EILEEN D BROWN CHARITABLE TR: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- EILEEN D BROWN CHARITABLE TR (EIN 06-6475783)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-14
- IRS object ID
- 201121659349100307
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-14T15:08:46-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAL CPA LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 238 W TOWN ST | AddressLine1 |
| City | NORWICH | City |
| State | CT | State |
| ZIP Code | 063602157 | 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 | 066475783 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EILEEN D BROWN CHARITABLE TR | BusinessNameLine1 |
| Business Name Line2 | C/O PATRICIA JACKMAN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EILE | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 COLONEL BROWN ROAD | AddressLine1 |
| City | GRISWOLD | City |
| State | CT | State |
| ZIP Code | 06351 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA JACKMAN | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2011-05-03 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT LASARACINA | Name |
| Phone | 8608860248 | Phone |
| Date Prepared | 2011-06-14 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1324760 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 340 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 328 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 340 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 14257 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14257 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 14257 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -122928 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 342197 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1642 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1085 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1085 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 1085 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | -107246 | TotalRevenueAndExpenses |
| Total Net Investment Income | 17312 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 15682 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 575 | AccountingFeesRevAndExpnss |
| Accounting Fees Adj Net Incm | 575 | AccountingFeesAdjNetIncm |
| Taxes Rev And Expnss | 4383 | TaxesRevAndExpnss |
| Taxes Adj Net Incm | 4383 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 4145 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 129 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Adj Net Incm | 129 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 4638 | OccupancyRevAndExpnss |
| Occupancy Adj Net Incm | 4638 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 4638 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 8950 | OtherExpensesRevAndExpnss |
| Other Expenses Adj Net Incm | 8950 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 7339 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 18675 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 18675 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 16122 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 425 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 425 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 19100 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 18675 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 16547 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -126346 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 17312 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7596 | CashBOY |
| Cash EOY | 7977 | CashEOY |
| Cash EOYFMV | 7977 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1078 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1078 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1078 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 956503 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1029319 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1029319 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 286386 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 4941 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 281574 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 281445 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 286386 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 1246751 | TotalAssetsBOY |
| Total Assets EOY | 1319819 | TotalAssetsEOY |
| Total Assets EOYFMV | 1324760 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1246751 | RetainedEarningsBOY |
| Retained Earnings EOY | 1319819 | RetainedEarningsEOY |
| Total Net Assets BOY | 1246751 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1319819 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1246751 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1319819 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1246751 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -126346 | ExcessOfRevenueOverExpenses |
| Other Increases | 199414 | OtherIncreases |
| Subtotal | 1319819 | Subtotal |
| Total Net Assets Fund Balances EOY | 1319819 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1642 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 21517 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1192622 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.018042 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 21013 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1284764 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.016356 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 18070 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1400693 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.012901 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2650 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1249756 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.002120 | DistributionRatioYear4 |
| Noncharitable Assets Year5 | 1110086 | NoncharitableAssetsYear5 |
| Total Distribution Ratio | 0.049419 | TotalDistributionRatio |
| Average Distribution Ratio | 0.012355 | AverageDistributionRatio |
| Net Noncharitable Assets | 1268291 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 15670 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 173 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 15843 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 16547 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 173 | InvestmentIncomeExciseTax |
| Subtotal | 173 | Subtotal |
| Tax Based On Investment Income | 173 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 544 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 544 | TotalCreditsAndPayments |
| Overpayment | 371 | Overpayment |
| Amount Credited To Next Year | 371 | 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 |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | PrivateOperatingFoundation |
| New Substantial Contributors | false | 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 Person Name | PATRICIA JACKMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8603760235 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 COLONEL BROWN ROAD | AddressLine1 |
| City | GRISWOLD | City |
| State | CT | State |
| ZIP Code | 06351 | ZIPCode |
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 |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DIANA DRIGGS MALLORY | ||||||||
| 328 LAKE AVE | GREENWICH | CT | 06830 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| PATRICIA JACKMAN | ||||||||
| 119 COLONEL BROWN RD | GRISWOLD | CT | 06351 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| MAUREEN POITRAS | ||||||||
| 9 COLONEL BROWN RD | GRISWOLD | CT | 06351 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| GEORGE W CLARKE ESQ | ||||||||
| 80 PLYMOUTH ROAD | SMITHTOWN | NY | 11787 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| DAVID ANDERSON | ||||||||
| 219 ROUTE 164 | PRESTON | CT | 06365 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LAND TRUST ALLIANCE | Description1 |
| Expenses1 | 425 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 992911 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 8308 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 286386 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1287605 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1287605 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 19314 | CashDeemedCharitable |
| Net Noncharitable Assets | 1268291 | NetNoncharitableAssets |
| Minimum Investment Return | 63415 | 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 | 16547 | ExpensesAndContributions |
| Qualifying Distributions | 16547 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 173 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 16374 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year2 | 6929 | Year2 |
| Total | 6929 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | 5890 | Year2 |
| Total | 5890 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 16547 | CurrentYear |
| Year1 | 21632 | Year1 |
| Year2 | 21335 | Year2 |
| Year3 | 18070 | Year3 |
| Total | 77584 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 16547 | CurrentYear |
| Year1 | 21632 | Year1 |
| Year2 | 21335 | Year2 |
| Year3 | 18070 | Year3 |
| Total | 77584 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1124232 | CurrentYear |
| Year1 | 1251563 | Year1 |
| Year2 | 1170005 | Year2 |
| Year3 | 1458953 | Year3 |
| Total | 5004753 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1124232 | CurrentYear |
| Year1 | 1251563 | Year1 |
| Year2 | 1170005 | Year2 |
| Year3 | 1458953 | Year3 |
| Total | 5004753 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAND TRUST ALLIANCE | BusinessNameLine1 |
| Business Name Line2 | LAND TRUST ALLIANCE | BusinessNameLine2 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 SPRING ST SUITE 205 | AddressLine1 |
| Address Line2 | 112 SPRING ST SUITE 205 | AddressLine2 |
| City | SARATOGA SPRINGS | City |
| State | NY | State |
| ZIP Code | 12866 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Purpose Of Grant Or Contribution | CHARITABLE | PurposeOfGrantOrContribution |
| Amount | $425 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 425 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHARITABLE REAL ESTATE | Description |
| Exclusion Code | 30 | ExclusionCode |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $328 | ExclusionAmount |
| Related Or Exempt Function Income | 12 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,257 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $1,085 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$124,570 | ExclusionAmount |
| Related Or Exempt Function Income | 1642 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$108,900 | ExclusionAmount |
| Related Or Exempt Function Income | 1654 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -107246 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $575 | Amount |
| Adjusted Net Income | 575 | AdjustedNetIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| DIANA DRIGGS MALLORY |
| PATRICIA JACKMAN |
| MAUREEN POITRAS |
| GEORGE W CLARKE ESQ |
| DAVID ANDERSON |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (5 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|---|---|---|
| CHINESE RUG | 2000-04-26 | 3750 | 3750 | 200DB | 5.0000 | ||
| IMPROVEMENTS | 2000-03-24 | 1900 | 477 | S/L | 39.0000 | 49 | 49 |
| LAND CLEARING | 2006-11-18 | 15000 | |||||
| DELL LAPTOP | 2006-12-15 | 736 | 585 | 200DB | 5.0000 | 80 | 80 |
| LAND & BLDG | 2002-02-14 | 265000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (15 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| ALLIANCE BERN INTL | 2009-12 | PURCHASE | 2010-03 | 420 | 419 | 1 |
| CLMBIA MARSICO GRW | 2009-06 | PURCHASE | 2010-03 | 181 | 140 | 41 |
| ALLIANZ NFJ | 2009-06 | PURCHASE | 2010-03 | 1207 | 1055 | 152 |
| ING SMALL CO | 2010-02 | PURCHASE | 2010-03 | 34 | 34 | |
| ALLIANCE BERN INTL | 2009-12 | PURCHASE | 2010-03 | 13 | 13 | |
| ALLIANZ NFJ | 2010-03 | PURCHASE | 2010-03 | 572 | 575 | -3 |
| COLUMBIA ACORN | 2008-12 | PURCHASE | 2010-03 | 261 | 167 | 94 |
| ALLIANZ NFJ | 2008-12 | PURCHASE | 2010-03 | 6894 | 5836 | 1058 |
| CLMBIA MARSICO GRW | 2007-01 | PURCHASE | 2010-03 | 58682 | 67544 | -8862 |
| COLUMBIA ACORN | 2007-01 | PURCHASE | 2010-03 | 40016 | 47000 | -6984 |
| ALLIANCE BERN INTL | 2007-01 | PURCHASE | 2010-03 | 72321 | 121003 | -48682 |
| ALLIANZ NFJ | 2007-01 | PURCHASE | 2010-03 | 77922 | 123767 | -45845 |
| ING SMALL CO | 2007-01 | PURCHASE | 2010-03 | 32397 | 44193 | -11796 |
| AMER CENT LG SHRT | 2007-01 | PURCHASE | 2010-03 | 49624 | 53370 | -3746 |
| ING SMALL CO. | 2010-02 | PURCHASE | 2010-03 | 11 | 9 | 2 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MERRILL LYNCH MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 1029319 | EOYBookValue |
| EOYFMV | 1029319 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 6386 | 4941 | 1445 | 286386 |
| 280000 | 280000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (12 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXPENSES | |||
| ALARM MONITORING | 318 | 318 | |
| POSTAGE | 140 | 140 | |
| REPAIR & MAINTENANCE | 367 | 367 | 367 |
| INSURANCE | 950 | 950 | 950 |
| PEST CONTROL | 456 | 456 | 456 |
| TELEPHONE | 619 | 619 | |
| GROUNDS MAINTENANCE | 4366 | 4366 | 4366 |
| MEMBERSHIPS | |||
| SUPPLIES | 400 | 400 | |
| OFFICE EXPENSE | 134 | 134 | |
| PROPERTY MANAGEMENT | 1200 | 1200 | 1200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | 1085 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1085 | NetInvestmentIncome |
| Adjusted Net Income | 1085 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED INVESTMENT GAINS | Description |
| Amount | $199,414 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| REAL ESTATE TAX | $4,145 | 4145 | 4145 |
| FOREIGN TAXES | $238 | 238 |
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