THE SAMUEL P PARDOE FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- THE SAMUEL P PARDOE FOUNDATION (EIN 52-1660757)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-06
- IRS object ID
- 201130969349100308
- Schema version
- 2009v1.7
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-06T15:07:28-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edelstein and Company LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 Federal Street 9th Floor | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 021101772 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521660757 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL P PARDOE FOUNDATION CO GMA FOUNDATIONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAMU | NameControl |
| Phone | 6174267080 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUMMER STREET 8TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SPENCER PARDOE BALLOU | Name |
| Title | SECRETARY | Title |
| Phone | 6174267080 | Phone |
| Date Signed | 2011-03-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALFONSO PERILLO | Name |
| Phone | 6172276161 | Phone |
| Date Prepared | 2011-03-23 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9931379 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 338419 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 338419 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 10925 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1223513 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10925 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2535 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2535 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 351879 | TotalRevenueAndExpenses |
| Total Net Investment Income | 351879 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 11250 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 5625 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 5625 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4600 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 56774 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 44840 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 11934 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 399 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 399 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 6508 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 6508 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2827 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 2827 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 82358 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 55464 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 26894 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 337685 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 337685 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 420043 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 55464 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 364579 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -68164 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 296415 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 37856 | CashBOY |
| Cash EOY | 132672 | CashEOY |
| Cash EOYFMV | 132672 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1593259 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 640793 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 640793 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Rcvbl BOY | 442543 | OtherNotesAndLoansRcvblBOY |
| Investments Govt Oblig BOY | 645629 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1195629 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1324436 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2984814 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3077800 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4651643 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2839856 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2989856 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3181835 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 8543957 | TotalAssetsBOY |
| Total Assets EOY | 8036750 | TotalAssetsEOY |
| Total Assets EOYFMV | 9931379 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 8543957 | RetainedEarningsBOY |
| Retained Earnings EOY | 8036750 | RetainedEarningsEOY |
| Total Net Assets BOY | 8543957 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8036750 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8543957 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8036750 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8543957 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -68164 | ExcessOfRevenueOverExpenses |
| Other Increases | 3500 | OtherIncreases |
| Subtotal | 8479293 | Subtotal |
| Other Decreases | 442543 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 8036750 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | SALE OF PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 1223513 | GrossSalesPrice |
| Cost Or Other Basis | 1212588 | CostOrOtherBasis |
| Gain Or Loss | 10925 | GainOrLoss |
| Gains Minus Excess Or Losses | 10925 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10925 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 306405 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9242551 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.033152 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 384051 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11131593 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.034501 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 299142 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 10631999 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.028136 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 692841 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10288993 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.067338 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1247092 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10262155 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.121523 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.284650 | TotalDistributionRatio |
| Average Distribution Ratio | 0.056930 | AverageDistributionRatio |
| Net Noncharitable Assets | 9874555 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 562158 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2964 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 565122 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 364579 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5928 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5928 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5928 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 10561 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 10561 | TotalCreditsAndPayments |
| Overpayment | 4633 | Overpayment |
| Amount Credited To Next Year | 3000 | AmountCreditedToNextYear |
| Amount To Be Refunded | 1633 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | DC | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | HTTP://PARDOEFOUNDATION.GRANTSMANAGEMENT08.COM | WebsiteAddress |
| Books In Care Of Person Name | GMA FOUNDATIONS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6174267080 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 SUMMER STREET 8th FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| CHARLES H PARDOE II | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | PRESIDENT | 3.00 | 0 | 0 | 0 |
| SPENCER PARDOE BALLOU | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | SECRETARY | 2.00 | 2500 | 0 | 0 |
| CHARLES E PARDOE | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | TREASURER | 2.00 | 3500 | 0 | 0 |
| P BRUCE PARDOE | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | Vice president | 2.00 | 3500 | 0 | 0 |
| ELIZABETH PARDOE GRAY | |||||||||
| C/O GMA FOUNDATIONS 77 SUMMER | STREET 8TH FL | BOSTON | MA | 02110 | TRUSTEE | 2.00 | 1750 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 9956024 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 68905 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 10024929 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 10024929 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 150374 | CashDeemedCharitable |
| Net Noncharitable Assets | 9874555 | NetNoncharitableAssets |
| Minimum Investment Return | 493728 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 493728 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5928 | TaxBasedOnInvestmentIncome |
| Total Tax | 5928 | TotalTax |
| Distributable Amount Before Adj | 487800 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 487800 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 487800 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 364579 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 364579 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 364579 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 487800 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 177059 | ExcessDistriCarryoverYear4 |
| Total Excess Distri Carryover | 177059 | TotalExcessDistriCarryover |
| Qualifying Distributions | 364579 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 364579 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 123221 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 123221 | ExcessDistriCyovAppliedCY |
| Total Corpus | 53838 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 53838 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 53838 | ExcessFromYear4 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE SAMUEL P PARDOE FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GMA FOUNDATIONS 77 SUMMER | AddressLine1 |
| Address Line2 | STREET 8TH FLOOR | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6174267080 | RecipientPhoneNumber |
| Form And Info And Materials | Requests for support must include two copies of: 1) the two-page Proposal Cover Sheet, available online or from the Foundation office (include three copies); 2) a description of the proposed project and the staff who will carry it out; 3) a description of the evaluation process for the project; 4) a budget for the proposed project, with an indication of amounts already received and other sources of support; 5) a list of officers and directors; 6) evidence of tax-exempt status under sections 501(c)(3) and 509(a) of the Internal Revenue Code (include only one copy); 7) a copy of audited financial reports for the previous two years and a copy of the most recent 990 tax form. | FormAndInfoAndMaterials |
| Submission Deadlines | Applications may be submitted at any time before Monday, January 18, 2011. | SubmissionDeadlines |
| Restrictions On Awards | Grantmaking is limited to organizations located within or serving the Lakes Region of New Hampshire, with a priority focus on Laconia. The Foundation's interests include education, land and resource management, and social services. There is a particular interest in programs that provide opportunities for disadvantaged persons, especially children. The Foundation does not fund endowments, individual scholarships, loans, deficits, sectarian religious or political activities, or advertising. Grants are not made to individuals. Grants for operating expenses are normally excluded. The Foundation prefers to fund specific projects, programs, capital improvements and equipment purchases. programs, capital improvements and equipment purchases. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 520 8TH AVE FLOOR 7 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,500 |
| CHILD AND FAMILY SERVICES | |||||||
| 464 CHESTNUT ST PO BOX 448 | MANCHESTER | NH | 03105 | NONE | 501(C)(3) | PROGRAM SUPPORT | $7,500 |
| COURT APPOINTED SPECIAL ADVOCATES OF NH | |||||||
| PO BOX 1327 | MANCHESTER | NH | 03105 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 |
| FRIENDS OF THE VINALHAVEN PUBLIC LIBRARY | |||||||
| PO BOX 223 | VINALHAVEN | ME | 04863 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 |
| GENESIS BEHAVIORAL HEALTH | |||||||
| 111 CHURCH STREET | LACONIA | NH | 03246 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,450 |
| HUMANE SOCIETY OF THE UNITED STATES | |||||||
| DEPT GAIT04 2100 L ST NW | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,000 |
| ISLAND COMMUNITY MEDICAL CENTER | |||||||
| PO BOX 812 | VINALHAVEN | ME | 04863 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,500 |
