STRONGE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STRONGE FAMILY FOUNDATION (EIN 41-2023746)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-02
- IRS object ID
- 202301539349100305
- Schema version
- 2022v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-02T08:23:47-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043432473 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Turner & Costa PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 Littleton Rd | AddressLine1Txt |
| City | Westford | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412023746 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stronge Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRO | BusinessNameControlTxt |
| Phone | 8643139810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Elizabeth Poupore 238 Merrifiel | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth Poupore | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8643139810 | PhoneNum |
| Signature | 2023-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Elizabeth | PersonFirstNm |
| Person Last | Poupore | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert M Turner | PreparerPersonNm |
| PTIN | P00497567 | PTIN |
| Phone | 9786923291 | PhoneNum |
| Preparation | 2023-06-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,316,239 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,038 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,038 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,735 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $341,119 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,735 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $126 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $65,899 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,773 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,608 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,608 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,608 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,295 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,295 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,295 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,285 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,285 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,888 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,913 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,913 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,913 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,913 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,989 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,860 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,386 | CashBOYAmt |
| Cash EOY | $22,701 | CashEOYAmt |
| Cash EOYFMV | $22,701 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,656,973 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,293,538 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,293,538 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,692,359 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,316,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,316,239 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,692,359 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,316,239 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,692,359 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,316,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,692,359 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,316,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,692,359 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,989 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,651,370 | SubtotalAmt |
| Other Decreases | $335,131 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,316,239 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley Account 390 043312 066 | P | 2022-06-02 | 2022-06-02 | $6 | $0 | $5 | $1 | $0 | $0 | $0 | $1 |
| Morgan Stanley Account 390 043312 066 | P | 2022-03-26 | 2022-03-31 | $31,228 | $0 | $26,041 | $5,187 | $0 | $0 | $0 | $5,187 |
| Morgan Stanley Account 390 043313 066 | P | 2022-09-19 | 2022-11-28 | $20,027 | $0 | $19,668 | $359 | $0 | $0 | $0 | $359 |
| Morgan Stanley Account 390 043313 066 | P | 2015-08-03 | 2022-11-28 | $56,683 | $0 | $43,861 | $12,822 | $0 | $0 | $0 | $12,822 |
| Morgan Stanley Account 390 043313 066 | P | 2022-11-28 | 2022-11-28 | $493 | $0 | $0 | $493 | $0 | $0 | $0 | $493 |
| Morgan Stanley Account 390 043313 066 | P | 2022-03-31 | 2022-03-31 | $263 | $0 | $0 | $263 | $0 | $0 | $0 | $263 |
| Morgan Stanley Account 390 043314 066 | P | 2021-07-13 | 2022-03-03 | $17,448 | $0 | $33,111 | -$15,663 | $0 | $0 | $0 | -$15,663 |
| Morgan Stanley Account 390 043314 066 | P | 2017-12-05 | 2022-11-21 | $74,029 | $0 | $66,063 | $7,966 | $0 | $0 | $0 | $7,966 |
| Morgan Stanley Account 390 043315 066 | P | 2022-03-09 | 2022-11-28 | $28,877 | $0 | $30,609 | -$1,732 | $0 | $0 | $0 | -$1,732 |
| Morgan Stanley Account 390 043315 066 | P | 2021-09-01 | 2022-11-28 | $112,064 | $0 | $86,026 | $26,038 | $0 | $0 | $0 | $26,038 |
| Morgan Stanley Account 390 043315 066 | P | 2022-12-30 | 2022-12-30 | $1 | $0 | $0 | $1 | $0 | $0 | $0 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,735 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$11,091 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $624 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $624 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $624 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,625 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,625 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,625 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $27 | EsPenaltyAmt |
| Overpayment | $974 | OverpaymentAmt |
| Applied To ES Tax | $974 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Elizabeth Poupore | IndividualWithBooksNm |
| Phone | 8643139810 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 238 Merrifield | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| William Stronge | ||||||||
| 5 Woodland Drive | Westford | MA | 01886 | Director | 1.00 | $1,578 | $0 | $0 |
| Marlene Stronge | ||||||||
| 27 Summit Heights | North Oaks | MN | 55127 | Director | 1.00 | $0 | $0 | $0 |
| Laura Stronge | ||||||||
| 616 Asheton Way | Simpsonville | SC | 29681 | Vice President | 1.00 | $1,000 | $0 | $0 |
| Elizabeth Poupore | ||||||||
| 238 Merrifield Drive | Greenville | SC | 29615 | President | 1.00 | $1,030 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,475,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,515,800 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,515,800 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,737 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,493,063 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,653 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,653 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $624 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $624 | TotalTaxAmt |
| Distributable Before Adj | $74,029 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $74,029 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $74,029 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,913 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $104,913 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,029 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $27,059 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,373 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,086 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,467 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,059 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $159,044 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,913 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,029 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,884 | RemainingDistriFromCorpusAmt |
| Total Corpus | $189,928 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $27,059 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $162,869 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,373 | ExcessFromYear4Amt |
| Excess From Year3 | $28,086 | ExcessFromYear3Amt |
| Excess From Year2 | $15,467 | ExcessFromYear2Amt |
| Excess From Year1 | $61,059 | ExcessFromYear1Amt |
| Excess From Current Year | $30,884 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | James Stronge | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A Child's Haven | ||||||
| 20 Martin Drive | Greenville | SC | 29617 | PublicCharity | SOCIAL SERVICES | $6,000 |
| Merrimack Valley Food Bank | ||||||
| 735 Broadway Street | Lowell | MA | 01854 | PublicCharity | SOCIAL SERVICES | $6,000 |
| Scholarship America Development Department | ||||||
| 7900 International Drive Ste 500 | Minneapolis | MN | 55425 | PublicCharity | SOCIAL SERVICES | $3,000 |
| Crohn's & Colitis Foundation | ||||||
| 733 Third Avenue Suite 510 | New York | NY | 10017 | PublicCharity | SOCIAL SERVICES | $6,000 |
| Harvest Hope Food Bank | ||||||
| 2818 White Horse Road | Greenville | SC | 29611 | PublicCharity | SOCIAL SERVICES | $12,000 |
| Rails to Trails Conservancy | ||||||
| 2121 Ward Court NW 5th Floor | Washington | DC | 20037 | PublicCharity | SOCIAL SERVICES | $6,000 |
| House of Hope | ||||||
| 812 Merrimack Street | Lowell | MA | 01854 | PublicCharity | SOCIAL SERVICES | $8,000 |
| Izzie's Pond | ||||||
| 335 Ross Road | Liberty | SC | 29657 | PublicCharity | Social Services | $2,000 |
| Canterbury Counseling Center | ||||||
| 7 Pettigru Street | Greenville | SC | 29601 | PublicCharity | Social Services | $5,000 |
| Service Dogs for Veterans | ||||||
| 109 Woodruff Industrial Lane | Greenville | SC | 29607 | PublicCharity | Social Services | $2,000 |
| South Carolina Ovarian Cancer Foundation | ||||||
| 110B Edinburg CT | Greenville | SC | 29607 | PublicCharity | Social Services | $3,000 |
| Archways | ||||||
| 5 Prospect Street | Tilton | NH | 04276 | PublicCharity | Social Services | $5,000 |
| International Institute of NE ATTN Development Office | ||||||
| 2 Boylston St3rd Floor | Boston | MA | 02116 | PublicCharity | Social Services | $2,000 |
| Heading Home | ||||||
| 186 Massachusetts Avenue | Boston | MA | 02115 | PublicCharity | Social Services | $4,000 |
| Sandy Hook Promise | ||||||
| PO Box 3489 | Newtown | CT | 06470 | PublicCharity | Social Services | $4,000 |
| Union of Concerned Scientists | ||||||
| Two Brattle Square Suite 6 | Cambridge | MA | 02138 | PublicCharity | Social Services | $4,000 |
| Communities in Schools Attn Business Office | ||||||
| 1691 Turnbull Avenue Suite 200 | North Charleston | SC | 29405 | PublicCharity | Social Services | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,038 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,735 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,773 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,773 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Morgan Stanley Investments - 4 Accounts | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $341,119 | GrossSalesPriceAmt |
| Basis | $305,384 | BasisAmt |
| Total Net | $35,735 | TotalNetAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized losses on investments | Desc |
| Amt | $335,131 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MN Registration Fee | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $126 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Morgan Stanley Management Fees | CategoryTxt |
| Amt | $14,295 | Amt |
| Net Investment Income | $14,295 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Paid | $1,285 | $1,285 | $1,285 |
| Federal tax/penalty | $1,975 | $0 |