STEPHEN F QUILL FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN F QUILL FAMILY FOUNDATION (EIN 20-1799716)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-16
- IRS object ID
- 202611979349100806
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-16T09:00:39-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832002817 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVEY & MARTIN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 HIGH ST STE 210 | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | 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 | 201799716 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN F QUILL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 9786887701 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 HIGH STREET SUITE 210 | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN P MELIA | PersonNm |
| Person Title | CPA | PersonTitleTxt |
| Signature | 2026-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN P MELIA | PreparerPersonNm |
| PTIN | P00230481 | PTIN |
| Phone | 9786887701 | PhoneNum |
| 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 | $6,509,136 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $162,631 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $162,631 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $162,631 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,348 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $115,443 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,348 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $10,012 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $709,822 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $892,801 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,979 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $172,643 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,160 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $14,902 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,902 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $500 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,562 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,562 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $347,562 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,562 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $330,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $545,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $165,417 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $172,643 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,509,423 | CashBOYAmt |
| Cash EOY | $86,585 | CashEOYAmt |
| Cash EOYFMV | $86,585 | CashEOYFMVAmt |
| Other Investments EOY | $5,968,077 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,422,551 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,509,423 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,054,662 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,509,136 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,509,423 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,054,662 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,509,423 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,054,662 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,509,423 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,054,662 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,509,423 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $545,239 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,054,662 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,054,662 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AS REPORTED BY FIDUCIARY TRUST | P | 2025-01-01 | 2025-12-31 | $105,107 | $95,095 | $10,012 | $10,012 |
| AS REPORTED BY FIDUCIARY TRUST | P | 2020-01-01 | 2025-12-29 | $10,336 | $10,336 | $10,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,348 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,012 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,299 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,299 | SubtotalAmt |
| Tax Based On Investment Income | $2,299 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $51 | EsPenaltyAmt |
| Overpayment | $3,650 | OverpaymentAmt |
| Applied To ES Tax | $3,650 | AppliedToESTaxAmt |
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 | false | 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 | KATHLEEN P MELIA CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9786887701 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 HIGH STREET SUITE 210 | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | 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 | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN P MELIA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 HIGH STREET SUITE 210 | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,983,255 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,798,788 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,782,043 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,782,043 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,731 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,695,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $284,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $284,766 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,299 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,299 | TotalTaxAmt |
| Distributable Before Adj | $282,467 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $282,467 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $282,467 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $330,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $330,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $282,467 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,760 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $36,771 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,290 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $43,061 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $330,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,760 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $282,467 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,773 | RemainingDistriFromCorpusAmt |
| Total Corpus | $53,834 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $36,771 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,063 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,290 | ExcessFromYear4Amt |
| Excess From Current Year | $10,773 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RUFFED GROUSE SOCIETY | |||||||
| 451 MCCORMICK ROAD | CORAOPOLIS | PA | 15108 | NONE | NC | WILDLIFE CONVSERVATION | $60,000 |
| NASHUA RIVER WATERSHED ASSOCIATION | |||||||
| 592 MAIN STREET | GROTON | MA | 01450 | NONE | NC | LAND CONSERVATION | $20,000 |
| FRIENDS OF THE THAYER MEMORIAL LIBR | |||||||
| 717 MAIN STREET | LANCASTER | MA | 01523 | NONE | NC | MONETARY SUPPORT | $10,000 |
| THE CASA PROJECT | |||||||
| 100 GROVE STREET | WORCESTER | MA | 01605 | NONE | NC | ASSIST INDIGENT FAMILIES | $20,000 |
| UMASS MEMORIAL HOSPITAL | |||||||
| 60 HOSPITAL ROAD | LEOMINSTER | MA | 01453 | NONE | NC | MONETARY SUPPORT | $10,000 |
| ST JOHN THE GUARDIAN OF OUR LADY | |||||||
| 80 UNION ST | CLINTON | MA | 01510 | NONE | NC | RESTORE & PRESERVE | $50,000 |
| AMERICAN LEGION | |||||||
| 36 NECK ROAD | LANCASTER | MA | 01523 | NONE | NC | VETERAN SUPPORT | $25,000 |
| ABBYS HOUSE | |||||||
| 52 HIGH STREET | WORCESTER | MA | 01609 | NONE | NC | MONETARY SUPPORT | $10,000 |
| HOUSE OF HOPES | |||||||
| 812 MERRIMACK STREET | LOWELL | MA | 01854 | NONE | NC | MONETARY SUPPORT | $20,000 |
| LAWRENCE ACADEMY | |||||||
| 26 POWDERHOUSE ROAD | GROTON | MA | 01450 | NONE | NC | MONETARY SUPPORT | $25,000 |
| LOAVES FISHES FOOD PANTRY | |||||||
| 234 BARNUM ROAD | DEVENS | MA | 01434 | NONE | NC | MONETARY SUPPORT | $20,000 |
| NATIVITY SCHOOL OF WORCESTER | |||||||
| 67 LINCOLN STREET | WORCESTER | MA | 01605 | NONE | NC | MONETARY SUPPORT | $10,000 |
| SOUTH LANCASTER ACADEMY | |||||||
| 198 GEORGE HILL ROAD | LANCASTER | MA | 01523 | NONE | NC | MONETARY SUPPORT | $10,000 |
| TOMTEN FARM SANCTUARY | |||||||
| PO BOX 85 | HAVERHILL | NH | 03765 | NONE | NC | MONETARY SUPPORT | $20,000 |
| WOMENS LUNCH PLACE | |||||||
| 100 GROVE STREET SUITE 403 | WORCESTER | MA | 01605 | NONE | NC | MONETARY SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $330,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,631 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,348 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| FEDERAL INCOME TAX REFUND | $681,420 |
| STATE INCOME TAX REFUND | $28,402 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $182,979 | ExclusionAmt |
| Related Or Exempt Function Incm | $709,822 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $892,801 | TotalIncomeProducingActyAmt |
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 | Accounting | CategoryTxt |
| Amt | $2,160 | Amt |
| Net Investment Income | $2,160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDUCIARY TRUST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,968,077 | BookValueAmt |
| EOYFMV | $6,422,551 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORM PC | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| FEDERAL INCOME TAX REFUND | $681,420 |
| STATE INCOME TAX REFUND | $28,402 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $14,902 | Amt |
| Net Investment Income | $14,902 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |