FOWLER FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FOWLER FAMILY CHARITABLE FOUNDATION INC (EIN 36-4516382)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-28
- IRS object ID
- 201401189349100120
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-28T16:11:45-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364516382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Fowler Family Charitable Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | FOWL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard C Fowler Jr | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-03-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $518,601 | 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 | $280,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,218 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,218 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,752 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,833 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $300,974 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,055 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $747 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,772 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $270,452 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,055 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,823 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,878 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,878 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $170,061 | CorporateStockBOYAmt |
| Corporate Stock EOY | $438,458 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $509,723 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $176,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $447,336 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $518,601 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $176,884 | RetainedEarningBOYAmt |
| Retained Earning EOY | $447,336 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $176,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $447,336 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $176,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $447,336 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $176,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $270,452 | ExcessRevenueOverExpensesAmt |
| Subtotal | $447,336 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $447,336 | 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 |
| Gross Sales Price | $30,833 | GrossSalesPriceAmt |
| Gain Or Loss | $30,833 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $30,833 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,833 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,775 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $178,630 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.099507 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,345 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $148,308 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.130438 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,499 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $124,201 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.156996 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,377 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $103,144 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.178168 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,741 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $123,293 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.200668 | DistributionYr5Rt |
| Total Distribution | 0.765777 | TotalDistributionRt |
| Average Distribution | 0.153155 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $333,816 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $51,126 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $381 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,507 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,775 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $761 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $761 | SubtotalAmt |
| Tax Based On Investment Income | $761 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $361 | TaxDueAmt |
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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Brian Scott Fowler | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Jason Brooks Fowler | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Patricia H Fowler | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Richard C Fowler Jr | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 |
| Richard Charles Fowler III | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $308,025 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $338,900 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $338,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,084 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $333,816 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $761 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $761 | TotalTaxAmt |
| Distributable Before Adj | $15,930 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,930 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,930 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,775 | 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 | $29,775 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $29,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,930 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $18,982 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,716 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,689 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,511 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,190 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,088 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,775 | QualifyingDistributionsAmt |
| Applied To Current Year | $15,930 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,845 | RemainingDistriFromCorpusAmt |
| Total Corpus | $81,933 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,982 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $62,951 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,716 | ExcessFromYear4Amt |
| Excess From Year3 | $13,689 | ExcessFromYear3Amt |
| Excess From Year2 | $12,511 | ExcessFromYear2Amt |
| Excess From Year1 | $9,190 | ExcessFromYear1Amt |
| Excess From Current Year | $13,845 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICIA H FOWLER | ContributingManagerNm |
| Contributing Manager | RICHARD C FOWLER JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN THEATRE WORKS INC | |||||||
| PO BOX 510 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $1,000 |
| COLLETON RIVER FERAL CAT FUND | |||||||
| 3 LAUREL HILL COURT | BLUFFTON | SC | 29910 | N/A | PC | General & Unrestricted | $500 |
| COMMUNITY FOUNDATION OF THE LOWCOUNTRY INC | |||||||
| PO BOX 23019 | HILTON HEAD ISLAND | SC | 29925 | N/A | PC | Colleton River Plantation club operation santa claus fund | $250 |
| FRIENDS OF HILDENE INC | |||||||
| PO BOX 377 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $5,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 2747 | BLUFFTON | SC | 29910 | N/A | PC | Glen/Colleton River Plantation Fund | $5,000 |
| SOUTHERN VERMONT ARTS CENTER INCORPORATED | |||||||
| PO BOX 617 | MANCHESTER | VT | 05254 | N/A | PC | Arkell Pavilion Performance programming | $5,000 |
| SOUTHWESTERN VERMONT HEALTH CARE FOUNDATION INC | |||||||
| 100 HOSPITAL DR | BENNINGTON | VT | 05201 | N/A | SO I | Equinox Circle Program | $5,000 |
| UNITED CHURCH OF DORSET AND EAST RUPERT | |||||||
| PO BOX 263 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,750 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,218 | 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 | $13,752 | 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 | $20,974 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,974 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Dorothy B Booth Rev Trust Dtd 32 | ||||||
| 1 | Janice Ward Berkshire Bank 25 Mai | Lenox | MA | 01240 | $200,000 | Yes (X) |
| Fowler Jr Richard C | ||||||
| 2 | PO Box 26 | Arlington | VT | 05250 | $80,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $6,957 | $11,220 |
| ALLEGION PLC | $1,413 | $2,210 |
| AT&T CORP COM | $4,432 | $5,626 |
| BAXTER INTERNATIONAL INC. | $3,918 | $5,216 |
| BERKSHIRE HATHAWAY INC. CL B | $4,580 | $9,959 |
| COCA-COLA CO | $9,895 | $12,393 |
| CONOCOPHILLIPS | $6,133 | $7,065 |
| DODGE & COX INCOME FUND | $18,629 | $19,515 |
| DREXEL HAMILTON CENTRE AMERICA | $19,721 | $24,902 |
| HARBOR CAPITAL APPRECIATION FD | $9,114 | $19,494 |
| HOME DEPOT INC. | $17,306 | $24,702 |
| INGERSOL-RAND PLC | $5,613 | $9,240 |
| INTEL CORP | $6,697 | $7,788 |
| ISHARES TR S & P MIDCAP 400 IN | $28,215 | $30,107 |
| ISHARES TRUST MSCI EAFE INDEX | $18,286 | $20,130 |
| MICROSOFT CORPORATION | $5,588 | $6,734 |
| PIMCO FDS PAC INVT MGMT SER | $20,732 | $20,545 |
| SPDR BARCLAYS CAPITAL HYB ETF | $22,239 | $22,308 |
| SPDR S&P 500 GROWTH | $48,213 | $53,053 |
| SPDR S&P 500 VALUE | $53,204 | $56,485 |
| SPDR S&P 600 SMALL CAP VALUE | $27,278 | $29,277 |
| V F CORP | $14,214 | $26,183 |
| VANGUARD ST BOND ETF | $55,001 | $54,752 |
| VANGUARD TOTAL BOND MARKET ETF | $31,080 | $30,819 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $3,000 | $3,000 |
| State or Local Filing Fees | $25 | $25 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dorothy B Booth Rev Trust Dtd 32 | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Janice Ward Berkshire Bank 25 Mai | AddressLine1 |
| City | Lenox | City |
| State | MA | State |
| ZIP Code | 01240 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2013 | $400 |
| 990-PF Excise Tax for 2012 | $347 |