LYN & MARGARET COMFORT CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LYN & MARGARET COMFORT CHARITABLE FOUNDATION (EIN 20-1985235)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-09-23
- IRS object ID
- 201332669349100203
- Schema version
- 2012v2.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-23T08:25:34-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER C CAPODILUPO CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 W MAIN RD | AddressLine1 |
| City | MIDDLETOWN | City |
| State | RI | State |
| ZIP Code | 02842 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201985235 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYN & MARGARET COMFORT CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LYN& | NameControl |
| Phone | 4018471136 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 WASHINGTON STREET | AddressLine1 |
| City | NEWPORT | City |
| State | RI | State |
| ZIP Code | 02840 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGARET D COMFORT | Name |
| Title | PRESIDENT | Title |
| Phone | 4018471136 | Phone |
| Date Signed | 2013-09-23 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JENNIFER C CAPODILUPO | Name |
| Phone | 4018480000 | Phone |
| Date Prepared | 2013-09-23 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 521905 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 17 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 17 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 15646 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15646 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 13638 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 37417 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 13638 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 29301 | TotalRevenueAndExpenses |
| Total Net Investment Income | 29301 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1200 | AccountingFeesRevAndExpnss |
| Other Expenses Rev And Expnss | 3799 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3674 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 4999 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3674 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 32250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 32250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 37249 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3674 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 32250 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -7948 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 25627 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 19877 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 20908 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 20908 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 218539 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 209560 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 328870 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 166707 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 166707 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 172127 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 405123 | TotalAssetsBOY |
| Total Assets EOY | 397175 | TotalAssetsEOY |
| Total Assets EOYFMV | 521905 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 405123 | RetainedEarningsBOY |
| Retained Earnings EOY | 397175 | RetainedEarningsEOY |
| Total Net Assets BOY | 405123 | TotalNetAssetsBOY |
| Total Net Assets EOY | 397175 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 405123 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 397175 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 405123 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -7948 | ExcessOfRevenueOverExpenses |
| Subtotal | 397175 | Subtotal |
| Total Net Assets Fund Balances EOY | 397175 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 37417 | GrossSalesPrice |
| Depreciation | 0 | Depreciation |
| Cost Or Other Basis | 23779 | CostOrOtherBasis |
| Gain Or Loss | 13638 | GainOrLoss |
| FMV As Of123169 | 0 | FMVAsOf123169 |
| Adjusted Basis As Of123169 | 0 | AdjustedBasisAsOf123169 |
| Excess Of FMV Over Adjusted Basis | 0 | ExcessOfFMVOverAdjustedBasis |
| Gains Minus Excess Or Losses | 13638 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 13638 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 53250 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 495318 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.107507 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 65525 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 530461 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.123525 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 103933 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 542398 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.191618 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 144278 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 609453 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.236734 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 116820 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 923399 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.126511 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.785895 | TotalDistributionRatio |
| Average Distribution Ratio | 0.157179 | AverageDistributionRatio |
| Net Noncharitable Assets | 505842 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 79508 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 256 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 79764 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 32250 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 513 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 513 | Subtotal |
| Tax Based On Investment Income | 513 | TaxBasedOnInvestmentIncome |
| Tax Paid Original Return | 0 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 9 | PenaltyForUnderpayment |
| Tax Due | 522 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | RI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LYN MARGARET COMFORT CHAR FDN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4018471136 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 WASHINGTON STREET | AddressLine1 |
| City | NEWPORT | City |
| State | RI | State |
| ZIP Code | 02840 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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 |
|---|---|---|---|---|---|---|---|---|
| LYN COMFORT | ||||||||
| 62 WASHINGTON STREET | NEWPORT | RI | 02840 | TREASURER/SECRETARY | 0.40 | 0 | 0 | 0 |
| MARGARET D COMFORT | ||||||||
| 62 WASHINGTON STREET | NEWPORT | RI | 02840 | PRESIDENT | 0.40 | 0 | 0 | 0 |
| EMILY COMFORT | ||||||||
| 62 WASHINGTON STREET | NEWPORT | RI | 02840 | DIRECTOR | 0.40 | 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 496272 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 17273 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 513545 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 513545 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7703 | CashDeemedCharitable |
| Net Noncharitable Assets | 505842 | NetNoncharitableAssets |
| Minimum Investment Return | 25292 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 25292 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 513 | TaxBasedOnInvestmentIncome |
| Total Tax | 513 | TotalTax |
| Distributable Amount Before Adj | 24779 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 24779 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 24779 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 32250 | ExpensesAndContributions |
| Qualifying Distributions | 32250 | QualifyingDistributions |
| Adj Qualifying Distributions | 32250 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 24779 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 71004 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 114123 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 77187 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 39489 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 28874 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 330677 | TotalExcessDistriCarryover |
| Qualifying Distributions | 32250 | QualifyingDistributions |
| Applied To Current Year | 24779 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 7471 | RemainingDistriFromCorpus |
| Total Corpus | 338148 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 71004 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 267144 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 114123 | ExcessFromYear4 |
| Excess From Year3 | 77187 | ExcessFromYear3 |
| Excess From Year2 | 39489 | ExcessFromYear2 |
| Excess From Year1 | 28874 | ExcessFromYear1 |
| Excess From Current Year | 7471 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LYN COMFORT | ContributingManager |
| Contributing Manager | MARGARET COMFORT | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR THE BLIND | ||||||
| 2 PENN PLAZA SUITE 1102 | NEW YORK | NY | 10121 | PUBLICCHARITY | POSSIBILITIES FORTO EXPANDPEOPLE WITH VISION LOSS | $500 |
| AQUIDNECK LAND TRUST | ||||||
| 790 AQUIDNECK AVENUE | MIDDLETOWN | RI | 02842 | PUBLICCHARITY | MANAGEMENTCONSERVATION AND | $1,000 |
| CHILD & FAMILY | ||||||
| 31 JOHN CLARKE ROAD | MIDDLETOWN | RI | 02842 | PUBLICCHARITY | HUMAN SERVICES | $500 |
| INTERNATIONAL YACHT RESTORATION SCHOOL | ||||||
| 449 THAMES STREET | NEWPORT | RI | 02840 | PUBLICCHARITY | VOCATIONAL EDUCATION | $10,000 |
| WRNI RI PUBLIC RADIO | ||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | PUBLICCHARITY | EDUCATION | $1,000 |
| NEWPORT ART MUSEUM | ||||||
| 76 BELLEVUE AVENUE | NEWPORT | RI | 02840 | PUBLICCHARITY | MUSEUM | $500 |
| NEWPORT HISTORICAL SOCIETY | ||||||
| 82 TOURO STREET | NEWPORT | RI | 02840 | PUBLICCHARITY | PRESERVATIONTO SUPPORT HISTORIC | $500 |
| POTTER LEAGUE FOR ANIMALS | ||||||
| PO BOX 412 | NEWPORT | RI | 02840 | PUBLICCHARITY | AND WELFAREANIMAL PROTECTION | $1,000 |
| REDWOOD LIBRARY | ||||||
| 50 BELLEVUE AVENUE | NEWPORT | RI | 02840 | PUBLICCHARITY | LIBRARY | $500 |
| CANTERBURY SCHOOL | ||||||
| 101 ASPETUCK AVENUE | NEW MILFORD | CT | 06776 | PUBLICCHARITY | EDUCATION | $250 |
| SAIL NEWPORT | ||||||
| 60 FORT ADAMS DRIVE | NEWPORT | RI | 02840 | PUBLICCHARITY | RECREATIONWATER | $2,500 |
| SEAMAN'S CHURCH INSTITUTE | ||||||
| 18 MARKET SQUARE | NEWPORT | RI | 02840 | PUBLICCHARITY | SEAFARERSWELL-BEING OF | $5,000 |
| THE PRESERVATION SOCIETY OF NEWPORT | ||||||
| 424 BELLEVUE AVENUE | NEWPORT | RI | 02840 | PUBLICCHARITY | ARCHITECTURALTO SUPPORTPRESERVATION | $500 |
| WILLIAMS COLLEGE HOPKINS HALL | ||||||
| PO BOX 67 | WILLIAMSTOWN | MA | 01267 | PUBLICCHARITY | EDUCATION | $250 |
| COAST GUARD FOUNDATION | ||||||
| 394 TAUGWONK ROAD | STONINGTON | CT | 06378 | PUBLICCHARITY | SUPPORT SERVICESEDUCATION AND | $5,000 |
| RHODE ISLAND ARTS FOUNDATION | ||||||
| 850 AQUIDNECK AVE | MIDDLETOWN | RI | 02842 | PUBLICCHARITY | PROMOTE CHAMBERPRESERVE ANDMUSIC | $600 |
| SAVE THE BAY | ||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | PUBLICCHARITY | PROTECT BAYPRESERVE ANDREGION | $500 |
| NAVAL WAR COLLEGE FOUNDATION | ||||||
| 686 CUSHING ROAD | NEWPORT | RI | 02840 | PUBLICCHARITY | SUPPORTEDUCATION ANDSERVICES | $150 |
| CLAGETT CLINIC & REGATTA | ||||||
| 231 INDIAN AVENUE | PORTSMOUTH | RI | 02871 | PUBLICCHARITY | WITHSUPPORTS SAILINGDISABILITIES | $500 |
| SALVE REGINA UNIVERSITY | ||||||
| 1 OCHRE COURT | NEWPORT | RI | 02840 | PUBLICCHARITY | EDUCATION | $500 |
| SAIL TO PREVAIL | ||||||
| 152 MILL STREET | NEWPORT | RI | 02840 | PUBLICCHARITY | WITHSUPPORTS SAILINGDISABILITIES | $500 |
| KREMPELS CENTER | ||||||
| 100 CAMPUS DRIVE | PORTSMOUTH | NH | 03801 | PUBLICCHARITY | AFTER BRAINSUPPORT LIFEINJURY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 32250 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,646 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $13,638 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,301 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 29301 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JENNIFER C. CAPODILUPO CPA TAX SERVICES | Category |
| Amount | $1,200 | Amount |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PUBLICLY TRADED SECURITIES | Name |
| Gross Sales Price | 37417 | GrossSalesPrice |
| Basis | 23779 | Basis |
| Total Net | 13638 | TotalNet |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 166707 | EOYBookValue |
| EOYFMV | 172127 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 209560 | EOYBookValue |
| EOYFMV | 328870 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT EXPENSES | Description |
| Revenue And Expenses Per Books | 3799 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3674 | NetInvestmentIncome |