ROY M MALOOL FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROY M MALOOL FAMILY FOUNDATION (EIN 02-0498236)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-13
- IRS object ID
- 202043189349102584
- Schema version
- 2019v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T13:31:39-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030225774 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALLAGHER FLYNN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 MECHANIC STREET BOX A-9 SUITE | AddressLine1Txt |
| Address Line2 | E2-4 | AddressLine2Txt |
| City | LEBANON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03766 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020498236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY M MALOOL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROYMAL INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROYM | BusinessNameControlTxt |
| Phone | 6038632410 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 658 | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 037730658 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROY M MALOOL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6038632410 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP A LAPP CPA | PreparerPersonNm |
| PTIN | P00356904 | PTIN |
| Phone | 6036430043 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.9.125.13 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 13:04:20 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E4E5436EBC1D08305237EC9871F356E4F64FE358 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $174,746 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $865 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,913 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,913 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $7,919 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $9,327 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$1,408 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | -$1,408 | GrossProfitAdjNetIncmAmt |
| Total Rev And Expnss | $2,370 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,913 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$1,408 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,572 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,422 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $543 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $543 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $676 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $676 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,731 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,731 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,522 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,372 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,816 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,816 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,968 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,763 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,430 | CashBOYAmt |
| Cash EOY | $6,687 | CashEOYAmt |
| Cash EOYFMV | $6,687 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $251,284 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $168,059 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $168,059 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $265,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $174,746 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $174,746 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $265,714 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $174,746 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $265,714 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $174,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $265,714 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $174,746 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $265,714 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,968 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $174,746 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $174,746 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $191,383 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $272,933 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.701209 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $391,467 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $412,686 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.948583 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $89,383 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $382,316 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.233794 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,411 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $206,421 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.161859 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $64,852 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $104,318 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.621676 | DistributionYr5Rt |
| Total Distribution | 2.667121 | TotalDistributionRt |
| Average Distribution | 0.533424 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $216,927 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $115,714 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $115,732 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $92,188 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $35 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY M MALOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6038632410 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 658 | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 037730658 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| LARRY HUOT | |||||||||
| PO BOX 267 | NEWPORT | NH | 03773 | TRUSTEE | 1.00 | $0 | $0 | $0 | |
| LAURA STOCKER | |||||||||
| PO BOX 2 | SUNAPEE | NH | 03782 | TRUSTEE | 1.00 | $0 | $0 | $0 | |
| ROY M MALOOL | |||||||||
| C/O ROYMAL INC 475 SUNAPEE ST PO | NEWPORT | NH | 03773 | TRUSTEE | 1.00 | $0 | $0 | $0 | BOX 658 |
| SUSANNAH M MALOOL | |||||||||
| 6901 SE OAKS PARKWAY SLIP 8 | PORTLAND | OR | 97202 | TRUSTEE | 1.00 | $0 | $0 | $0 | |
| EEVA M MALOOL | |||||||||
| 378 SUNAPEE STREET PO BOX 772 | NEWPORT | NH | 03773 | TRUSTEE | 1.00 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $220,230 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $220,230 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $220,230 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $216,927 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,846 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,846 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35 | TotalTaxAmt |
| Distributable Before Adj | $10,811 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,811 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,811 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,188 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $92,188 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $92,188 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,811 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $39,595 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,090 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $70,267 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $370,905 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $177,816 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $681,673 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,811 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $81,377 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $763,050 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $39,595 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $723,455 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,090 | ExcessFromYear4Amt |
| Excess From Year3 | $70,267 | ExcessFromYear3Amt |
| Excess From Year2 | $370,905 | ExcessFromYear2Amt |
| Excess From Year1 | $177,816 | ExcessFromYear1Amt |
| Excess From Current Year | $81,377 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROY M MALOOL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEWPORT HISTORICAL SOCIETY | |||||||
| PO BOX 413 | NEWPORT | NH | 03773 | NONE | EXEMPT ORGANIZATION | TO SUPPORT THE BUILDING FUND | $340 |
| NEWPORT LIBRARY ARTS CENTER | |||||||
| PO BOX 127 | NEWPORT | NH | 03773 | NONE | EXEMPT ORGANIZATION | TO PROVIDE GENERAL SUPPORT | $175 |
| NEWPORT OPERA HOUSE | |||||||
| 20 MAIN STREET | NEWPORT | NH | 03773 | NONE | EXEMPT ORGANIZATION | TO PROVIDE GENERAL SUPPORT | $19,305 |
| TOWN OF NEWPORT ECONOMIC DEVELOPMENT | |||||||
| 15 SUNAPEE STREET | NEWPORT | NH | 03773 | NONE | EXEMPT ORGANIZATION | TOWN WINTER CARNIVAL | $2,600 |
| TOWN OF NEWPORT ECONOMIC DEVELOPMENT | |||||||
| 15 SUNAPEE STREET | NEWPORT | NH | 03773 | NONE | EXEMPT ORGANIZATION | TO FUND ECONOMIC COORDINATOR FOR TOWN DEVELOPMENT & HISTORICAL BUILDING MAINTENANCE | $40,315 |
| VALLEY REGIONAL HOSPITAL | |||||||
| 20 MAIN STREET | NEWPORT | NH | 03773 | NONE | EXEMPT ORGANIZATION | TO SUPPORT THE ANNUAL BENEFIT FUND | $6,500 |
| SUGAR RIVER VALLEY FFA | |||||||
| NEWPORT SCHOOL DISTRICT | NEWPORT | NH | 03773 | NONE | EXEMPT ORGANIZATION | TO PROVIDE GENERAL SUPPORT | $4,581 |
| NEWPORT FOOD PANTRY | |||||||
| 95 S MAIN STREET 97 | NEWPORT | NH | 03773 | NONE | EXEMPT ORGANIZATION | TO PROVIDE GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,816 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,913 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 453000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,408 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,408 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,505 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $2,300 | $1,150 | $0 | $1,150 |
| LEGAL FEES | $272 | $0 | $0 | $272 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FARMSTAND FEES & LICENSES | $835 | $0 | $0 | $835 |
| FARMSTAND UTILITIES | $2,322 | $0 | $0 | $2,322 |
| FARMSTAND INSURANCE | $1,850 | $0 | $0 | $1,850 |
| FARMSTAND OTHER EXPENSES | $184 | $0 | $0 | $184 |
| BANK FEES | $10 | $0 | $0 | $10 |
| INCOME TAX EXPENSE | $530 | $0 | $0 | $530 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SALES TAX | CategoryTxt |
| Amt | $543 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $543 | DisbursementsCharitablePrpsAmt |