| ISLAND INSTITUTE | |||||||
| 386 MAIN STREET PO BOX 648 | ROCKLAND | ME | 04841 | NONE | 501(C)(3) | PROGRAM SUPPORT | $500 |
| LACONIA SCHOOL DISTRICT | |||||||
| PO BOX 309 | LACONIA | NH | 03246 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 |
| LAKE WINNIPESAUKE ASSOCIATION | |||||||
| PO BOX 1624 | MEREDITH | NH | 03253 | NONE | 501(C)(3) | PROGRAM SUPPORT | $10,000 |
| LAKES REGION PLANNING COMMISSION | |||||||
| 103 MAIN STREET STE3 | MEREDITH | NH | 03253 | NONE | 501(C)(3) | PROGRAM SUPPORT | $10,000 |
| LAST CHANCE FOR ANIMALS | |||||||
| 8033 SUNSET BLVD STE 835 | LOS ANGELES | CA | 90046 | NONE | 501(C)(3) | PROGRAM SUPPORT | $500 |
| LIFEFLIGHT FOUNDATION | |||||||
| PO BOX 899 | CAMDEN | ME | 04843 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 |
| LIVE IT LEARN IT | |||||||
| 1439 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | NONE | 501(C)(3) | PROGRAM SUPPORT | $4,500 |
| MAYMONT FOUNDATION | |||||||
| 1700 HAMPTON STREET | RICHMOND | VA | 23220 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,000 |
| NEW HAMPSHIRE LAKES ASSOCIATION INC | |||||||
| 84 SILK FARM ROAD | CONCORD | NH | 03301 | NONE | 501(C)(3) | PROGRAM SUPPORT | $8,000 |
| NEW HAMPSHIRE PRESERVATION ALLIANCE | |||||||
| PO BOX 268 | CONCORD | NH | 03302 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,500 |
| NEW HAMPSHIRE RIVERS COUNCIL | |||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | NONE | 501(C)(3) | PROGRAM SUPPORT | $6,000 |
| NORTHERN KENYA FUND | |||||||
| 9690 DEERCO ROAD | TIMONIUM | MD | 21093 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 |
| PARTNERS IN ISLAND EDUCATION | |||||||
| PO BOX 664 | VINALHAVEN | ME | 04863 | NONE | 501(C)(3) | PROGRAM SUPPORT | $500 |
| PLUSTIME NH | |||||||
| 160 DOVER ROAD SUITE ONE | CHICHESTER | NH | 03258 | NONE | 501(C)(3) | PROGRAM SUPPORT | $16,000 |
| PRESCOTT CONSERVANCY INC | |||||||
| 77 SUMMER STREET 8TH FLOOR | BOSTON | MA | 02110 | NONE | 501(C)(3) | PROGRAM SUPPORT | $220,500 |
| ST THOMAS' DAY SCHOOL | |||||||
| 3602 HAWTHORNE AVE | RICHMOND | VA | 23222 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,000 |
| THE TIDES FOUNDATION | |||||||
| PRESIDIO BUILDING 1014 | SAN FRANCISCO | CA | 94129 | NONE | 501(C)(3) | PROGRAM SUPPORT | $10,000 |
| THOMPSON-AMES HISTORICAL SOCIETY | |||||||
| PO BOX 7404 | GILFORD | NH | 03247 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,235 |
| VINALHAVEN ELDER CARE SERVICES | |||||||
| PO BOX 624 | VINALHAVEN | ME | 04863 | NONE | 501(C)(3) | PROGRAM SUPPORT | $500 |
| VINALHAVEN FIREFIGHTERS ASSOCIATION | |||||||
| PO BOX 815 | VINALHAVEN | ME | 04863 | NONE | 501(C)(3) | PROGRAM SUPPORT | $500 |
| VINALHAVEN HISTORICAL SOCIETY | |||||||
| PO BOX 339 | VINALHAVEN | ME | 04863 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 |
| VINALHAVEN LAND TRUST | |||||||
| PO BOX 268 | VINALHAVEN | ME | 04863 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 |
| VIRGINIA CONGRESS OF PARENTS & TEACHERS | |||||||
| 1600 W LABURNUM AVENUE | RICHMOND | VA | 23227 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | PROGRAM SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 337685 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $338,419 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $10,925 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Security Litigation Proceeds | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,535 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $351,879 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 351879 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | Category |
| Amount | $4,600 | Amount |
| Net Investment Income | 4600 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENT OF AMENDMENT | Identifier |
| Return Reference | FORM 990-PF | ReturnReference |
| Explanation | FOR THE YEARS ENDED JUNE 30, 2005 AND 2006, THE FOUNDATION MADE BELOW MARKET LOANS (0% INTEREST) OF $249,000 AND $386,000, RESPECTIVELY, TO PRESCOTT CONSERVANCY TO BUILD ITS ENVIRONMENT EDUCATION CENTER IN NEW HAMPSHIRE. THESE LOANS WERE CONSIDERED PROGRAM-RELATED INVESTMENTS AND WERE TAKEN AS QUALIFYING DISTRIBUTIONS IN EACH OF THE RESPECTIVE YEARS. DURING THE YEAR ENDED JUNE 30, 2007, THE FOUNDATION WAS REPAID $192,457 RESULTIING IN A NOTE RECEIVABLE OF $442,543 FOR THE YEARS ENDING JUNE 30, 2007 - 2009. DURING THE YEAR ENDED JUNE 30,2010, THE FOUNDATION FORGAVE THE $442,543 DEBT TO PRESCOTT CONSERVANCY. THE DEBT FORGIVENESS WAS INCORRECTLY REPORTED AS A GRANT IN PART XV OF THE ORIGINALLY FILED RETURN, AND HAS BEEN PROPERLY REPORTED AS OTHER CHANGES IN NET ASSETS IN PART III OF THE AMENDED RETURN. CONSEQUENTLY, THIS HAS ALSO CHANGED THE QUALIFYING DISTRIBUTION AMOUNTS IN PARTS XII AND XIII OF THE AMENDED FORM 990-PF. | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS - SUNTRUST BANK | NameOfBond |
| EOY Book Value | 2989856 | EOYBookValue |
| EOYFMV | 3181835 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK - SUNTRUST BANK | NameOfStock |
| EOY Book Value | 3077800 | EOYBookValue |
| EOYFMV | 4651643 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1195629 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1324436 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FORGIVENESS OF PRI DEBT TAKEN AS QUALIFYING DISTRIBUTIONS ON PRIOR RETURNS | Description |
| Amount | $442,543 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE EXPENSE | 544 | 0 | 544 |
| Dues & membership | 1825 | 0 | 1825 |
| SITE VISITS | 383 | 0 | 383 |
| STATE FILING FEES | 75 | 0 | 75 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Security Litigation Proceeds | Description |
| Revenue And Expenses Per Books | 2535 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2535 | NetInvestmentIncome |
| Adjusted Net Income | 2535 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | VOIDED CHECK #1804 TO A TRUSTEE WHICH WAS ISSUED IN FY09 | Description |
| Amount | $3,500 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOUNDATION MANAGEMENT | $12,562 | 628 | 11934 |
| PORTFOLIO MANAGEMENT | $44,212 | 44212 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $399 | Amount |
| Net Investment Income | 399 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments