WIL-DAE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WIL-DAE CHARITABLE FOUNDATION INC (EIN 04-3519293)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-03-27
- IRS object ID
- 201210879349100406
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2012-03-27T16:16:00-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042442519 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101772 | 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 | 043519293 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIL-DAE CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WIL- | NameControl |
| Phone | 4132479052 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 MOUNTAIN ROAD | AddressLine1 |
| City | NORTH HATFIELD | City |
| State | MA | State |
| ZIP Code | 01066 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID E JOHNSON | Name |
| Title | PRESIDENT | Title |
| Phone | 4132479052 | Phone |
| Date Signed | 2012-03-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALFONSO PERILLO | Name |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | Phone |
| Date Prepared | 2012-03-22 | DatePrepared |
| 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 | 77560 | 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 |
| Dividends Rev And Expnss | 1369 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1369 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2048 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 132052 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2068 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 79 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 79 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 3496 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3516 | 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 |
| Accounting Fees Rev And Expnss | 1024 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 205 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 819 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 603 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 603 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 11 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 11 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 50 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 50 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1688 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 819 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 869 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4988 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 819 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4169 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1492 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2697 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5773 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2240 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2240 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 47539 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 53832 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 61371 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 16336 | InvestmentsOtherBOY |
| Investments Other EOY | 13151 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 13949 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 69648 | TotalAssetsBOY |
| Total Assets EOY | 69223 | TotalAssetsEOY |
| Total Assets EOYFMV | 77560 | 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 | 69648 | RetainedEarningsBOY |
| Retained Earnings EOY | 69223 | RetainedEarningsEOY |
| Total Net Assets BOY | 69648 | TotalNetAssetsBOY |
| Total Net Assets EOY | 69223 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 69648 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 69223 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 69648 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1492 | ExcessOfRevenueOverExpenses |
| Other Increases | 1067 | OtherIncreases |
| Subtotal | 69223 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 69223 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 132052 | 130004 | 2048 | 2048 |
| DISALLOWED WASH SALE LOSS | 20 | 20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2068 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3564 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 84563 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042146 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5652 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 75625 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.074737 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 5787 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 97688 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.059240 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4772 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 108402 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044021 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3942 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 101180 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.038960 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.259104 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051821 | AverageDistributionRatio |
| Net Noncharitable Assets | 82349 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4267 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 27 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4294 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4169 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 54 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 54 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 54 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 99 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 99 | TotalCreditsAndPayments |
| Overpayment | 45 | Overpayment |
| Amount Credited To Next Year | 45 | 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 | MA | 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 | DAVID E JOHNSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4132479052 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 MOUNTAIN ROAD | AddressLine1 |
| City | NORTH HATFIELD | City |
| State | MA | State |
| ZIP Code | 01066 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID E JOHNSON | ||||||||
| 21 MOUNTAIN ROAD | N HATFIELD | MA | 01066 | PRESIDENT/DIRECTOR | 0.25 | 0 | 0 | 0 |
| WILMA L JOHNSON | ||||||||
| 21 MOUNTAIN ROAD | N HATFIELD | MA | 01066 | TREASURER | 0.10 | 0 | 0 | 0 |
| IRVING D LABOVITZ | ||||||||
| 136 SEDONA WAY | PALM BEACH GARDENS | FL | 33418 | CLERK | 0.10 | 0 | 0 | 0 |
| STEVEN D JOHNSON | ||||||||
| 9 THORNBERRY LANE | SUDBURY | MA | 01776 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| ELIZABETH J JOHNSON | ||||||||
| 9 THORNBERRY LANE | SUDBURY | MA | 01776 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| JEFFERY M JOHNSON | ||||||||
| 7 SETTLERS DRIVE | LAKEVILLE | MA | 02247 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| CLAIRE M JOHNSON | ||||||||
| 7 SETTLERS DRIVE | LAKEVILLE | MA | 02247 | DIRECTOR | 0.10 | 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 | 74487 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 9116 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 83603 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 83603 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1254 | CashDeemedCharitable |
| Net Noncharitable Assets | 82349 | NetNoncharitableAssets |
| Minimum Investment Return | 4117 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4117 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 54 | TaxBasedOnInvestmentIncome |
| Total Tax | 54 | TotalTax |
| Distributable Amount Before Adj | 4063 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 4063 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 4063 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4169 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 4169 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4169 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4063 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 3144 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4169 | QualifyingDistributions |
| Applied To Year1 | 3144 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1025 | 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 | 3038 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CAMP SUNSHINE | |||||||
| 35 ACADIA RD | CASCO | ME | 04015 | N/A | 509(A) | PROGRAM SUPPORT | $2,000 |
| VNA & HOSPICE OF COOLEY DICKINSON | |||||||
| 168 INDUSTRIAL DRIVE | NORTHAMPTON | MA | 01060 | N/A | 509(A) | PROGRAM SUPPORT | $500 |
| CAMP CALUMET | |||||||
| 1090 OSSIPEE LAKE ROAD | FREEDOM | NH | 03836 | N/A | 509(A) | PROGRAM SUPPORT | $300 |
| PIONEER VALLEY HABITAT FOR HUMANITY | |||||||
| PO BOX 60642 | FLORENCE | MA | 01062 | N/A | 509(A) | PROGRAM SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3300 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,369 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,048 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| CLASS ACTION PROCEEDS | 14 | $31 |
| PASSTHROUGH INCOME FROM ECA MARCELLUS TRUST K-1 | 14 | $48 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $3,496 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3496 | 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 | TAX PREPARATION | Category |
| Amount | $1,024 | Amount |
| Net Investment Income | 205 | NetInvestmentIncome |
| Disbursements Charitable Prps | 819 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK - STATE STREET | NameOfStock |
| EOY Book Value | 53832 | EOYBookValue |
| EOYFMV | 61371 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS - STATE STREET | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 13151 | BookValue |
| EOYFMV | 13949 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STATE FILING FEES | Description |
| Revenue And Expenses Per Books | 50 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 50 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| CLASS ACTION PROCEEDS | 31 | 31 | 31 |
| PASSTHROUGH INCOME FROM ECA MARCELLUS TRUST K-1 | 48 | 48 | 48 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BASIS ADJUSTMENT FOR SALE OF ECA MARCELLUS TRUST I PARTNERSHIP | Description |
| Amount | $1,067 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CUSTODIAN FEES | $42 | 42 | 0 |
| INVESTMENT MANAGEMENT FEES | $561 | 561 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $11 | Amount |
| Net Investment Income | 11 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |