PISA FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PISA FOUNDATION (EIN 05-0494285)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-10-14
- IRS object ID
- 201322879349100302
- Schema version
- 2011v1.2
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-14T08:58:41-05:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050373793 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCEAN STATE JOBBERS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050494285 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PISA FOUNDATION CO ALAN PERLMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PISA | NameControl |
| Phone | 4012788700 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN PERLMAN | Name |
| Title | TRUSTEE | Title |
| Phone | 4012788700 | Phone |
| Date Signed | 2013-10-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | OCEAN STATE JOBBERS INC | Name |
| PTIN | P01507007 | PTIN |
| Phone | 4012952672 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3566990 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 61264 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 130 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 130 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 73467 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 73467 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 103878 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 690155 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 103878 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 188571 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 427310 | TotalRevenueAndExpenses |
| Total Net Investment Income | 177475 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 12476 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 12476 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 50 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 50 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12526 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12526 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 269589 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 269589 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 282115 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12526 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 269589 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 145195 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 164949 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 51106 | CashBOY |
| Cash EOY | 50588 | CashEOY |
| Cash EOYFMV | 50588 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 81048 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 280767 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 280767 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2802076 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2748070 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3235635 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2934230 | TotalAssetsBOY |
| Total Assets EOY | 3079425 | TotalAssetsEOY |
| Total Assets EOYFMV | 3566990 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1094110 | CapitalStockBOY |
| Capital Stock EOY | 1094110 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1840120 | RetainedEarningsBOY |
| Retained Earnings EOY | 1985315 | RetainedEarningsEOY |
| Total Net Assets BOY | 2934230 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3079425 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2934230 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3079425 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2934230 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 145195 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3079425 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3079425 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| US TRUST - ACCT 011008510093 - DETAIL AVALIABLE UPON REQUEST | P | 2011-04-01 | 2012-11-30 | 463774 | 458260 | 5514 | 5514 |
| UBS - RH 14605 - M1 | P | 2011-04-01 | 2012-11-30 | 105255 | 128017 | -22762 | -22762 |
| TELEFONOS DE MEXICO - 6040 SHARES | P | 2011-04-01 | 2012-03-26 | 97290 | 97290 | 97290 | |
| PENTAIR FRACTIONAL SHARES | P | 2011-04-01 | 2012-10-04 | 44 | 44 | 44 | |
| CAPITAL GAINS DIVIDENDS | P | 23792 | 23792 | 23792 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 103878 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 60895 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3222801 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.018895 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 113770 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2867255 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.039679 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 154934 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2302338 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.067294 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 140472 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2797564 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050212 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 89089 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2954440 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.030154 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.206234 | TotalDistributionRatio |
| Average Distribution Ratio | 0.041247 | AverageDistributionRatio |
| Net Noncharitable Assets | 3363536 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 138736 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1649 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 140385 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 269589 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1649 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1649 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1649 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 36 | PenaltyForUnderpayment |
| Tax Due | 1685 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | RI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ALAN AND ANN PERLMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4012952672 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3363910 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 50847 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3414757 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3414757 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 51221 | CashDeemedCharitable |
| Net Noncharitable Assets | 3363536 | NetNoncharitableAssets |
| Minimum Investment Return | 168177 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 168177 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1649 | TaxBasedOnInvestmentIncome |
| Total Tax | 1649 | TotalTax |
| Distributable Amount Before Adj | 166528 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 166528 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 166528 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 269589 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 269589 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1649 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 267940 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 166528 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 158557 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Total For Prior Years | 56438 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 269589 | QualifyingDistributions |
| Applied To Year1 | 158557 | AppliedToYear1 |
| Applied To Prior Years | 56438 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 54594 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 111934 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| LINCOLN SCHOOL | ||||||
| 301 BUTLER AVENUE | PROVIDENCE | RI | 02906 | 501(C)(3) | GENERAL | $267,089 |
| SOFIA ACADEMY | ||||||
| 2880 DRESDEN DRIVE | ATLANTA | GA | 30341 | 501(C)(3) | GENERAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 269589 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $130 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $73,467 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $188,571 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $23,792 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $285,960 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 285960 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | ROSALIND PERLMAN | 51 TROWBRIDGE DRIVE | NORTH KINGSTOWN | RI | 02852 | 10000 | X | |
| 2 | ROSALIND PERLMAN | 51 TROWBRIDGE DRIVE | NORTH KINGSTOWN | RI | 02852 | 51264 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 2 | ContributorNumberFromPartI |
| Noncash Property Description | 600 SHARES OF EXXON MOBIL CORPORATION STOCK | NoncashPropertyDescription |
| Fair Market Value | 51264 | FairMarketValue |
| Date Received | 2012-01-05 | DateReceived |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2), THE TAXPAYER ELECTS TO APPLY THE AMOUUNT ON LINE 4B FROM FORM 990-PF, PART XIII IN THE AMOUNT OF $56,438 TO ITS UNDISTRIBUTED INCOME FROM TAX YEAR 2009. | Election |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| US TRUST | 1148632 | 1316811 |
| VANGUARD | 503592 | 661243 |
| TD AMERITRADE | 645846 | 832852 |
| UBS | 450000 | 424729 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECRETARY OF STATE FEE | Description |
| Revenue And Expenses Per Books | 50 | RevenueAndExpensesPerBooks |
| Net Investment Income | 50 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCREASE IN FMV OF EQUITY SECURITY PORTFOLIO | Description |
| Revenue And Expenses Per Books | 188571 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 188571 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $12,276 | 12276 | 0 |
| BANK FEES | $200 | 200 | 0 |