ROSE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ROSE FOUNDATION (EIN 20-4647579)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201143199349100339
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T10:38:22-06:00 | 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 | DICICCO GULMAN & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1 |
| City | WOBURN | City |
| State | MA | State |
| ZIP Code | 01801 | 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 | 204647579 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROSE | NameControl |
| Phone | 6174821776 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GOULSTON STORRS 400 ATLANTIC | AddressLine1 |
| Address Line2 | AVE | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ADAM STEIN | Name |
| Title | TRUSTEE | Title |
| Phone | 6174821776 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA K BAROOSHIAN | Name |
| Phone | 7819375300 | 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 | 8574488 | 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 | 172838 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 172838 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 69633 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 308314 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 69633 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 50 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 242521 | TotalRevenueAndExpenses |
| Total Net Investment Income | 242471 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 7500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 52311 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 25974 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 26337 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7896 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 7896 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 8163 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8163 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 75870 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 49533 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 26337 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 385000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 385000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 460870 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 49533 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 411337 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -218349 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 192938 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4174 | CashBOY |
| Cash EOY | 329 | CashEOY |
| Cash EOYFMV | 329 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 57500 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 163000 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 163000 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 1610 | AccountsReceivable |
| Accounts Receivable BOY | 1610 | AccountsReceivableBOY |
| Accounts Receivable EOY | 1610 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1610 | AccountsReceivableEOYFMV |
| Investments Other BOY | 8602634 | InvestmentsOtherBOY |
| Investments Other EOY | 8282630 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 8409549 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 8665918 | TotalAssetsBOY |
| Total Assets EOY | 8447569 | TotalAssetsEOY |
| Total Assets EOYFMV | 8574488 | 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 | 8665918 | RetainedEarningsBOY |
| Retained Earnings EOY | 8447569 | RetainedEarningsEOY |
| Total Net Assets BOY | 8665918 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8447569 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8665918 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8447569 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8665918 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -218349 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 8447569 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 8447569 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date SoldDateSold | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|
| PARTNERSHIP CAPITAL GAIN | P | 12928 | 12928 | 12928 | ||
| PARTNERSHIP CAPITAL GAIN | P | 85943 | 85943 | 85943 | ||
| 9398 SHS ABERDEEN EMERGING MARKETS INSTITUTION FUND | P | 100000 | -2538 | -2538 | 2010-02-09 | 102538 |
| 2022 SHS DOMINI SOCIAL INDEX FUND | P | 50000 | -15669 | -15669 | 2010-02-09 | 65669 |
| 3482 SHS EII INTERNATIONAL PROPERTY FUND | P | 50000 | -20474 | -20474 | 2010-02-09 | 70474 |
| CAPITAL GAINS DIVIDENDS | P | 9443 | 9443 | 9443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 69633 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 251165 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6859694 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.036615 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 472636 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8568907 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055157 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 526797 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 10277115 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051259 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 750 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5573462 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.000135 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.143166 | TotalDistributionRatio |
| Average Distribution Ratio | 0.035792 | AverageDistributionRatio |
