JEAN GAULIN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JEAN GAULIN FOUNDATION (EIN 06-6519973)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-04-11
- IRS object ID
- 201531019349100208
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-11T16:06:50-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10001 REUNION PLACE SUITE 400 | AddressLine1 |
| City | SAN ANTONIO | City |
| State | TX | State |
| ZIP Code | 782164137 | 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 | 066519973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jean Gaulin Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEAN GAULIN | InCareOfNm |
| Business Name Control | JEAN | BusinessNameControlTxt |
| Phone | 9497157364 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 Porto Mar Unit 303 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Palm Coast | City |
| State | FL | State |
| ZIP Code | 32137 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jean Gaulin | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Signature | 2015-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patricia Quintana-Perron | PreparerPersonNm |
| PTIN | P00077454 | PTIN |
| Preparation | 2015-04-15 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,654,905 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $163,294 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,294 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,586 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $163,517 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,586 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $176,880 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,880 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $723 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $723 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,027 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,027 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,590 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,682 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $113 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,390 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,720 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,763 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $210,390 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,720 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,763 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,160 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $571,186 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,688 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,688 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $657,926 | CorporateStockBOYAmt |
| Corporate Stock EOY | $851,354 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,727,785 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $536,572 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $489,378 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $548,617 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,015,188 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,336,942 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,308,815 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,780,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,747,362 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,654,905 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,780,872 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,747,362 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,780,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,747,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,780,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,747,362 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,780,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,510 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,747,362 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,747,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES PROPERTY - LT | $159,989 | $149,931 | $10,058 | $10,058 | |
| PUBLICALLY TRADED SECURITIES PROPERTY - LT | $2,466 | $2,466 | $2,466 | P | |
| CAPITAL GAIN DIVIDENDS | $1,062 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,586 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $147,075 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,031,590 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048514 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $137,922 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,936,360 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04697 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $256,616 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,827,230 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044037 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $232,232 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,172,227 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0449 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $268,029 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,608,919 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058154 | DistributionYr5Rt |
| Total Distribution | 0.242575 | TotalDistributionRt |
| Average Distribution | 0.048515 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,544,660 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $171,969 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,392 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $173,361 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $156,763 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,783 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,783 | SubtotalAmt |
| Tax Based On Investment Income | $2,783 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,700 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,917 | OverpaymentAmt |
| Applied To ES Tax | $6,917 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEAN GAULIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2104100298 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 PORTO MAR UNIT 303 | AddressLine1 |
| City | PALM COAST | City |
| State | FL | State |
| ZIP Code | 32137 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MATHIEU GAULIN | ||||||
| 28 Porto Mar Unit 303 | Palm Coast | FL | 32137 | TRUSTEE | 3.0 | $0 |
| JEAN GAULIN | ||||||
| 28 Porto Mar Unit 303 | Palm Coast | FL | 32137 | TRUSTEE | 3.0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,503,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,927 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,598,640 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,598,640 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,980 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,544,660 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,783 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,783 | TotalTaxAmt |
| Distributable Before Adj | $174,450 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $174,450 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $174,450 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,763 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $156,763 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $156,763 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $174,450 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $124,733 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,763 | QualifyingDistributionsAmt |
| Applied To Year1 | $124,733 | AppliedToYear1Amt |
| Applied To Current Year | $32,030 | 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 |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $142,420 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FRIENDS OF POLYTECHNIQUE | ||||||||||||
| C/O SUSAN LQ FLAHERTY | 17251 I STREET NW STE 300 | WASHINGTON | DC | 20006 | PUBLIC CHARITY (PC) | GENERAL CHARITABLE CONTRIBUTION | $80,000 | |||||
| Trustees of Tufts College | ||||||||||||
| 200 Boston Ave | Medford | MA | 021554243 | Public Charity (PC) | General Charitable Contribution | $10,000 | ||||||
| FRIENDS OF HEC MONTREAL | ||||||||||||
| PUBLIC CHARITY (PC) | GENERAL CHARITABLE CONTRIBUTION | $10,000 | 3000 CHEMIN DE LA COTE-SAINTE-CATHE | MONTREAL | QUEBEC | CA | H3T 2A7 | |||||
| THE GREATER BOSTON FOOD BANK | ||||||||||||
| 70 S BAY AVENUE | BOSTON | MA | 02118 | PUBLIC CHARITY (PC) | General Charitable Contribution | $10,000 | ||||||
| FONDATION PERE SABLON | ||||||||||||
| PUBLIC CHARITY (PC) | GENERAL CHARITABLE CONTRIBUTION | $40,000 | 4265 AVENUE PAPINEAU | MONTREAL | QUEBEC | CA | H2H 1T3 | |||||
| ATLANTIC SALMON FEDERATION | ||||||||||||
| PO BOX 807 | CALAIS | ME | 04619 | PUBLIC CHARITY (PC) | General Charitable Contribution | $5,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163,294 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,586 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $176,880 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $176,880 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,900 | Amt |
| Net Investment Income | $5,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,725 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $489,378 | EOYBookValueAmt |
| EOYFMV | $548,617 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON EQUITY HOLDINGS | $603,796 | $1,456,617 |
| PREFERRED SECURITIES | $147,753 | $154,086 |
| EXCHANGE TRADED FUNDS | $99,805 | $117,082 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $1,318,732 | $1,286,143 |
| ASSET BACKED SECURITIES | $18,210 | $22,672 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $723 | LegalFeesAmt |
| Net Investment Income | $723 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $113 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $30,027 | Amt |
| Net Investment Income | $30,027 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,672 | $1,672 |
| TAX ON INVESTMENT INCOME | $15,908 | |
| FRANCHISE TAX & ATTORNEY GEN. | $10 | $10 |