STRONGE FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- STRONGE FAMILY FOUNDATION (EIN 41-2023746)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-12
- IRS object ID
- 201401639349100000
- 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
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-12T04:55:36-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT TURNER PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4026 190 LITTLETON ROAD | AddressLine1 |
| City | WESTFORD | City |
| State | MA | State |
| ZIP Code | 018863510 | 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 | 412023746 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stronge Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRO | BusinessNameControlTxt |
| Phone | 9783920699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O William Stronge 5 Woodland Dr | AddressLine1 |
| City | Westford | City |
| State | MA | State |
| ZIP Code | 01886 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM STRONGE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9783920699 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT M TURNER | PreparerPersonNm |
| Phone | 9786923291 | PhoneNum |
| Preparation | 2014-06-12 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,223,493 | 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 | $14,128 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,128 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $129,035 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $529,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $129,035 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $10,908 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $143,163 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,163 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,908 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,120 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,120 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,549 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,549 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,549 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,770 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $148 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $148 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,147 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,147 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,147 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $155 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $155 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,123 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,119 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,745 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,123 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,119 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,418 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,908 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $58,713 | CashBOYAmt |
| Cash EOY | $45,233 | CashEOYAmt |
| Cash EOYFMV | $45,233 | CashEOYFMVAmt |
| Corporate Stock BOY | $894,261 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,178,260 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,178,260 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $952,974 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,223,493 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,223,493 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $952,974 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,223,493 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $952,974 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,223,493 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $952,974 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,223,493 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $952,974 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,418 | ExcessRevenueOverExpensesAmt |
| Other Increases | $207,101 | OtherIncreasesAmt |
| Subtotal | $1,223,493 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,223,493 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY - 043312 | P | 2012-09-24 | 2013-02-22 | $42,344 | $0 | $34,416 | $7,928 | $0 | $0 | $0 | $7,928 |
| MORGAN STANLEY - 043312 | P | 2013-04-01 | 2013-10-24 | $18 | $0 | $9 | $9 | $0 | $0 | $0 | $9 |
| MORGAN STANLEY - 043312 | P | 2012-08-14 | 2013-10-01 | $48,970 | $0 | $31,824 | $17,146 | $0 | $0 | $0 | $17,146 |
| MORGAN STANLEY - 043312 | P | 2008-06-30 | 2013-07-15 | $59,580 | $0 | $29,716 | $29,864 | $0 | $0 | $0 | $29,864 |
| MORGAN STANLEY - 043313 | P | 2012-08-07 | 2013-06-27 | $32,565 | $0 | $35,900 | -$3,335 | $0 | $0 | $0 | -$3,335 |
| MORGAN STANLEY - 043313 | P | 2013-03-14 | 2013-09-19 | $2,557 | $0 | $4,286 | -$1,729 | $0 | $0 | $0 | -$1,729 |
| MORGAN STANLEY - 043313 | P | 2011-10-05 | 2013-06-10 | $34,840 | $0 | $28,555 | $6,285 | $0 | $0 | $0 | $6,285 |
| MORGAN STANLEY - 043313 | P | 2008-05-12 | 2013-11-22 | $54,967 | $0 | $33,898 | $21,069 | $0 | $0 | $0 | $21,069 |
| MORGAN STANLEY - 043314 | P | 2012-11-02 | 2013-09-20 | $80,138 | $0 | $75,004 | $5,134 | $0 | $0 | $0 | $5,134 |
| MORGAN STANLEY - 043314 | P | 2013-03-25 | 2013-03-25 | $1 | $0 | $0 | $1 | $0 | $0 | $0 | $1 |
| MORGAN STANLEY - 043314 | P | 2011-08-23 | 2013-02-05 | $60,087 | $0 | $48,092 | $11,995 | $0 | $0 | $0 | $11,995 |
| MORGAN STANLEY - 043314 | P | 2008-11-24 | 2013-07-01 | $22,083 | $0 | $12,519 | $9,564 | $0 | $0 | $0 | $9,564 |
| MORGAN STANLEY - 043315 | P | 2013-05-22 | 2013-11-20 | $18,639 | $0 | $15,739 | $2,900 | $0 | $0 | $0 | $2,900 |
| MORGAN STANLEY - 043315 | P | 2011-01-20 | 2013-08-28 | $37,359 | $0 | $26,121 | $11,238 | $0 | $0 | $0 | $11,238 |
| MORGAN STANLEY - 043315 | P | 2009-08-24 | 2013-01-09 | $35,749 | $0 | $24,822 | $10,927 | $0 | $0 | $0 | $10,927 |
| MORGAN STANLEY - 043313 Cap Gain Distribution | P | 2009-01-01 | 2013-12-30 | $39 | $0 | $0 | $39 | $0 | $0 | $0 | $39 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $129,035 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,908 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,252 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $953,635 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084154 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $77,768 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $972,877 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079936 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $76,541 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $913,045 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083830 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,971 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $692,311 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.093847 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $72,178 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $724,185 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099668 | DistributionYr5Rt |
| Total Distribution | 0.441435 | TotalDistributionRt |
| Average Distribution | 0.088287 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,071,910 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $94,636 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,250 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $95,886 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $78,119 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,501 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,501 | SubtotalAmt |
| Tax Based On Investment Income | $2,501 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $2,550 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,550 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,550 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $34 | EsPenaltyAmt |
| Overpayment | $15 | OverpaymentAmt |
| Applied To ES Tax | $15 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM STRONGE | IndividualWithBooksNm |
| Phone | 9783920699 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Woodland Drive | AddressLine1 |
| City | Westford | City |
| State | MA | State |
| ZIP Code | 01886 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES STRONGE | ||||||||
| 27 Summit Heights | North Oaks | MN | 55127 | Director | 1.00 | $1,000 | $0 | $0 |
| WILLIAM STRONGE | ||||||||
| 5 Woodland Drive | Westford | MA | 01886 | President | 1.00 | $1,000 | $0 | $0 |
| MARLENE STRONGE | ||||||||
| 27 Summit Heights | North Oaks | MN | 55127 | Secretary | 1.00 | $1,000 | $0 | $0 |
| LAURA ZUCHOWSKI | ||||||||
| 616 Asheton Way | Simpsonville | SC | 29681 | Director | 1.00 | $1,000 | $0 | $0 |
| ELIZABETH POUPORE | ||||||||
| 238 Merrifield Drive | Greenville | SC | 29615 | Director | 1.00 | $1,000 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,036,261 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,088,234 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,088,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,324 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,071,910 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,596 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,501 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,501 | TotalTaxAmt |
| Distributable Before Adj | $51,095 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,095 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,095 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,119 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $78,119 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $78,119 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,095 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $35,969 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,356 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,889 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,762 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,170 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $161,146 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,119 | QualifyingDistributionsAmt |
| Applied To Current Year | $51,095 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,024 | RemainingDistriFromCorpusAmt |
| Total Corpus | $188,170 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $35,969 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $152,201 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,356 | ExcessFromYear4Amt |
| Excess From Year3 | $30,889 | ExcessFromYear3Amt |
| Excess From Year2 | $29,762 | ExcessFromYear2Amt |
| Excess From Year1 | $34,170 | ExcessFromYear1Amt |
| Excess From Current Year | $27,024 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES STRONGE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| St Mary of the Lake | ||||||
| 4690 Bald Eagle Ave | White Bear Lake | MN | 55110 | PublicCharity | SOCIAL SERVICES | $4,500 |
| Union Gospel Mission | ||||||
| 77 East 9th Street | St Paul | MN | 55127 | PublicCharity | SOCIAL SERVICES | $1,000 |
| White Bear Emergency Food Shelf | ||||||
| 1884 Whitaker Avenue | White Bear Lake | MN | 55110 | PublicCharity | SOCIAL SERVICES | $2,500 |
| Catholic Charities | ||||||
| 1200 2nd Ave South | Minneapolis | MN | 55403 | PublicCharity | SOCIAL SERVICES | $11,000 |
| Alzheimers Association | ||||||
| 4550 West 77th St Ste 200 | Minneapolis | MN | 55435 | PublicCharity | SOCIAL SERVICES | $1,000 |
| Health East Foundation | ||||||
| 1690 University Ave West Ste 250 | St Paul | MN | 55104 | PublicCharity | SOCIAL SERVICES | $4,000 |
| Michael J Fox Foundation for Parkinson's Research | ||||||
| Grand Central Station Box 4777 | New York | NY | 10163 | PublicCharity | SOCIAL SERVICES | $1,500 |
| Pendleton Place for Children and Families | ||||||
| PO Box 10323 | Greenville | SC | 29603 | PublicCharity | SOCIAL SERVICES | $1,500 |
| Habitat for Humanity of Greenville County | ||||||
| 49 Greenland Drive | Greenville | SC | 29615 | PublicCharity | SOCIAL SERVICES | $1,500 |
| Reading Is Fundamental | ||||||
| PO Box 33728 | Washington | DC | 20036 | PublicCharity | SOCIAL SERVICES | $2,500 |
| The Conservation Fund | ||||||
| 1655 North Fort Meyer Drive Ste 130 | Arlington | VA | 22209 | PublicCharity | SOCIAL SERVICES | $2,500 |
| Doctors Without Borders USA | ||||||
| PO Box 5030 | Hagerstown | MD | 21741 | PublicCharity | SOCIAL SERVICES | $2,500 |
| Miracle Hill Ministries | ||||||
| PO Box 2546 | Greenville | SC | 29602 | PublicCharity | SOCIAL SERVICES | $5,000 |
| A Child's Haven | ||||||
| 1124 Rutherford Road | Greenville | SC | 29609 | PublicCharity | SOCIAL SERVICES | $5,000 |
| Merrimack Valley Food Bank | ||||||
| 735 Broadway Street | Lowell | MA | 01854 | PublicCharity | SOCIAL SERVICES | $4,000 |
| Community Teamwork Inc | ||||||
| 155 Merrimack Street | Lowell | MA | 01852 | PublicCharity | SOCIAL SERVICES | $4,000 |
| Scholarship America | ||||||
| 1550 American Blvd East Ste 155 | Minneapolis | MN | 55425 | PublicCharity | SOCIAL SERVICES | $2,000 |
| Crohn's & Colitis Foundation | ||||||
| 386 Park Avenue South 17th Floor | New York | NY | 10016 | PublicCharity | SOCIAL SERVICES | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,128 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $129,035 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $143,163 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,163 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Morgan Stanley - 4 accounts | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $529,897 | GrossSalesPriceAmt |
| Basis | $400,862 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | $129,035 | TotalNetAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Postage & Freight | $64 | $64 | $64 |
| Miscellaneous | $66 | $66 | $66 |
| MN Registration Fee | $25 | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized Gains | Description |
| Amount | $207,101 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Paid | $148 | $148 | $148 |
| Federal tax/penalty | $1,622 |