ALISON FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
ALISON FOUNDATION (EIN 20-0226054)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-13
IRS object ID
201131339349100403
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-13T06:02:51-07:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WEALTH DESIGN SERVICES INCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1940 WESTFALL ROADAddressLine1
CityROCHESTERCity
StateNYState
ZIP Code14618ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN200226054EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Alison FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlALISNameControl
Phone8437685246Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line142 Surfsong RdAddressLine1
CityKiawah IslandCity
StateSCState
ZIP Code29455ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRonald H FieldingName
TitleTrusteeTitle
Date Signed2011-05-13DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameSteven G Schwartz CPAName
Phone5854423230Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY7629517FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss72883InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm72883InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss284256DividendsRevAndExpnss
Dividends Net Invst Incm284256DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss6945NetGainSaleAssetsRevAndExpnss
Gross Sales Price40000GrossSalesPrice
Capital Gain Net Incm Net Invst Incm6945CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses364084TotalRevenueAndExpenses
Total Net Investment Income364084TotalNetInvestmentIncome
Accounting Fees Rev And Expnss1025AccountingFeesRevAndExpnss
Deprec And Depletion Rev And Expnss0DeprecAndDepletionRevAndExpnss
Other Expenses Rev And Expnss250OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss1275TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss319000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps319000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss320275TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps319000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses43809ExcessOfRevenueOverExpenses
Net Investment Income364084NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY1137222SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY21482SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV21482SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig EOY1359015InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV1423010InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY5718518InvestmentsCorpStockBOY
Investments Corp Stock EOY5519052InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV6185025InvestmentsCorpStockEOYFMV
Total Assets BOY6855740TotalAssetsBOY
Total Assets EOY6899549TotalAssetsEOY
Total Assets EOYFMV7629517TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY6855740CapitalStockBOY
Capital Stock EOY6899549CapitalStockEOY
Total Net Assets BOY6855740TotalNetAssetsBOY
Total Net Assets EOY6899549TotalNetAssetsEOY
Total Liabilities Net Assets BOY6855740TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY6899549TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY6855740TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses43809ExcessOfRevenueOverExpenses
Subtotal6899549Subtotal
Total Net Assets Fund Balances EOY6899549TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of Asset40000 NEW YORK CNTYS TOB TRDescriptionOfAsset
How AcquiredPHowAcquired
Date Acquired2010-01-25DateAcquired
Date Sold2010-07-19DateSold
Gross Sales Price40000GrossSalesPrice
Cost Or Other Basis33055CostOrOtherBasis
Gain Or Loss6945GainOrLoss
Gains Minus Excess Or Losses6945GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income6945CapitalGainNetIncome
Net Short Term Capital Gain Or Loss6945NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1315659QualifyingDistributionsYear1
Noncharitable Assets Year15983528NoncharitableAssetsYear1
Distribution Ratio Year10.05276DistributionRatioYear1
Qualifying Distributions Year2346320QualifyingDistributionsYear2
Noncharitable Assets Year27244300NoncharitableAssetsYear2
Distribution Ratio Year20.04781DistributionRatioYear2
Qualifying Distributions Year3395205QualifyingDistributionsYear3
Noncharitable Assets Year38029108NoncharitableAssetsYear3
Distribution Ratio Year30.04922DistributionRatioYear3
Qualifying Distributions Year4375375QualifyingDistributionsYear4
Noncharitable Assets Year47540175NoncharitableAssetsYear4
Distribution Ratio Year40.04978DistributionRatioYear4
Qualifying Distributions Year5577697QualifyingDistributionsYear5
Noncharitable Assets Year57279150NoncharitableAssetsYear5
Distribution Ratio Year50.07936DistributionRatioYear5
Total Distribution Ratio0.27893TotalDistributionRatio
Average Distribution Ratio0.05579AverageDistributionRatio
Net Noncharitable Assets6990769NetNoncharitableAssets
Adjusted Noncharitable Assets389987AdjustedNoncharitableAssets
One Percent Net Investment Income3641OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One393628AdjNonchrtblAssetsAndOnePct
Qualifying Distributions319000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax7282InvestmentIncomeExciseTax
Subtotal7282Subtotal
Tax Based On Investment Income7282TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment947EstTaxPaymentsAndOverpayment
Total Credits And Payments947TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Penalty For Underpayment30PenaltyForUnderpayment
Tax Due6365TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1Ronald FieldingBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number8437685246BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line142 Surfsong RdAddressLine1
CityKiaweh IslandCity
StateSCState
ZIP Code29455ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Donna M Fielding
42 SURFSONG RDKiawah IslandSC29455Trustee5.000
Ronald H Fielding
42 SURFSONG RDKiaweh IslandSC29455Trustee5.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities6943371AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances153856AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets7097227TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets7097227AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable106458CashDeemedCharitable
Net Noncharitable Assets6990769NetNoncharitableAssets
Minimum Investment Return349538MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return349538MinimumInvestmentReturn
Tax Based On Investment Income7282TaxBasedOnInvestmentIncome
Total Tax7282TotalTax
Distributable Amount Before Adj342256DistributableAmountBeforeAdj
Distributable Amount Before Ded342256DistributableAmountBeforeDed
Distributable Amount As Adjusted342256DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions319000ExpensesAndContributions
Qualifying Distributions319000QualifyingDistributions
Adj Qualifying Distributions319000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted342256DistributableAmountAsAdjusted
Excess Distri Carryover Year119579ExcessDistriCarryoverYear1
Total Excess Distri Carryover19579TotalExcessDistriCarryover
Qualifying Distributions319000QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year319000AppliedToCurrentYear
Excess Distri Cyov App CY Corpus19579ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY19579ExcessDistriCyovAppliedCY
Undistributed Income CY3677UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerDonna M FieldingContributingManager
Contributing ManagerRonald H FieldingContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CTRP
100 South Los Robles 2nd FloorPASADENACA91101NonePublicClinical Trials Research Program (CTRP) focuses on advancing the practice of medical care to improve health outcomes. Clinical trials investigators are practicing physicians who bridge the gap between research and clinical practice.$1,000
GEVA THEATRE CENTER
75 WOODBURY BLVDROCHESTERNY14607NonePublicTo support the theatrical offerings and educational efforts of this regional theatre.$100,000
CHAMBER MUSIC OF CHARLESTON
PO BOX 80072CHARLESTONSC29416NonePublicTo support the organization dedicated to developing the audience for classical music.$2,000
ST PAUL'S ACADEMY
13 VICK PARK BROCHESTERNY14607NonePublicTo further the educational mission of the Academy.$5,000
BARRIER ISLAND FREE MED CLINIC
3226 MAYBANK HWY SUITE A-1JOHNS ISLANDSC29455NonePublicTo help provide medical care for the uninsured.$1,000
UCP OF NC Easter Seals
5171 GLENWOOD AVE SUITE 400RALEIGHNC27612NonePublicTo help ensure that children and adults with disabilities can achieve their goals.$9,000
George Eastman House
900 East AveRochesterNY14607NonePublicTo support the museum of photography and film.$100,000
St John's College
PO Box 2800AnnapolisMD21401NonePublicTo help provide need-based aid for qualified students and attracting and retaining the most qualified faculty.$50,000
Agassiz Village
238 Bedford St Suite 8LexingtonMA02420NonePublicTo support their mission of preparing youth for life's journey.$50,000
Hamilton College
198 College Hill RdClintonNY13323NonePublicTo support the educational endeavors of this four-year liberal arts college.$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year319000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$72,883ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$284,256ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income6945RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$357,139ExclusionAmount
Related Or Exempt Function Income6945RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA364084TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryAccounting FeesCategory
Amount$1,025Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionNYS FILING FEESDescription
Revenue And Expenses Per Books250RevenueAndExpensesPerBooks

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