GARDEN PATH ELDER LIVING INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GARDEN PATH ELDER LIVING INC (EIN 03-0179416)
- Tax period
- 2010-05-01 to 2011-04-30
- Filed
- 2011-12-15
- IRS object ID
- 201113499349100601
- 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
- Employee Compensation Expln
- Land Etc Schedule2
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-12-15T08:51:56-08:00 | Timestamp |
| Tax Period End Date | 2011-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pieciak & Company PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 797 | AddressLine1 |
| City | Brattleboro | City |
| State | VT | State |
| ZIP Code | 053020797 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030179416 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTON HOME INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOLT | NameControl |
| Phone | 8022544155 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 WESTERN AVENUE | AddressLine1 |
| City | BRATTLEBORO | City |
| State | VT | State |
| ZIP Code | 05301 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS MARTYN | Name |
| Title | Treasurer | Title |
| Date Signed | 2011-12-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Timothy C Fogg CPA | Name |
| Phone | 8022571307 | 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2861500 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 102590 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 511 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 511 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 511 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 5158 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5158 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 5158 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 3572 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 14643 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3572 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 809 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 1292592 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 1404423 | TotalRevenueAndExpenses |
| Total Net Investment Income | 9241 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 6478 | TotalAdjustedNetIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 600976 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 600976 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 7895 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 7895 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4897 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 245 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4897 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 15242 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 15242 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 76202 | InterestRevAndExpnss |
| Interest Dsbrs Chrtbl Prps | 76202 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 49699 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 49699 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 80285 | DeprecAndDepletionRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 6595 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 6595 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 456417 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1940 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 456417 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1298208 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2185 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1217923 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1298208 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2185 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1217923 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 106215 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7056 | NetInvestmentIncome |
| Adjusted Net Income | 6478 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 77352 | CashBOY |
| Cash EOY | 120795 | CashEOY |
| Cash EOYFMV | 120795 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 27125 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 56703 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 56703 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 21772 | AccountsReceivable |
| Accounts Receivable BOY | 33824 | AccountsReceivableBOY |
| Accounts Receivable EOY | 21772 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 21772 | AccountsReceivableEOYFMV |
| Pledges Receivable | 57390 | PledgesReceivable |
| Pledges Receivable BOY | 92870 | PledgesReceivableBOY |
| Pledges Receivable EOY | 57390 | PledgesReceivableEOY |
| Pledges Receivable EOYFMV | 57390 | PledgesReceivableEOYFMV |
| Prepaid Expenses BOY | 16662 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 23370 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 23370 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 184546 | InvestmentsOtherBOY |
| Investments Other EOY | 223976 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 223976 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 3394648 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 790105 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 2598909 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 2604543 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 2341494 | LandBuildingAndEquipmentEOYFMV |
| Other Assets EOY | 16000 | OtherAssetsEOY |
| Other Assets EOYFMV | 16000 | OtherAssetsEOYFMV |
| Total Assets BOY | 3031288 | TotalAssetsBOY |
| Total Assets EOY | 3124549 | TotalAssetsEOY |
| Total Assets EOYFMV | 2861500 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 50132 | AccountsPayableBOY |
| Accounts Payable EOY | 89077 | AccountsPayableEOY |
| Deferred Revenue BOY | 22763 | DeferredRevenueBOY |
| Deferred Revenue EOY | 20685 | DeferredRevenueEOY |
| Mortgages And Notes Payable BOY | 1370819 | MortgagesAndNotesPayableBOY |
| Mortgages And Notes Payable EOY | 1308359 | MortgagesAndNotesPayableEOY |
| Other Liabilities BOY | 1 | OtherLiabilitiesBOY |
| Total Liabilities BOY | 1443715 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1418121 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1513049 | UnrestrictedBOY |
| Unrestricted EOY | 1631904 | UnrestrictedEOY |
| Permanently Restricted BOY | 74524 | PermanentlyRestrictedBOY |
| Permanently Restricted EOY | 74524 | PermanentlyRestrictedEOY |
| Total Net Assets BOY | 1587573 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1706428 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3031288 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3124549 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1587573 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 106215 | ExcessOfRevenueOverExpenses |
| Other Increases | 12640 | OtherIncreases |
| Subtotal | 1706428 | Subtotal |
| Total Net Assets Fund Balances EOY | 1706428 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| SHORT CAP GAIN | P | 2010-01-01 | 2010-12-08 | 627 | 627 | 627 | |
| LONG CAP GAIN | P | 2000-01-01 | 2010-12-15 | 583 | 583 | 583 | |
| 51.423 T ROW PRICE GROWTH STOCK DISCRETION | P | 2000-01-01 | 2010-10-07 | 1481 | -93 | -93 | 1574 |
| 96.572 OAKMARK GLOBAL FUND I DISCRETION | P | 2000-01-01 | 2010-10-07 | 2000 | 16 | 16 | 1984 |
| 114.091 T ROWE PRICE HIGH YIELD ADVISOR CL | P | 2010-01-01 | 2010-05-19 | 743 | 182 | 182 | 561 |
| 1414.693 T ROWE PRICE HIGH YIELD ADVISOR CL | P | 2000-01-01 | 2010-05-19 | 9209 | 2257 | 2257 | 6952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3572 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 809 | NetShortTermCapitalGainOrLoss |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 141 | InvestmentIncomeExciseTax |
| Subtotal | 141 | Subtotal |
| Tax Based On Investment Income | 141 | TaxBasedOnInvestmentIncome |
| Tax Due | 141 | 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 | VT | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | 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 | WWW.HOLTONHOME.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CINDY JEROME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8022544155 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 158 WESTERN AVENUE | AddressLine1 |
| City | BRATTLEBORO | City |
| State | VT | State |
| ZIP Code | 05301 | 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 (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| PETER D CARVELL | ||||||
| 158 WESTERN AVENUE | BRATTLEBORO | VT | 05301 | Vice President | 0.50 | 0 |
| MARY SCOTT | ||||||
| 158 WESTERN AVE | BRATTLEBORO | VT | 05301 | Director | 0.50 | 0 |
| TAMMY MORSE | ||||||
| 158 WESTERN AVE | BRATTLEBORO | VT | 05301 | Director | 0.50 | 0 |
| JOY EVERETT | ||||||
| 158 WESTERN AVE | BRATTLEBORO | VT | 05301 | Director | 0.50 | 0 |
| LINDA RICE | ||||||
| 158 WESTERN AVE | BRATTLEBORO | VT | 05301 | Director | 0.50 | 0 |
| ELLEN SMITH | ||||||
| 158 WESTERN AVE | BRATTLEBORO | VT | 05301 | Director | 0.50 | 0 |
| TIMOTHY SHAFER MD | ||||||
| 158 WESTERN AVE | BRATTLEBORO | VT | 05301 | Director | 0.50 | 0 |
| DOROTHY RICE | ||||||
| 158 WESTERN AVE | BRATTLEBORO | VT | 05301 | VISITING COMMIT | 0.50 | 0 |
| LESLIE M MOREY | ||||||
| 158 WESTERN AVE | BRATTLEBORO | VT | 05301 | Director | 0.50 | 0 |
| MARION ABELL | ||||||
| 158 WESTERN AVE | BRATTLEBORO | VT | 05301 | Secretary | 0.50 | 0 |
| KELLI CREGO | ||||||
| 158 WESTERN AVE | BRATTLEBORO | VT | 05301 | President | 0.50 | 0 |
| THOMAS MARTYN | ||||||
| 158 WESTERN AVE | BRATTLEBORO | VT | 05301 | Treasurer | 0.75 | 0 |
| SUSAN LABARRE | ||||||
| 158 WESTERN AVE | BRATTLEBORO | VT | 05301 | Director | 0.50 | 0 |
| KAREN R CARROLL | ||||||
| 158 WESTERN AVE | BRATTLEBORO | VT | 05301 | Director | 0.50 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits |
|---|---|---|---|---|---|---|---|---|
| LINDA HASTINGS | 22 KEEGAN LANE | GREENFIELD | MA | 01301 | RES CARE DIRECTOR | 40.00 | 60962 | 2224 |
| CYNTHIA JEROME | 95 HAGUE ROAD | DUMMERSTON | VT | 05301 | ADMINISTRATOR | 40.00 | 68352 | 2541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Operate an assisted living facility for the elderly | Description1 |
| Expenses1 | 1298067 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 192974 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 169803 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 362777 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 362777 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5442 | CashDeemedCharitable |
| Net Noncharitable Assets | 357335 | NetNoncharitableAssets |
| Minimum Investment Return | 17867 | 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 | 1217923 | ExpensesAndContributions |
| Qualifying Distributions | 1217923 | QualifyingDistributions |
| Adj Qualifying Distributions | 1217923 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j5 | X | Section4942j5 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1217923 | CurrentYear |
| Year1 | 1032741 | Year1 |
| Year2 | 986864 | Year2 |
| Year3 | 960752 | Year3 |
| Total | 4198280 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1217923 | CurrentYear |
| Year1 | 1032741 | Year1 |
| Year2 | 986864 | Year2 |
| Year3 | 960752 | Year3 |
| Total | 4198280 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 11911 | CurrentYear |
| Year1 | 7754 | Year1 |
| Year2 | 6643 | Year2 |
| Year3 | 9144 | Year3 |
| Total | 35452 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROOM & BOARD | Description |
| Related Or Exempt Function Income | 1292592 | RelatedOrExemptFunctionIncome |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $511 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,158 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 3572 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,669 | ExclusionAmount |
| Related Or Exempt Function Income | 1296164 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1301833 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a | LineNumber |
| Relationship Statement | FUNDS ARE USED EXCLUSIVELY FOR EXEMPT PURPOSES | RelationshipStatement |
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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 2 | WILLIAM NANCY MARSHALL | 119 HAMPTON LANE | ISELIN | NJ | 08830 | 51400 | X |
| 1 | HARRIET BUNDY TRUST | 159 EAST MAIN STREET | ROCHESTER | NY | 14638 | 11511 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $4,897 | Amount |
| Net Investment Income | 245 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 4897 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (101 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Prior Years DepreciationPriorYearsDepreciation |
|---|---|---|---|---|---|---|
| VEGETABLE BANNERS | 2010-08-01 | 2300 | 91 | 7.0000 | 246 | |
| HP LCD TOUCH MONITOR | 2010-06-28 | 357 | 91 | 5.0000 | 60 | |
| DELL COMPUTER | 2010-06-07 | 746 | 91 | 5.0000 | 137 | |
| ELEVATOR KEY SWITCH UPGRD | 2010-10-13 | 775 | 91 | 15.0000 | 30 | |
| CREATIVE WOOD - BENCH | 2010-10-28 | 408 | 91 | 7.0000 | 29 | |
| DAMIAN - CARPET | 2011-03-24 | 1948 | 91 | 7.0000 | 23 | |
| DICKS LOCK - SAFE | 2011-03-09 | 1090 | 91 | 15.0000 | 12 | |
| VERMOUTH - COMPUTER | 2011-02-14 | 1158 | 91 | 5.0000 | 58 | |
| TOYOTA VAN | 2011-04-11 | 45430 | 91 | 7.0000 | 541 | |
| FLEMING- GREASE TRAP | 2010-07-31 | 1073 | 91 | 15.0000 | 54 | |
| PORTLAND GLASS STORM DOOR | 2010-12-07 | 1051 | 91 | 15.0000 | 29 | |
| CLARK - EXT PAINT | 2010-12-01 | 4755 | 91 | 5.0000 | 396 | |
| TYLER-REWIRE GENERATOR | 2010-09-14 | 2749 | 91 | 25.0000 | 73 | |
| TYLER-AIR DUCT HEATERS | 2011-02-01 | 3460 | 91 | 20.0000 | 43 | |
| ROOM 303 BATHROOM RENOV | 2011-04-01 | 18596 | 91 | 20.0000 | 77 | |
| OUTSIDE BENCH | 2010-04-30 | 800 | 91 | 7.0000 | 114 | 10 |
| MARSHALL - DRAPES | 2010-04-30 | 2134 | 91 | 7.0000 | 305 | 25 |
| TABLES & CHAIRS | 2010-04-30 | 3900 | 91 | 7.0000 | 557 | 46 |
| SVT TEL - PHONE/CALL BELL | 2010-04-30 | 12129 | 91 | 10.0000 | 1213 | 101 |
| AL TYLER - SMOKE DETECTOR | 2010-03-03 | 1008 | 91 | 15.0000 | 67 | 11 |
| VERMOUTH - COMPUTERS | 2010-02-26 | 1382 | 91 | 5.0000 | 276 | 69 |
| BJS - TABLES | 2010-01-28 | 319 | 91 | 7.0000 | 46 | 15 |
| EFI LIGHTING FIXTURE | 2009-08-12 | 808 | 91 | 7.0000 | 115 | 87 |
| GARAFALO - TELEVISION | 2009-07-01 | 1515 | 91 | 7.0000 | 216 | 180 |
| OFFICE FURNITURE | 2009-05-28 | 800 | 91 | 7.0000 | 114 | 114 |
| FLEMING-HOT WATER BOILER | 2008-08-15 | 14446 | 91 | 30.0000 | 482 | 843 |
| PARLOR DRAPES | 2008-08-12 | 2236 | 91 | 10.0000 | 224 | 1901 |
| VERMOUTH - SERVER | 2008-04-01 | 1244 | 91 | 5.0000 | 249 | 518 |
| KITTREDGE- STEAM TABLE | 2008-01-01 | 1219 | 91 | 30.0000 | 41 | 95 |
| SNOW BLOWER | 2007-12-31 | 1050 | 91 | 10.0000 | 105 | 254 |
| COCOPLUM - DRYER | 2007-09-30 | 376 | 91 | 3.0000 | 42 | 334 |
| AL TYLER - ICE MACHINE | 2007-05-21 | 1909 | 91 | 7.0000 | 273 | 818 |
| WASHER/DRYER | 2007-02-06 | 2482 | 91 | 7.0000 | 355 | 1152 |
| 2004 TOYOTA VAN | 2005-03-31 | 24672 | 91 | 7.0000 | 3525 | 18211 |
| REFRIGERATOR | 2005-01-27 | 741 | 91 | 15.0000 | 49 | 263 |
| CHAIRS | 2005-01-07 | 1240 | 91 | 7.0000 | 177 | 945 |
| DISHES & SILVERWARE | 2000-12-31 | 4131 | 91 | 10.0000 | 241 | 3890 |
| HEATING SYSTEM | 1997-09-30 | 38245 | 91 | 50.0000 | 765 | 12985 |
| DRIVEWAY PAVING | 1997-06-03 | 12185 | 91 | 25.0000 | 487 | 8713 |
| HEATING SYSTEM | 1997-05-01 | 87516 | 91 | 50.0000 | 1750 | 27660 |
| DRIVEWAY | 1993-04-30 | 556 | 91 | 50.0000 | 11 | 545 |
| 2010 INSULATION PROJECT | 2010-04-30 | 45934 | 91 | 50.0000 | 919 | 77 |
| 2010 ADDITION PROJECT | 2010-04-30 | 991218 | 91 | 50.0000 | 19824 | 1652 |
| REBUILD SEWER/WATER LINE | 2009-04-20 | 5444 | 91 | 30.0000 | 181 | 197 |
| ROOM RENOVATION | 2008-12-09 | 16865 | 91 | 30.0000 | 562 | 796 |
| EXTERIOR PAINT | 2008-09-18 | 5340 | 91 | 7.0000 | 763 | 1271 |
| REPOINT EXT. WALLS | 2008-08-05 | 3000 | 91 | 10.0000 | 300 | 525 |
| SVT SPRINKLER - UPGRADE | 2008-07-15 | 9888 | 91 | 30.0000 | 330 | 604 |
| OBRIEN DRIVEWAY PAVING | 2008-06-09 | 21165 | 91 | 15.0000 | 1411 | 2704 |
| PARLOR RENOVATION | 2008-05-12 | 12271 | 91 | 30.0000 | 409 | 818 |
| SCOBI - WINDOWS | 2007-09-20 | 25408 | 91 | 50.0000 | 508 | 1355 |
| SOLAR AWNING | 2007-07-06 | 3158 | 91 | 25.0000 | 126 | 358 |
| ROOM 105 CEILING | 2007-03-12 | 2062 | 91 | 25.0000 | 82 | 261 |
| ROOM 101 BATH REMODEL | 2006-12-14 | 3285 | 91 | 25.0000 | 131 | 449 |
| ROOM 207 RENOVATION | 2006-07-01 | 11519 | 91 | 25.0000 | 461 | 1766 |
| FLEMING - WATER HEATER | 2006-06-30 | 7179 | 91 | 15.0000 | 479 | 1875 |
| HALLWAY CEILING RENOVATE | 2006-06-30 | 21660 | 91 | 25.0000 | 866 | 3393 |
| SECOND FLOOR RENOVATION | 2006-04-30 | 445657 | 91 | 50.0000 | 8913 | 36395 |
| OBRIEN PAVING - DRIVEWAY | 2005-07-18 | 2990 | 91 | 25.0000 | 120 | 578 |
| ARCHITECT FEES | 2005-03-25 | 4174 | 91 | 50.0000 | 83 | 83 |
| NEW ROOF | 2005-03-01 | 6785 | 91 | 50.0000 | 136 | 701 |
| BASEMENT CEMENT | 2005-01-14 | 5573 | 91 | 50.0000 | 111 | 594 |
| ROOM 219 ELECTRICAL | 2004-06-28 | 2965 | 91 | 50.0000 | 59 | 351 |
| THIRD FLOOR RENOVATIONS | 2004-05-07 | 3828 | 91 | 50.0000 | 77 | 459 |
| REPLACEMENT WINDOWS | 2004-05-01 | 9904 | 91 | 50.0000 | 198 | 1188 |
| THIRD FLOOR EGRESS | 2004-03-31 | 180859 | 91 | 50.0000 | 3617 | 22306 |
| ROOM 107 RENOVATION | 2003-12-31 | 8574 | 91 | 25.0000 | 343 | 2201 |
| REBUILD FRONT PORCH SUPP | 2003-07-31 | 15932 | 91 | 20.0000 | 797 | 5443 |
| DRIVEWAY SEALING | 2003-07-03 | 1825 | 91 | 10.0000 | 183 | 1247 |
| ADDITION TO HEATING SYSTM | 2003-04-30 | 2363 | 91 | 25.0000 | 95 | 670 |
| BUILDING IMPROVEMENTS | 2003-01-31 | 25355 | 91 | 25.0000 | 1014 | 7438 |
| BUILDING IMPROVEMENTS | 2002-04-30 | 7330 | 91 | 25.0000 | 293 | 2346 |
| ROOM RENOVATIONS | 2002-04-30 | 4195 | 91 | 25.0000 | 168 | 1549 |
| BUILDING IMPROVEMENTS | 2001-12-31 | 443714 | 91 | 50.0000 | 8874 | 77382 |
| WIRING | 2001-11-14 | 1491 | 91 | 50.0000 | 30 | 292 |
| ROOM RENOVATIONS | 2001-04-30 | 21496 | 91 | 10.0000 | 1778 | 19718 |
| FORCED HOT WATER HEAT | 2001-04-14 | 61500 | 91 | 50.0000 | 1230 | 13361 |
| ROOM RENOVATIONS | 2000-12-31 | 5392 | 91 | 10.0000 | 314 | 5078 |
| STANDING SEAM ROOF | 2000-11-10 | 23660 | 91 | 50.0000 | 473 | 4748 |
| GARAGE DOORS | 2000-10-03 | 2155 | 91 | 25.0000 | 86 | 1056 |
| PAINTING | 2000-09-17 | 7800 | 91 | 10.0000 | 165 | 7635 |
| ROOM RENOVATION | 2000-04-30 | 18649 | 91 | 20.0000 | 932 | 9402 |
| DOOR HANDLES | 1999-06-07 | 668 | 91 | 20.0000 | 33 | 365 |
| FIRE TOWER | 1998-11-30 | 135767 | 91 | 50.0000 | 2715 | 35247 |
| NEW ROOF | 1998-07-10 | 3348 | 91 | 25.0000 | 134 | 1709 |
| ROOM RENOVATIONS | 1998-04-30 | 18633 | 91 | 25.0000 | 745 | 13195 |
| ROOM IMPROVEMENTS | 1995-04-30 | 3398 | 91 | 20.0000 | 140 | 3258 |
| IMPROVEMENTS | 1994-04-30 | 1382 | 91 | 50.0000 | 28 | 1281 |
| IMPROVEMENTS | 1993-04-30 | 980 | 91 | 50.0000 | 20 | 929 |
| ELEVATOR | 1993-04-30 | 2409 | 91 | 50.0000 | 48 | 2358 |
| IMPROVEMENTS | 1993-04-30 | 3608 | 91 | 50.0000 | 72 | 3198 |
| ROOF FLASHING | 1993-04-30 | 1150 | 91 | 50.0000 | 23 | 472 |
| IMPROVEMENTS | 1991-04-30 | 2267 | 91 | 50.0000 | 45 | 997 |
| IMPROVEMENTS | 1989-04-30 | 21907 | 91 | 50.0000 | 438 | 10665 |
| IMPROVEMENTS | 1988-04-30 | 6938 | 91 | 40.0000 | 173 | 3900 |
| IMPROVEMENTS | 1987-04-30 | 6983 | 91 | 40.0000 | 175 | 4106 |
| IMPROVEMENTS | 1986-04-30 | 43713 | 91 | 40.0000 | 1093 | 26776 |
| IMPROVEMENTS | 1985-04-30 | 77124 | 91 | 40.0000 | 1928 | 47238 |
| IMPROVEMENTS | 1984-04-30 | 2001 | 91 | 40.0000 | 50 | 1325 |
| IMPROVEMENTS | 1983-04-30 | 5321 | 91 | 50.0000 | 106 | 3334 |
| BUILDING | 1977-04-30 | 63534 | 91 | 50.0000 | 1271 | 49639 |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanation (2 entries)
| Employee NameEmployeeName |
|---|
| LINDA HASTINGS |
| CYNTHIA JEROME |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (4 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Book ValueBookValue | EOYFMVEOYFMV | Accumulated DepreciationAccumulatedDepreciation |
|---|---|---|---|---|
| Land | 7500 | 7500 | 111500 | |
| Buildings | 3119672 | 2502094 | 2135000 | 617578 |
| Machinery and Equipment | 197374 | 47124 | 47169 | 150250 |
| Auto./Transportation Equip. | 70102 | 47825 | 47825 | 22277 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Mortgage | $1,308,359 | TotalMortgageAmount |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Deposits | Description |
| EOY Book Value | 16000 | EOYBookValue |
| EOYFMV | 16000 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (18 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| WORKERS COMPENSATION | 18736 | 18736 | |
| VEHICLE EXPENSES | 1012 | 1012 | |
| UTILITIES | 52777 | 52777 | |
| TELEPHONE & CABLE | 12361 | 12361 | |
| SUPPLIES | 16241 | 16241 | |
| SPECIAL PURPOSE | 1619 | 1619 | |
| REPAIRS & MAINTENANCE | 26174 | 26174 | |
| OFFICE EXPENSES | 6786 | 6786 | |
| MISCELLANEOUS | 1308 | 1308 | |
| LONG TERM DISABILITY | 4119 | 4119 | |
| LAWN & GARDEN EXPENSES | 5206 | 5206 | |
| INVESTMENT FEES | 1940 | 1940 | 1940 |
| INSURANCE | 35409 | 35409 | |
| HEALTH INSURANCE | 48879 | 48879 | |
| FOOD SERVICE | 213541 | 213541 | |
| DUES AND SUBS | 1089 | 1089 | |
| ADVERTISING | 5769 | 5769 | |
| ACTIVITIES | 3451 | 3451 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROOM & BOARD | Description |
| Revenue And Expenses Per Books | 1292592 | RevenueAndExpensesPerBooks |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $12,640 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $15,242 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 15242 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| THOMAS THOMPSON TRUST | |||
| 160 FEDERAL ST 13TH FLOOR | BOSTON | MA | 02116 |
| MARY ROLAND SCOTT | |||
| 300 SUMMIT ROAD | KEENE | NH | 03431 |
| WILLIAM NANCY MARSHALL | |||
| 119 HAMPTON LANE | ISELIN | NJ | 08830 |
| HARRIET BUNDY TRUST | |||
| 159 EAST MAIN STREET | ROCHESTER | NY | 14638 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| PRIOR YEAR EXCISE TAX | $161 | 161 |
| PAYROLL TAXES | $49,397 | 49397 |
| ACCRUED EXCISE TAX | $141 | 141 |
Comments