CHARLES B & LOUIS R PERINI FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES B & LOUIS R PERINI FAMILY FOUNDATION INC (EIN 04-6118587)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-09
- IRS object ID
- 202631609349100903
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-09T09:01:39-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046118587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES B & LOUIS R PERINI FAMILY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERI | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM PERINI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2026-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,008,020 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $42,056 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,056 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,477 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $255,766 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,477 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $93,533 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,533 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $19,185 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,511 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,674 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,943 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,079 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,340 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,209 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,213 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,340 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,680 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,193 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,030 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,494 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,494 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,442,076 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,451,353 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,975,526 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,496,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,483,847 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,008,020 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,496,106 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,483,847 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,496,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,483,847 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,496,106 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,483,847 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,496,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,680 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,484,426 | SubtotalAmt |
| Other Decreases | $579 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,483,847 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6. AVANTIS EMERGING MARKETS EQUITY ETF SHS | 2024-10-11 | 2025-03-14 | $367 | $389 | -$22 | -$22 | |
| 66. ISHARES CORE TOT U S BD MKT ETF | 2021-01-29 | 2025-03-14 | $6,492 | $7,747 | -$1,255 | -$1,255 | |
| 106. ISHARES CORE TOT U S BD MKT ETF | 2021-09-17 | 2025-03-14 | $10,426 | $12,273 | -$1,847 | -$1,847 | |
| 16. ISHARES CORE TOT U S BD MKT ETF | 2021-11-30 | 2025-03-14 | $1,574 | $1,837 | -$263 | -$263 | |
| 96. ISHARES CORE TOT U S BD MKT ETF | 2022-05-31 | 2025-03-14 | $9,442 | $9,933 | -$491 | -$491 | |
| 255. ISHARES CORE TOT U S BD MKT ETF | 2022-07-15 | 2025-03-14 | $25,081 | $26,087 | -$1,006 | -$1,006 | |
| 2. ISHARES CORE TOT U S BD MKT ETF | 2022-09-30 | 2025-03-14 | $197 | $194 | $3 | $3 | |
| 19. VANGUARD FTSE DEVELOPED MARKETS ETF | 2020-01-21 | 2025-03-14 | $987 | $845 | $142 | $142 | |
| 250. VANGUARD TOTAL INTERNATL BOND ETF | 2022-10-21 | 2025-03-14 | $12,112 | $11,755 | $357 | $357 | |
| 2. VANGUARD TOTAL INTERNATL BOND ETF | 2023-01-31 | 2025-03-14 | $97 | $97 | |||
| 6. VANGUARD TOTAL INTERNATL BOND ETF | 2023-01-31 | 2025-03-14 | $291 | $291 | |||
| 4. VANGUARD TOTAL INTERNATL BOND ETF | 2023-01-31 | 2025-03-14 | $194 | $194 | |||
| 196. VANGUARD TOTAL INTERNATL BOND ETF | 2023-01-31 | 2025-03-14 | $9,496 | $9,508 | -$12 | -$12 | |
| 156. VANGUARD TOTAL INTERNATL BOND ETF | 2023-01-31 | 2025-03-14 | $7,558 | $7,557 | $1 | $1 | |
| 36. VANGUARD TOTAL INTERNATL BOND ETF | 2023-07-31 | 2025-03-14 | $1,744 | $1,752 | -$8 | -$8 | |
| 50. VANGUARD TOTAL INTERNATL BOND ETF | 2024-02-16 | 2025-03-14 | $2,422 | $2,433 | -$11 | -$11 | |
| 61. VANGUARD TOTAL INTERNATL BOND ETF | 2024-10-11 | 2025-03-14 | $2,955 | $3,047 | -$92 | -$92 | |
| 48. VANGUARD FTSE EMERGING MARKETS ETF | 2021-01-29 | 2025-03-14 | $2,204 | $2,484 | -$280 | -$280 | |
| 85. VANGUARD 500 INDEX FUND SHS ETF | 2018-10-08 | 2025-03-14 | $43,812 | $22,345 | $21,467 | $21,467 | |
| 44. AVANTIS EMERGING MARKETS EQUITY ETF SHS | 2024-10-11 | 2025-09-29 | $3,293 | $2,853 | $440 | $440 | |
| 33. AVANTIS INTERNATIONAL EQUITY ETF | 2024-10-11 | 2025-09-29 | $2,593 | $2,179 | $414 | $414 | |
| 22.753 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2020-03-23 | 2025-09-29 | $546 | $398 | $148 | $148 | |
| 214.247 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2020-04-20 | 2025-09-29 | $5,138 | $4,819 | $319 | $319 | |
| 9. VANGUARD FTSE DEVELOPED MARKETS ETF | 2020-01-21 | 2025-09-29 | $537 | $400 | $137 | $137 | |
| 48. VANGUARD FTSE EMERGING MARKETS ETF | 2021-01-29 | 2025-09-29 | $2,592 | $2,484 | $108 | $108 | |
| 28. VANGUARD 500 INDEX FUND SHS ETF | 2018-10-08 | 2025-09-29 | $17,085 | $7,361 | $9,724 | $9,724 | |
| 5. VANGUARD MID-CAP ETF | 2020-01-21 | 2025-09-29 | $1,461 | $915 | $546 | $546 | |
| 47. AVANTIS EMERGING MARKETS EQUITY ETF SHS | 2024-10-11 | 2025-11-20 | $3,523 | $3,047 | $476 | $476 | |
| 66. AVANTIS INTERNATIONAL EQUITY ETF | 2024-10-11 | 2025-11-20 | $5,099 | $4,358 | $741 | $741 | |
| 13. ISHARES CORE TOT U S BD MKT ETF | 2022-09-30 | 2025-11-20 | $1,303 | $1,261 | $42 | $42 | |
| 92. ISHARES CORE TOT U S BD MKT ETF | 2022-10-21 | 2025-11-20 | $9,219 | $8,618 | $601 | $601 | |
| 151. VANGUARD FTSE DEVELOPED MARKETS ETF | 2020-01-21 | 2025-11-20 | $8,897 | $6,716 | $2,181 | $2,181 | |
| 114. VANGUARD FTSE EMERGING MARKETS ETF | 2021-01-29 | 2025-11-20 | $6,076 | $5,899 | $177 | $177 | |
| 31. VANGUARD 500 INDEX FUND SHS ETF | 2018-10-08 | 2025-11-20 | $18,614 | $8,149 | $10,465 | $10,465 | |
| 14. VANGUARD MID-CAP ETF | 2020-01-21 | 2025-11-20 | $3,895 | $2,562 | $1,333 | $1,333 | |
| 14. ISHARES S&P SMALLCAP 600 INDEX FUND | 2020-03-23 | 2025-11-21 | $1,586 | $682 | $904 | $904 | |
| 121.734 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2020-04-20 | 2025-11-21 | $2,896 | $2,738 | $158 | $158 | |
| 357.266 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2021-01-29 | 2025-11-21 | $8,499 | $8,417 | $82 | $82 | |
| 219.386 METROPOLITAN WEST TOTAL RETURN BOND FD CL P | 2020-08-31 | 2025-11-21 | $1,906 | $2,391 | -$485 | -$485 | |
| 698.614 METROPOLITAN WEST TOTAL RETURN BOND FD CL P | 2021-01-29 | 2025-11-21 | $6,071 | $7,274 | -$1,203 | -$1,203 | |
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,486 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,477 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,115 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,115 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,115 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,792 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,792 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,677 | OverpaymentAmt |
| Applied To ES Tax | $1,677 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHARLES B PERINI | ||||||
| 297 LITTLETON RD | HARVARD | MA | 01451 | VICE PRESI | 1 | $0 |
| DAVID PERINI | ||||||
| 6 MAPLE ST | MEDFIELD | MA | 02052 | TRUSTEE | 1 | $0 |
| TIMOTHY PERINI | ||||||
| 5 BATES RD | HARRISON | NY | 10528 | TRUSTEE | 1 | $0 |
| HEATHER PERINI | ||||||
| 15 APPALOOSA CIR | HOPKINTON | MA | 01748 | TRUSTEE | 1 | $0 |
| BANK OF AMERICA | ||||||
| 1FINANCIAL PLAZA | PROVIDENCE | RI | 02903 | AGENT FOR FIDUCIARY | 1 | $19,185 |
| AUDREA URIBE | ||||||
| 5 WAVERLY PL | METAIRIE | LA | 70003 | DIRECTOR | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,896,993 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,934,418 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,934,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,016 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,905,402 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,115 | TotalTaxAmt |
| Distributable Before Adj | $94,155 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $94,155 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $94,155 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,009 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $88,009 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,155 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,798 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,009 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,798 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,211 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $85,944 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIMOTHY PERINI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 BATES RD | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8888663275 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER WITH LATEST ANNUAL REPORT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MT AUBURN STREET | CAMBRIDGE | MA | 021381350 | N/A | PC | UNRESTRICTED GENERAL | $600 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021394307 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| MILTON ACADEMY | |||||||
| 170 CENTRE STREET | MILTON | MA | 021863338 | N/A | PC | UNRESTRICTED GENERAL | $100 |
| THE FENN SCHOOL | |||||||
| 516 MONUMENT STREET | CONCORD | MA | 017421894 | N/A | PC | UNRESTRICTED GENERAL | $800 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 022155418 | N/A | PC | UNRESTRICTED GENERAL | $3,000 |
| ASSOCIATION TO PRESERVE CAPE COD | |||||||
| 482 MAIN STREET | DENNIS | MA | 026381947 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| ROSIE'S PLACE INC | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PC | UNRESTRICTED GENERAL | $2,000 |
| BAYPATH HUMANE SOCIETY | |||||||
| 500 LEGACY FARMS NORTH | HOPKINTON | MA | 017482921 | N/A | PC | UNRESTRICTED GENERAL | $8,300 |
| VINFEN | |||||||
| 950 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | UNRESTRICTED GENERAL | $8,100 |
| EMERSON HEALTH CARE FOUNDATION | |||||||
| 133 OLD ROAD | CONCORD | MA | 017429861 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| BUZZARDS BAY COALITION | |||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| NATIONAL MARINE LIFE CENTER | |||||||
| 120 MAIN STREET | BUZZARDS BAY | MA | 025320269 | N/A | PC | UNRESTRICTED GENERAL | $3,000 |
| THE CAT CONNECTION | |||||||
| PO BOX 541435 | WALTHAM | MA | 024541435 | N/A | PC | UNRESTRICTED GENERAL | $3,000 |
| SALT POND AREAS BIRD SANCTUARIES | |||||||
| PO BOX 535 | WEST FALMOUTH | MA | 02574 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| CAPE COD HEALTHCARE FOUNDATION INC | |||||||
| PO BOX 370 | HYANNIS | MA | 02601 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| PO BOX 27432 | NEW YORK | NY | 10087 | N/A | PC | UNRESTRICTED GENERAL | $200 |
| STUDENT ADVOCACY INC | |||||||
| 3 WEST MAIN STREET | ELMSFORD | NY | 105232460 | N/A | PC | UNRESTRICTED GENERAL | $200 |
| CONGREGATION EMANU-EL OF WESTCHESTER | |||||||
| 2125 WESTCHESTER AVENUE EAST | RYE | NY | 10580 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| SLAVES OF THE IMMACULATE HEART | |||||||
| PO BOX 1000 | STILL RIVER | MA | 014511349 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | N/A | PC | UNRESTRICTED GENERAL | $2,500 |
| SHRINERS' HOSPITALS FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| AMERICAN LIVER FOUNDATION | |||||||
| PO BOX 299 | WEST ORANGE | NJ | 07052 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| FOUNDATION FOR SARCOIDOSIS RESEARCH | |||||||
| 320 W OHIO STREET | CHICAGO | IL | 60654 | N/A | PC | UNRESTRICTED GENERAL | $2,000 |
| FRIENDS OF NOBSKA LIGHT INC | |||||||
| PO BOX 183 | FALMOUTH | MA | 02541 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381053678 | N/A | PC | UNRESTRICTED GENERAL | $3,000 |
| LADIES AUXILIARY OF HISPANIC APOSTOLATE | |||||||
| 4801 RUE LAURENT | METAIRIE | LA | 70003 | N/A | PC | UNRESTRICTED GENERAL | $4,300 |
| ST MICHAEL SPECIAL SCHOOL | |||||||
| 1522 CHIPPEWA STREET | NEW ORLEANS | LA | 70130 | N/A | PC | UNRESTRICTED GENERAL | $3,000 |
| NATIONAL KIDNEY FDN OF LOUISIANA | |||||||
| 8200 HAMPSON STREET | NEW ORLEANS | LA | 70118 | N/A | PC | UNRESTRICTED GENERAL | $1,500 |
| RONALD MCDONALD HOUSE OF SOUTH LOUISIANA | |||||||
| 210 STATE STREET | NEW ORLEANS | LA | 70118 | N/A | PC | UNRESTRICTED GENERAL | $1,500 |
| WOMEN'S NEW LIFE CENTER | |||||||
| 4612 S CLAIBORNE AVENUE | NEW ORLEANS | LA | 70125 | N/A | PC | UNRESTRICTED GENERAL | $3,000 |
| ENJOY LIFE EDUCATION INC | |||||||
| 11 MEETINGHOUSE HILL ROAD | DOVER | MA | 020302135 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| THE FEMINIST INSTITUTE | |||||||
| 1220 PARK AVENUE | NEW YORK | NY | 10128 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| MYAKKA ELEPHANT RANCH | |||||||
| 1767 LAKEWOOD RANCH BLVD | BRADENTON | FL | 34251 | N/A | PC | UNRESTRICTED GENERAL | $1,300 |
| MAPLE FOUNDATION INC | |||||||
| PO BOX 620113 | OVIEDO | FL | 327620113 | N/A | PC | UNRESTRICTED GENERAL | $300 |
| INTERNATIONAL MYELOMA FOUNDATION | |||||||
| 4400 COLDWATER CANYON AVENUE | STUDIO CITY | CA | 916041480 | N/A | PC | UNRESTRICTED GENERAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,477 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $93,533 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,533 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 025072604 AVANTIS EMERGING MAR | $41,433 | $49,216 |
| 025072703 AVANTIS INTERNATIONA | $90,296 | $112,120 |
| 464287226 ISHARES CORE U.S. AG | $163,315 | $167,399 |
| 464287804 ISHARES CORE S&P SMA | $127,809 | $163,325 |
| 78468R606 STATE STREET SPDR PO | $19,965 | $20,120 |
| 921943858 VANGUARD FTSE DEVELO | $113,855 | $172,355 |
| 922042858 VANGUARD FTSE EMERGI | $90,760 | $106,176 |
| 922908363 VANGUARD 500 INDEX F | $209,021 | $419,550 |
| 922908629 VANGUARD MID-CAP ETF | $229,076 | $359,292 |
| 48129C603 JP MORGAN U.S. LARGE | $235,061 | $282,167 |
| 592905764 METROPOLITAN WEST TO | $130,762 | $123,806 |
| SEE ATTACHED |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME ADJUSTMENT | Desc |
| Amt | $579 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AG FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX - PRIOR YEAR | $1,072 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,792 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $738 | $738 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $341 | $341 | $0 |