SKERRYVORE FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SKERRYVORE FOUNDATION INC (EIN 13-6114309)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-17
- IRS object ID
- 201102939349100205
- Schema version
- 2010v3.4
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-17T15:17:49-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPERSMITH SIMON &VOGEL PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CHARLES LINDBERGH BLVD STE 605 | AddressLine1 |
| City | UNIONDALE | City |
| State | NY | State |
| ZIP Code | 11553 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136114309 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SKERRYVORE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SKER | NameControl |
| Phone | 9147307050 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O COOPERSMITH SIMON VOGEL 50 CHAS | AddressLine1 |
| Address Line2 | LINDBERGH NO 605 | AddressLine2 |
| City | UNIONDALE | City |
| State | NY | State |
| ZIP Code | 11553 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN ROBINSON | Name |
| Title | PRESIDENT | Title |
| Phone | 5164835800 | Phone |
| Date Signed | 2011-10-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFERY S COOPERSMITH | Name |
| Phone | 5164835800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1271488 | 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 | 25514 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 25514 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 7192 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7192 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 0 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 10 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 500 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 500 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 33206 | TotalRevenueAndExpenses |
| Total Net Investment Income | 33206 | 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 |
| Taxes Rev And Expnss | 1077 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1077 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 553 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 553 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1630 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1630 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 81500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 81500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 83130 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1630 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 81500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -49924 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 31576 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 746657 | CashBOY |
| Cash EOY | 696765 | CashEOY |
| Cash EOYFMV | 696765 | CashEOYFMV |
| Investments Govt Oblig BOY | 500625 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 500625 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 500625 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 74005 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 74098 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 74098 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1321287 | TotalAssetsBOY |
| Total Assets EOY | 1271488 | TotalAssetsEOY |
| Total Assets EOYFMV | 1271488 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 125 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 125 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1366390 | CapitalStockBOY |
| Capital Stock EOY | 1366390 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -45103 | RetainedEarningsBOY |
| Retained Earnings EOY | -95027 | RetainedEarningsEOY |
| Total Net Assets BOY | 1321287 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1271363 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1321287 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1271488 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1321287 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -49924 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1271363 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1271363 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 3700 SHS .964 TOOTSIE ROLL INDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 1999-01-01 | DateAcquired |
| Date Sold | 2010-12-31 | DateSold |
| Gross Sales Price | 10 | GrossSalesPrice |
| Cost Or Other Basis | 10 | CostOrOtherBasis |
| Gain Or Loss | 0 | GainOrLoss |
| Gains Minus Excess Or Losses | 0 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 0 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 73165 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1469387 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049793 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 73074 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1497487 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048798 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 77934 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1538335 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050661 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 78169 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1551782 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050374 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 82660 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1587099 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052082 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.251708 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050342 | AverageDistributionRatio |
| Net Noncharitable Assets | 1395416 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 70248 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 316 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 70564 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 81500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 316 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 316 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 316 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 119 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 119 | TotalCreditsAndPayments |
| Tax Due | 197 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | 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 | NONE | WebsiteAddress |
| Books In Care Of Person Name | JOHN R ROBINSON ESQ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9147307050 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MACDONALD AVENUE SUITE 4 | AddressLine1 |
| City | ARMONK | City |
| State | NY | State |
| ZIP Code | 10504 | 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 (3 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| JOHN R ROBINSON | |||||||||
| C/O CSV CPAS 50 CHARLES LINDBERGH | BLVD | UNIONDALE | NY | 11553 | PRES | 10.00 | 0 | 0 | 0 |
| ABIGAIL ROBINSON BOWERS | |||||||||
| C/O CSV CPAS 50 CHARLES LINDBERGH | BLVD | UNIONDALE | NY | 11553 | SEC | 10.00 | 0 | 0 | 0 |
| CHRISTOPHER ROBINSON | |||||||||
| C/O CSV CPAS 50 CHARLES LINDBERGH | BLVD | UNIONDALE | NY | 11553 | SEC | 10.00 | 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 | 694856 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 721810 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1416666 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1416666 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 21250 | CashDeemedCharitable |
| Net Noncharitable Assets | 1395416 | NetNoncharitableAssets |
| Minimum Investment Return | 69771 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 69771 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 316 | TaxBasedOnInvestmentIncome |
| Total Tax | 316 | TotalTax |
| Distributable Amount Before Adj | 69455 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 69455 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 69455 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 81500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 81500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 316 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 81184 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 69455 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 69654 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 81500 | QualifyingDistributions |
| Applied To Year1 | 69654 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 11846 | 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 | 57609 | 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 |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JEFFERY S COOPERSMITH | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CHARLES LINDBERGH BLVD STE 605 | AddressLine1 |
| City | UNIONDALE | City |
| State | NY | State |
| ZIP Code | 11553 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5164835800 | RecipientPhoneNumber |
| Form And Info And Materials | NONE | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| RIPPLE EFFECT | |||||||
| REP PO BOX 1956 | WATERVILLE | ME | 04903 | NONE | 501 (C) | GENERAL | $16,000 |
| YMCA CUMBERLAND | |||||||
| 70 FOREST AVENUE | PORTLAND | ME | 04101 | NONE | 501 (C) | GENERAL | $10,000 |
| MAINE ISLAND TRAILS | |||||||
| 50 FORE STREET SUITE 30-3 | PORTLAND | ME | 04101 | NONE | 501 (C) | GENERAL | $2,500 |
| TELLING ROOM | |||||||
| 225 COMMERCIAL STREET SUITE 201 | NEW YORK | NY | 10021 | NONE | 501 (C) | GENERAL | $1,500 |
| FALMOUTH SCHOOL DEPARTMENT | |||||||
| 51 WOODVILLE ROAD | FALMOUTH | ME | 04105 | NONE | 501 (C) | GENERAL | $2,500 |
| MAINE FARMLAND TRUST | |||||||
| 97 MAIN STREET | BELFAST | ME | 04915 | NONE | 501 (C) | GENERAL | $5,000 |
| FAMILY CENTER BENEFIT | |||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | NONE | 501 (C) | GENERAL | $6,000 |
| ROCK END ART BARN | |||||||
| 522 CONGRESS STREET | PORTLAND | ME | 04101 | NONE | 501 (C) | GENERAL | $10,000 |
| MAINE COLLEGE OF ART | |||||||
| 522 CONGRESS STREET | PORTLAND | ME | 04101 | NONE | 501 (C) | GENERAL | $2,000 |
| KENTS HILL SCHOOL | |||||||
| 1614 MAIN STREET | KENTS HILL | ME | 04349 | NONE | 501 (C) | GENERAL | $5,000 |
| FAMILY CENTER BENEFIT | |||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | NONE | 501 (C) | GENERAL | $5,000 |
| ROLLINS COLLEGE | |||||||
| 1000 HOLT AVE | WINTER PARK | FL | 32789 | NONE | 501 (C) | GENERAL | $5,000 |
| NYU | |||||||
| 726 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | 501 (C) | GENERAL | $5,000 |
| KENTS HILL SCHOOL | |||||||
| 1614 MAIN STREET | KENTS HILL | ME | 04349 | NONE | 501 (C) | GENERAL | $2,500 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | 501 (C) | GENERAL | $2,000 |
| AUGUSTA BOYS CLUB OF MAINE | |||||||
| 22 ARMORY STREET | AUGUSTA | ME | 04330 | NONE | 501 (C) | GENERAL | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 81500 | 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 | $25,514 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,192 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 500 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $32,706 | ExclusionAmount |
| Related Or Exempt Function Income | 500 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 33206 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 190 | LineNumber |
| Relationship Statement | NOT APPLICABLE | RelationshipStatement |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SEE ATTACHED SCHEDULE | 69022 | 69022 |
| SEE ATTACHED SCHEDULE | 5076 | 5076 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 500625 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 500625 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT CUSTODY FEES | Description |
| Revenue And Expenses Per Books | 553 | RevenueAndExpensesPerBooks |
| Net Investment Income | 553 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OVERPAYMENT REFUND | Description |
| Revenue And Expenses Per Books | 500 | RevenueAndExpensesPerBooks |
| Net Investment Income | 500 | NetInvestmentIncome |
| Adjusted Net Income | 500 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO JOHN R. ROBINSON | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 125 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $250 | 250 | 0 |
| FOREIGN TAX WITHHELD | $827 | 827 | 0 |