HARPSWELL FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HARPSWELL FOUNDATION (EIN 04-3474498)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-09
- IRS object ID
- 201110999349100201
- Schema version
- 2010v3.2
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-09T10:08:58-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TISDALE CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 JUNCTION SQUARE | AddressLine1 |
| City | CONCORD | City |
| State | MA | State |
| ZIP Code | 01742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043474498 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARPSWELL FOUNDATION ALAN P LIGHTMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARP | NameControl |
| Phone | 9783690663 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 DEVENS STREET | AddressLine1 |
| City | CONCORD | City |
| State | MA | State |
| ZIP Code | 01742 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN LIGHTMAN | Name |
| Title | TRUSTEE | Title |
| Phone | 9783690663 | Phone |
| Date Signed | 2011-04-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE L TISDALE | Name |
| Phone | 9783695585 | Phone |
| Date Prepared | 2011-04-04 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 2914181 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1090342 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 80059 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 80059 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 80059 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -17967 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 747569 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 1152434 | TotalRevenueAndExpenses |
| Total Net Investment Income | 80059 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 80059 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3178 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 3178 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 15868 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 11868 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 4000 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1247 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 898 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 349 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 19777 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 20192 | DeprecAndDepletionAdjNetIncm |
| Trav Conf Meeting Rev And Expnss | 9256 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 9256 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 2438 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 2438 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 183996 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 159 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 183837 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 235760 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12766 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 27878 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 195531 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 239260 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12766 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 27878 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 199031 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 913174 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 67293 | NetInvestmentIncome |
| Adjusted Net Income | 52181 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 359878 | CashBOY |
| Cash EOY | 474775 | CashEOY |
| Cash EOYFMV | 474775 | CashEOYFMV |
| Investments Corp Stock BOY | 948232 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1680728 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1832347 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 673565 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 66506 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 541278 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 607059 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 607059 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 1849388 | TotalAssetsBOY |
| Total Assets EOY | 2762562 | TotalAssetsEOY |
| Total Assets EOYFMV | 2914181 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1849388 | UnrestrictedBOY |
| Unrestricted EOY | 2762562 | UnrestrictedEOY |
| Total Net Assets BOY | 1849388 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2762562 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1849388 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2762562 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1849388 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 913174 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2762562 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2762562 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| THRU RBC DAIN RAUSCHER 304-01554 | P | 4087 | 5421 | -1334 | -1334 |
| THRU RBC DAIN RAUSCHER 304-01554 | P | 119735 | 118215 | 1520 | 1520 |
| THRU RBC DAIN RAUSCHER 304-01554 | P | 614050 | 631851 | -17801 | -17801 |
| THRU RBC DAIN RAUSCHER 304-01554 | P | 9697 | 10049 | -352 | -352 |
| THRU RBC DAIN RAUSCHER 304-01554 | P | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -17967 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -18153 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 160266 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1042638 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.153712 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 957936 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 292534 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 3.274614 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 86483 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 222179 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.389249 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 99998 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 224210 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.446002 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 112188 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 163066 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.687991 | DistributionRatioYear5 |
| Total Distribution Ratio | 4.951568 | TotalDistributionRatio |
| Average Distribution Ratio | 0.990314 | AverageDistributionRatio |
| Net Noncharitable Assets | 2558883 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2534098 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 673 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2534771 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 199031 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1346 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1346 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1346 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 37 | PenaltyForUnderpayment |
| Tax Due | 1383 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN LIGHTMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6174220700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 DEVENS STREET | AddressLine1 |
| City | CONCORD | City |
| State | MA | State |
| ZIP Code | 01742 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 1 | ForeignBank |
| Name Of Foreign Country | CB | NameOfForeignCountry |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN LIGHTMAN | ||||||||
| 47 DEVENS STREET | CONCORD | MA | 01742 | TRUSTEE | 10.00 | 0 | 0 | 0 |
| JEAN LIGHTMAN | ||||||||
| 47 DEVENS STREET | CONCORD | MA | 01742 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| ELYSE LIGHTMAN | ||||||||
| 47 DEVENS STREET | CONCORD | MA | 01742 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| KARA LIGHTMAN | ||||||||
| 47 DEVENS STREET | CONCORD | MA | 01742 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| DAVID ROE | ||||||||
| 1061 WALKER AVE | OAKLAND | CA | 94610 | 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 | SUPPORT OF CAMBODIAN WOMEN IN EDUCATION IN PHENOM PHEN | Description1 |
| Expenses1 | 147623 | Expenses1 |
| Description2 | SUPPORT THROUGH EDUCATIONAL SUPPORT OF CAMBODIAN WOMEN STUDENTS | Description2 |
| Expenses2 | 36211 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1923265 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 74392 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 600194 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2597851 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2597851 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 38968 | CashDeemedCharitable |
| Net Noncharitable Assets | 2558883 | NetNoncharitableAssets |
| Minimum Investment Return | 127944 | 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 | 199031 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 199031 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 199031 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 54767 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 89791 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 75922 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 51396 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 271876 | TotalExcessDistriCarryover |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 271876 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 54767 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 217109 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 89791 | ExcessFromYear4 |
| Excess From Year3 | 75922 | ExcessFromYear3 |
| Excess From Year2 | 51396 | ExcessFromYear2 |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2010-09-15 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 52181 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 52181 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 44354 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 44354 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 199031 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 199031 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 199031 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 199031 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 85296 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 85296 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| EMERSON UMBRELLA CENTER FOR THE ARTS | ||||||||||
| 40 STOW STREET | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | DONATION US RECIPIENT | $1,500 | |||
| UNIVERSITY WOMEN IN PHENOM PHEN | ||||||||||
| NONE | NOT FOR PROFIT | DONATION CAMBODIAN CHARITY | $2,000 | STREET 508 | PHENOM PHEN | CB | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $80,059 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$17,967 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $62,092 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 62092 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (10 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | DANIEL AND KAREN PRITZKER | 230 WOODLAND ROAD | KEMTVILLE | CA | 94901 | 900000 | X |
| 2 | CARA AND ROBERT BARNES | 1015 CEMETERY LANE | ASPEN | CO | 81611 | 6860 | X |
| 3 | MICHAEL LIGHTMAN | PO BOX 171809 | MEMPHIS | TN | 38187 | 50000 | X |
| 4 | ED BACHRACH | 1555 ASTOR ST 45W | CHICAGO | IL | 60610 | 41000 | X |
| 5 | JOE AND MADELEINE JACOBS | 11629 BRANDY HALL LANE | GAITHERBURG | MD | 20878 | 16000 | X |
| 6 | ELAINE MCKINNON | 9 POWERS ROAD | ANDOVER | MA | 01810 | 15000 | X |
| 7 | MARCO GREENBERG AND STACEY NELKIN | 230 W 79TH ST APT 91N | NEW YORK | NY | 10024 | 10000 | X |
| 8 | JONATHAN SAUNDERS | 151 TREMONT STREET 27-L | BOSTON | MA | 02111 | 10000 | X |
| 9 | JORDAN SACHS | 40 ELSIE ST | SAN FRANCISCO | CA | 94110 | 5000 | X |
| 10 | DAVID ROE | 1061 WALKER AVENUE | OAKLAND | CA | 94610 | 5000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $3,178 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 3178 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (34 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Prior Years DepreciationPriorYearsDepreciation | LifeLife |
|---|---|---|---|---|---|---|---|---|
| LAND STREET 508 | 2005-06-30 | 32000 | L | 0 | 0 | 0 | ||
| DORMITORY STREET 508 | 2006-09-26 | 113000 | SL | 2897 | 0 | 2897 | 9538 | 39.000000000000 |
| DELL 3100 COMPUTERS (3) | 2006-06-30 | 2250 | SL | 450 | 0 | 450 | 1575 | 5.000000000000 |
| CANON COLOR PRINTER | 2006-06-30 | 350 | SL | 70 | 0 | 70 | 245 | 5.000000000000 |
| BLACK AND WHITE PRINTER | 2006-06-30 | 200 | SL | 40 | 0 | 40 | 140 | 5.000000000000 |
| DELL 3100 COMPUTERS (3) | 2007-06-30 | 2490 | SL | 498 | 0 | 498 | 1245 | 5.000000000000 |
| BLACK AND WHITE PRINTER | 2007-06-30 | 200 | SL | 40 | 0 | 40 | 100 | 5.000000000000 |
| BATTERY BIKES (3) | 2007-06-30 | 960 | SL | 192 | 0 | 192 | 480 | 5.000000000000 |
| LAND ON STREET 13 | 2008-06-05 | 65000 | L | 0 | 0 | 0 | ||
| DELL 3100 COMPUTER (1) | 2008-06-30 | 800 | SL | 160 | 0 | 160 | 240 | 5.000000000000 |
| BLACK AND WHITE PRINTER | 2008-06-30 | 200 | SL | 40 | 0 | 40 | 60 | 5.000000000000 |
