PISA FOUNDATION: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PISA FOUNDATION (EIN 05-0494285)
- Tax period
- 2009-12-01 to 2010-11-30
- Filed
- 2011-10-07
- IRS object ID
- 201102809349100300
- Schema version
- 2009v1.7
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-07T07:52:02-05:00 | Timestamp |
| Tax Period End Date | 2010-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 KINSTOWN | City |
| State | RI | State |
| ZIP Code | 02852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-12-01 | 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 | 2011-10-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dennis R Eckloff CPA | Name |
| Phone | 4012952672 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3061855 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 130000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 286 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 286 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 59309 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 59309 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -40531 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 327746 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 149064 | TotalRevenueAndExpenses |
| Total Net Investment Income | 59595 | 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 | 5623 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5623 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2214 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2214 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| 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 | 7887 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7887 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 113770 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 113770 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 121657 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7887 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 113770 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 27407 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 51708 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4983 | CashBOY |
| Cash EOY | 18637 | CashEOY |
| Cash EOYFMV | 18637 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 118641 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 131717 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 131717 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2423257 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2423934 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2911501 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2546881 | TotalAssetsBOY |
| Total Assets EOY | 2574288 | TotalAssetsEOY |
| Total Assets EOYFMV | 3061855 | 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 | 1452771 | RetainedEarningsBOY |
| Retained Earnings EOY | 1480178 | RetainedEarningsEOY |
| Total Net Assets BOY | 2546881 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2574288 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2546881 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2574288 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2546881 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 27407 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2574288 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2574288 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| US TRUST - DETAIL AVAILABLE UPON REQUEST | P | 33443 | 33034 | 409 | 409 |
| US TRUST - DETAIL AVAILABLE UPON REQUEST | P | 283072 | 335243 | -52171 | -52171 |
| Capital Gains Dividends | P | 11231 | 11231 | 11231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -40531 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 154934 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2302338 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.067294 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 140472 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2797564 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050212 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 89089 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2954440 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.030154 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 48066 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2102193 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.022865 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 64439 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1417419 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045462 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.215987 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043197 | AverageDistributionRatio |
| Net Noncharitable Assets | 2867255 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 123857 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 517 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 124374 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 113770 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1034 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1034 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1034 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1584 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1584 | TotalCreditsAndPayments |
| Overpayment | 550 | Overpayment |
| Amount Credited To Next Year | 550 | 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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| 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 |
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 KINGSTWON | RI | 02852 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| ANN PERLMAN | ||||||||
| 121 HIDDEN MERE LANE | NORTH KINGSTWON | 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 | 2899109 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11810 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2910919 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2910919 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 43664 | CashDeemedCharitable |
| Net Noncharitable Assets | 2867255 | NetNoncharitableAssets |
| Minimum Investment Return | 143363 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 143363 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1034 | TaxBasedOnInvestmentIncome |
| Total Tax | 1034 | TotalTax |
| Distributable Amount Before Adj | 142329 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 142329 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 142329 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 113770 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 113770 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 113770 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 142329 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 88774 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 113770 | QualifyingDistributions |
| Applied To Year1 | 88774 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 24996 | 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 | 117333 | 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 | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| PROJECT UNDERCOVER | ||||||
| 248A MAYFIELD AVENUE | CRANSTON | RI | 02920 | NONE | GENERAL | $2,500 |
| LINCOLN SCHOOL | ||||||
| 301 Butler Avenue | PROVIDENCE | RI | 02906 | NONE | GENERAL | $111,150 |
| GIRL SCOUT TROOP OF NORTH KINGSTOWN | ||||||
| 2850 MINISTERIAL ROAD | NORTH KINGSTWON | RI | 02852 | NONE | GENERAL | $100 |
| NORTH KINGSTOWN DAVISVILLE SCHOOL | ||||||
| 200 SCHOOL STREET | NORTH KINGSTWON | RI | 02852 | NONE | GENERAL | $20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 113770 | 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 | $286 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $59,309 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$40,531 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOSS | Description |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $19,064 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 19064 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ALAN AND ANN PERLMAN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 130000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BANK OF AMERICA | 1254210 | 1337232 |
| VANGUARD | 454724 | 493237 |
| TD AMERITRADE | 715000 | 1081032 |
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 Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MGT FEES | $5,123 | 5123 | 0 |
| TAX RETURN PREPARATION | $500 | 500 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $2,214 | Amount |
| Net Investment Income | 2214 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |