GEORGE H SCANLON FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE H SCANLON FOUNDATION (EIN 42-6100764)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201201319349100215
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T09:15:02-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 THIRD AVENUE SE STE 300 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 524011512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426100764 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE H SCANLON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GEOR | NameControl |
| Phone | 6177340446 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 323 | AddressLine1 |
| City | OKOBOJI | City |
| State | IA | State |
| ZIP Code | 51355 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES P SCANLON JR | Name |
| Title | TREASURER | Title |
| Phone | 6177340446 | Phone |
| Date Signed | 2012-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAY HEGARTY | Name |
| PTIN | P00091057 | PTIN |
| Phone | 3192985333 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 3760097 | 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 | 14550 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14550 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 74232 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 74232 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 142055 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1865330 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 142055 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 296 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 255 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 231133 | TotalRevenueAndExpenses |
| Total Net Investment Income | 231092 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 12000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 6000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 6000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 2294 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1147 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1147 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8090 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4045 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4045 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 28729 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 28729 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1136 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1136 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 510 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 6866 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 6866 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 477 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 369 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 60102 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 41426 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 18058 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 230050 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 230050 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 290152 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 41426 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 248108 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -59019 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 189666 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 105799 | CashBOY |
| Cash EOY | 128218 | CashEOY |
| Cash EOYFMV | 128218 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 163119 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 129063 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 129063 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2641088 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2554116 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3357876 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 103259 | InvestmentsOtherBOY |
| Investments Other EOY | 143658 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 144176 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 1592 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 828 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 1274 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 764 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 764 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 3014539 | TotalAssetsBOY |
| Total Assets EOY | 2955819 | TotalAssetsEOY |
| Total Assets EOYFMV | 3760097 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3014539 | RetainedEarningsBOY |
| Retained Earnings EOY | 2955819 | RetainedEarningsEOY |
| Total Net Assets BOY | 3014539 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2955819 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3014539 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2955819 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3014539 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -59019 | ExcessOfRevenueOverExpenses |
| Other Increases | 299 | OtherIncreases |
| Subtotal | 2955819 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2955819 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 1863528 | 1723275 | 140253 | 140253 |
| CAPITAL GAINS DIVIDENDS | P | 1802 | 1802 | 1802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 142055 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 199264 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3828893 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052042 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 191925 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3309343 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057995 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 185807 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3796467 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048942 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 239247 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3975141 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.060186 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 213600 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4497616 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047492 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.266657 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053331 | AverageDistributionRatio |
| Net Noncharitable Assets | 4142675 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 220933 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1897 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 222830 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 248108 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1897 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1897 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1897 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6271 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6271 | TotalCreditsAndPayments |
| Overpayment | 4374 | Overpayment |
| Amount Credited To Next Year | 4374 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IA | 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 | ROBERT DOWNER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6177340446 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 S LINN ST | AddressLine1 |
| City | IOWA CITY | City |
| State | IA | State |
| ZIP Code | 52240 | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CLARKE W SCANLON | ||||||||
| PO BOX 323 | OKOBOJI | IA | 51355 | PRESIDENT, DIRECTOR | 1.00 | 0 | 0 | 0 |
| JAMES P SCANLON JR | ||||||||
| PO BOX 323 | OKOBOJI | IA | 51355 | TREASURER, DIRECTOR | 15.00 | 12000 | 0 | 0 |
| JANE A SCANLON | ||||||||
| PO BOX 323 | OKOBOJI | IA | 51355 | SECRETARY, DIRECTOR | 1.00 | 0 | 0 | 0 |
| MARCIA E SCANLON | ||||||||
| PO BOX 323 | OKOBOJI | IA | 51355 | VP, DIRECTOR | 1.00 | 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 | 3770477 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 308492 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 126792 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4205761 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4205761 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 63086 | CashDeemedCharitable |
| Net Noncharitable Assets | 4142675 | NetNoncharitableAssets |
| Minimum Investment Return | 207134 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 207134 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1897 | TaxBasedOnInvestmentIncome |
| Total Tax | 1897 | TotalTax |
| Distributable Amount Before Adj | 205237 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 205237 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 205237 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 248108 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 248108 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1897 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 246211 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 205237 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 74296 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 28348 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 11793 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 114437 | TotalExcessDistriCarryover |
| Qualifying Distributions | 248108 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 205237 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 42871 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 157308 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 157308 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 74296 | ExcessFromYear4 |
| Excess From Year2 | 28348 | ExcessFromYear2 |
| Excess From Year1 | 11793 | ExcessFromYear1 |
| Excess From Current Year | 42871 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (61 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE FL 17 | CHICAGO | IL | 60601 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $500 |
| AMERICAN CANCER SOCIETY | |||||||
| 30 SCREED STREET | FARMINGTON | MA | 01701 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $500 |
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 CHANDLER ST | BOSTON | MA | 02116 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $40 |
| ANTI-CRUELTY SOCIETY OF CHICAGO | |||||||
| 157 WEST GRAND AVE | CHICAGO | IL | 60654 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $3,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $500 |
| BOSTON SYMPHONY ORCHESTRA INC | |||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $1,250 |
| BROOKLINE ART CENTER INC | |||||||
| 86 MONMOUTH ST | BROOKLINE | MA | 02446 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $250 |
| BROOKLINE EARLY EDUCATION PROGRAM PARENT-TEACHER ORGANIZATION | |||||||
| 115 GREENOUGH ST RM 109B | BROOKLINE | MA | 02445 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $1,250 |
| BROOKLINE EDUCATION FOUNDATION | |||||||
| PO BOX 470652 | BROOKLINE | MA | 02447 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $1,000 |
| BROOKLINE LIBRARY FOUNDATION INC | |||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $300 |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| PO BOX 446 | SANTA ROSA | CA | 65402 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $2,000 |
| CHILDREN'S HOSPITAL BOSTON | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PUBLIC | PATIENT FAMILY HOUSING | $44,600 |
| CHRISTOPHER HOUSE | |||||||
| 2507 N GREENVIEW AVE | CHICAGO | IL | 60614 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $1,000 |
| COOLIDGE CORNER THEATER FOUNDATION INC | |||||||
| 290 HARVARD ST | BROOKLINE | MA | 02246 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $50 |
| DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS BASED EDUCATION | |||||||
| 1000 NORTH FOURTH | FAIRFIELD | IA | 52557 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $2,000 |
| DE CORDOVA SCULPTURE MUSEUM AND PARK | |||||||
| 51 SANDY POND RD | LINCOLN | MA | 01773 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $125 |
| EARLY CHILDHOOD LEARNING LAB AT BOSTON UNIVERSITY | |||||||
| 2 SILBER WAY | BOSTON | MA | 02215 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $500 |
| ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION | |||||||
| 140 CONNECTICUT AVE NW STE 200 | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $7,000 |
| FACING HISTORY & OURSELVES NATIONAL FOUNDATION INC | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $300 |
| HARMONY HOUSE CHICAGO | |||||||
| PO BOX 18098 | CHICAGO | IL | 60618 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $5,000 |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 100 NORTHERN AVENUE | BOSTON | MA | 02210 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $1,525 |
| INTERNATIONAL TENNIS HALL OF FAME INCORPORATED | |||||||
| 194 BELLEVIEW AVE | NEWPORT | RI | 02840 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $1,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL | |||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $3,000 |
| MARC INC OF MANCHESTER | |||||||
| 376R WEST MIDDLE TURNPIKE | MANCHESTER | CT | 06040 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $1,000 |
| MEALS ON WHEELS | |||||||
| 203 S UNION ST | ALEXANDRIA | VA | 22314 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $2,180 |
| MUSEUM OF CONTEMPORARY ART (MOCA) | |||||||
| 250 S GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $1,000 |
| MUSEUM OF FINE ARTS (MFA) | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $250 |
| MUSEUM OF MODERN ART (MOMA) | |||||||
| 11 WEST 53 ST | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $115 |
| MUSEUM OF SCIENCE | |||||||
| 1 SCIENCE PARK | BOSTON | MA | 02210 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $155 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 1100 NEW YORK AVE NW STE 200 | WASHINGTON | DC | 20005 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $2,500 |
| NATURAL RESOURCES DEFENSE COUNCIL INC (NRDC) | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $10,000 |
| NEIGHBORHOOD JUNIOR TENNIS PROGRAM | |||||||
| 13083 HUBBARD | SYLMAR | CA | 91342 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $100 |
| NEW ENGLAND AQUARIUM | |||||||
| CENTRAL WHARF | BOSTON | MA | 02215 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $500 |
| NEW ENGLAND WHEELCHAIR SPORTS INC | |||||||
| 20 HAVEN STREET | DOVER | MA | 02030 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $500 |
| OCEANA INC | |||||||
| 2501 M ST NW | WASHINGTON | DC | 20037 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $19,000 |
| OKOBOJI FOUNDATION ENDOWMENT (COMMUNITY FOUNDATION OF GREATER DES MOINES) | |||||||
| PO BOX 593 | OKOBOJI | IA | 51355 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $500 |
| OTIS COLLEGE OF ART AND DESIGN | |||||||
| 9045 LINCOLN BOULEVARD | LOS ANGELES | CA | 90045 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $8,200 |
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS (PETA) | |||||||
| 500 FRONT STREET | NORFOLK | VA | 23510 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $6,000 |
| STEPPENWOLF THEATER COMPANY | |||||||
| 1650 HALSTED ST | CHICAGO | IL | 60601 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $11,000 |
| THE SEED FOUNDATION | |||||||
| 1776 MASSACHUSETTS AVE NW STE 600 | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $2,000 |
| UNIVERSITY OF IOWA FOUNDATION | |||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $46,650 |
| WESTERN PENNSYLVANIA CONSERVANCY | |||||||
| 800 WATERFRONT DRIVE | PITTSBURGH | PA | 15222 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $500 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 1850 M STREET | WASHINGTON | DC | 20008 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $500 |
| YMCA CAMP FOSTER | |||||||
| 1900 41ST ST | SPIRIT LAKE | IA | 51360 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $500 |
| ART BARN | |||||||
| PO BOX 470504 | BROOKLINE | MA | 02447 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $250 |
| BOSTON RONALD MCDONALD HOUSE | |||||||
| 229 KENT STREET | BROOKLINE | MA | 02446 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $250 |
| BOSTON CHILDREN'S MUSEUM | |||||||
| 300 CONGRESS STREET | BOSTON | MA | 02210 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $150 |
| BROOKLINE COMMUNITY FOUNDATION | |||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $250 |
| LAWRENCE SCHOOL PARENT TEACHER ORGANZIATION | |||||||
| 27 FRANCIS STREET | BROOKLINE | MA | 02446 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $700 |
| HAITI MEDICAL MISSION OF WISCONSIN | |||||||
| 125 15TH AVENUE | BARABOO | WI | 53913 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $250 |
| HARVARD ART MUSEUM | |||||||
| 32 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $900 |
| ISABELLA STEWART GARDNER MUSEUM | |||||||
| 280 THE FENWAY | BOSTON | MA | 02115 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $500 |
| COMMUNITY FOUNDATION OF JOHNSON COUNTY IOWA | |||||||
| 325 E WASHINGTON ST | IOWA CITY | IA | 52240 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $10,000 |
| JOHNSTON PARTNERSHIP FOR A HEALTHY COMMUNITY | |||||||
| PO BOX 975 | JOHNSTON | IA | 50131 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $2,000 |
| NATIONAL PUBLIC RADIO WBUR BOSTON | |||||||
| 890 COMMONWALTH AVE | BOSTON | MA | 02215 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $240 |
| NATIONAL PUBLIC RADIO WGBH | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $250 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 1785 MASSACHUSETTS AVE | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $800 |
| NORTH SHORE ANIMAL LEAGUE | |||||||
| 25 DAVIS AVENUE | PORT WASHINGTON | NY | 11050 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $1,000 |
| NORTHWESTERN ARTHRITIS & REHABILITATION INSTITUTE - OPERATION WALK CHICAGO | |||||||
| 680 N LAKE SHORE DRIVE | CHICAGO | IL | 60611 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $22,050 |
| ST MARY'S CATHOLIC CHURCH | |||||||
| 5 LINDEN PLACE | BROOKLINE | MA | 02446 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $500 |
| OLD STURBRIDGE VILLAGE | |||||||
| 1 OLD STURBRIDGE VILLAGE | STURBRIDGE | MA | 01566 | NONE | PUBLIC | GENERAL OPERATING BUDGET | $120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 230050 | 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 | $14,550 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $74,232 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $142,055 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|---|---|
| SCH K-1 APOLLO GLOBAL MGMT LLC | 900099 | $41 | ||
| SCH K-1 APOLLO GLOBAL MGMT LLC | 14 | $255 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $41 | UnrelatedBusinessIncomeAmount |
| Exclusion | $231,092 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 231133 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $8,090 | Amount |
| Net Investment Income | 4045 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4045 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | COMPUTER | DescriptionOfProperty |
| Date Acquired | 2010-08-20 | DateAcquired |
| Cost Or Other Basis | 1592 | CostOrOtherBasis |
| Prior Years Depreciation | 318 | PriorYearsDepreciation |
| Computation Method | 200DB | ComputationMethod |
| Life | 5.000000000000 | Life |
| Current Year Expense | 510 | CurrentYearExpense |
| Net Investment Income | 0 | NetInvestmentIncome |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 2554116 | EOYBookValue |
| EOYFMV | 3357876 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 143658 | BookValue |
| EOYFMV | 144176 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTER | CategoryOrItem |
| Cost Or Other Basis | 1592 | CostOrOtherBasis |
| Accumulated Depreciation | 828 | AccumulatedDepreciation |
| Book Value | 764 | BookValue |
| EOYFMV | 0 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $2,294 | Amount |
| Net Investment Income | 1147 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1147 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| COPIES | 5 | 0 | 0 |
| POSTAGE | 87 | 0 | 0 |
| INVESTMENT EXPENSES | 369 | 369 | 0 |
| OFFICE SUPPLIES | 16 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| SCH K-1 APOLLO GLOBAL MGMT LLC | 41 | 41 | |
| SCH K-1 APOLLO GLOBAL MGMT LLC | 255 | 255 | 255 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BOOK/TAX DIFFERENCE SCH K-1 APOLLO GLOBAL MGMT LLC | $227 |
| RETURN OF PRINCIPAL | $72 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | Category |
| Amount | $28,729 | Amount |
| Net Investment Income | 28729 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | Category |
| Amount | $1,136 | Amount |
| Net Investment Income | 1136 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |