Civic Intelligence

Rosemarie Beck Foundation

990PF • Fiscal year 2012 • EIN 73-1663290

Nov 01, 2011 to Oct 31, 2012 • Filed on May 12, 2013

Organization Profile
41 Prospect St C/O Roger Phelps04901-4943
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,181,735

Flat from 2012

Net Assets

$2,181,735

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$35,647

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $2,209,771Liabilities 2011: $0Net Assets 2011: $2,209,7712011Assets 2012: $2,181,735Liabilities 2012: $0Net Assets 2012: $2,181,7352012Assets 2012: $2,181,735Liabilities 2012: $12012Assets 2013: $2,169,556Liabilities 2013: $0Net Assets 2013: $2,169,5562013Assets 2014: $2,174,307Liabilities 2014: $0Net Assets 2014: $2,174,3072014Assets 2015: $2,127,894Liabilities 2015: $0Net Assets 2015: $2,127,8942015Assets 2016: $2,128,182Liabilities 2016: $0Net Assets 2016: $2,128,1822016Assets 2017: $2,122,361Liabilities 2017: $0Net Assets 2017: $2,122,3612017Assets 2018: $2,115,471Liabilities 2018: $1,329Net Assets 2018: $2,114,1422018Assets 2019: $2,106,363Liabilities 2019: $0Net Assets 2019: $2,106,3632019Assets 2020: $2,099,912Liabilities 2020: $0Net Assets 2020: $2,099,9122020Assets 2021: $2,090,059Liabilities 2021: $0Net Assets 2021: $2,090,0592021Assets 2022: $2,076,906Liabilities 2022: $0Net Assets 2022: $2,076,9062022Assets 2023: $1,916,307Liabilities 2023: $2Net Assets 2023: $1,916,3052023Assets 2024: $1,872,605Liabilities 2024: $0Net Assets 2024: $1,872,6052024Assets 2025: $1,824,860Liabilities 2025: $0Net Assets 2025: $1,824,8602025

Highlighted filing

2012

Assets$2,181,735
Liabilities$0
Net Assets$2,181,735
Open 2012 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2011: $19,0912011Expenses 2012: $35,6472012Revenue 2012: $5,227Expenses 2012: $35,647Net Income 2012: -$30,4202012Expenses 2013: $18,9472013Revenue 2014: $6,765Expenses 2014: $29,217Net Income 2014: -$22,4522014Revenue 2015: $7,309Expenses 2015: $70,918Net Income 2015: -$63,6092015Revenue 2016: $6,908Expenses 2016: $17,508Net Income 2016: -$10,6002016Revenue 2017: $31,676Expenses 2017: $37,497Net Income 2017: -$5,8212017Revenue 2018: $24,220Expenses 2018: $32,439Net Income 2018: -$8,2192018Revenue 2019: $21,596Expenses 2019: $29,375Net Income 2019: -$7,7792019Revenue 2020: $25,540Expenses 2020: $31,991Net Income 2020: -$6,4512020Revenue 2021: $22,361Expenses 2021: $32,214Net Income 2021: -$9,8532021Revenue 2022: $19,831Expenses 2022: $32,984Net Income 2022: -$13,1532022Revenue 2023: $12,694Expenses 2023: $173,295Net Income 2023: -$160,6012023Revenue 2024: $13,658Expenses 2024: $57,358Net Income 2024: -$43,7002024Revenue 2025: $12,382Expenses 2025: $60,127Net Income 2025: -$47,7452025

Highlighted filing

2012

Revenue-
Expenses$35,647
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2011 to Oct 31, 2012
Signed
May 12, 2013
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER D PHELPSTrustee-$0$517$517
DORIA HUGHESTrusteePT$0--
Filing and Contact Details

Filer

EIN
73-1663290
Raw XML Appendix322 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount03512
AccountingFeesSchedule/AccountingFees/Category0HOWARD DUBERT TAX PREPARATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0354139
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0405327
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0HALLIDAY FINANCIAL
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome05227
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/RelatedOrExemptFunctionIncome010928
IRS990PF/AnalysisIncomeProducingActy/ProgramServiceRevenuePartVII/Description0NONE
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome016155
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA016155
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03512
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm010928
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSold03400
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm05227
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss05227
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-30420
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessReturnsAndAllwnc03400
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome016155
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss022874
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss09041
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0220
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss035647
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome016155
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses05227
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss035647
IRS990PF/BalanceSheets/CashBOY02923
IRS990PF/BalanceSheets/CashEOY02446
IRS990PF/BalanceSheets/CashEOYFMV02446
IRS990PF/BalanceSheets/InventoriesForSaleOrUseBOY01828550
IRS990PF/BalanceSheets/InventoriesForSaleOrUseEOY01825150
IRS990PF/BalanceSheets/InventoriesForSaleOrUseEOYFMV01825150
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0378298
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0354139
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0405327
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY02209771
IRS990PF/BalanceSheets/RetainedEarningsEOY02181735
IRS990PF/BalanceSheets/TotalAssetsBOY02209771
IRS990PF/BalanceSheets/TotalAssetsEOY02181735
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02232923
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02209771
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02181735
IRS990PF/BalanceSheets/TotalNetAssetsBOY02209771
IRS990PF/BalanceSheets/TotalNetAssetsEOY02181735
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome010928
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316930
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316940
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316960
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/AdjustedBasisAsOf12316970
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis15744
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis29716
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis36660
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis45015
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis517042
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis662214
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis727341
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-01-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-01-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-01-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-01-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42009-01-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52009-01-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62009-01-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72009-01-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-10-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-11-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-12-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-03-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62012-03-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72012-03-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0LONG-TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1457SH BRIDGEWAY ULTRA SMALL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2209SH CALAMOS GROWTH FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3275SH WASHINGTON MUTUAL AMER. FUNDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4487SH GOLDMAN SACHS SHORT DURATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset51357SH BRIDGEWAY ULTRA SMALL CO.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset66040SH GOLDMAN SACHS SHORT DURATION
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset72890SH PIMCO LOW DURATION FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316910
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316920
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316930
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316940
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316960
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/FMVAsOf12316970
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss03263
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1227
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2984
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3913
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss52958
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-61
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss72659
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses03263
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1227
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2984
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3913
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses52958
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-61
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses72659
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice03263
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice15971
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice210700
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice37573
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice45000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice520000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice662153
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice730000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7D
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-30420
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0220
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases02604
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02181955
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02209771
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02181735
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0109567
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0109567
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0109567
IRS990PF/DistributableAmount/MinimumInvestmentReturn0109890
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0323
IRS990PF/DistributableAmount/TotalTax0323
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0323
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0323
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0323
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0323
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY02232923
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02231271
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances02685
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0403436
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable033469
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets01825150
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0109890
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02197802
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02231271
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition18.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances0517
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROGER D PHELPS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DORIA HUGHES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1041 PROSPECT ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1134 REGENT ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WATERVILLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1CAMBRIDGE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0ME
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode004901
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode102140
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0162
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.000000
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.000000
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02197802
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0162
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions00
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.000000
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber01
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0NO ACTIVITIES DURING YEAR GENERATED INCOME.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ROGER PHELPS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02078615000
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1041 PROSPECT ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WATERVILLE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0ME
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode004901
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NY
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10ESTABLISH A MUSEUM FOR THE PAINTINGS OF ROSEMARY BECKCREATE AND MAINTAIN ART EXHIBITIONSMAINTAIN AND SUPPORT A RESEARCH LIBRARY AND ARCHIVES
IRS990PF/SummaryOfDirectCharitableActy/Expenses1035647
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0109567
IRS990PF/UndistributedIncome/UndistributedIncomeCY0109567
OtherDecreasesSchedule/OtherDecreases/Amount0220
OtherDecreasesSchedule/OtherDecreases/Description0IRS TAXES
OtherExpensesSchedule/OtherExpenses/Description0RENT
OtherExpensesSchedule/OtherExpenses/Description1FRAMING
OtherExpensesSchedule/OtherExpenses/Description2OFFICE EXPENSES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks019200
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11874
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks21800
OtherIncreasesSchedule/OtherIncreases/Amount02604
OtherIncreasesSchedule/OtherIncreases/Description0IRS TAX REFUNDS
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01550
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount13357
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount24134
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0ROBERT HARTMAN ARCHIVING SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1MARTHA HAYDEN CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category2HALLIDAY FINANCIAL CONSULTING
SalesOfInventoryList/SaleOfInventory/Category0PAINTINGS
SalesOfInventoryList/SaleOfInventory/CostOfGoodsSold03400
SalesOfInventoryList/SaleOfInventory/GrossSales03400
TaxesSchedule/Taxes/Amount0220
TaxesSchedule/Taxes/Category0IRS
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0731663290
ReturnHeader/Filer/Name/BusinessNameLine10ROSEMARIE BECK FOUNDATION
ReturnHeader/Filer/NameControl0ROSE
ReturnHeader/Filer/Phone02078730689
ReturnHeader/Filer/USAddress/AddressLine1041 PROSPECT ST C/O ROGER PHELPS
ReturnHeader/Filer/USAddress/City0WATERVILLE
ReturnHeader/Filer/USAddress/State0ME
ReturnHeader/Filer/USAddress/ZIPCode0049014943
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-12
ReturnHeader/Officer/Name0ROGER PHELPS
ReturnHeader/Officer/Phone02078730689
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HOWARD DUBERT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 63
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CLOSTER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0076240063
ReturnHeader/Preparer/Name0HOWARD DUBERT
ReturnHeader/Preparer/Phone02017676526
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-11-01
ReturnHeader/TaxPeriodEndDate02012-10-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-05-23T18:17:31-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,181,735
Liabilities
$0
Net assets
$2,181,735
Revenue
-
Expenses
$35,647
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.01$0.06$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.01$0.06$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.01$0.17$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.02$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.02$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.03$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.02$0.03$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.11$0.02$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.03$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.01$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.01$0.07$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.01$0.03$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.04
2012Summary only. Only limited summary data is available for this year.$2.18$0.00$0.01$0.04$0.03
2011Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.02