| MOTORCYCLE | 2008-06-30 | 850 | SL | 170 | 0 | 170 | 255 | 5.000000000000 |
| MATTRESSES (36) | 2008-06-30 | 1950 | SL | 279 | 0 | 279 | 585 | 7.000000000000 |
| DORMITORY ON STREET 13 | 2009-06-30 | 288752 | SL | 7404 | 0 | 7404 | 4017 | 39.000000000000 |
| HONDA MOTORCYCLES (10) | 2009-06-30 | 8500 | SL | 1700 | 0 | 1700 | 5100 | 5.000000000000 |
| DELL 760V COMPUTERS (10) | 2009-06-30 | 6640 | SL | 1328 | 0 | 1328 | 3984 | 5.000000000000 |
| BATTERY BIKES (4) | 2009-06-30 | 1120 | SL | 224 | 0 | 224 | 672 | 5.000000000000 |
| CANON PRITER SCANNER (1) | 2009-06-30 | 360 | SL | 72 | 0 | 72 | 216 | 5.000000000000 |
| TELEVISION (LARGE SCREEN) | 2009-06-30 | 1100 | SL | 220 | 0 | 220 | 629 | 5.000000000000 |
| DVD PLAYER | 2009-06-30 | 300 | SL | 60 | 0 | 60 | 171 | 5.000000000000 |
| DIGITAL PROJECTOR | 2009-06-30 | 550 | SL | 110 | 0 | 110 | 314 | 5.000000000000 |
| MATTRESSES (48) | 2009-06-30 | 2600 | SL | 371 | 0 | 371 | 1486 | 7.000000000000 |
| BUNK BEDS (24) | 2009-06-30 | 4080 | 200DB | 499 | 0 | 583 | 2332 | 7.000000000000 |
| DESKS AND CHAIRS (48) | 2009-06-30 | 5520 | 200DB | 676 | 0 | 789 | 3154 | 7.000000000000 |
| WARDROBES (24) | 2009-06-30 | 6720 | 200DB | 823 | 0 | 960 | 3840 | 7.000000000000 |
| DESK LAMPS (48) | 2009-06-30 | 1440 | 200DB | 176 | 0 | 206 | 823 | 7.000000000000 |
| COUCHES (3) | 2009-06-30 | 1800 | 200DB | 220 | 0 | 257 | 1029 | 7.000000000000 |
| REFRIGERATOR | 2009-06-30 | 255 | 200DB | 29 | 0 | 36 | 153 | 7.000000000000 |
| PODIUM | 2009-06-30 | 250 | 200DB | 29 | 0 | 36 | 150 | 7.000000000000 |
| DELL 3100 COMPUTER (1) | 2010-06-30 | 800 | SL | 80 | 0 | 80 | 5.000000000000 | |
| A/C UNITS (2) | 2010-06-30 | 740 | SL | 74 | 0 | 74 | 5.000000000000 | |
| 4 ROOM PRIMARY SCHOOL BLD | 2005-01-05 | 33000 | SL | 846 | 0 | 846 | 4197 | 39.000000000000 |
| LAND ON 304 STREET | 2008-06-05 | 10095 | L | 0 | 0 | 0 | ||
| LAND ON TEUK THLA | 2010-06-03 | 78693 | L | 0 | 0 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| RBC ACCOUNT 30701544 | 93660 | 95156 |
| RBC ACCOUNT 30701540 | 1269034 | 1402180 |
| RBC ACCOUNT 31221277 | 115992 | 129090 |
| RBC ACCOUNT 31221281 | 202042 | 205921 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (34 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| LAND STREET 508 | 32000 | 0 | 32000 | 0 |
| DORMITORY STREET 508 | 113000 | 12435 | 100565 | 0 |
| DELL 3100 COMPUTERS (3) | 2250 | 2025 | 225 | 0 |
| CANON COLOR PRINTER | 350 | 315 | 35 | 0 |
| BLACK AND WHITE PRINTER | 200 | 180 | 20 | 0 |
| DELL 3100 COMPUTERS (3) | 2490 | 1743 | 747 | 0 |
| BLACK AND WHITE PRINTER | 200 | 140 | 60 | 0 |
| BATTERY BIKES (3) | 960 | 672 | 288 | 0 |
| LAND ON STREET 13 | 65000 | 0 | 65000 | 0 |
| DELL 3100 COMPUTER (1) | 800 | 400 | 400 | 0 |
| BLACK AND WHITE PRINTER | 200 | 100 | 100 | 0 |
| MOTORCYCLE | 850 | 425 | 425 | 0 |
| MATTRESSES (36) | 1950 | 864 | 1086 | 0 |
| DORMITORY ON STREET 13 | 288752 | 11421 | 277331 | 0 |
| HONDA MOTORCYCLES (10) | 8500 | 6800 | 1700 | 0 |
| DELL 760V COMPUTERS (10) | 6640 | 5312 | 1328 | 0 |
| BATTERY BIKES (4) | 1120 | 896 | 224 | 0 |
| CANON PRITER SCANNER (1) | 360 | 288 | 72 | 0 |
| TELEVISION (LARGE SCREEN) | 1100 | 849 | 251 | 0 |
| DVD PLAYER | 300 | 231 | 69 | 0 |
| DIGITAL PROJECTOR | 550 | 424 | 126 | 0 |
| MATTRESSES (48) | 2600 | 1857 | 743 | 0 |
| BUNK BEDS (24) | 4080 | 2831 | 1249 | 0 |
| DESKS AND CHAIRS (48) | 5520 | 3830 | 1690 | 0 |
| WARDROBES (24) | 6720 | 4663 | 2057 | 0 |
| DESK LAMPS (48) | 1440 | 999 | 441 | 0 |
| COUCHES (3) | 1800 | 1249 | 551 | 0 |
| REFRIGERATOR | 255 | 182 | 73 | 0 |
| PODIUM | 250 | 179 | 71 | 0 |
| DELL 3100 COMPUTER (1) | 800 | 80 | 720 | 0 |
| A/C UNITS (2) | 740 | 74 | 666 | 0 |
| 4 ROOM PRIMARY SCHOOL BLD | 33000 | 5043 | 27957 | 0 |
| LAND ON 304 STREET | 10095 | 0 | 10095 | 0 |
| LAND ON TEUK THLA | 78693 | 0 | 78693 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| OPERATING EXPENSES - UNIV WNM | 147626 | 0 | 0 | 147626 |
| TUITION SUPPORT | 36211 | 0 | 0 | 36211 |
| BANK FEES | 159 | 0 | 159 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FUNDRAISING CONSULTATION | $4,000 | 0 | 4000 | 0 |
| INVESTMENT MANAGEMENT | $11,868 | 11868 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DANIEL AND KAREN PRITZKER | PersonName |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES | $898 | 898 | 0 | 0 |
| STATE FILING FEES | $349 | 0 | 349 | 0 |
Comments