SANDWICH HISTORICAL SOCIETY: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SANDWICH HISTORICAL SOCIETY (EIN 02-0268251)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-06
- IRS object ID
- 201122499349100202
- Schema version
- 2010v3.4
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Sales Of Inventory List
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-06T11:19:25-05:00 | 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 | VACHON CLUKAY & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 608 CHESTNUT ST | AddressLine1 |
| City | MANCHESTER | City |
| State | NH | State |
| ZIP Code | 03104 | 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 | 020268251 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDWICH HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAND | NameControl |
| Phone | 6032846269 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 244 | AddressLine1 |
| City | CENTER SANDWICH | City |
| State | NH | State |
| ZIP Code | 032270106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TOM SHEVENELL | Name |
| Title | PRESIDENT | Title |
| Phone | 6032846269 | Phone |
| Date Signed | 2011-08-25 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICKY A LAURENDEAU | Name |
| Phone | 6036227070 | Phone |
| Date Prepared | 2011-08-25 | DatePrepared |
| 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 | 1756781 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 52511 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 20828 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 20828 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 20828 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 22882 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 22882 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 22882 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 289 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 289 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 289 | CapitalGainNetIncmNetInvstIncm |
| Gross Sales Less Returns And Allwnc | 4941 | GrossSalesLessReturnsAndAllwnc |
| Cost Of Goods Sold | 2764 | CostOfGoodsSold |
| Gross Profit Rev And Expnss | 2177 | GrossProfitRevAndExpnss |
| Gross Profit Adj Net Incm | 2177 | GrossProfitAdjNetIncm |
| Other Income Rev And Expnss | 317 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 317 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 99004 | TotalRevenueAndExpenses |
| Total Net Investment Income | 43999 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 46204 | TotalAdjustedNetIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 46272 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Adj Net Incm | 8836 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 37436 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 4399 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Adj Net Incm | 2199 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 2200 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5598 | AccountingFeesRevAndExpnss |
| Accounting Fees Adj Net Incm | 5598 | AccountingFeesAdjNetIncm |
| Other Prof Fees Rev And Expnss | 10987 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 10987 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 10987 | OtherProfFeesAdjNetIncm |
| Deprec And Depletion Rev And Expnss | 9729 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Adj Net Incm | 9729 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 14068 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 14068 | OccupancyDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 2756 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 2756 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 37996 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 226 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 226 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 37770 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 131805 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 11213 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 37575 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 94230 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 131805 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 11213 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 37575 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 94230 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -32801 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 32786 | NetInvestmentIncome |
| Adjusted Net Income | 8629 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 76 | CashBOY |
| Cash EOY | 93 | CashEOY |
| Cash EOYFMV | 93 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 94189 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 71270 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 71270 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 458 | AccountsReceivableBOY |
| Other Notes And Loans Receivable | 15922 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 14634 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 15922 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 15922 | OtherNotesAndLoansRcvblEOYFMV |
| Prepaid Expenses BOY | 1008 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 3393 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 3393 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 175848 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 47287 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 49913 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 793212 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 793434 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1056216 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 231005 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 331686 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 341739 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 352943 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 171863 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 163740 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 181080 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 181080 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 37155 | OtherAssetsBOY |
| Other Assets EOY | 37155 | OtherAssetsEOY |
| Other Assets EOYFMV | 37155 | OtherAssetsEOYFMV |
| Total Assets BOY | 1511325 | TotalAssetsBOY |
| Total Assets EOY | 1481320 | TotalAssetsEOY |
| Total Assets EOYFMV | 1756781 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 7426 | AccountsPayableBOY |
| Accounts Payable EOY | 2534 | AccountsPayableEOY |
| Deferred Revenue BOY | 1900 | DeferredRevenueBOY |
| Deferred Revenue EOY | 3225 | DeferredRevenueEOY |
| Total Liabilities BOY | 9326 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5759 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1466211 | UnrestrictedBOY |
| Unrestricted EOY | 1440890 | UnrestrictedEOY |
| Temporarily Restricted BOY | 35788 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 34671 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 1501999 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1475561 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1511325 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1481320 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1501999 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -32801 | ExcessOfRevenueOverExpenses |
| Other Increases | 6363 | OtherIncreases |
| Subtotal | 1475561 | Subtotal |
| Total Net Assets Fund Balances EOY | 1475561 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 289 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 98512 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1351744 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.072878 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 93107 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1462247 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.063674 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 84430 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1580697 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053413 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 92036 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1511583 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.060887 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 73125 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1445046 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050604 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.301456 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060291 | AverageDistributionRatio |
| Net Noncharitable Assets | 1463466 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 88234 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 328 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 88562 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 94230 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 328 | InvestmentIncomeExciseTax |
| Subtotal | 328 | Subtotal |
| Tax Based On Investment Income | 328 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1046 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1046 | TotalCreditsAndPayments |
| Overpayment | 718 | Overpayment |
| Amount Credited To Next Year | 718 | 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 | WWW.SANDWICHHISTORICAL.ORG | WebsiteAddress |
| Books In Care Of Person Name | JON TAYLOR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6032846269 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 NEW CASTLE ST | AddressLine1 |
| City | CONCORD | City |
| State | NH | State |
| ZIP Code | 03301 | 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| TOM SHEVENELL | ||||||||
| PO BOX 412 36 CHURCH STREET | CENTER SANDWICH | NH | 03227 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| JON TAYLOR | ||||||||
| PO BOX 117 | NORTH SANDWICH | NH | 03259 | TREASURER | 0.00 | 0 | 0 | 0 |
| GEOFFREY BURROWS | ||||||||
| PO BOX 7 17 GROVE STREET | CENTER SANDWICH | NH | 03227 | VICE PRESIDE | 0.00 | 0 | 0 | 0 |
| JOAN COOK | ||||||||
| 445 DIAMOND LEDGE RD | CENTER SANDWICH | NH | 03227 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| ABBY HAMBROOK | ||||||||
| 196 VITTUM HILL RD | CENTER SANDWICH | NH | 03227 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| PETER WRIGHT | ||||||||
| 47 HAYES LANE | MOULTONBOROUGH | NH | 03254 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| ELLEN KARNAN | ||||||||
| PO BOX 189 | CENTER SANDWICH | NH | 03227 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| JON HEARD | ||||||||
| PO BOX 462 | CENTER SANDWICH | NH | 03227 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| DAVID PATRIDGE | ||||||||
| PO BOX 42 | CENTER SANDWICH | NH | 03227 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| SUE GREENE | ||||||||
| PO BOX 25 | CENTER SANDWICH | NH | 03227 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| BETSY LEIPER | ||||||||
| PO BOX 42 | NORTH SANDWICH | NH | 03259 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| BARBARA KERR | ||||||||
| PO BOX 103 | CENTER SANDWICH | NH | 03227 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| JIM MYKLAND | ||||||||
| PO BOX 99 | CENTER SANDWICH | NH | 03227 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MICHAEL YEAGER | ||||||||
| PO BOX 58 251 SQUAM LAKE ROAD | CENTER SANDWICH | NH | 03227 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| HEATHER LITTLEFIELD | ||||||||
| 392 VITTUM HILL ROAD | SANDWICH | NH | 03227 | DIRECTOR | 0.00 | 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 | TO COLLECT AND PRESERVE THE MATERIAL CULTURE AND HISTORICAL RECORD OF THE TOWN OF SANDWICH, AND TO USE THESE RESOURCES IN SERVICE TO THE PUBLIC THROUGH EDUCATIONAL EXPERIENCES AND OUTREACH TO THE COMMUNITY. | Description1 |
| Expenses1 | 94230 | 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 | 1439434 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 46318 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1485752 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1485752 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 22286 | CashDeemedCharitable |
| Net Noncharitable Assets | 1463466 | NetNoncharitableAssets |
| Minimum Investment Return | 73173 | 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 | 94230 | ExpensesAndContributions |
| Qualifying Distributions | 94230 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 328 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 93902 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | 94230 | QualifyingDistributions |
| Remaining Distri From Corpus | 94230 | RemainingDistriFromCorpus |
| Total Corpus | 94230 | TotalCorpus |
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 | 94230 | CurrentYear |
| Year1 | 98858 | Year1 |
| Year2 | 93819 | Year2 |
| Year3 | 85464 | Year3 |
| Total | 372371 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 94230 | CurrentYear |
| Year1 | 98858 | Year1 |
| Year2 | 93819 | Year2 |
| Year3 | 85464 | Year3 |
| Total | 372371 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 48782 | CurrentYear |
| Year1 | 45058 | Year1 |
| Year2 | 48741 | Year2 |
| Year3 | 52690 | Year3 |
| Total | 195271 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,828 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $22,882 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 4 | ExclusionCode |
| Exclusion | $289 | ExclusionAmount |
Gross Profit Loss Sales Of Invntry GrossProfitLossSalesOfInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2177 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Related Or Exempt Function Income | 317 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $43,999 | ExclusionAmount |
| Related Or Exempt Function Income | 2494 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 46493 | 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 (2 entries)
| CategoryCategory | AmountAmount | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| LEGAL & PROFESSIONAL FEES | $1,930 | 1930 |
| BOOKKEEPING | $3,668 | 3668 |
Compensation Explanation CompensationExplanation
Compensation Compensation (15 entries)
| TOM SHEVENELL |
| JON TAYLOR |
| GEOFFREY BURROWS |
| JOAN COOK |
| ABBY HAMBROOK |
| PETER WRIGHT |
| ELLEN KARNAN |
| JON HEARD |
| DAVID PATRIDGE |
| SUE GREENE |
| BETSY LEIPER |
| BARBARA KERR |
| JIM MYKLAND |
| MICHAEL YEAGER |
| HEATHER LITTLEFIELD |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | DEPRECIATION | DescriptionOfProperty |
| Current Year Expense | 9729 | CurrentYearExpense |
| Adjusted Net Income | 9729 | AdjustedNetIncome |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (11 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CARROLL CTY III 5.3% 12/1/21 | 30275 | 30507 |
| CENTRALIA WA ELEC 3.03% 12/1/16 | 20273 | 19272 |
| DEUTSCHEBANK AG 3.45% 3/30/15 | 30113 | 30736 |
| DUTCHESS CNTY NY 4.191% 7/1/13 | 20000 | 19958 |
| NEW YORK NY BAB 4.047% 10/1/20 | 20176 | 18407 |
| SLM CORP 5.125 8/27/12 | 50014 | 51038 |
| GOLDMAN SACHS GROUP 5.7% 9/01/12 | 50597 | 53368 |
| CONOCO PHILLIPS 5.5% 4/15/13 | 30234 | 32895 |
| CONOCOPHILLIPS 5.2% 5/15/18 | 20186 | 22123 |
| SLM CORP 50000 5% 10/1/13 | 29831 | 30078 |
| WALGREEN 5.25% 1/15/19 | 29987 | 33357 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (61 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3M CO | 20864 | 21575 |
| ANALOG DEVICES | 9870 | 18835 |
| APACHE CORP | 4083 | 17885 |
| APPLE COMPUTER | 1960 | 16128 |
| BOEING COMPANY | ||
| DANAHER CORP | 10908 | 18868 |
| DOW CHEM | 11534 | 10242 |
| EMC CORP MASS | 9666 | 16030 |
| EMERSON ELECTRIC | 10150 | 17151 |
| EXCELON CORP | 8889 | 8328 |
| EXXON MOBIL CORP | 10767 | 32904 |
| FLUOR CORP NEW | 9082 | 14909 |
| GENERAL ELECTRIC CO | 11193 | 10060 |
| GENERAL MLS INC | 13976 | 14236 |
| GENZYME CORP | 13371 | 14240 |
| ILLINOIS TOOL WORKS | 14013 | 16020 |
| INTERNATIONAL BUSINESS MACHINES | 12216 | 29352 |
| ISHARES FTSE XINHAU HK CHINA | 8608 | 15512 |
| ISHARES GLOBAL TELEC INDEX | 6872 | 7284 |
| ISHARES MSCI EFE INDEX FD | 39590 | 37552 |
| ISHARES MSCI EMERGING MKTS INDEX | 17033 | 18819 |
| ISHARES MSCI JAPAN INDEX | 11279 | 11237 |
| ISHARES MSCI PACIFIC EX-JAPAN FD | 26280 | 23490 |
| ISHARES MSCI SOUTH AFRICA IDX | 33561 | 46302 |
| ISHARES S&P MIDCAP 400 INDEX FD | 25042 | 38090 |
| ISHARES S&P NA NAT RES INDEX | 11191 | 16676 |
| ISHARES S&P SMALLCAP 600 INDEX FD | 20233 | 25334 |
| JOHNSON & JOHNSON | 2680 | 15463 |
| JP MORGAN CHASE | 16044 | 16968 |
| KIMBERLY CLARK | 5256 | 6304 |
| LAZARD LTD | 10759 | 15796 |
| LINCOLN NATIONAL | 10054 | 5562 |
| LOWES CO INC. | 15419 | 17556 |
| MARSH MCLENNAN | 9297 | 10936 |
| MEDTRONIC, INC. | 10996 | 14836 |
| MICROSOFT CORP | 23291 | 22328 |
| MONSANTO CO NEW | 7287 | 6964 |
| NEXTERA ENERGY INC (FPL GROUP) | 9923 | 15597 |
| NIKE | 13430 | 19647 |
| NOVARTIS AG | 20189 | 20633 |
| ORACLE | 24228 | 38343 |
| PAYCHEX INC | 13870 | 15455 |
| PEPSICO | 1612 | 19599 |
| PROCTER & GAMBLE | 16090 | 19299 |
| SCHLUMBERGER LTD | 11772 | 16700 |
| STAPLES | 7401 | 20493 |
| SYMANTEC CORP | ||
| TEVA PHARMACEUTICAL INDS LTD ADR | 12578 | 15639 |
| THERMO FISHER SCIENTIFIC INC | 11200 | 22144 |
| UNITED PARCELS SERVICE CLASS B | 19549 | 21774 |
| UNITED TECHNOLOGIES CORP | 13847 | 15744 |
| VERIZON COMMUNICATIONS | 16286 | 16423 |
| VULCAN MATERIALS | 9103 | 8872 |
| WAL MART STORES | 16598 | 16179 |
| WELLS FARGO & CO | 13117 | 21693 |
| VANGUARD GNMA FD | 31663 | 32420 |
| VANGUARD GNMA FD | 20007 | 20406 |
| VANGUARD INF PROT SEC | 9975 | 10699 |
| ISHARES JP MORGAN EMERGING | 7651 | 8031 |
| ISHARES IBOXX HIGH YLD CORP BOND FD | 10031 | 10654 |
| GEORGIA PWR CO 6% PFD |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 47287 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 49913 | USGovtSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (4 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Book ValueBookValue | EOYFMVEOYFMV | Accumulated DepreciationAccumulatedDepreciation |
|---|---|---|---|---|
| OFFICE EQUIPMENT | 13215 | 13215 | 13215 | |
| FURNITURE & FIXTURES | 9926 | 9926 | 9926 | |
| BUILDINGS & IMPROVEMENTS | 324164 | 152301 | 152301 | 171863 |
| LAND | 5638 | 5638 | 5638 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANTIQUES & DOCUMENTS | Description |
| BOY Book Value | 37155 | BOYBookValue |
| EOY Book Value | 37155 | EOYBookValue |
| EOYFMV | 37155 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (19 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|
| EXPENSES | ||||
| OFFICE EXPENSE | 4344 | 4344 | ||
| INSURANCE | 7206 | 7206 | ||
| EXHIBITS | 2036 | 2036 | ||
| DEVELOPMENT | 853 | 853 | ||
| MISCELLANEOUS | 1100 | 1100 | ||
| EDUCATIONAL EXPENSES | 1454 | 1454 | ||
| TRAINING & WORKSHOPS | 10 | 10 | ||
| COLLECTION EXPENSE | 167 | 167 | ||
| OFFICERS & TRUSTEES | 452 | 452 | ||
| FOREIGN TAXES | 226 | 226 | 226 | |
| ARCHIVAL PROJECT | 544 | 544 | ||
| ORGANIZATIONAL MATERIALS | 527 | 527 | ||
| TECHNOLOGY | 1324 | 1324 | ||
| PUBLIC RELATIONS | 302 | 302 | ||
| BANK CHARGES | 58 | 58 | ||
| SPECIAL PROJECTS | 17033 | 17033 | ||
| FUNDRAISING | 290 | 290 | ||
| VOLUNTEER PROGRAM | 70 | 70 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 317 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 317 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCREASE IN FMV OF INVESTMENTS FOR BOOK PURPOSES | Description |
| Amount | $6,363 | Amount |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort
Name Of501c3 Organization NameOf501c3Organization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZITA MYERS SCHNEIDER FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | 14634 | BalanceDue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $10,987 | Amount |
| Net Investment Income | 10987 | NetInvestmentIncome |
| Adjusted Net Income | 10987 | AdjustedNetIncome |
Sales Of Inventory List SalesOfInventoryList
Sale Of Inventory SaleOfInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MUSEUM STORE, PUBLICATIONS | Category |
| Gross Sales | 4941 | GrossSales |
| Cost Of Goods Sold | 2764 | CostOfGoodsSold |
| Net | 2177 | Net |
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