GEORGE H SCANLON FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE H SCANLON FOUNDATION (EIN 42-6100764)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201701359349102305
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T11:03:17-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARLEY UMSTEAD | PreparerPersonNm |
| PTIN | P00982177 | PTIN |
| Phone | 3192985333 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.171 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-12 | IPDt |
| IP Tm | 20:42:41 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4112A9C970F97488D3F1246396EE2EB9B9E618F1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A8E026512FB52CAD7623ECFE1ACDFE7FF2CEC565 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $3,697,119 | 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 | $32,083 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32,083 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $86,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,472 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$677 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,567,914 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $117,878 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,555 | 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 |
| Accounting Fees Rev And Expnss | $2,165 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,082 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,083 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,332 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,332 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $831 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $831 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,359 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,359 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,245 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,478 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,052 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,052 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $194,775 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,245 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$76,897 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,310 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $448,865 | CashBOYAmt |
| Cash EOY | $166,999 | CashEOYAmt |
| Cash EOYFMV | $166,999 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $233,908 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $233,908 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,168,862 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,926,587 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,472,739 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $564,728 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $786,374 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $790,473 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $33,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,215,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,146,868 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,697,119 | 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 | $3,215,455 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,146,868 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,215,455 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,146,868 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,215,455 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,146,868 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,215,455 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$76,897 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,310 | OtherIncreasesAmt |
| Subtotal | $3,146,868 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,146,868 | 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 | $2,567,914 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,568,591 | CostOrOtherBasisAmt |
| Gain Or Loss | -$677 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$677 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$677 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $217,041 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,050,917 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053578 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $182,220 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,067,326 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044801 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $185,048 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,958,621 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046746 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $158,155 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,942,427 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040116 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $246,211 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,142,675 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059433 | DistributionYr5Rt |
| Total Distribution | 0.244674 | TotalDistributionRt |
| Average Distribution | 0.048935 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,604,382 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $176,380 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $723 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $177,103 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $148,530 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,446 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,446 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,446 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,486 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,486 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,040 | OverpaymentAmt |
| Applied To ES Tax | $1,040 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $3,295,806 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $330,465 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $33,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,659,271 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,659,271 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,604,382 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $180,219 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $180,219 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,446 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,446 | TotalTaxAmt |
| Distributable Before Adj | $178,773 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $178,773 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $178,773 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,530 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $148,530 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $148,530 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,773 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,871 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $7,361 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $15,869 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $66,101 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,530 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $148,530 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $30,243 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $30,243 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,858 | 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 | $12,628 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,230 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,361 | ExcessFromYear3Amt |
| Excess From Year1 | $15,869 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CITY COALITION | |||||||
| 150 MT VERNON ST | BOSTON | MA | 02125 | NONE | PC | GENERAL OPERATING BUDGET | $300 |
| BROOKLINE ART CENTER | |||||||
| 86 MONMOUTH ST | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING BUDGET | $250 |
| BROOKLINE EDUCATION FOUNDATION | |||||||
| PO BOX 470652 | BROOKLINE | MA | 02447 | NONE | PC | GENERAL OPERATING BUDGET | $175 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL OPERATING BUDGET | $10,000 |
| CHURCH OF OUR SAVIOUR | |||||||
| 25 MONMOUTH ST | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING BUDGET | $500 |
| COOLIDGE CORNER THEATRE FOUNDATION | |||||||
| 290 HARVARD ST | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING BUDGET | $14,952 |
| FALLINGWATERWESTERN PENNSYLVANIA CONSERVANCY | |||||||
| 1478 MILL RUN ROAD | MILL RUN | PA | 15464 | NONE | PC | GENERAL OPERATING BUDGET | $250 |
| HOME ENERGY EFFICIENCY TEAM | |||||||
| 21 ACORN ST | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL OPERATING BUDGET | $250 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 1026 A AVE NE | CEDAR RAPIDS | IA | 52402 | NONE | PC | GENERAL OPERATING BUDGET | $1,500 |
| MIDWEST LUMBER MUSEUM | |||||||
| 1301 19TH AVE NW | CLINTON | IA | 52732 | NONE | PC | GENERAL OPERATING BUDGET | $1,125 |
| MOTHERS OUT FRONT | |||||||
| PO BOX 55071 | BOSTON | MA | 02205 | NONE | PC | GENERAL OPERATING BUDGET | $250 |
| 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 | $250 |
| OCEANA INC | |||||||
| 2501 M ST NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING BUDGET | $14,000 |
| OKOBOJI FOUNDATION ENDOWMENT (COMMUNITY FOUNDATION OF GREATER DES MOINES) | |||||||
| PO BOX 593 | OKOBOJI | IA | 51355 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 |
| OPERATION WALK CHICAGO (NORTHWESTERN ARTHRITIS & REHABILITATION INSTITUTE) | |||||||
| 680 N LAKE SHORE DR STE 900 | CHICAGO | IL | 60611 | NONE | PC | GENERAL OPERATING BUDGET | $4,000 |
| OTIS COLLEGE OF ART AND DESIGN | |||||||
| 9045 LINCOLN BOULEVARD | LOS ANGELES | CA | 90045 | NONE | PC | GENERAL OPERATING BUDGET | $7,500 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PC | GENERAL OPERATING BUDGET | $250 |
| PEDIATRIC CANCER ACTION NETWORK | |||||||
| PO BOX 22992 | LINCOLN | NE | 68542 | NONE | PC | GENERAL OPERATING BUDGET | $1,000 |
| PROVIDENCE CATHOLIC HIGH SCHOOL | |||||||
| 1800 W LINCOLN HWY | NEW LENOX | IL | 60451 | NONE | PC | GENERAL OPERATING BUDGET | $2,500 |
| UNIVERSITY OF IOWA FOUNDATION | |||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | NONE | PC | GENERAL OPERATING BUDGET | $23,000 |
| UNIVERSITY OF IOWA LAW SCHOOL | |||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | NONE | PC | ENDOWMENT/SCHOLARSHIPS | $25,000 |
| WRESTLING IS LIFE | |||||||
| 1 WEST OFFICIAL ROAD | ADDISON | IL | 60101 | NONE | PC | GENERAL OPERATING BUDGET | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,052 | 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 | $32,083 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$677 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $117,878 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,878 | 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 | $2,165 | Amt |
| Net Investment Income | $1,082 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,083 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | COMPUTER | AssetDesc |
| Acquired | 2010-08 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2016-12 | SoldDt |
| Basis | $1,592 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Accumulated Depreciation | $1,592 | AccumulatedDepreciationAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES BONDS | $443,430 | $446,844 |
| PIMCO ETF TRUST | $342,944 | $343,629 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $89,769 | $199,082 |
| DTE ENERGY HOLDING CO | $29,193 | $172,888 |
| ISHARES FUNDS | $257,680 | $398,383 |
| MICROSOFT CORP | $82,739 | $133,875 |
| VANGUARD FUNDS | $1,267,062 | $1,278,631 |
| AETNA INC NEW COM | $92,762 | $152,581 |
| KRAFT HEINZ CO COM | $84,469 | $114,703 |
| SECTOR SPDR TR ENERGY | $22,913 | $22,596 |
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 | $33,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
| Revenue And Expenses Per Books | $36 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTEMENT ADJ.- MERGER AND NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $8,310 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $38,332 | Amt |
| Net Investment Income | $38,332 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $831 | Amt |
| Net Investment Income | $831 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |