PISA FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PISA FOUNDATION (EIN 05-0494285)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-10-13
- IRS object ID
- 201502869349100015
- Schema version
- 2013v4.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-13T14:50:00-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050373793 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCEAN STATE JOBBERS INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 COMMERCE PARK ROAD | AddressLine1 |
| City | NORTH KINGSTOWN | City |
| State | RI | State |
| ZIP Code | 02852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050494285 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PISA FOUNDATION CO ALAN PERLMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PISA | BusinessNameControlTxt |
| Phone | 4012952672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 HIDDEN MERE LANE | AddressLine1 |
| City | NORTH KINGSTOWN | City |
| State | RI | State |
| ZIP Code | 02852 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN PERLMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4012952672 | PhoneNum |
| Signature | 2015-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OCEAN STATE JOBBERS INC | PreparerPersonNm |
| PTIN | P01430754 | PTIN |
| Phone | 4012952672 | PhoneNum |
| Preparation | 2015-09-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | 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 | $4,960,688 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $226,987 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $59 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $210,454 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $210,454 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $103 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $103 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $516,093 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $289,106 | 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 |
| Other Prof Fees Rev And Expnss | $7,203 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,203 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $692 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $692 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,895 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,777 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,777 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,895 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,777 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $359,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $281,211 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,183 | CashBOYAmt |
| Cash EOY | $7,087 | CashEOYAmt |
| Cash EOYFMV | $7,087 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $137,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,148 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,148 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,867,857 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,972,512 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,911,453 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,039,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,021,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,960,688 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,094,110 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,094,198 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | -$236,934 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | -$236,934 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,182,608 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,164,483 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,039,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,021,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,039,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,021,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,039,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $359,421 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,399,205 | SubtotalAmt |
| Other Decreases | $377,458 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,021,747 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| US TRUST - ACCT 011008510093 - DETAIL AVALIABLE UPON REQUEST | P | $23,225 | $23,225 |
| US TRUST - ACCT 011008510093 - DETAIL AVALIABLE UPON REQUEST | P | -$4,120 | -$4,120 |
| VANGUARD HEALTH CARE FUND DETAIL AVAILABLE UPON REQUEST | P | $121,546 | $121,546 |
| VANGUARD HEALTH CARE FUND DETAIL AVAILABLE UPON REQUEST | P | $8,418 | $8,418 |
| DEUTSCHE BANK 5XF-078441 DETAIL AVAILABLE UPON REQUEST | P | $47,023 | $47,023 |
| DEUTSCHE BANK 5XF-078441 DETAIL AVAILABLE UPON REQUEST | P | $14,362 | $14,362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $210,454 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $160,529 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,519,029 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045617 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $267,940 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,363,536 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079660 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,895 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,222,801 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.018895 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,770 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,867,255 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039679 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $154,934 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,302,338 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067294 | DistributionYr5Rt |
| Total Distribution | 0.251145 | TotalDistributionRt |
| Average Distribution | 0.050229 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,049,432 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $203,399 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,812 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $206,211 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $148,777 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,624 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,624 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,624 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $95 | EsPenaltyAmt |
| Tax Due | $5,719 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | 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 | NOT APPLICABLE | WebsiteAddressTxt |
| Individual With Books | ALAN AND ANN PERLMAN | IndividualWithBooksNm |
| Phone | 4012952672 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 HIDDEN MERE LANE | AddressLine1 |
| City | NORTH KINGSTOWN | City |
| State | RI | State |
| ZIP Code | 02852 | ZIPCode |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALAN PERLMAN | ||||||||
| 121 HIDDEN MERE LANE | NORTH KINGSTOWN | RI | 02852 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ANN PERLMAN | ||||||||
| 121 HIDDEN MERE LANE | NORTH KINGSTOWN | RI | 02852 | TRUSTEE | 0.00 | $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 | $3,990,874 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,224 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,111,098 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,111,098 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,666 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,049,432 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,472 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,472 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,624 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,624 | TotalTaxAmt |
| Distributable Before Adj | $196,848 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $196,848 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $196,848 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,777 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $148,777 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $148,777 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $196,848 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $123,161 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,777 | QualifyingDistributionsAmt |
| Applied To Year1 | $123,161 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,616 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $171,232 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIG BROTHERS & BIG SISTERS OF RI | ||||||
| 1540 PONTIAC AVE | CRANSTON | RI | 02920 | 501(C)(3) | GENERAL | $20,000 |
| KATIE DECUBELLIS FOUNDATION | ||||||
| PO BOX 3188 | NARRAGANSETT | RI | 02882 | 501(C)(3) | GENERAL | $2,500 |
| LINCOLN SCHOOL | ||||||
| 301 BUTLER AVE | PROVIDENCE | RI | 02906 | 501(C)(3) | GENERAL | $101,177 |
| PROJECT UNDERCOVER | ||||||
| 1 SELKIRK RD | CRANSTON | RI | 02882 | 501(C)(3) | GENERAL | $25,000 |
| THE ALS ASSOCIATION | ||||||
| 1275 K ST NW STE 250 | WASHINGTON | DC | 20005 | 501(C)(3) | GENERAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,777 | 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 | $59 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,490 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $103 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $210,454 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $289,106 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $289,106 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ROSALIND PERLMAN | |||||||
| 1 | 51 TROWBRIDGE DRIVE | N KINGSTOWN | RI | 02852 | $34,764 | Yes (X) | |
| ALAN PERLMAN | |||||||
| 2 | 375 COMMERCE PARK RD | N KINGSTOWN | RI | 02852 | $5,000 | Yes (X) | |
| ALAN PERLMAN | |||||||
| 3 | 375 COMMERCE PARK RD | N KINGSTOWN | RI | 02852 | $184,723 | Yes (X) | |
| ALAN PERLMAN | |||||||
| 4 | 375 COMMERCE PARK RD | NORTH KINGSTOWN | RI | 02852 | $2,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 600.000 SHS OF MERCK CO STOCK AT $57.94/SH | $34,764 | 2014-10-31 |
| 3 | 1540.000 SHS CVX AT $119.95/SH | $184,723 | 2014-10-31 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST | $1,451,386 | $1,914,708 |
| VANGUARD | $1,299,408 | $2,005,482 |
| TD AMERITRADE | $221,718 | $991,263 |
| UBS | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DIFFERENCE BETWEEN COST & FMV OF DONATED SECURITIES | $160,237 |
| PRIOR YEAR ADJUSTMENT & LIQUIDATION OF SECURITIES | $217,221 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LITIGATION SETTLEMENT INCOME | Desc |
| Revenue And Expenses Per Books | $103 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $103 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $103 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,203 | Amt |
| Net Investment Income | $7,203 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID - DB | $149 | $149 | $0 |
| FOREIGN TAXES PAID - US TRUST | $543 | $543 | $0 |