GEORGE H SCANLON FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE H SCANLON FOUNDATION (EIN 42-6100764)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201801319349102415
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T16:45:37-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE SUITE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426100764 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE H SCANLON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 6177340446 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 323 | AddressLine1Txt |
| City | OKOBOJI | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51355 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES P SCANLON JR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6177340446 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA HULS | PreparerPersonNm |
| PTIN | P01315330 | PTIN |
| Phone | 3192985333 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-08 | IPDt |
| IP Tm | 15:24:25 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D3C1F5A8934267B036FF5D1B3580BCC3BB3F95DE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 011BD63129C2C3C3262605A65B6A2C7C42934B20 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,132,259 | 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 |
| Interest On Sav Rev And Expnss | $126 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $126 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,101 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,101 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $615,235 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,248,721 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $615,235 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $714,462 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $714,462 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,443 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,443 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,315 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,658 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,658 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,994 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,994 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,939 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,499 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,941 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,941 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $229 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $92 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,861 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,151 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,134 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,885 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,885 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $227,746 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,151 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $185,019 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $486,716 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $672,311 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $166,999 | CashBOYAmt |
| Cash EOY | $63,998 | CashEOYAmt |
| Cash EOYFMV | $63,998 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $233,908 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,182 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,182 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,926,587 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,623,287 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,068,143 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $786,374 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $863,878 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $894,836 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $33,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,100 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,146,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,639,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,132,259 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,146,868 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,639,345 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,146,868 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,639,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,146,868 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,639,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,146,868 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $486,716 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,761 | OtherIncreasesAmt |
| Subtotal | $3,639,345 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,639,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,248,721 | GrossSalesPriceAmt |
| Cost Or Other Basis | $633,486 | CostOrOtherBasisAmt |
| Gain Or Loss | $615,235 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $615,235 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $615,235 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $148,530 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,604,382 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041208 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $217,041 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,050,917 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053578 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $182,220 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,067,326 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044801 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $185,048 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,958,621 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046746 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $158,155 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,942,427 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040116 | DistributionYr5Rt |
| Total Distribution | 0.226449 | TotalDistributionRt |
| Average Distribution | 0.045290 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,917,454 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $177,421 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,723 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $184,144 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $185,019 | 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 | $6,723 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,723 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,723 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,480 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,243 | 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 | IA | 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 |
| Individual With Books | ROBERT DOWNER | IndividualWithBooksNm |
| Phone | 3193389222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 S LINN ST | AddressLine1Txt |
| City | IOWA CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52240 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| CLARKE W SCANLON | ||||||||
| PO BOX 323 | OKOBOJI | IA | 51355 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES P SCANLON JR | ||||||||
| PO BOX 323 | OKOBOJI | IA | 51355 | TREASURER | 15.00 | $12,000 | $0 | $0 |
| JANE A SCANLON | ||||||||
| PO BOX 323 | OKOBOJI | IA | 51355 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MARCIA E SCANLON | ||||||||
| PO BOX 323 | OKOBOJI | IA | 51355 | VICE PRESIDENT | 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 | $3,655,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $271,845 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,100 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,977,111 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,977,111 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,657 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,917,454 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,873 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,873 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,723 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,723 | TotalTaxAmt |
| Distributable Before Adj | $189,150 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $189,150 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $189,150 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $185,019 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $185,019 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,723 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $178,296 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,150 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $7,361 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $15,869 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $23,230 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $185,019 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $185,019 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,131 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,131 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,099 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,099 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,230 | ExcessFromYear4Amt |
| Excess From Year2 | $15,869 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOSTON SYMPHONY ORCHESTRA | ||||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | PC | GENERAL OPERATING BUDGET | $100 | |
| BOSTON UNIVERSITY EARLY CHILDHOOD LEARNING LAB | ||||||||
| 2 SILBER WAY | BOSTON | MA | 02215 | NONE | PC | GENERAL OPERATING BUDGET | $250 | |
| BROOKLINE ART CENTER | ||||||||
| 86 MONMOUTH ST | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING BUDGET | $2,000 | |
| BROOKLINE MENTAL HEALTH | ||||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | NONE | PC | GENERAL OPERATING BUDGET | $200 | |
| BROOKLINE TEEN CENTER | ||||||||
| 40 WEBSTER PL | BROOKLINE | MA | 02245 | NONE | PC | GENERAL OPERATING BUDGET | $260 | |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||||
| PO BOX 446 | SANTA ROSA | CA | 65402 | NONE | PC | GENERAL OPERATING BUDGET | $1,500 | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL OPERATING BUDGET | $15,000 | |
| CONOR LYNCH FOUNDATION | ||||||||
| 15244 MAGNOLIA BOULEVARD | SHERMAN OAKS | CA | 91403 | NONE | PC | GENERAL OPERATING BUDGET | $1,500 | |
| COOLIDGE CORNER THEATRE FOUNDATION | ||||||||
| 290 HARVARD ST | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING BUDGET | $22,600 | |
| DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS BASED EDUCATION | ||||||||
| 1000 NORTH FOURTH | FAIRFIELD | IA | 52557 | NONE | PC | GENERAL OPERATING BUDGET | $1,500 | |
| EARLY CHILDHOOD SCHOLARSHIP FUND | ||||||||
| 170 BRIGHTON STREET | BELMONT | MA | 02478 | NONE | PC | GENERAL OPERATING BUDGET | $500 | |
| HEADLOCK WRESTLING ACADEMY | ||||||||
| 721 W BEACH DR | ADDISON | IL | 60101 | NONE | PC | GENERAL OPERATING BUDGET | $15,000 | |
| HISTORIC ARNOLDS PARK ARNOLDS PARK IA | ||||||||
| 37 LAKE STREET | ARNOLDS PARK | IA | 51331 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 | |
| MIDWEST LUMBER MUSEUM THE SAWMILL MUSEUM | ||||||||
| 1301 19TH AVE NW | CLINTON | IA | 52732 | NONE | PC | GENERAL OPERATING BUDGET | $2,000 | |
| MUSEUM OF FINE ARTS | ||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | GENERAL OPERATING BUDGET | $275 | |
| NORTH LIBERTY LIBRARY | ||||||||
| PO BOX 320 | NORTH LIBERTY | IA | 52317 | NONE | PC | GENERAL OPERATING BUDGET | $7,000 | |
| NORTHEAST ANIMAL SHELTER | ||||||||
| 347 HIGHLAND AVE | SALEM | MA | 01970 | NONE | PC | GENERAL OPERATING BUDGET | $500 | |
| OCEANA INC | ||||||||
| 2501 M ST NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING BUDGET | $20,000 | |
| OPERATION WALK CHICAGO (NORTHWESTERN ARTHRITIS & REHABILITATION INSTITUTE) | ||||||||
| 680 N LAKE SHORE DR STE 900 | CHICAGO | IL | 60611 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 | |
| SEED FOUNDATION | ||||||||
| 1776 MASSACHUSETTS AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING BUDGET | $1,500 | 600 |
| SPAULDING REHABILITATION HOSPITAL BOSTON | ||||||||
| 300 1ST AVENUE | BOSTON | MA | 02129 | NONE | PC | GENERAL OPERATING BUDGET | $100 | |
| THE NATIONAL ITALIAN ASSOC NAIF | ||||||||
| 1860 19TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING BUDGET | $100 | |
| THE PABLOVE FDN | ||||||||
| 6607 WEST SUNSET BOULEVARD | LOS ANGELES | CA | 90028 | NONE | PC | GENERAL OPERATING BUDGET | $1,500 | |
| UNIVERSITY OF IOWA FOUNDATION | ||||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | NONE | PC | GENERAL OPERATING BUDGET | $33,000 | |
| UNIVERSITY OF IOWA LAW SCHOOL | ||||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | NONE | PC | ENDOWMENT/SCHOLARSHIPS | $25,000 | |
| URBAN IMPROV BOSTON | ||||||||
| 670 CENTRE STREET SUITE 8 | JAMAICA PLAIN | MA | 02130 | NONE | PC | GENERAL OPERATING BUDGET | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,885 | 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 | $126 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,101 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $615,235 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $714,462 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $714,462 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,315 | Amt |
| Net Investment Income | $1,658 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,658 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES BONDS | $478,821 | $502,636 |
| PIMCO ETF TRUST | $385,057 | $392,200 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FUNDS | $2,402,473 | $2,836,911 |
| SECTOR SPDR TR ENERGY | $220,814 | $231,232 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIVATELY HELD STOCK | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $33,000 | BookValueAmt |
| EOYFMV | $50,100 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,443 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,443 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $92 | $0 | $92 |
| BANK FEES | $11 | $0 | $0 |
| MISC. | $126 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADJ.- NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $5,761 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $31,994 | Amt |
| Net Investment Income | $31,994 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $2,499 | $2,499 | $0 |
| EXCISE TAX | $440 | $0 | $0 |