PETERSON FAMILY CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PETERSON FAMILY CHARITABLE TRUST (EIN 87-3004366)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2024-12-24
- IRS object ID
- 202423599349100507
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-24T15:01:11-06:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873004366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PETERSON FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 8008266101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2036 WASHINGTON STREET | AddressLine1Txt |
| City | HANOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02339 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RITA YEUNG | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8008266101 | PhoneNum |
| Signature | 2024-12-24 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,317,449 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $365,418 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $69,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,574 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,057,246 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,959,427 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,057,246 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $10,010 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,502,436 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,126,820 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $26,002 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,001 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,001 | 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 |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,112 | TaxesRevAndExpnssAmt |
| 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 | $27,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,001 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,036 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $240,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $240,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,149 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,001 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $253,036 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,235,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,113,819 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $202,107 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $153,773 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $153,773 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $3,001,907 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,299,383 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,163,676 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,204,014 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,453,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,317,449 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,204,014 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,453,156 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,204,014 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,453,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,204,014 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,453,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,204,014 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,235,287 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,855 | OtherIncreasesAmt |
| Subtotal | $4,453,156 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,453,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (162 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50. ALPHABET INC-CL A | 2022-05-12 | 2024-01-24 | $7,439 | $5,511 | $1,928 | $1,928 | |
| 50. ALPHABET INC-CL A | 2024-04-05 | $7,619 | $5,546 | $2,073 | $2,073 | ||
| 1666. ANALOG DEVICES INC | 2002-01-02 | 2024-08-09 | $351,533 | $13,453 | $338,080 | $338,080 | |
| 63. AUTOMATIC DATA PROCESSING | 2024-09-06 | $16,989 | $13,307 | $3,682 | $3,682 | ||
| 185. AUTOMATIC DATA PROCESSING | 2024-09-06 | $49,888 | $39,501 | $10,387 | $10,387 | ||
| 5. BERKSHIRE HATHAWAY INC-CL B | 2022-02-14 | 2024-01-24 | $1,884 | $1,571 | $313 | $313 | |
| 5. BERKSHIRE HATHAWAY INC-CL B | 2022-02-14 | 2024-03-07 | $2,001 | $1,571 | $430 | $430 | |
| 5. BERKSHIRE HATHAWAY INC-CL B | 2022-02-14 | 2024-04-05 | $2,088 | $1,571 | $517 | $517 | |
| 55. BERKSHIRE HATHAWAY INC-CL B | 2024-05-08 | $22,261 | $18,414 | $3,847 | $3,847 | ||
| 6. BLACKROCK INC | 2023-12-18 | $4,808 | $4,302 | $506 | $506 | ||
| 300. COLGATE-PALMOLIVE CO | 2024-01-11 | $24,047 | $21,176 | $2,871 | $2,871 | ||
| 40. COLGATE-PALMOLIVE CO | 2024-01-24 | $3,208 | $3,088 | $120 | $120 | ||
| 40. COLGATE-PALMOLIVE CO | 2022-03-09 | 2024-03-07 | $3,508 | $3,050 | $458 | $458 | |
| 315. COLGATE-PALMOLIVE CO | 2024-09-19 | $32,331 | $24,131 | $8,200 | $8,200 | ||
| 10. COPART INC | 2024-01-24 | $487 | $317 | $170 | $170 | ||
| 40. COPART INC | 2024-03-07 | $2,206 | $1,163 | $1,043 | $1,043 | ||
| 10. COPART INC | 2022-05-12 | 2024-04-05 | $567 | $264 | $303 | $303 | |
| 10. DANAHER CORP | 2022-02-11 | 2024-01-24 | $2,286 | $2,440 | -$154 | -$154 | |
| 219. DANAHER CORP | 2024-03-07 | $55,664 | $50,578 | $5,086 | $5,086 | ||
| 55. DANAHER CORP | 2024-03-07 | $13,937 | $11,512 | $2,425 | $2,425 | ||
| 91. DANAHER CORP | 2024-03-07 | $23,060 | $20,176 | $2,884 | $2,884 | ||
| 15. EOG RESOURCES INC | 2020-11-30 | 2024-03-07 | $1,778 | $761 | $1,017 | $1,017 | |
| 70. EOG RESOURCES INC | 2020-11-30 | 2024-04-05 | $9,521 | $3,551 | $5,970 | $5,970 | |
| 15. ECOLAB INC | 2022-02-11 | 2023-12-18 | $2,951 | $2,813 | $138 | $138 | |
| 10. ECOLAB INC | 2022-02-11 | 2024-03-07 | $2,247 | $1,876 | $371 | $371 | |
| 20. META PLATFORMS INC-CLASS A | 2022-12-06 | 2023-12-18 | $6,927 | $2,400 | $4,527 | $4,527 | |
| 10. META PLATFORMS INC-CLASS A | 2022-12-06 | 2024-01-24 | $3,919 | $1,200 | $2,719 | $2,719 | |
| 10. META PLATFORMS INC-CLASS A | 2022-12-06 | 2024-03-07 | $5,128 | $1,200 | $3,928 | $3,928 | |
| 183.386 FIDELITY DIVERSIFIED INTL FD | 2008-12-17 | 2024-03-07 | $8,163 | $3,904 | $4,259 | $4,259 | |
| 60. HOME DEPOT INC | 2024-01-11 | $21,358 | $9,215 | $12,143 | $12,143 | ||
| 45. HOME DEPOT INC | 2024-01-11 | $16,019 | $13,368 | $2,651 | $2,651 | ||
| 195. HOME DEPOT INC | 2024-01-11 | $69,414 | $55,933 | $13,481 | $13,481 | ||
| 20. INTUIT INC | 2023-03-09 | 2024-01-24 | $12,736 | $8,186 | $4,550 | $4,550 | |
| 4. INTUIT INC | 2023-03-09 | 2024-03-07 | $2,612 | $1,637 | $975 | $975 | |
| 40. JPMORGAN CHASE & CO | 2020-11-30 | 2023-12-18 | $6,636 | $4,804 | $1,832 | $1,832 | |
| 10. JPMORGAN CHASE & CO | 2020-11-30 | 2024-01-24 | $1,705 | $1,201 | $504 | $504 | |
| 30. JPMORGAN CHASE & CO | 2020-11-30 | 2024-03-07 | $5,620 | $3,603 | $2,017 | $2,017 | |
| 20. JPMORGAN CHASE & CO | 2020-11-30 | 2024-04-05 | $3,947 | $2,402 | $1,545 | $1,545 | |
| 5. MASTERCARD INC - A | 2016-09-08 | 2023-12-18 | $2,120 | $500 | $1,620 | $1,620 | |
| 5. MASTERCARD INC - A | 2016-09-08 | 2024-01-24 | $2,201 | $500 | $1,701 | $1,701 | |
| 75. MERCK & CO. INC. | 2024-01-24 | $8,933 | $6,125 | $2,808 | $2,808 | ||
| 20. MICROSOFT CORP | 2022-02-11 | 2024-01-24 | $8,070 | $6,005 | $2,065 | $2,065 | |
| 20. MICROSOFT CORP | 2022-02-14 | 2024-04-05 | $8,496 | $5,909 | $2,587 | $2,587 | |
| 49. NEXTERA ENERGY INC | 2024-08-09 | $3,807 | $2,605 | $1,202 | $1,202 | ||
| 207.012 PAYDEN EQUITY INCOME-INV | 2014-09-19 | 2024-01-24 | $3,426 | $2,977 | $449 | $449 | |
| 200. PAYDEN EQUITY INCOME-INV | 2014-09-19 | 2024-03-07 | $3,518 | $2,876 | $642 | $642 | |
| 1307.012 PAYDEN EQUITY INCOME-INV | 2024-07-09 | $23,539 | $21,027 | $2,512 | $2,512 | ||
| 6392.988 PAYDEN EQUITY INCOME-INV | 2024-07-09 | $115,138 | $105,146 | $9,992 | $9,992 | ||
| 10. ROPER TECHNOLOGIES INC | 2022-02-11 | 2024-01-24 | $5,488 | $4,419 | $1,069 | $1,069 | |
| 10. S&P GLOBAL INC | 2022-02-03 | 2023-12-18 | $4,370 | $4,161 | $209 | $209 | |
| 20. S&P GLOBAL INC | 2024-10-01 | $10,283 | $8,799 | $1,484 | $1,484 | ||
| 65. S&P GLOBAL INC | 2024-10-01 | $33,421 | $24,475 | $8,946 | $8,946 | ||
| 25. SPDR GOLD SHARES | 2022-02-14 | 2024-03-07 | $4,994 | $4,348 | $646 | $646 | |
| 35. SPDR GOLD SHARES | 2022-02-14 | 2024-04-05 | $7,527 | $6,087 | $1,440 | $1,440 | |
| 150. SCHLUMBERGER LTD | 2024-03-07 | 2024-04-05 | $8,241 | $7,615 | $626 | $626 | |
| 315. SEMPRA | 2024-03-07 | $22,343 | $23,687 | -$1,344 | -$1,344 | ||
| 60.0004 SEMPRA | 2024-03-07 | $4,256 | $4,393 | -$137 | -$137 | ||
| 254.9996 SEMPRA | 2024-03-07 | $18,087 | $19,755 | -$1,668 | -$1,668 | ||
| 67. STARBUCKS CORP | 2024-01-11 | 2024-01-24 | $6,170 | $6,204 | -$34 | -$34 | |
| 126. TJX COMPANIES INC | 2024-01-24 | $11,994 | $7,437 | $4,557 | $4,557 | ||
| 40. TORO CO | 2022-07-13 | 2024-01-24 | $3,756 | $3,170 | $586 | $586 | |
| 7. TORO CO | 2023-06-27 | 2024-05-30 | $545 | $686 | -$141 | -$141 | |
| 370. TORO CO | 2022-07-13 | 2024-05-30 | $28,804 | $29,320 | -$516 | -$516 | |
| 203. TORO CO | 2024-05-30 | $15,803 | $17,801 | -$1,998 | -$1,998 | ||
| 200. BRIGHT ROCK MID CAP GR-INST | 2024-01-24 | $4,558 | $3,768 | $790 | $790 | ||
| 250. BRIGHT ROCK MID CAP GR-INST | 2024-03-07 | $6,168 | $5,940 | $228 | $228 | ||
| 10. UNION PACIFIC CORP | 2016-02-03 | 2023-12-18 | $2,421 | $723 | $1,698 | $1,698 | |
| 724.518 VANGUARD TAX MGD CAP AP-ADM | 1984-01-02 | 2024-08-12 | $198,924 | $33,593 | $165,331 | $165,331 | |
| 30. VEEVA SYSTEMS INC-CLASS A | 2022-05-05 | 2024-01-24 | $6,290 | $5,354 | $936 | $936 | |
| 939.102 VANGUARD MID CAP INDEX-ADM | 1984-01-02 | 2024-08-12 | $283,261 | $69,512 | $213,749 | $213,749 | |
| 398.881 VANGUARD 500 INDEX-ADM | 1984-01-02 | 2024-08-12 | $196,904 | $38,860 | $158,044 | $158,044 | |
| 100. VERIZON COMMUNICATIONS INC | 2022-02-14 | 2024-01-24 | $4,125 | $5,301 | -$1,176 | -$1,176 | |
| 10. VISA INC-CLASS A SHARES | 2022-02-11 | 2023-12-18 | $2,585 | $2,278 | $307 | $307 | |
| 20. VISA INC-CLASS A SHARES | 2022-02-11 | 2024-01-24 | $5,439 | $4,556 | $883 | $883 | |
| 5. WEST PHARMACEUTICAL SERVICES | 2022-05-05 | 2024-04-05 | $1,959 | $1,566 | $393 | $393 | |
| 10. ACCENTURE PLC-CL A | 2023-03-08 | 2023-12-18 | $3,417 | $2,644 | $773 | $773 | |
| 15. ACCENTURE PLC-CL A | 2023-03-08 | 2024-01-24 | $5,543 | $3,966 | $1,577 | $1,577 | |
| 5. LINDE PLC | 2018-10-31 | 2023-12-18 | $2,046 | $817 | $1,229 | $1,229 | |
| 10. LINDE PLC | 2018-10-31 | 2024-03-07 | $4,632 | $1,635 | $2,997 | $2,997 | |
| 105. LINDE PLC | 2024-04-25 | $46,298 | $30,915 | $15,383 | $15,383 | ||
| 20. CHUBB LTD | 2022-02-14 | 2024-01-24 | $4,836 | $4,030 | $806 | $806 | |
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,199 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,057,246 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,482 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,482 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,482 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,496 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,496 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $10,986 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockland Trust Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008266101 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2036 WASHINGTON ST | AddressLine1Txt |
| City | HANOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02339 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rockland Trust Company | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2036 Washington Street | AddressLine1Txt |
| City | Hanover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $26,002 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,386,123 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,386,123 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,386,123 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,792 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,320,331 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $216,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $216,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,482 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,482 | TotalTaxAmt |
| Distributable Before Adj | $200,535 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $200,535 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $200,535 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $253,036 | 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 | $253,036 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $200,535 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $41,979 | 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 | $253,036 | QualifyingDistributionsAmt |
| Applied To Year1 | $41,979 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $200,535 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,522 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,522 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,522 | 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 | $10,522 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| Pembroke High School | |||||||
| 80 Learning Ln | Pembroke | MA | 02359 | 7812932357 | Application available at Pembroke High School | None | Recipient must be a member of graduating class of Pembroke High School |
| Silver Lake Regional High School | |||||||
| 260 Pembroke St | Kingston | MA | 02364 | 7815853844 | Application available at Silver Lake Regional High School | None | Recipient must be a member of the graduating class of the Silver Lake Regional High School |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Sarah Thomas | |||||||
| SILVER LAKE REGIONAL HIGH SCHOOL | Kingston | MA | 02364 | NONE | INDIVIDUAL | SCHOLARSHIP AWARDS | $20,000 |
| Brendan Wilhelmsen | |||||||
| SILVER LAKE REGIONAL HIGH SCHOOL | Kingston | MA | 02364 | NONE | INDIVIDUAL | SCHOLARSHIP AWARDS | $20,000 |
| Dylan Warrell | |||||||
| PEMBROKE HIGH SCHOOL | Pembroke | MA | 02359 | NONE | INDIVIDUAL | SCHOLARSHIP AWARDS | $20,000 |
| Hannah Cibotti | |||||||
| PEMBROKE HIGH SCHOOL | Pembroke | MA | 02359 | NONE | INDIVIDUAL | SCHOLARSHIP AWARDS | $20,000 |
| Alex Risio | |||||||
| SILVER LAKE REGIONAL HIGH SCHOOL | Kingston | MA | 02364 | NONE | INDIVIDUAL | SCHOLARSHIP | $5,000 |
| Matthew Willshire | |||||||
| PEMBROKE HIGH SCHOOL | Pembroke | MA | 02359 | NONE | INDIVIDUAL | SCHOLARSHIP | $40,000 |
| Emma Gerlach | |||||||
| PEMBROKE HIGH SCHOOL | Pembroke | MA | 02359 | NONE | INDIVIDUAL | SCHOLARSHIP AWARDS | $40,000 |
| Kristen Arieta | |||||||
| SILVER LAKE REGIONAL HIGH SCHOOL | Kingston | MA | 02364 | NONE | INDIVIDUAL | SCHOLARSHIP | $40,000 |
| Summer Holmes | |||||||
| SILVER LAKE REGIONAL HIGH SCHOOL | Kingston | MA | 02364 | NONE | INDIVIDUAL | SCHOLARSHIP | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $240,000 | 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 | $69,762 | 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 | $1,057,246 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $10,010 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,137,018 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,137,018 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Alan C Peterson | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 West Robin Lane | AddressLine1Txt |
| City | Palm Coast | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32164 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $365,418 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 724.518 Units of Vanguard Tax-Managed Capital Appreciation Fund 939.102 Units of Vanguard Mid-Cap In | NoncashPropertyDesc |
| Fair Market Value | $1,099,623 | FairMarketValueAmt |
| Received | 2024-07-17 | ReceivedDt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $10,010 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST BOOK VALUE | Desc |
| Amt | $13,855 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $855 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $257 | $0 | $0 |