MASON WRIGHT FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MASON WRIGHT FOUNDATION INC (EIN 04-2105936)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201141369349100039
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T14:05:46-05:00 | 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 | JM O'BRIEN & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 MAIN STREET - 15TH FL | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 01103 | 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 | 042105936 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASON-WRIGHT FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MASO | NameControl |
| Phone | 4137331517 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 WALNUT STREET | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 01105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN T POPP | Name |
| Title | CEO | Title |
| Phone | 4137331517 | Phone |
| Date Signed | 2011-05-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN M O'BRIEN III CPA | Name |
| Phone | 4137338288 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 15856182 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 740 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 198336 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 198336 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 198336 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -171426 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3532138 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 5000 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 5000 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 32650 | TotalRevenueAndExpenses |
| Total Net Investment Income | 198336 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 203336 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 127512 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 27242 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 0 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 795 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 795 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 15150 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1443 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 13707 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8315 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 524 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 524 | DeprecAndDepletionAdjNetIncm |
| Trav Conf Meeting Rev And Expnss | 12560 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 118803 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 37838 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 310901 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 40076 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 524 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 13707 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 310901 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 40076 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 524 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 13707 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -278251 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 158260 | NetInvestmentIncome |
| Adjusted Net Income | 202812 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 41161 | CashBOY |
| Cash EOY | 22365 | CashEOY |
| Cash EOYFMV | 22365 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 4315926 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 255425 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 255425 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 10085 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 11923 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 11923 | PrepaidExpensesEOYFMV |
| Investments Land Etc Basis | 50946 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 50946 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 50946 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 50946 | InvestmentsLandEtcEOYFMV |
| Investments Other BOY | 5122960 | InvestmentsOtherBOY |
| Investments Other EOY | 9085083 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 9623426 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 3020 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 524 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 0 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 2496 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 2496 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 5874806 | OtherAssetsBOY |
| Other Assets EOY | 5889601 | OtherAssetsEOY |
| Other Assets EOYFMV | 5889601 | OtherAssetsEOYFMV |
| Total Assets BOY | 15415884 | TotalAssetsBOY |
| Total Assets EOY | 15317839 | TotalAssetsEOY |
| Total Assets EOYFMV | 15856182 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 32436 | AccountsPayableBOY |
| Accounts Payable EOY | 23465 | AccountsPayableEOY |
| Total Liabilities BOY | 32436 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23465 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 14858036 | UnrestrictedBOY |
| Unrestricted EOY | 14719150 | UnrestrictedEOY |
| Temporarily Restricted BOY | 525412 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 575224 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 15383448 | TotalNetAssetsBOY |
| Total Net Assets EOY | 15294374 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 15415884 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 15317839 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 15383448 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -278251 | ExcessOfRevenueOverExpenses |
| Other Increases | 209177 | OtherIncreases |
| Subtotal | 15314374 | Subtotal |
| Other Decreases | 20000 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 15294374 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| VARIOUS SHORT-TERM SECURITIES - PEOPLE'S BANK UNITED #1013 | P | 1304636 | 1310891 | -6255 | -6255 |
| VARIOUS LONG-TERM SECURITIES - PEOPLE'S BANK UNITED #1013 | P | 1955700 | 2102574 | -146874 | -146874 |
| VARIOUS SHORT-TERM SECURITIES - PEOPLE'S BANK UNITED #1021 | P | 119260 | 117457 | 1803 | 1803 |
| VARIOUS LONG-TERM SECURITIES - PEOPLE'S BANK UNITED #1021 | P | 152542 | 172642 | -20100 | -20100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -171426 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -4452 | NetShortTermCapitalGainOrLoss |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | X | ExemptOperatingFoundations |
| Date Of Ruling Letter | 1997-10-11 | DateOfRulingLetter |
| Investment Income Excise Tax NA | N/A | InvestmentIncomeExciseTaxNA |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
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 | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | 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 | MASONWRIGHTFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | ALAN T POPP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4137331517 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 74 WALNUT STREET | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 01105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
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 | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ELLEN W FREYMAN ESQ | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| WALTER WOODGETT | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| M TRANT CAMPBELL ESQ | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | SECRETARY | 2.00 | 0 | 0 | 0 |
| MARY BETH DOWD | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| PAUL J MARCHESE | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| ALAN T POPP | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | CEO | 40.00 | 127512 | 10985 | 0 |
| CHERYL STANLEY ED D | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| PAUL STELZER | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| EILEEN SULLIVAN SSJ | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| TOM BURTON | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | TREASURER | 2.00 | 0 | 0 | 0 |
| MANNY ANDRADE ESQ | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| ADRIENNE OSBORN | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| BETH DESOUSA CPA | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| ALLISON EBNER | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| JOHN MORSE | ||||||||
| 74 WALNUT STREET | SPRINGFIELD | MA | 01105 | DIRECTOR | 1.00 | 0 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION CREATED AND OPERATES THE MASON-WRIGHT RETIREMENT COMMUNITY FOR LOW-INCOME ELDERLY RESIDENTS. | Description1 |
| Expenses1 | 310901 | Expenses1 |
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 | 7373193 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2317439 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 11004 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9701636 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9701636 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 145525 | CashDeemedCharitable |
| Net Noncharitable Assets | 9556111 | NetNoncharitableAssets |
| Minimum Investment Return | 477806 | 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 | 13707 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 13707 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 13707 | 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 | 202812 | CurrentYear |
| Year1 | 338597 | Year1 |
| Year2 | 482649 | Year2 |
| Year3 | 536291 | Year3 |
| Total | 1560349 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 172390 | CurrentYear |
| Year1 | 287807 | Year1 |
| Year2 | 410252 | Year2 |
| Year3 | 455847 | Year3 |
| Total | 1326297 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 13707 | CurrentYear |
| Year1 | 9500 | Year1 |
| Year2 | 125 | Year2 |
| Year3 | 46954 | Year3 |
| Total | 70286 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 13707 | CurrentYear |
| Year1 | 9500 | Year1 |
| Year2 | 125 | Year2 |
| Year3 | 46954 | Year3 |
| Total | 70286 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 15856182 | CurrentYear |
| Year1 | 15415884 | Year1 |
| Year2 | 14483681 | Year2 |
| Year3 | 16536200 | Year3 |
| Total | 62291947 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
| Tot Grant Or Contri Paid During Year | 0 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 198336 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -171426 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEE | Description |
| Related Or Exempt Function Income | 5000 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 31910 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 31910 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4&8 | LineNumber |
| Relationship Statement | THE ORGANIZATION'S PURPOSE IS ACCOMPLISHED BY EARNING INCOME IN THE FORM OF INTEREST, DIVIDEND, AND GAINS ON SALES OF INVESTMENTS TO SUPPORT AN ASSISTED AND INDEPENDENT LIVING RETIREMENT COMMUNITY FOR THE ELDERLY POOR. | RelationshipStatement |
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 AND AUDIT FEE | Category |
| Amount | $15,150 | Amount |
| Net Investment Income | 1443 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 13707 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (4 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|---|---|---|
| BLACKBERRY | 2010-02-23 | 332 | SL | 2.000000000000 | 138 | 0 | 138 |
| TOSHIBA | 2010-03-03 | 680 | SL | 5.000000000000 | 113 | 0 | 113 |
| SOFTWARE | 2010-04-14 | 863 | SL | 3.000000000000 | 216 | 0 | 216 |
| NEXLINK PC | 2010-09-30 | 1145 | SL | 5.000000000000 | 57 | 0 | 57 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 9085083 | BookValue |
| EOYFMV | 9623426 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (4 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| BLACKBERRY | 332 | 138 | 194 | 0 |
| TOSHIBA | 680 | 113 | 567 | 0 |
| SOFTWARE | 863 | 216 | 647 | 0 |
| NEXLINK PC | 1145 | 57 | 1088 | 0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $795 | Amount |
| Net Investment Income | 795 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (5 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ADMIN FEE DUE FROM MWRC | 20000 | 25000 | 25000 |
| INTEREST RECEIVABLE - INVESTMENT ACCOUNTS | 1138 | 0 | 0 |
| INTEREST RECEIVABLE - MW RET COMMUNITY | 415886 | 446819 | 446819 |
| DEVELOPMENT FEE RECEIVABLE | 190642 | 190642 | 190642 |
| DUE FROM MWRCLP | 5247140 | 5227140 | 5227140 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2008 PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $20,000 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| MARKETING AND BRANDING | 2653 | 0 | 0 | 0 |
| INVESTMENT ADMINISTRATIVE FEE | 37838 | 37838 | 0 | 0 |
| MISCELLANEOUS | 3554 | 0 | 0 | 0 |
| INSURANCE | 26730 | 0 | 0 | 0 |
| OFFICE SUPPLIES | 3939 | 0 | 0 | 0 |
| FUNDRAISING | 19557 | 0 | 0 | 0 |
| CONSULTANTS | 21425 | 0 | 0 | 0 |
| PAYROLL PROCESSING FEE | 1495 | 0 | 0 | 0 |
| REAL ESTATE TAXES | 1612 | 0 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEE | Description |
| Revenue And Expenses Per Books | 5000 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 5000 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BALANCE SHEET ADJUSTMENT FAIR MARKET VALUE TO BOOK VALUE | Description |
| Amount | $209,177 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | Category |
| Amount | $8,315 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments