GREENSPAN FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GREENSPAN FOUNDATION (EIN 02-6008379)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2011-07-26
- IRS object ID
- 201112079349100306
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-26T17:48:45-05:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE H SOBEL CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 MADISON AVE SUITE 1500 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100160601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026008379 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GREENSPAN FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O JILL G SCHIFFMAN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GREE | NameControl |
| Phone | 6036433662 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 RIP ROAD | AddressLine1 |
| City | HANOVER | City |
| State | NH | State |
| ZIP Code | 03755 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JILL SCHIFFMAN | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2011-07-19 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE H SOBEL | Name |
| Phone | 2123705990 | Phone |
| 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2547431 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 57816 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 57816 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 57431 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 625411 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 57431 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 115247 | TotalRevenueAndExpenses |
| Total Net Investment Income | 115247 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 10000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 3333 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 6667 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1750 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1750 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 949 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 949 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 17496 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15712 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1709 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 31945 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 21744 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10126 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 108200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 108200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 140145 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 21744 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 118326 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -24898 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 93503 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2667 | CashBOY |
| Cash EOY | 6755 | CashEOY |
| Cash EOYFMV | 6755 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 8124 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4963 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4963 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 76625 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 75553 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 79846 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1993191 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1928692 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2299518 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 110000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 149746 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 156349 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2190607 | TotalAssetsBOY |
| Total Assets EOY | 2165709 | TotalAssetsEOY |
| Total Assets EOYFMV | 2547431 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 0 | AccountsPayableBOY |
| Accounts Payable EOY | 0 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2190607 | RetainedEarningsBOY |
| Retained Earnings EOY | 2165709 | RetainedEarningsEOY |
| Total Net Assets BOY | 2190607 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2165709 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2190607 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2165709 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2190607 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -24898 | ExcessOfRevenueOverExpenses |
| Subtotal | 2165709 | Subtotal |
| Total Net Assets Fund Balances EOY | 2165709 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (64 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 105 SHS M & T BANK CORP. | P | 2010-01-08 | 2010-06-23 | 9640 | 7332 | 2308 | 2308 |
| 410 SHS ARCH COAL INC. | P | 2009-12-28 | 2010-07-14 | 8377 | 9679 | -1302 | -1302 |
| 3000 SHS VANGUARD ADMIRAL GNMA FD #536 | P | 2010-03-29 | 2010-07-22 | 33150 | 31897 | 1253 | 1253 |
| 1915 SHS ADVANCED MICRO DEVICES INC | P | 2009-09-15 | 2010-08-11 | 12263 | 11429 | 834 | 834 |
| 50 SHS BEST BUY CO INC | P | 2009-11-19 | 2010-08-11 | 1674 | 2134 | -460 | -460 |
| 3265 SHS ISHARES GOLD TR | P | 2010-05-06 | 2010-10-22 | 41988 | 37741 | 4247 | 4247 |
| 155 SHS KIMBERLY CLARK | P | 2009-11-05 | 2010-10-29 | 9727 | 9862 | -135 | -135 |
| 185 SHS CELGENE CORP. | P | 2010-04-29 | 2011-02-03 | 9526 | 11483 | -1957 | -1957 |
| 80 SHS AFFILIATED MANAGERS GROUP | P | 2010-09-28 | 2011-02-04 | 7998 | 6248 | 1750 | 1750 |
| 18 SHS AFFILIATED MANAGERS GROUP | P | 2010-03-04 | 2011-02-09 | 1817 | 1381 | 436 | 436 |
| 50 SHS BOEING CO | P | 2010-10-22 | 2011-04-12 | 3651 | 3580 | 71 | 71 |
| 50 SHS CAPITAL ONE FINL CORP | P | 2011-01-04 | 2011-04-12 | 2573 | 2179 | 394 | 394 |
| 170 SHS CBS CORP NEW CL B | P | 2010-08-11 | 2011-04-12 | 4117 | 2477 | 1640 | 1640 |
| 180 SHS ENERGIZER HLDGS INC | P | 2010-08-11 | 2011-04-12 | 12583 | 11275 | 1308 | 1308 |
| 50 SHS EXXON MOBIL CORP | P | 2011-02-04 | 2011-04-12 | 4152 | 4162 | -10 | -10 |
| 70 SHS HARTFORD FINANCIAL SVCS GROUP | P | 2011-01-04 | 2011-04-12 | 1862 | 1951 | -89 | -89 |
| 7 SHS GOOGLE INC. | P | 2010-10-29 | 2011-05-09 | 3716 | 4390 | -674 | -674 |
| 0.5 SHS CITIGROUP INC. | P | 2011-04-12 | 2011-05-17 | 21 | 23 | -2 | -2 |
| 232 SHS ISHARES MSCI TAIWAN INDEX FD | P | 2009-11-25 | 2010-11-04 | 3304 | 2939 | 365 | 365 |
| 180 SHS COACH INC. | P | 2009-03-26 | 2010-07-14 | 6605 | 3205 | 3400 | 3400 |
| 3450 SHS VANGUARD ADMIRAL FIXED ST CORP #539 | P | 2009-06-02 | 2010-07-21 | 37191 | 35052 | 2139 | 2139 |
| 2000 SHS VANGUARD ADMIRAL FIXED ST CORP #539 | P | 2009-06-02 | 2010-07-22 | 21560 | 20320 | 1240 | 1240 |
| 200 SHS MEDCO HEALTH SOLUTIONS | P | 2009-07-09 | 2010-08-03 | 9463 | 9424 | 39 | 39 |
| 240 SHS BEST BUY CO INC | P | 2009-04-24 | 2010-08-11 | 8035 | 9630 | -1595 | -1595 |
| 700 SHS NABORS INDUSTIRES LTD | P | 2007-05-08 | 2010-08-11 | 11428 | 23546 | -12118 | -12118 |
| 385 SHS ALBERTO CULVER CO NEW | P | 2009-09-08 | 2010-09-28 | 14485 | 10435 | 4050 | 4050 |
| 238 SHS SEC SPDR MATLS | P | 2009-08-07 | 2010-09-28 | 7828 | 7275 | 553 | 553 |
| 170 SHS SEC SPDR MATLS | P | 2009-08-07 | 2010-10-01 | 5605 | 5197 | 408 | 408 |
| 215 SHS M&T BANK CORP. | P | 2009-08-06 | 2010-10-07 | 16625 | 12770 | 3855 | 3855 |
| 345 SHS QUEST DIAGNOSTIC INC. | P | 2008-09-04 | 2010-10-22 | 16797 | 18666 | -1869 | -1869 |
| 325 SHS HEWLETT PACKARD CO. | P | 2008-09-04 | 2010-10-29 | 13681 | 14444 | -763 | -763 |
| 250 SHS MICROSOFT CORP. | P | 2001-08-31 | 2010-10-29 | 6675 | 7168 | -493 | -493 |
| 10000 SHS ISRAEL ST LIBOR FLTG RATE 11/1/10 | P | 2000-11-01 | 2010-11-01 | 10000 | 10000 | ||
| 600 SHS ISHARES MSCI TAIWAN INDEX FD | P | 2008-04-23 | 2010-11-04 | 8545 | 10144 | -1599 | -1599 |
| 50000 SHS FED NATL MTG ASSN 6.625% 11/15/10 | P | 2000-12-11 | 2010-11-15 | 50000 | 51645 | -1645 | -1645 |
| 246 SHS TJX COMPANIES | P | 2008-10-27 | 2011-01-04 | 10747 | 5971 | 4776 | 4776 |
| 167 SHS AFLAC INC. | P | 2007-05-15 | 2011-02-04 | 9509 | 8726 | 783 | 783 |
| 375 SHS TARGET CORP. | P | 2009-09-15 | 2011-02-04 | 20392 | 16618 | 3774 | 3774 |
| 306 SHS CISCO SYSTEMS | P | 1980-01-01 | 2011-02-09 | 6701 | 6461 | 240 | 240 |
| 125 SHS ALTERA CORP. | P | 2010-02-16 | 2011-03-02 | 5293 | 2930 | 2363 | 2363 |
| 110 SHS CATERPILLAR INC. | P | 2009-07-22 | 2011-03-02 | 11072 | 4255 | 6817 | 6817 |
| 115 SHS SEC SPDR MATLS | P | 2009-08-07 | 2011-03-02 | 4434 | 3515 | 919 | 919 |
| 270 SHS COACH INC. | P | 2009-03-26 | 2011-03-18 | 13445 | 4808 | 8637 | 8637 |
| 208 SHS AFLAC INC | P | 2007-05-15 | 2011-04-12 | 11037 | 10868 | 169 | 169 |
| 75 SHS ALTERA CORP | P | 2010-02-16 | 2011-04-12 | 3112 | 1758 | 1354 | 1354 |
| 25 SHS DEERE & CO | P | 2010-02-18 | 2011-04-12 | 2332 | 1432 | 900 | 900 |
| 200 SHS EMC CORP MASS | P | 2009-04-24 | 2011-04-12 | 5138 | 2676 | 2462 | 2462 |
| 50 SHS EMERSON ELECTRIC CO | P | 2009-03-26 | 2011-04-12 | 2850 | 1463 | 1387 | 1387 |
| 150 SHS ISHARES S&P SMALL CAP INDEX FD | P | 2008-07-24 | 2011-04-12 | 10770 | 9196 | 1574 | 1574 |
| 75 SHS ORACLE SYSTEMS CORP | P | 2007-05-15 | 2011-04-12 | 2491 | 1422 | 1069 | 1069 |
| 25 SHS PANERA BREAD CO CL A | P | 2009-11-19 | 2011-04-12 | 3002 | 1589 | 1413 | 1413 |
| 100 SHS SPDR S&P MIDCAP 400 ETF TR | P | 2008-04-23 | 2011-04-12 | 17603 | 15010 | 2593 | 2593 |
| 175 SHS WAL-MART STORES | P | 2009-09-08 | 2011-04-12 | 9366 | 9013 | 353 | 353 |
| 100 SHS WALT DISNEY CO | P | 2009-11-19 | 2011-04-12 | 4153 | 3025 | 1128 | 1128 |
| 998 SHS BANK OF AMERICA CORP | P | 2008-11-28 | 2011-04-21 | 12285 | 21405 | -9120 | -9120 |
| 100 SHS EMC CORP MASS | P | 2009-04-24 | 2011-05-05 | 2711 | 1198 | 1513 | 1513 |
| 50 SHS HERSHEY CO | P | 2009-02-19 | 2011-05-05 | 2827 | 1772 | 1055 | 1055 |
| 50 SHS WALT DISNEY CO | P | 2009-11-19 | 2011-05-05 | 2147 | 1512 | 635 | 635 |
| 60 SHS ALTERA CORP. | P | 2010-02-16 | 2011-05-09 | 2866 | 1406 | 1460 | 1460 |
| 20 SHS EMC CORP MASS | P | 2009-04-24 | 2011-05-09 | 543 | 240 | 303 | 303 |
| 250 SHS EMERSON ELEC. CO. | P | 2009-03-26 | 2011-05-09 | 13823 | 7315 | 6508 | 6508 |
| 230 SHS FREEPORT-MCMORAN COPPER & GOLD | P | 2009-11-19 | 2011-05-09 | 11609 | 9668 | 1941 | 1941 |
| 10 SHS GOOGLE INC. | P | 2009-11-05 | 2011-05-09 | 1614 | 1645 | -31 | -31 |
| CAPITAL GAIN DIVIDENDS | P | 4877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 57431 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 120802 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2198651 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054944 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 119770 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2205086 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.054315 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 128620 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2871869 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044786 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 136168 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2638871 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051601 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 148626 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2573032 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.057763 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.263409 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052682 | AverageDistributionRatio |
