PULVERMANN CHARITABLE TR: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PULVERMANN CHARITABLE TR (EIN 27-6762467)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-27
- IRS object ID
- 201112709349100601
- 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
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-27T12:44:58-07:00 | 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 | Richard M Freiberg CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 Fuller Road | AddressLine1 |
| City | Briarcliff Manor | City |
| State | NY | State |
| ZIP Code | 10510 | 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 | 276762467 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PULVERMANN CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PULV | NameControl |
| Phone | 2038622440 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | JAMES A FULTON TRUSTEE 6 NOLAN LA | AddressLine1 |
| City | DARIEN | City |
| State | CT | State |
| ZIP Code | 06820 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES A FULTON | Name |
| Title | Trustee | Title |
| Date Signed | 2011-09-27 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD FREIBERG | Name |
| Phone | 9149235084 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | X | InitialReturn |
| Initial Return Former Public Chrty | X | InitialReturnFormerPublicChrty |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1304192 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1243071 | ContriReceivedRevAndExpnss |
| Interest On Savings Net Invst Incm | 3376 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 3376 | InterestOnSavingsAdjNetIncm |
| Dividends Net Invst Incm | 4249 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 4249 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 2334 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 45185 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2334 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 2334 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 7834 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 209 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 209 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 1253239 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10168 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 10168 | TotalAdjustedNetIncome |
| Other Prof Fees Rev And Expnss | 1548 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1548 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 1548 | OtherProfFeesAdjNetIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 1548 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1548 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 1548 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1548 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1548 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 1548 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1251691 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8620 | NetInvestmentIncome |
| Adjusted Net Income | 8620 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 25000 | CashEOY |
| Cash EOYFMV | 25000 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 723144 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 723144 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock EOYFMV | 324143 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds EOYFMV | 231905 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOY | 503547 | InvestmentsOtherEOY |
| Total Assets EOY | 1251691 | TotalAssetsEOY |
| Total Assets EOYFMV | 1304192 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock EOY | 1243071 | CapitalStockEOY |
| Retained Earnings EOY | 8620 | RetainedEarningsEOY |
| Total Net Assets EOY | 1251691 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 0 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1251691 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Of Revenue Over Expenses | 1251691 | ExcessOfRevenueOverExpenses |
| Subtotal | 1251691 | Subtotal |
| Total Net Assets Fund Balances EOY | 1251691 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 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 |
|---|---|---|---|---|---|---|---|
| 1000 TICC CAPITAL | P | 2010-10-14 | 2010-12-13 | 10764 | 10271 | 493 | 493 |
| 400 TICC CAPITAL | P | 2010-10-14 | 2010-12-09 | 4236 | 4184 | 52 | 52 |
| FRAC ISHARES SILVER TRUST | P | 2010-11-01 | 2010-12-31 | 4 | 4 | ||
| FRAC ISHARES SILVER TRUST | P | 2010-09-14 | 2010-12-31 | 4 | 3 | 1 | 1 |
| 200 ISHARES SILVER TRUST | P | 2010-10-27 | 2010-11-15 | 5092 | 4622 | 470 | 470 |
| 200 INTEL | P | 2010-09-20 | 2010-12-09 | 4333 | 3789 | 544 | 544 |
| 200 ENTERTAINMENT PPTYS CV 9% | P | 2010-11-03 | 2010-12-09 | 5714 | 5780 | -66 | -66 |
| 200 CLAYMORE CHINA SMALL CAP INDEX | P | 2010-09-09 | 2010-12-28 | 5849 | 5679 | 170 | 170 |
| 200 CLAYMORE CHINA SMALL CAP INDEX | P | 2010-09-09 | 2010-12-20 | 5978 | 5679 | 299 | 299 |
| 100 CLAYMORE CHINA SMALL CAP INDEX | P | 2010-09-09 | 2010-11-12 | 3211 | 2840 | 371 | 371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2334 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 2334 | NetShortTermCapitalGainOrLoss |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 172 | InvestmentIncomeExciseTax |
| Subtotal | 172 | Subtotal |
| Tax Based On Investment Income | 172 | TaxBasedOnInvestmentIncome |
| Tax Due | 172 | 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 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITMAN BREED ABBOTT & MORGAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2038622440 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WEST PUTNAM AVE | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06830 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JAMES A FULTON | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 NOLAN LANE | AddressLine1 |
| City | DARIEN | City |
| State | CT | State |
| ZIP Code | 06820 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 527007 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 741256 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1268263 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1268263 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 19024 | CashDeemedCharitable |
| Net Noncharitable Assets | 1249239 | NetNoncharitableAssets |
| Minimum Investment Return | 62462 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 62462 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 172 | TaxBasedOnInvestmentIncome |
| Total Tax | 172 | TotalTax |
| Distributable Amount Before Adj | 62290 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 62290 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 62290 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 62290 | DistributableAmountAsAdjusted |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Undistributed Income CY | 62290 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 7625 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2334 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROYALTIES, NET | Description |
| Related Or Exempt Function Income | 209 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 10168 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10168 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ARCADE TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WEST PUTNAM AVE | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06830 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1243071 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ROYALTIES, NET | 209 | 209 | 209 |
| Other Investment Income | 7625 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $1,548 | Amount |
| Net Investment Income | 1548 | NetInvestmentIncome |
| Adjusted Net Income | 1548 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ARCADE TRUST | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WEST PUTNAM AVE | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06830 | ZIPCode |