STRONGE FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- STRONGE FAMILY FOUNDATION (EIN 41-2023746)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-28
- IRS object ID
- 201901799349100810
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-28T11:05:51-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2018-01-01 | 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 | 9783920699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O William Stronge 5 Woodland Dr | AddressLine1Txt |
| City | Westford | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01886 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William Stronge | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9783920699 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert M Turner | PreparerPersonNm |
| PTIN | P00497567 | PTIN |
| Phone | 9786923291 | PhoneNum |
| Preparation | 2019-06-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.184.122.43 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-28 | IPDt |
| IP Tm | 11:05:45 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 464058130568C7513D8684EDFB21CE876B3B435A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EC13A38957C873E99F623AE54A5E9176E8483D24 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,140,552 | 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 | $27,987 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,987 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,239 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $392,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,239 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,173 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $83,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,226 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,295 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,295 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,295 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,559 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,559 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,559 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,102 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,475 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,475 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,111 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,111 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,111 | TravConfMeetingDsbrsChrtblAmt |
| 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 | $24,092 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,465 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,092 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,465 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,693 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,761 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,328 | CashBOYAmt |
| Cash EOY | $21,878 | CashEOYAmt |
| Cash EOYFMV | $21,878 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,296,699 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,118,674 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,118,674 | 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 | $1,324,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,140,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,140,552 | 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 SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,324,027 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,140,552 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,324,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,140,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,324,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,140,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,324,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,693 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$177,782 | OtherIncreasesAmt |
| Subtotal | $1,140,552 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,140,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 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 - 043312 | P | 2018-08-17 | 2018-10-23 | $5,354 | $0 | $6,255 | -$901 | $0 | $0 | $0 | -$901 |
| MORGAN STANLEY - 043312 | P | 2015-05-06 | 2018-12-21 | $41,021 | $0 | $39,716 | $1,305 | $0 | $0 | $0 | $1,305 |
| MORGAN STANLEY - 043313 | P | 2018-02-15 | 2018-02-15 | $14,512 | $0 | $16,854 | -$2,342 | $0 | $0 | $0 | -$2,342 |
| MORGAN STANLEY - 043313 | P | 2017-05-17 | 2018-11-13 | $93,971 | $0 | $79,396 | $14,575 | $0 | $0 | $0 | $14,575 |
| MORGAN STANLEY - 043313 | P | 2017-05-17 | 2018-11-13 | $610 | $0 | $0 | $610 | $0 | $0 | $0 | $610 |
| MORGAN STANLEY - 043314 | P | 2018-10-19 | 2018-11-05 | $38,309 | $0 | $39,284 | -$975 | $0 | $0 | $0 | -$975 |
| MORGAN STANLEY - 043314 | P | 2016-09-01 | 2018-11-05 | $127,812 | $0 | $102,517 | $25,295 | $0 | $0 | $0 | $25,295 |
| MORGAN STANLEY - 043315 | P | 2018-01-24 | 2018-11-05 | $13,054 | $0 | $12,271 | $783 | $0 | $0 | $0 | $783 |
| MORGAN STANLEY - 043315 | P | 2017-01-01 | 2018-12-31 | $57,990 | $0 | $42,101 | $15,889 | $0 | $0 | $0 | $15,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,239 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,435 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $86,749 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,225,080 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070811 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $80,555 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,121,654 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071818 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $80,782 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,149,090 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070301 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $80,105 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,203,002 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066588 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $78,119 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,071,910 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072878 | DistributionYr5Rt |
| Total Distribution | 0.352396 | TotalDistributionRt |
| Average Distribution | 0.070479 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,213,805 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,548 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $598 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86,146 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $87,465 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $598 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $598 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $598 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $621 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | William Stronge | IndividualWithBooksNm |
| Phone | 9783920699 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Woodland Drive | AddressLine1Txt |
| City | Westford | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01886 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| James Stronge | ||||||||
| 27 Summit Heights | North Oaks | MN | 55127 | Director | 1.00 | $1,000 | $0 | $0 |
| William Stronge | ||||||||
| 5 Woodland Drive | Westford | MA | 01886 | President | 1.00 | $1,000 | $0 | $0 |
| Marlene Stronge | ||||||||
| 27 Summit Heights | North Oaks | MN | 55127 | Secretary | 1.00 | $1,000 | $0 | $0 |
| Laura Zuchowski | ||||||||
| 616 Asheton Way | Simpsonville | SC | 29681 | Director | 1.00 | $1,000 | $0 | $0 |
| Elizabeth Poupore | ||||||||
| 238 Merrifield Drive | Greenville | SC | 29615 | Director | 1.00 | $1,000 | $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 | $1,207,686 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,603 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,232,289 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,232,289 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,484 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,213,805 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,690 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,690 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $598 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $598 | TotalTaxAmt |
| Distributable Before Adj | $60,092 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $60,092 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $60,092 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,465 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $87,465 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $598 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $86,867 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,092 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $27,024 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,311 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,966 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,188 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,059 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $128,548 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,465 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,092 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,373 | RemainingDistriFromCorpusAmt |
| Total Corpus | $155,921 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $27,024 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $128,897 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,311 | ExcessFromYear4Amt |
| Excess From Year3 | $26,966 | ExcessFromYear3Amt |
| Excess From Year2 | $25,188 | ExcessFromYear2Amt |
| Excess From Year1 | $27,059 | ExcessFromYear1Amt |
| Excess From Current Year | $27,373 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Union Gospel Mission | ||||||
| 77 East 9th Street | St Paul | MN | 55127 | PublicCharity | SOCIAL SERVICES | $4,000 |
| Catholic Charities | ||||||
| 1200 2nd Ave South | Minneapolis | MN | 55403 | PublicCharity | SOCIAL SERVICES | $6,000 |
| Doctors Without Borders USA | ||||||
| PO Box 5030 | Hagerstown | MD | 21741 | PublicCharity | SOCIAL SERVICES | $3,000 |
| Miracle Hill Ministries | ||||||
| PO Box 2546 | Greenville | SC | 29602 | PublicCharity | SOCIAL SERVICES | $4,000 |
| A Child's Haven | ||||||
| 1124 Rutherford Road | Greenville | SC | 29609 | PublicCharity | SOCIAL SERVICES | $4,000 |
| Merrimack Valley Food Bank | ||||||
| 735 Broadway Street | Lowell | MA | 01854 | PublicCharity | SOCIAL SERVICES | $4,000 |
| Scholarship America | ||||||
| 1550 American Blvd East Ste 155 | Minneapolis | MN | 55425 | PublicCharity | SOCIAL SERVICES | $2,000 |
| Crohn's & Colitis Foundation | ||||||
| 386 Park Avenue South 17th Floor | New York | NY | 10016 | PublicCharity | SOCIAL SERVICES | $4,000 |
| Alzheimers Association | ||||||
| PO Box 96011 | Washington | DC | 20090 | PublicCharity | SOCIAL SERVICES | $3,000 |
| Harvest Hope Food Bank | ||||||
| 2818 White Horse Road | Greenville | SC | 29611 | PublicCharity | SOCIAL SERVICES | $3,000 |
| Rails to Trails Conservancy | ||||||
| 2121 Ward Court NW 5th Floor | Washington | DC | 20037 | PublicCharity | SOCIAL SERVICES | $3,000 |
| White Bear Emergency Food Shelf | ||||||
| 1884 Whitaker Avenue | Saint Paul | MN | 55110 | PublicCharity | SOCIAL SERVICES | $8,000 |
| WorldServe International | ||||||
| PO Box 3437 | Springfield | MO | 65808 | PublicCharity | SOCIAL SERVICES | $1,000 |
| Open Arms Hospice - St Francis Hospital | ||||||
| 1 St Francis Drive | Greenville | SC | 29610 | PublicCharity | SOCIAL SERVICES | $2,000 |
| House of Hope | ||||||
| 812 Merrimack Street | Lowell | MA | 01854 | PublicCharity | SOCIAL SERVICES | $4,000 |
| Service Dogs For Veterans | ||||||
| PO Box 1100 | Princeton | MA | 01541 | PublicCharity | SOCIAL SERVICES | $2,000 |
| St Mary of the Lake | ||||||
| 105 Forestview Ln N | Minneapolis | MN | 55441 | PublicCharity | SOCIAL SERVICES | $6,000 |
| Safe Harbor | ||||||
| 865 Islington St | Portsmouth | NH | 03801 | PublicCharity | SOCIAL SERVICES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,987 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,239 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $82,226 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,226 | 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 - 4 accounts | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $392,632 | GrossSalesPriceAmt |
| Basis | $338,393 | BasisAmt |
| Total Net | $54,239 | TotalNetAmt |
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) |
|---|---|---|
| Desc | Non-Dividend Distributions | Desc |
| Revenue And Expenses Per Books | $1,173 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains/(Losses) | Desc |
| Amt | -$177,782 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Paid | $1,475 | $1,475 | $1,475 |
| Federal tax/penalty | $1,627 | $0 | $0 |