MARCIA BRADY TUCKER FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
MARCIA BRADY TUCKER FOUNDATION INC (EIN 13-6161561)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-10-24
IRS object ID
201102979349100005
Schema version
2010v3.4
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)
Timestamp2011-10-24T12:42:48-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANTHONY WALTER DUNCAN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1114 BAY STREET BLDG AAddressLine1
CityEASTONCity
StateMDState
ZIP Code21601ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN136161561EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MARCIA BRADY TUCKER FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMARCNameControl
Phone4108205060Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1149AddressLine1
CityEASTONCity
StateMDState
ZIP Code21601ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLUTHER TUCKER JRName
TitlePRESIDENTTitle
Phone4108208064Phone
Date Signed2011-09-29DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameCOREY N DUNCANName
Phone4108224008Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY10158671FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss140InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm140InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss339111DividendsRevAndExpnss
Dividends Net Invst Incm339111DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss208626NetGainSaleAssetsRevAndExpnss
Gross Sales Price5372309GrossSalesPrice
Capital Gain Net Incm Net Invst Incm208626CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss21715OtherIncomeRevAndExpnss
Other Income Net Invst Incm21715OtherIncomeNetInvstIncm
Total Revenue And Expenses569592TotalRevenueAndExpenses
Total Net Investment Income569592TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss45869CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm9174CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps36695CompOfcrDirTrstDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss3104PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm620PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps2484PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss12000AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm6000AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps6000AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss94397OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm94397OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss4198TaxesRevAndExpnss
Taxes Net Invst Incm4198TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Occupancy Rev And Expnss4807OccupancyRevAndExpnss
Occupancy Net Invst Incm2404OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps2403OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss53790TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm10758TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps43032TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss14591OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps14591OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss232756TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm127551TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps105205TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss372254ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps372254ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss605010TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm127551TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps477459TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-35418ExcessOfRevenueOverExpenses
Net Investment Income442041NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY13607CashBOY
Cash EOY73423CashEOY
Cash EOYFMV73423CashEOYFMV
Investments Other BOY9472120InvestmentsOtherBOY
Investments Other EOY9377271InvestmentsOtherEOY
Investments Other EOYFMV10042763InvestmentsOtherEOYFMV
Land Building And Equipment Basis5413LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip5413AccumDeprecLandBldgAndEquip
Other Assets BOY59912OtherAssetsBOY
Other Assets EOY42485OtherAssetsEOY
Other Assets EOYFMV42485OtherAssetsEOYFMV
Total Assets BOY9545639TotalAssetsBOY
Total Assets EOY9493179TotalAssetsEOY
Total Assets EOYFMV10158671TotalAssetsEOYFMV
Grants Payable BOY47500GrantsPayableBOY
Grants Payable EOY36440GrantsPayableEOY
Other Liabilities BOY837OtherLiabilitiesBOY
Other Liabilities EOY2089OtherLiabilitiesEOY
Total Liabilities BOY48337TotalLiabilitiesBOY
Total Liabilities EOY38529TotalLiabilitiesEOY
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 BOY9497302RetainedEarningsBOY
Retained Earnings EOY9454650RetainedEarningsEOY
Total Net Assets BOY9497302TotalNetAssetsBOY
Total Net Assets EOY9454650TotalNetAssetsEOY
Total Liabilities Net Assets BOY9545639TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY9493179TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY9497302TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-35418ExcessOfRevenueOverExpenses
Other Increases89710OtherIncreases
Subtotal9551594Subtotal
Other Decreases96944OtherDecreases
Total Net Assets Fund Balances EOY9454650TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
UBS SECURITIES SHORT TERM SEE LISTP247609824396773642136421
UBS SECURITIES LONG TERM SEE LISTP28832182713881169337169337
FROM PARTNERSHIP K-1SP129931299312993
FROM PARTNERSHIP K-1SP10125-10125-10125
FieldValueIRS element (for citing)
Capital Gain Net Income208626CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1411566QualifyingDistributionsYear1
Noncharitable Assets Year19010791NoncharitableAssetsYear1
Distribution Ratio Year10.045675DistributionRatioYear1
Qualifying Distributions Year2614533QualifyingDistributionsYear2
Noncharitable Assets Year210881821NoncharitableAssetsYear2
Distribution Ratio Year20.056473DistributionRatioYear2
Qualifying Distributions Year3571211QualifyingDistributionsYear3
Noncharitable Assets Year312338129NoncharitableAssetsYear3
Distribution Ratio Year30.046296DistributionRatioYear3
Qualifying Distributions Year4622724QualifyingDistributionsYear4
Noncharitable Assets Year411864384NoncharitableAssetsYear4
Distribution Ratio Year40.052487DistributionRatioYear4
Qualifying Distributions Year5518346QualifyingDistributionsYear5
Noncharitable Assets Year511883298NoncharitableAssetsYear5
Distribution Ratio Year50.043620DistributionRatioYear5
Total Distribution Ratio0.244551TotalDistributionRatio
Average Distribution Ratio0.048910AverageDistributionRatio
Net Noncharitable Assets9603648NetNoncharitableAssets
Adjusted Noncharitable Assets469714AdjustedNoncharitableAssets
One Percent Net Investment Income4420OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One474134AdjNonchrtblAssetsAndOnePct
Qualifying Distributions477459QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax4420InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal4420Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income4420TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment4444EstTaxPaymentsAndOverpayment
Total Credits And Payments4444TotalCreditsAndPayments
Overpayment24Overpayment
Amount Credited To Next Year24AmountCreditedToNextYear
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 WithNYStatesFiledWith
States Filed WithMDStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressMBTF.ORGWebsiteAddress
Books In Care Of Person NameTRACY L ROYSTONBooksInCareOfPersonName
Books In Care Of Phone Number4108205060BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line121447 SKELETON CREEK ROADAddressLine1
CityPRESTONCity
StateMDState
ZIP Code21655ZIPCode
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 (14 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowancesAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityCountryForeignAddress/Country
TRACY L ROYSTON
21447 SKELETON CREEK ROADPRESTONMD21655ADMINISTRATOR40.004586900
LUTHER TUCKER JR
7700 BLOOMFIELD ROADEASTONMD21601PRESIDENT0.00000
BEN TUCKER
5120 EARL DRIVELACANADACA91011DIRECTOR0.00000
DAVID M RANDELL JR
5 LAFAYETTE DRIVEPORT CHESTERNY10573TREASURER0.00000
EMILY TUCKER
5120 EARL DRIVELACANADACA91011DIRECTOR0.00000
HELEN GRAY
DIRECTOR0.0000088 DRAKEFIELD ROADLONDON SW RR UKUK
TIFFANY ALVARADO
120 NORTH 7TH ST APT 2GBROOKLYNNY11211DIRECTOR0.00000
ELIZABETH STOEHR
1358 GRACE AVE APT 2CINCINNATIOH45208DIRECTOR0.00000
GAY TUCKER
PO BOX 696SHEFFIELDMA01257DIRECTOR0.00000
BARBARA BARTLETT
6974 NILE COURTARVADACO80007SECRETARY0.00000
CAM SANDERS
1325 ANGELUS AVENUELOS ANGELESCA90026VICE PRESIDENT0.00000
NAOMI GERWIN
3450 OBSERVATORY PLACECINCINNATIOH45208DIRECTOR0.00000
ELISA FORD
7760 BLOOMFIELD ROADEASTONMD21601DIRECTOR0.00000
TOINETTE TUCKER
FARAWAY FARM 6 HERB ROADSHARONCT06069DIRECTOR0.00000
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 Securities9657258AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances39367AvgMonthlyCashBalances
FMV All Other Noncharitable Assets53271FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets9749896TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets9749896AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable146248CashDeemedCharitable
Net Noncharitable Assets9603648NetNoncharitableAssets
Minimum Investment Return480182MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return480182MinimumInvestmentReturn
Tax Based On Investment Income4420TaxBasedOnInvestmentIncome
Total Tax4420TotalTax
Distributable Amount Before Adj475762DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded475762DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted475762DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions477459ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions477459QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm4420OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions473039AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted475762DistributableAmountAsAdjusted
Undistributed Income Prior Year5520UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions477459QualifyingDistributions
Applied To Year15520AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year471939AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY3823UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CURRENT YEAR SCHEDULE ATTACHED
SEE LISTLISTMD21601NONESEE LISTSEE LIST$382,254
UNCASHED PRIOR CONTRIBUTION VOIDED
WYE MILLSWYE MILLSMD21679NONESEE LISTSEE LIST-$10,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year372254TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1FUTURE PAYMENT SEE ATTACHEDBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE LISTAddressLine1
CityLISTCity
StateMDState
ZIP Code21601ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationship
Recipient Foundation StatusSEE LISTRecipientFoundationStatus
Purpose Of Grant Or ContributionSEE LISTPurposeOfGrantOrContribution
Amount$36,440Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Approved Future36440TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income140RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income339111RelatedOrExemptFunctionIncome

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income21715RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income208626RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income569592RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA569592TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Line NumberLineNumberRelationship StatementRelationshipStatement
3ALL REVENUES ARE GENERATED FROM INVESTMENTS. THESE REVENUES ARE
4USED TO FUND THE CHARITABLE CONTRIBUTIONS OF THE FOUNDATION

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$12,000Amount
Net Investment Income6000NetInvestmentIncome
Disbursements Charitable Prps6000DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemSEE ATTACHED SCHEDULECategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value9377271BookValue
EOYFMV10042763EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (3 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValueEOYFMVEOYFMV
ACCRUED INTEREST - RECEIVABLE554684218642186
EXCISE TAX RECEIVABLE44442424
SECURITY DEPOSIT275275

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (4 entries)

DescriptionDescriptionAmountAmount
GRANTS PAYABLE IN FUTURE YEARS-2010$36,440
ACCRUED INTEREST 2009$55,468
EXCISE TAX RECEIVABLE-2009$4,444
PAYROLL TAXES PAYABLE$592

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (10 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
DUES8450845
INSURANCE351703517
MAINTENANCE6470647
OFFICE354603546
POSTAGE7270727
SUPPLIES152301523
TELEPHONE139901399
UTILITIES210902109
OTHER TAX28028
NY STATE FEE2500250

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionPUBLICALLY TRADED LTD PTRNSHP ACTIVITYDescription
Revenue And Expenses Per Books21715RevenueAndExpensesPerBooks
Net Investment Income21715NetInvestmentIncome
Adjusted Net Income21715AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (3 entries)

DescriptionDescriptionAmountAmount
GRANTS PAYABLE IN FUTURE YEARS-2009$47,500
ACCRUED INTEREST 2010$42,186
EXCISE TAX RECEIVABLE-2010$24

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionPAYROLL TAXES WITHHELD AND PAYABLEDescription
BOY Book Value837BOYBookValue
EOY Book Value2089EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategory
Amount$94,397Amount
Net Investment Income94397NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryOTHER TAXES FOREIGN ON INCOMECategory
Amount$4,198Amount
Net Investment Income4198NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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