| Net Noncharitable Assets | 7935613 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 284031 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1929 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 285960 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 411337 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1929 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1929 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1929 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1931 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1000 | TaxPaidWithExtension |
| Total Credits And Payments | 2931 | TotalCreditsAndPayments |
| Overpayment | 1002 | Overpayment |
| Amount Credited To Next Year | 1002 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | 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 | MA | 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | GOULSTON STORRS PC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6174821776 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ATLANTIC AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ADAM STEIN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GOULSTON STORRS 400 ATLANTIC | AddressLine1 |
| Address Line2 | AVE | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | NONE - GRANT MAKING ORGANIZATION | Description1 |
| Expenses1 | 385000 | 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 | 7968930 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 85920 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1610 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8056460 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8056460 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 120847 | CashDeemedCharitable |
| Net Noncharitable Assets | 7935613 | NetNoncharitableAssets |
| Minimum Investment Return | 396781 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 396781 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1929 | TaxBasedOnInvestmentIncome |
| Total Tax | 1929 | TotalTax |
| Distributable Amount Before Adj | 394852 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 394852 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 394852 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 411337 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 411337 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1929 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 409408 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 394852 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 207487 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 411337 | QualifyingDistributions |
| Applied To Year1 | 207487 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 203850 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 191002 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| OREGON CENTER FOR PUBLIC POLICY | |||||||
| PO BOX 7 | SILVERTON | OR | 97381 | NONE | 509(A)(1) | OCPP FEDERAL BUDGET PROJECT | $50,000 |
| ARKANSAS ADVOCATES FOR CHILDREN & FAMILIES | |||||||
| 1400 W MARKHAM ST SUITE 306 | LITTLE ROCK | AR | 72201 | NONE | 509(A)(1) | FEDERAL TAX AND BUDGET ADVOCACY PROJECT | $50,000 |
| MAINE CENTER FOR ECONOMIC POLICY | |||||||
| 66 WINTHROP STREET PO BOX 437 | AUGUSTA | ME | 04332 | NONE | 509(A)(1) | FEDERAL TAX AND BUDGET PUBLIC EDUCATION AND ADVOCACY | $50,000 |
| PUBLIC ASSETS INSTITUTE | |||||||
| PO BOX 942 | MONTPELIER | VT | 05601 | NONE | 509(A)(1) | GENERAL OPERATIONS | $25,000 |
| THE CENTER FOR COMMUNITY SOLUTIONS | |||||||
| 1501 EUCLID AVENUE SUITE 310 | CLEVELAND | OH | 44115 | NONE | 509(A)(1) | GENERAL OPERATIONS | $35,000 |
| DEMOS | |||||||
| 220 FIFTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 509(A)(1) | PROGRESSIVE IDEAS NETWORK | $25,000 |
| WEST VIRGINIA CENTER ON BUDGET AND POLICY INC | |||||||
| 723 KANAWHA BLVD SUITE 300 | CHARLSTON | WV | 25301 | NONE | 509(A)(2) | GENERAL OPERATIONS | $50,000 |
| PUBLIC ASSETS INSTITUTE | |||||||
| PO BOX 942 | MONTPELIER | VT | 05601 | NONE | 509(A)(1) | GENERAL OPERATIONS | $50,000 |
| OKLAHOMA POLICY INC | |||||||
| PO BOX 14347 | TULSA | OK | 74159 | NONE | 509(A)(2) | GENERAL OPERATIONS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 385000 | 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 | $172,838 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $69,633 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $50 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $242,521 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 242521 | 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 FEES - TAX PREP | Category |
| Amount | $7,500 | Amount |
| Net Investment Income | 7500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (8 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ABERDEEN EMERGING MARKETS | AT COST | 372980 | 506597 |
| BOSTON COMMON INTL SOCIAL FD | AT COST | 2704314 | 2732553 |
| DOMINI SOCIAL INDEX FD | AT COST | 3038787 | 3059900 |
| EII INTERNATIONAL PROPERTY FUND | AT COST | 170667 | 152955 |
| IRM CORE BOND FUND | AT COST | 1310345 | 1232475 |
| PIMCO COMMODITY | AT COST | 258197 | 190212 |
| T ROWE PRICE NEW ERA | AT COST | 162407 | 263325 |
| VANGUARD ENTERGY FUND ADMIRAL SHARES | AT COST | 264933 | 271532 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER LOSSES (PARTNERSHIP) | Description |
| Revenue And Expenses Per Books | 8163 | RevenueAndExpensesPerBooks |
| Net Investment Income | 8163 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Revenue And Expenses Per Books | 50 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 50 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $9,868 | 9868 | 0 |
| CUSTODIAL FEES | $16,106 | 16106 | 0 |
| MOTT PHILANTHROPIC | $26,337 | 0 | 26337 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $7,896 | Amount |
| Net Investment Income | 7896 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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