| Net Noncharitable Assets | 2370471 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 124881 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 935 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 125816 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 118326 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1870 | InvestmentIncomeExciseTax |
| Subtotal | 1870 | Subtotal |
| Tax Based On Investment Income | 1870 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 680 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 680 | TotalCreditsAndPayments |
| Tax Due | 1190 | 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 |
| States Filed With | NH | StatesFiledWith |
| Form990 PF Filed With AG | true | 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILL SCHIFFMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6036433662 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 RIP ROAD | AddressLine1 |
| City | HANOVER | City |
| State | NH | State |
| ZIP Code | 03755 | 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 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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 |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| JILL G SCHIFFMAN | ||||||||
| 24 RIP ROAD | HANOVER | NH | 03755 | TRUSTEE | 2.0 | 8000 | 0 | 0 |
| BARBARA G JACOBSON | ||||||||
| 1700 OAK AVENUE | MENLO PARK | CA | 94025 | TRUSTEE | 1.0 | 2000 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2370663 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 35907 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2406570 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2406570 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 36099 | CashDeemedCharitable |
| Net Noncharitable Assets | 2370471 | NetNoncharitableAssets |
| Minimum Investment Return | 118524 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 118524 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1870 | TaxBasedOnInvestmentIncome |
| Total Tax | 1870 | TotalTax |
| Distributable Amount Before Adj | 116654 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 116654 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 116654 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 118326 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 118326 | QualifyingDistributions |
| Adj Qualifying Distributions | 118326 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 116654 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year5 | 6936 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 10220 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 10419 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 11540 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 39115 | TotalExcessDistriCarryover |
| Qualifying Distributions | 118326 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 116654 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1672 | RemainingDistriFromCorpus |
| Total Corpus | 40787 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 6936 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 33851 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 10220 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 10419 | ExcessFromYear2 |
| Excess From Year1 | 11540 | ExcessFromYear1 |
| Excess From Current Year | 1672 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JILL SCHIFFMAN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 RIP ROAD | AddressLine1 |
| City | HANOVER | City |
| State | NH | State |
| ZIP Code | 03755 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6036433662 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN APPLICATIONS AND ORGANIZATIONS BACKGROUND | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (59 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| ACCELERATED CURE PROJECT FOR MULTIPLE SCLEROSIS | |||||||
| 300 FIFTH AVE | WALTHAM | MA | 02451 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| AMERICAN RED CROSS | |||||||
| 425 RESERVOIR AVE | MANCHESTER | NH | 03104 | PUBLIC | ANNUAL FUND | $500 | |
| ANTI DEFAMATION LEAGUE | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | PUBLIC | ANNUAL FUND | $500 | |
| ARLINGTON SCHOOL AT MCLEAN HOSPITAL | |||||||
| 115 MILL STREET | BELMONT | MA | 02478 | PUBLIC | MEMORIAL CONTRIBUTION | $1,500 | |
| BRANDEIS HILLEL DAY SCHOOL | |||||||
| 655 BROTHERHOOD WAY | SAN FRANCISCO | CA | 94132 | PUBLIC | SCHOLARSHIPS CAPITAL CAMPAIGN | $3,500 | |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE WAY | SAN FRANCISCO | CA | 94118 | PUBLIC | GENERAL SUPPORT | $2,000 | GOLDEN GATE PARK |
| CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION | |||||||
| NEO-NATAL CARE UNIT | SAN FRANCISCO | CA | 941450902 | PUBLIC | GENERAL SUPPORT | $1,000 | PO BOX 45902 |
| CAREGIVERS INC | |||||||
| 45 SOUTH RIVER ROAD | BEDFORD | NH | 03110 | PUBLIC | ANNUAL APPEAL | $500 | |
| CHAD | |||||||
| 1 MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | PUBLIC | MEMORIAL CONTRIBUTION | $500 | |
| CHILD HEALTH SERVICES | |||||||
| 1245 ELM ST | MANCHESTER | NH | 03101 | PUBLIC | ANNUAL FUND | $2,000 | |
| COLBY-SAWYER COLLEGE | |||||||
| 100 MAIN STREET | NEW LONDON | NH | 03257 | PUBLIC | ANNUAL FUND | $6,000 | |
| COLUMBIABARNARD HILLEL | |||||||
| 606 WEST 115TH STREET | NEW YORK | NY | 10025 | PUBLIC | ROBERT KRAFT FAMILY CENTER FOR JEWISH STUDENT LIFE | $500 | |
| COLUMBIA UNIVERSITY | |||||||
| 525 W 120TH STREET | NEW YORK | NY | 100279988 | PUBLIC | FOR TEACHERS COLLEGE | $1,000 | |
| CAMP KESEM HILLER AT STANFORD | |||||||
| PO BOX 20526 | STANFORD | CA | 94309 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| CASTING FOR RECOVERY | |||||||
| PO BOX 1123 | MANCHESTER | VT | 05254 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| DARTMOUTH MEDICAL SCHOOL | |||||||
| 1 MEDICAL CENTER DR HB 7070 | LEBANON | NH | 03756 | PUBLIC | SCHOLARSHIP FUND | $2,000 | |
| DARTMOUTH-HITCHCOCK MEDICAL CENTER | |||||||
| 1 MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | PUBLIC | ANNUAL FUND NORRIS COTTON CANCER CENTER | $1,500 | |
| DAVID'S HOUSE | |||||||
| PO BOX 660 | LEBANON | NH | 03766 | PUBLIC | FOR THE EXALTED LOON | $1,000 | |
| EASTSIDE PREPARATORY SCHOOL | |||||||
| 1041 MYRTLE STREET | PALO ALTO | CA | 94303 | PUBLIC | GENERAL DONATION | $2,000 | |
| ELLIOT HOSPITAL | |||||||
| ONE ELLIOT WAY | MANCHESTER | NH | 03103 | PUBLIC | ANNUAL DONATION CAPITAL CAMPAIGN PURCHASE OF MANIKIN | $20,500 | |
| FIRST CO DEKA | |||||||
| 200 BEDFORD STREET | MANCHESTER | NH | 03101 | PUBLIC | ANNUAL DONATION | $1,000 | |
| FOUNDATION FOR BELMONT EDUCATION | |||||||
| PO BOX 518 | BELMONT | MA | 02478 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| GOOD BEGINNINGS OF THE UPPER VALLEY | |||||||
| 66 BENNING STREET STE 6 | WEST LEBANON | NH | 03784 | PUBLIC | GENERAL DONATION | $500 | |
| GOOD NEIGHBOR HEALTH CLINIC | |||||||
| 70 NORTH MAIN STREET | WHITE RIVER JUNCTION | VT | 05001 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| GRANITE UNITED WAY | |||||||
| 22 CONCORD ST 2ND FL | MANCHESTER | NH | 03101 | PUBLIC | ANNUAL DRIVE | $2,000 | |
| JEWISH WOMEN'S ARCHIVE | |||||||
| 138 HARVARD STREET | BROOKLINE | MA | 02446 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| KOMEN SUSAN G FOR THE CURE | |||||||
| 5005 LBJ FREEWAY STE 250 | DALLAS | TX | 75244 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| LEAGUE OF NH CRAFTSMEN | |||||||
| 205 NORTH MAIN STREET | CONCORD | NH | 033015080 | PUBLIC | DEBBIE GRANT EDUCATIONAL FUND | $1,000 | |
| LUCILE PACKARD CHILDREN'S HOSPITAL | |||||||
| 725 WELCH ROAD | PALO ALTO | CA | 94304 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| MANCHESTER COMMUNITY THEATRE PLAYERS | |||||||
| 220 OAK STREET | MANCHESTER | NH | 03104 | PUBLIC | PROGRAM SUPPORT | $500 | |
| GRASSROOT SOCCER INC | |||||||
| PO BOX 712 | NORWICH | VT | 05055 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| MANCHESTER REGIONAL COMMUNITY FOUNDATION | |||||||
| 37 PLEASANT STREET | CONCORD | NH | 033014005 | PUBLIC | ETHEL & SAUL GREENSPAN FUND | $5,000 | |
| MONTSHIRE MUSEUM OF SCIENCE | |||||||
| 1 MONTSHIRE ROAD | NORWICH | VT | 05055 | PUBLIC | FOR AQUATIC EXHIBITIONS | $2,000 | |
| MOORE CENTER SERVICES | |||||||
| 132 TITUS AVE | MANCHESTER | NH | 03103 | PUBLIC | CAMPERSHIP PROGRAM ROSE GARDEN SPONSOR CAPITAL CAMPAIGN | $1,500 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| NO CALIFORNIA CHAPTER | OAKLAND | CA | 946230664 | PUBLIC | SUPPORT | $2,500 | PO BOX 23664 |
| NH CHARITABLE FOUNDATION | |||||||
| 37 PLEASANT STREET | CONCORD | NH | 03301 | PUBLIC | LEW FELDSTEIN PUBLIC ISSUES FUND | $1,000 | |
| NEW HERIZONS FOR NH INC | |||||||
| 199 MANCHESTER STREET | MANCHESTER | NH | 031050199 | PUBLIC | WALK FOR HUNGER | $1,000 | |
| NEW LONDON HOSPITAL | |||||||
| 273 COUNTY ROAD | NEW LONDON | NH | 03257 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| RED LOGAN DENTAL CLINIC | |||||||
| 70 NORTH MAIN STREET | WHITE RIVER JUNCTION | VT | 05001 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| RONALD MCDONALD HOUSE AT STANFORD | |||||||
| 520 SAND HILL ROAD | PALO ALTO | CA | 943042001 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| HUCKLEBERRY YOUTH SERVICES | |||||||
| 3210 GEARY BLVD | SAN FRANCISCO | CA | 94118 | PUBLIC | FOR CARC/TARC PROGRAMS | $1,000 | |
| SECOND HARVEST FOOD BANK | |||||||
| 750 CURTNER AVE | SAN JOSE | CA | 951252118 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| SMITH COLLEGE | |||||||
| 33 ELM STREET | NORTHAMPTON | MA | 01063 | PUBLIC | MATCHING GRANT FOR CLASS OF '62 | $5,000 | |
| SONRISAS COMMUNITY DENTAL CENTER | |||||||
| 210 SAN MATEO ROAD STE 104 | HALF MOON BAY | CA | 94019 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| TEMPLE ADATH YESHURUN | |||||||
| 152 PROSPECT STREET | MANCHESTER | NH | 03104 | PUBLIC | HIGH HOLY DAY DONATION MAZON | $1,000 | |
| THE UPPER VALLEY HAVEN | |||||||
| 713 HARTFORD AVE | WHITE RIVER JUNCTION | VT | 05001 | PUBLIC | FOOD PANTRY | $1,000 | |
| UPPER VALLEY JEWISH COMMUNITY | |||||||
| ROTH CENTER | HANOVER | NH | 03755 | PUBLIC | GENERAL SUPPORT | $1,000 | 5 OCCOM RIDGE |
| VNA OF MANCHESTER & SOUTH NH | |||||||
| 33 SOUTH COMMERCIAL STREET STE 401 | MANCHESTER | NH | 03101 | PUBLIC | ALZHEIMER'S CARE | $2,000 | |
| VNA-HOSPICE OF VT & NH | |||||||
| 66 BENNING STREET STE 6 | WEST LEBANON | NH | 03784 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| WILD CENTER | |||||||
| 45 MUSEUM DRIVE | TUPPER LAKE | NY | 12986 | PUBLIC | ANNUAL DONATION MEMORIAL DONATION | $5,000 | |
| WOMEN'S FUND OF NH | |||||||
| 46 SOUTH MAIN STREET | CONCORD | NH | 03301 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| LYME FOUNDATION | |||||||
| PO BOX 292 | LYME | NH | 03768 | PRIVET | LIFE FUND | $2,000 | |
| MAYHEW PROGRAM | |||||||
| PO BOX 120 | BRISTOL | NH | 03222 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| PLANNED PARENTHOOD OF NO NE | |||||||
| 89 SOUTH MAIN ST | W LEBANON | NH | 03784 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| SCOTTISH RITE CHARITIES | |||||||
| PO BOX 517 | LEXINGTON | MA | 02420 | PUBLIC | MEMORIAL CONTRIBUTION | $200 | |
| UCSF FOUNDATION | |||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 941450339 | PUBLIC | MEMORIAL CONTRIBUTION | $500 | |
| YMCA | |||||||
| PO BOX 185 | GRANTHAM | NH | 03753 | PUBLIC | CAMP CONSISTON CENTENNAIAL CELEBRATION | $1,000 | |
| YMCA OF SAN FRANCISCO | |||||||
| 631 HOWARD ST STE 500 | SAN FRANCISCO | CA | 94105 | PUBLIC | POINT BONITO PROGRAM | $1,000 | |
| CREATE NOW | |||||||
| 1611 S HOPE ST SUITE E | LOS ANGELES | CA | 90015 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 108200 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BRANDEIS HILLEL DAY SCHOOL | ||||||
| 655 BROTHERHOOD WAY | SAN FRANCISCO | CA | 94132 | PRIVATE | BUILDING THE FUTURE CAMPAIGN | $2,500 |
| ELLIOT HOSPITAL | ||||||
| ONE ELLIOT WAY | MANCHESTER | NH | 03103 | PUBLIC | CAPITAL CAMPAIGN | $20,000 |
| MARY & JOHN ELLIOT CHARITABLE FOUNDATION | ||||||
| 4 ELLIOT WAY SUITE 301 | MANCHESTER | NH | 03103 | PUBLIC | TEACHING MANIKIN | $13,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 36000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $57,816 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $57,431 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $115,247 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 115247 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (8 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 25M ISRAEL STATE DIR BD 3RD | ||
| JUBILEE ISSUE 5.55% 6/1/2014 | 25000 | 25000 |
| 10M ISRAEL STATE 2ND LIBOR | ||
| FLOATING RATE 11/1/2010 | 0 | 0 |
| 75M EL DU PONT DE NEMOUR | ||
| & CO 4.625% 1/15/2020 | 75000 | 79905 |
| 50M MORGAN STANLEY 5.5% | ||
| 7/24/2020 | 49746 | 51444 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (131 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 250 SHS ABBOTT LABORATORIES | 10225 | 13063 |
| 1915SHS ADVD MICRO DEVICES INC | 0 | 0 |
| 315 SHS AETNA INC NEW | 10400 | 13759 |
| 108SHS AFFILIATED MGRS GRP INC | 8288 | 11419 |
| 375 SHS AFLAC INC | 0 | 0 |
| 385 SHS ALBERTO CULVER CO. NEW | 0 | 0 |
| 225 SHS ALLEGHENY TECHNOLOGIES | 11666 | 17084 |
| 340 SHS ALTERA CORP. | 7970 | 16351 |
| 135 SHS APACHE CORP. | 13314 | 16820 |
| 85 SHS APPLE COMPUTER INC. | 21591 | 29566 |
| 410 SHS ARCH COAL INC. | 0 | 0 |
| 525 SHS AT&T INC. | 21273 | 16569 |
| 250 SHS BAKER HUGHES, INC. | 20100 | 18482 |
| 998 SHS BANK OF AMERICA CORP. | 0 | 0 |
| 160 SHS BECTON DICKINSON & CO. | 12507 | 14008 |
| 290 SHS BEST BUY CO. INC. | 0 | 0 |
| 250 SHS BOEING CO. | 13094 | 19508 |
| 415 SHS CAPITAL ONE FINL CORP | 17893 | 22551 |
| 120 SHS CATERPILLAR INC. | 4641 | 12696 |
| 185 SHS CELGENE CORP. | 0 | 0 |
| 510 SHS CB RICHARD ELLIS GROUP | 9576 | 13479 |
| 800 SHS CBS CORP. NEW CL B | 11633 | 22360 |
| 275 SHS CHEVRON CORP | 19987 | 28850 |
| 445 SHS CIGNA | 16756 | 22201 |
| 233 SHS CITIGROUP INC COM NEW | 10835 | 9588 |
| 160 SHS COLGATE-PALMOLIVE CO | 13235 | 14005 |
| 494 SHS CISCO SYSTEMS | 10413 | 8299 |
| 450 SHS COACH INC | 0 | 0 |
| 235 SHS COCA-COLA CO. | 10233 | 15700 |
| 200 SHS CONOCOPHILLIPS | 16336 | 14644 |
| 295 SHS CVS/CAREMARK CORP | 10665 | 11414 |
| 140 SHS DEERE& CO. | 8020 | 12051 |
| 210 SHS DEVON ENERGY CORP. NEW | 13508 | 17655 |
| 880 SHS E M C CORP MASS | 10542 | 25054 |
| 300 SHS EMERSON ELECTRIC CO. | 0 | 0 |
| 290 SHS EDISON INTERNATIONAL | 10866 | 11414 |
| 200 SHS EXELON CORP. | 15426 | 8370 |
| 387 SHS EXXON MOBIL CORP. | 30416 | 32303 |
| 115 SHS FREEPORT-MCMORAN | ||
| COPPER & GOLD INC CL B | 0 | 0 |
| 685 SHS GENERAL ELECTRIC CO. | 19936 | 13453 |
| 120 SHS GOLDMAN SACHS GRP INC | 23668 | 16888 |
| 20 SHS GOOGLE INC. | 10901 | 10580 |
| 650 SHS HARTFORD FINANCIAL | ||
| SVCES GROUP INC | 10370 | 17323 |
| 370 SHS HERSHEY COMPANY | 13114 | 20620 |
| 325 SHS HEWLETT PACKARD CO. | 0 | 0 |
| 215 SHS ILLINOIS TOOL WORKS | 12509 | 12324 |
| 1000 SHS INTEL CORP. | 19393 | 22510 |
| 165 SHS IBM | 20265 | 27873 |
| 785 SHS ISHARES COMEX GOLD TR | 0 | 0 |
| 59 SHS ISHARES FTSE/XINHUA | ||
| CHINA 25 INDEX | 2672 | 2677 |
| 786 SHS ISHARES MSCI CDA INDEX | 22721 | 25859 |
| 345 SHS ISHARES INCMSCI BRAZIL | ||
| FREE INDEX | 29360 | 25951 |
| 1300 SHS ISHARES MSCI EMU | ||
| INDEX FD | 51354 | 51792 |
| 313 SHS ISHARES MSCI SO KOREA | ||
| INDEX FD | 14586 | 20661 |
| 1042 SHS ISHARES MSCI PACIFIC | ||
| EX-JAPAN INDEX FD | 44445 | 51131 |
| 258 SHS ISHARES MSCI SWEDEN | ||
| INDEX FD | 6618 | 8994 |
| 887SHS ISHARES MSCI SWIZERLAND | ||
| INDEX FD | 20293 | 25155 |
| 832 SHS ISHARES MSCI TAIWAN | ||
| INDEX FD | 0 | 0 |
| 1688 SHS ISHARES MSCI UK | ||
| INDEX FD | 28848 | 31498 |
| 3495 SHS ISHARES MSCI-JAPAN | 33342 | 35894 |
| 1978 SHS IHARES S&P SMALL CAP | ||
| INDEX FD | 102083 | 148034 |
| 644 SHS ISHARES COHEN & ST REA | 42336 | 48699 |
| 4585 SHS ISHARES GOLD TRUST | 36724 | 68729 |
| 484 SHS ISHARES MSCI GERMANY | 12060 | 13141 |
| 640 SHS JABIL CIRCUIT INC | 13601 | 13811 |
| 475 SHS JP MORGAN CHASE & CO. | 23940 | 20409 |
| 325 SHS JUNIPER NETWORKS INC | 10404 | 11898 |
| 155 SHS KIMBERLY CLARK | 0 | 0 |
| 615 SHS LOWES COMPANYIES INC | 15333 | 14846 |
| 320 SHS M&T BANK CORP. | 0 | 0 |
| 180 SHS MANPOWER INC COM | 12436 | 11003 |
| 310 SHS MARRIOTT INT'L INC NEW | 11480 | 11721 |
| 50 SHS MASTERCARD INC. | 0 | 0 |
| 200 SHS MEDCO HEALTH | ||
| SOLUTIONS INC. | 0 | 0 |
| 385 SHS MERCK & CO INC NEW COM | 13486 | 14149 |
| 725SHS MICROSOFT CORP | 19722 | 18132 |
| 700 SHS NABORS INDUSTRIES LTD | 0 | 0 |
| 300 SHS NORSTROM INC. | 11538 | 14049 |
| 155 SHS NORFOLK SOUTHERN CORP | 8680 | 11363 |
| 600 SHS ORACLE SYSTEMS CORP. | 11376 | 20532 |
| 120 SHS PANERA BREAD CO. CL A | 7627 | 15004 |
| 190 SHS PEABODY ENERGY CORP | 9274 | 11658 |
| 215 SHS PEPSICO INC. | 14523 | 15291 |
| 1000 SHS PFIZER, INC. | 17755 | 21450 |
| 130 SHS PNC FINANCIAL SERVICES | 7946 | 8115 |
| 820 SHS PNM RES INC. | 11132 | 13555 |
| 293 SHS PROCTER & GAMBLE CO. | 12287 | 19631 |
| 345 SHS QUEST DIAGNOSTIC INC. | 0 | 0 |
| 585 SHS SELECT SEC SPDR | ||
| TR MATLS | 15211 | 23254 |
| 795 SHS SPDR INDEX SHS FDS | ||
| ASIA PACIF ETF | 56118 | 69109 |
| 1100 SHS SPDR S&P MIDCAP 400 | ||
| ETF TR UTSER1 | 151778 | 200838 |
| 305 SHS STARBUCKS CORP. | 6646 | 11221 |
| 265 SHS STRYKER CORP. | 15824 | 16536 |
| 515 SHS SUN TRUST BANKS INC. | 16203 | 14487 |
| 375 SHS TARGET CORP. | 0 | 0 |
| 246 SHS TJX COS. NEW | 0 | 0 |
| 175 SHS UNITED TECH. CORP | 12569 | 15360 |
| 500 SHS UNUM PROVIDENT CORP. | 13102 | 13155 |
| 200 SHS WAL-MART STORES | 10300 | 11044 |
| 450 SHS WALT DISNEY CO. | 12177 | 18734 |
| 375 SHS WASTE MGMT INC DEL COM | 14346 | 14580 |
| 475 SHS WELLS FARGO & CO NEW | 13855 | 13476 |
| 59 SHS WISDOMTREE TRUST INDIA | 1334 | 1389 |
| 150 SHS ZIMMER HOLDINGS INC | 10093 | 10164 |
| 225 SHS 3M CO. | 13258 | 21236 |
| 3140.75 SHS TEMPLETON GLOBAL | ||
| BD ADVISOR #616 | 36885 | 43876 |
| 1464.86 SHS VANGUARD ADMIRAL | ||
| FIXED INCOME CORP ST. FD #539 | 14887 | 15820 |
| 9019.72 SHS VANGUARD ADMIRAL | ||
| GNMA FD #536 | 94008 | 98766 |
| 16825.95 SHS VANGUARD INTER | ||
| TERM BD IDX SS #1350 | 179991 | 192489 |
| 3812.75 SHS VANGUARD INTER | ||
| TERM CORP FUND #71 | 38560 | 38318 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 75553 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 79846 | StateLocalSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEES - BOOKKEEPING | 4193 | 2516 | 1677 |
| FEES - BROKER/FIDUCIARY | 13163 | 13163 | |
| FILING FEES | 75 | ||
| OFFICE EXPENSE | 65 | 33 | 32 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES | $695 | 695 |
| EXCISE TAX | $254 | 254 |
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