount |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BAL 2010 | Description |
| Amount | $593,256 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIABILITIES | Description |
| BOY Book Value | 593256 | BOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| H& R BLOCK TAX PREPARATION | $800 |
| INVESTMENT FEE | $8,484 |
Comments