MANN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MANN FAMILY FOUNDATION (EIN 03-0357311)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-13
- IRS object ID
- 201501949349100710
- Schema version
- 2014v5.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-13T14:01:09-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020374591 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANCAMP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 WILDER STREET PO BOX 743 | AddressLine1Txt |
| City | KEENE | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030357311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MANN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MANN | BusinessNameControlTxt |
| Phone | 5618199506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 HOMEWOOD BLVD APT 216 | AddressLine1Txt |
| City | DEL RAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33445 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN T MANN JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5618199506 | PhoneNum |
| Signature | 2015-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS E ZALUKI | PreparerPersonNm |
| PTIN | P00999610 | PTIN |
| Phone | 6033522233 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $165,441 | 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 | $5,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,796 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,455 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,387 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,455 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,251 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $493 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,735 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $174 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $522 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $302 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,258 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $302 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,949 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,676 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,202 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,202 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $154,417 | CorporateStockBOYAmt |
| Corporate Stock EOY | $163,858 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $163,239 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $157,093 | TotalAssetsBOYAmt |
| Total Assets EOY | $166,060 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $165,441 | 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 | $157,093 | RetainedEarningBOYAmt |
| Retained Earning EOY | $166,060 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $157,093 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $166,060 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $157,093 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $166,060 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $157,093 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,967 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $166,060 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $166,060 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FT UNIT 3838 HIGH DIVID EQUITY | P | 2014-11-14 | $53,511 | $41,700 | $11,811 | $11,811 |
| AMERICAN CAPITAL INCOME BUILDER | P | 2014-12-05 | $2,495 | $2,346 | $149 | $149 |
| FT UNIT 3838 PY ADJUSTMENT | P | 2014-12-31 | $863 | $863 | $863 | |
| FT UNIT 4341 PRINCIPAL PAYMENT | P | 2014-07-25 | $886 | -$886 | -$886 | |
| CAPITAL GAINS DIVIDENDS | P | $2,518 | $2,518 | $2,518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,455 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $164,645 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048589 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,600 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $156,563 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048543 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,924 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $159,623 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062171 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,933 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $158,355 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062726 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,727 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $142,267 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061342 | DistributionYr5Rt |
| Total Distribution | 0.283371 | TotalDistributionRt |
| Average Distribution | 0.056674 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $168,028 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,523 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $189 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,712 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $379 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $379 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $379 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $101 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $575 | AppliedToEsTaxAmt |
| Total Payments And Credits | $676 | TotalPaymentsAndCreditsAmt |
| Overpayment | $297 | OverpaymentAmt |
| Applied To ES Tax | $297 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | JOHN R MANN JR | IndividualWithBooksNm |
| Phone | 5618199506 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 HOMEWOOD BLVD APT 216 | AddressLine1Txt |
| City | DEL RAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33445 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| JOHN R MANN JR | ||||||||
| 1717 HOMEWOOD BLVD APT 216 | DEL RAY BEACH | FL | 33445 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MELISSA SCHOLZ | ||||||||
| 1717 HOMEWOOD BLVD APT 216 | DEL RAY BEACH | FL | 33445 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JESSICA MANN | ||||||||
| 1717 HOMEWOOD BLVD APT 216 | DEL RAY BEACH | FL | 33445 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| J CHRISTOPHER MANN | ||||||||
| 1717 HOMEWOOD BLVD APT 216 | DEL RAY BEACH | FL | 33445 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRISTINE ULSH | ||||||||
| 1717 HOMEWOOD BLVD APT 216 | DEL RAY BEACH | FL | 33445 | 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 | $165,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,685 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $170,587 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $170,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,559 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $168,028 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,401 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,401 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $379 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $379 | TotalTaxAmt |
| Distributable Before Adj | $8,022 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,022 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,022 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,022 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $46 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $46 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,022 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $478 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $524 | 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 | $524 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $46 | ExcessFromYear3Amt |
| Excess From Current Year | $478 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AUSTEN RIGGS CENTER | ||||||
| 33 MAIN ST | LENOX | MA | 01240 | 501(C)3 | GENERAL OPERATIONS | $1,000 |
| ROTARY INTERNATIONAL | ||||||
| 1 ROTARY CTR 1563 SHERMAN AVE | EVANSTON | IL | 60201 | 501(C)3 | GENERAL OPERATIONS | $750 |
| SMILE TRAIN | ||||||
| PO BOX 96208 | WASHINGTON | DC | 20090 | 501(C)3 | GENERAL OPERATIONS | $750 |
| UCC CENTRE CHURCH | ||||||
| 193 MAIN STREET | BRATTLEBORO | VT | 05301 | 501(C)3 | GENERAL OPERATIONS | $1,500 |
| UCC CHURCH OF THE PLAMS | ||||||
| 1060 N SWINTON AVE | DELRAY BEACH | FL | 33444 | 501(C)3 | GENERAL OPERATIONS | $1,000 |
| WAYNE STATE UNIVERSITY | ||||||
| 42 W WARREN AVE | DETROIT | MI | 48201 | 501(C)3 | GENERAL OPERATIONS | $500 |
| VERMONT JAZZ CENTER | ||||||
| 72 COTTON MILL HILL 222 | BRATTLEBORO | VT | 05301 | 501(C)3 | GENERAL OPERATIONS | $2,000 |
| DEERFIELD ACADEMY | ||||||
| 7 BOYDEN LANE | DEERFIELD | MA | 01342 | 501(C)3 | GENERAL OPERATIONS | $500 |
| REFORMER CHRISTMAS STOCKING | ||||||
| 62 BLACK MOUNTAIN RD | BRATTLEBORO | VT | 05302 | 501(C)3 | GENERAL OPERATIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,770 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,455 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,225 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,225 | 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 | HOGANCAMP PC | CategoryTxt |
| Amt | $1,735 | Amt |
| Net Investment Income | $174 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES AMERICA ACCOUNT | StockNm |
| EOY Book Value | $163,858 | EOYBookValueAmt |
| EOYFMV | $163,239 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHUMAK & TECSON PC | CategoryTxt |
| Legal Fees | $493 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CORPORATE SERVICES CO - DELAWARE SECRETARY OF STATE | $402 | $0 | $0 |
| NATIONAL FINANCIAL SERVICES - ACCOUNT FEES | $120 | $120 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN | CategoryTxt |
| Amt | $8 | Amt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |