MARTIN FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN FAMILY CHARITABLE FOUNDATION INC (EIN 20-3447785)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-10
- IRS object ID
- 201121309349100907
- Schema version
- 2010v3.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-10T11:32:14-00:00 | 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 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 06824 | 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 | 203447785 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Martin Family Charitable Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MART | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Foundation Source 501 Silversid | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Celia Martin | Name |
| Title | President | Title |
| Date Signed | 2011-05-10 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2011-05-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1236077 | 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 | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 22501 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 22501 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 18603 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 179171 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 18603 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 41106 | TotalRevenueAndExpenses |
| Total Net Investment Income | 41106 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 841 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 341 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 8443 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 8443 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9284 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 341 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8443 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 44925 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 44925 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 54209 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 341 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 53368 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -13103 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 40765 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 49893 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 29131 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 29131 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 983689 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 999039 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1206946 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 7691 | OtherAssetsBOY |
| Total Assets BOY | 1041273 | TotalAssetsBOY |
| Total Assets EOY | 1028170 | TotalAssetsEOY |
| Total Assets EOYFMV | 1236077 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1041273 | RetainedEarningsBOY |
| Retained Earnings EOY | 1028170 | RetainedEarningsEOY |
| Total Net Assets BOY | 1041273 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1028170 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1041273 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1028170 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1041273 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -13103 | ExcessOfRevenueOverExpenses |
| Subtotal | 1028170 | Subtotal |
| Total Net Assets Fund Balances EOY | 1028170 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 179171 | GrossSalesPrice |
| Cost Or Other Basis | 160568 | CostOrOtherBasis |
| Gain Or Loss | 18603 | GainOrLoss |
| Gains Minus Excess Or Losses | 18603 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 18603 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 25743 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 927640 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.027751 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 12230 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 764903 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.015989 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 42185 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 812042 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.051949 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 42480 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 990530 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.042886 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4750 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 528845 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.008982 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.147557 | TotalDistributionRatio |
| Average Distribution Ratio | 000.029511 | AverageDistributionRatio |
| Net Noncharitable Assets | 1065715 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 31450 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 408 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 31858 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 53368 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 408 | InvestmentIncomeExciseTax |
| Subtotal | 408 | Subtotal |
| Tax Based On Investment Income | 408 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 508 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 508 | TotalCreditsAndPayments |
| Tax Paid Original Return | 508 | TaxPaidOriginalReturn |
| Overpayment | 100 | Overpayment |
| Amount Credited To Next Year | 100 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | true | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Celia V Martin | ||||||
| c/o Foundation Source 501 Silversid | Wilmington | DE | 19809 | Co-President / Director | 001.00 | 0 |
| James Martin | ||||||
| c/o Foundation Source 501 Silversid | Wilmington | DE | 19809 | Co-President / Director | 001.00 | 0 |
| Carolyn Martin | ||||||
| c/o Foundation Source 501 Silversid | Wilmington | DE | 19809 | Vice President | 001.00 | 0 |
| Dana Martin | ||||||
| c/o Foundation Source 501 Silversid | Wilmington | DE | 19809 | Vice President | 001.00 | 0 |
| Benjamin Martin | ||||||
| c/o Foundation Source 501 Silversid | Wilmington | DE | 19809 | Vice President / Secretary | 001.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1058090 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 23854 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1081944 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1081944 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16229 | CashDeemedCharitable |
| Net Noncharitable Assets | 1065715 | NetNoncharitableAssets |
| Minimum Investment Return | 53286 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 53286 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 408 | TaxBasedOnInvestmentIncome |
| Total Tax | 408 | TotalTax |
| Distributable Amount Before Adj | 52878 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 7691 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 60569 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 60569 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 53368 | ExpensesAndContributions |
| Qualifying Distributions | 53368 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 408 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 52960 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 60569 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 46166 | UndistributedIncomePriorYear |
| Qualifying Distributions | 53368 | QualifyingDistributions |
| Applied To Year1 | 46166 | AppliedToYear1 |
| Applied To Current Year | 7202 | AppliedToCurrentYear |
| Undistributed Income CY | 53367 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Celia V Martin | ContributingManager |
| Contributing Manager | James Martin | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| APPLETREE INST FOR EDU INNOVATION | |||||||
| 415 MICHIGAN AVE NE 3RD FL | WASHINGTON | DC | 20017 | N/A | 509(a)(1) | General Unrestricted | $25,000 |
| BETHESDA CHEVY CHASE HIGH SCHOOL | |||||||
| 4301 E-W HWY | BETHESDA | MD | 20814 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| BETHESDA-CHEVY CHASE HS EDU FDN INC | |||||||
| POBOX 31209 | BETHESDA | MD | 20824 | N/A | 509(a)(1) | General Unrestricted | $1,000 |
| BOYS GIRLS CLUBS OF GREATER WA | |||||||
| 4103 BENNING RD NE | WASHINGTON | DC | 20019 | N/A | 509(a)(1) | General Unrestricted | $5,000 |
| CEDARS CAMPS | |||||||
| 1314 PARKVIEW VALLEY DR | MANCHESTER | MO | 63011 | N/A | 509(a)(2) | General Unrestricted | $1,000 |
| CENTRAL ASIA INSTITUTE | |||||||
| PO BOX 7209 | BOZEMAN | MT | 59771 | N/A | 509(a)(1) | General Unrestricted | $25 |
| CHEETAH CONSERVATION FUND | |||||||
| PO BOX 2496 | ALEXANDRIA | VA | 22301 | N/A | 509(a)(1) | General Unrestricted | $50 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | 509(a)(1) | General Unrestricted | $75 |
| ENVIR AMERICA RESEARCH POLICY CT | |||||||
| 218 D ST SE 2ND FL | WASHINGTON | DC | 20003 | N/A | 509(a)(1) | General Unrestricted | $25 |
| FIRST CHURCH OF CHRIST SCIENTIST | |||||||
| 801 BAYARD AVE | REHOBOTH BEACH | DE | 19971 | N/A | 509(a)(1) | General Unrestricted | $500 |
| FRIENDS OF REHOBOTH BEACH PUBLIC LI | |||||||
| PO BOX 98 | REHOBOTH BCH | DE | 19971 | N/A | 509(a)(1) | General Unrestricted | $25 |
| LIFESUPPORT M | |||||||
| 643 PLUM ST | NOVATO | CA | 94945 | N/A | 509(a)(1) | In support of Madison McBrides efforts to serve Tijuana community | $500 |
| MEDICI ARCHIVE PROJECT INC | |||||||
| 620 8TH AVE 13TH FL | NEW YORK | NY | 10018 | N/A | 509(a)(1) | General Unrestricted | $100 |
| OXFAM-AMERICA INC | |||||||
| 226 CAUSEWAY ST | BOSTON | MA | 02114 | N/A | 509(a)(1) | General Unrestricted | $25 |
| SIXTH CHURCH OF CHRIST SCIENTIST | |||||||
| 4601 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | 509(a)(1) | General Unrestricted | $1,025 |
| SOME INC | |||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | N/A | 509(a)(1) | General Unrestricted | $25 |
| UNIVERSITY OF VIRGINIA DARDEN SCHOO | |||||||
| PO BOX 7726 | CHARLOTTESVILLE | VA | 22906 | N/A | 509(a)(3) | General Unrestricted | $500 |
| WASHINGTON EPISCOPAL DAY SCHOOL INC | |||||||
| 5600 LITTLE FALLS PKWY | BETHESDA | MD | 20816 | N/A | 509(a)(1) | General Unrestricted | $9,000 |
| YELLOWSTONE PARK FOUNDATION INC | |||||||
| 222 E MAIN ST | BOZEMAN | MT | 59715 | N/A | 509(a)(1) | General Unrestricted | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 44925 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $22,501 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $18,603 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,106 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 41106 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (29 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 900 shares of ACCENTURE PLC ACN | 33757 | 43640 |
| 900 shares of ALLSTATE CORP ALL | 26700 | 28692 |
| 700 shares of AMERICAN EXPRESS CO AXP | 22246 | 30044 |
| 700 shares of AUTOMATIC DATA PROCESSING INC. ADP | 26361 | 32396 |
| 500 shares of BHP BILLITON LIMITED BHP | 33537 | 46460 |
| 600 shares of CATERPILLAR INC. CAT | 24911 | 56196 |
| 1500 shares of CISCO SYSTEMS INC CSCO | 34040 | 30345 |
| 500 shares of COCA-COLA CO KO | 26068 | 32885 |
| 1000 shares of DANAHER CORP DHR | 30376 | 47170 |
| 500 shares of DEERE CO DE | 16055 | 41525 |
| 1900 shares of EMC CORP-MASS EMC | 24491 | 43510 |
| 600 shares of FLUOR CORP NEW FLR | 37504 | 39756 |
| 2000 shares of GENERAL ELECTRIC CO GE | 54675 | 36580 |
| 1000 shares of HALLIBURTON COMPANY HAL | 23648 | 40830 |
| 1800 shares of INTEL CORP INTC | 34571 | 37854 |
| 120 shares of MASTERCARD INC MA | 27185 | 26893 |
| 400 shares of MCDONALDS CORP MCD | 22407 | 30704 |
| 1300 shares of MICROSOFT CORPORATION MSFT | 39612 | 36283 |
| 650 shares of NEXTERA ENERGY, INC NEE | 28489 | 33794 |
| 700 shares of NORFOLK SOUTHERN CORP NSC | 32180 | 43974 |
| 450 shares of PEPSICO INC PEP | 31832 | 29399 |
| 550 shares of PROCTER GAMBLE CO PG | 35161 | 35382 |
| 800 shares of QUALCOMM INC QCOM | 31354 | 39592 |
| 2700 shares of TALISMAN ENERGY INC TLM | 24759 | 59913 |
| 5112 shares of THORNBURG INTERNATIONAL VALUE FUND CLASS A TGVAX | 153419 | 143284 |
| 800 shares of VERIZON COMMUNICATIONS VZ | 25007 | 28624 |
| 1000 shares of WASH REAL EST INV TR MARYLAND WRE | 35266 | 30990 |
| 2000 shares of WEATHERFORD INTL NEW WFT | 30538 | 45600 |
| 1000 shares of WILLIS GROUP HOLDINGS LTD WSH | 32890 | 34630 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Administrative Fees | Description |
| Revenue And Expenses Per Books | 8443 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 8443 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Estimated Tax for 2010 | $500 | 0 | 0 | 0 |
| Foreign Tax Paid | $341 | 341 | 0 | 0 |