STRATEGY STUDIO / PUBLIC DATA EXPLORER

HAROLD S COLEMAN & MARIAN B COLEMAN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HAROLD S COLEMAN & MARIAN B COLEMAN CHARITABLE FOUNDATION INC (EIN 13-6115668)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-02-15
IRS object ID
202420469349101217
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-02-15T15:29:58-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050430561PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHARLAND MARCIANO & COMPANY CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118 IMPERIAL PLACE SUITE 1DAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP029034642ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136115668EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAROLD SCOLEMAN & MARIAM B COLEMANBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHAROBusinessNameControlTxt
Phone5082090908PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 OLD APPLE TREE TRAILAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02360ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL KAUFMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2023-12-28SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLPersonFirstNm
Person LastKAUFMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALFRED T MARCIANOPreparerPersonNm
PTINP00219480PTIN
Phone4013319600PhoneNum
Preparation2023-12-28PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$343,429FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,072DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,072DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,072DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,220NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,367GrossSalesPriceAmt
Total Rev And Expnss$9,292TotalRevAndExpnssAmt
Total Net Invst Incm$7,072TotalNetInvstIncmAmt
Total Adj Net Incm$7,072TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,025AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,025AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$295TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$295TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$397OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$107OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$290OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,717TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$107TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,610TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,425ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,425ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,142TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$107TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,035TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,150ExcessRevenueOverExpensesAmt
Net Investment Income$6,965NetInvestmentIncomeAmt
Adjusted Net Income$7,072AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,143CashBOYAmt
Cash EOY$4,163CashEOYAmt
Cash EOYFMV$4,163CashEOYFMVAmt
Sav And Temp Cash Invst EOY$6,309SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,309SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$230,664CorporateStockBOYAmt
Corporate Stock EOY$160,902CorporateStockEOYAmt
Corporate Stock EOYFMV$332,957CorporateStockEOYFMVAmt
Other Assets BOY$2,600OtherAssetsBOYAmt
Total Assets BOY$236,407TotalAssetsBOYAmt
Total Assets EOY$171,374TotalAssetsEOYAmt
Total Assets EOYFMV$343,429TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$236,407NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$171,374NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$236,407TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$171,374TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$236,407TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$171,374TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$236,407TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,150ExcessRevenueOverExpensesAmt
Subtotal$238,557SubtotalAmt
Other Decreases$67,183OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$171,374TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$97InvestmentIncomeExciseTaxAmt
Subtotal$97SubtotalAmt
Tax Based On Investment Income$97TaxBasedOnInvestmentIncomeAmt
Tax Due$97TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAROL KAUFMANIndividualWithBooksNm
Phone5082090908PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 OLD APPLE TREE TRAILAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02360ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL KAUFMAN
2 OLD APPLE TREE TRAILPLYMOUTHMA02360PRESIDENT0.00$0$0$0
LISA KAUFMAN
74 DONALD STREETWEYMOUTHMA02188VICE PRESIDE0.00$0$0$0
LAURIE KAUFMAN MILLER
93 PARADISE LANEHALIFAXMA02338TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$351,898AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,292AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$358,190TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$358,190AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,373CashDeemedCharitableAmt
Net Vl Noncharitable Assets$352,817NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,641MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,641MinimumInvestmentReturnAmt
Tax Based On Investment Income$97TaxBasedOnInvestmentIncomeAmt
Total Tax$97TotalTaxAmt
Distributable Before Adj$17,544DistributableBeforeAdjAmt
Distributable Before Ded$17,544DistributableBeforeDedAmt
Distributable As Adjusted$17,544DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,035ExpensesAndContributionsAmt
Qualifying Distributions$7,035QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,544DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$7,407ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$7,407TotalExcessDistributionCyovAmt
Qualifying Distributions$7,035QualifyingDistributionsAmt
Applied To Current Year$7,035AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$7,407ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,407ExcessDistributionCyovAppCYAmt
Undistributed Income CY$3,102UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHAROLD S COLEMAN MARION B COLEMAN FRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12 OLD APPLE TREE TRAILAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02360ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5082090908RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN INDIAN COLLEGE FUND
PO BOX 172449DENVERCO802179673NONETO SUPPORT CHARITABLE PURPOSES$50
AMERICANS UNITED
PO BOX 96033WASHINGTONDC200777123NONETO SUPPORT CHARITABLE PURPOSES$100
ANDIRONDACT COUNCIL
PO BOX D-2ELIZABETHTOWNNY129329989NONETO SUPPORT CHARITABLE PURPOSES$50
ARBOR DAY FOUNDATION
211 N 12TH STREETLINCOLNNE685081497NONETO SUPPORT CHARITABLE PURPOSES$50
ARBOR DAY FOUNDATION
211 N 12TH STREETLINCOLNNE685081497NONETO SUPPORT CHARITABLE PURPOSES$50
BARACK OBAMA FOUNDATION
PO BOX 758642TOPEKAKS666759806NONETO SUPPORT CHARITABLE PURPOSES$50
CAI PUBLIC RADIO
PO BOX 55875BOSTONMA022055875NONETO SUPPORT CHARITABLE PURPOSES$50
CHESAPEAKE BAY FOUNDATION
PO BOX 17745BALTIMOREMD212988268NONETO SUPPORT CHARITABLE PURPOSES$35
CONSERVATIVE CAUCUS FOUNDATION
PO BOX 1838MERRIFIELDVA221168038NONETO SUPPORT CHARITABLE PURPOSES$15
CORPORATE ACCOUNTABILITY
PO BOX 70727PHILADELPHIAPA191760727NONETO SUPPORT CHARITABLE PURPOSES$115
DISABLED VETERANS NAT'L FOUNDATION
PO BOX 2005MILFORDNH030552005NONETO SUPPORT CHARITABLE PURPOSES$35
DOCTORS WITHOUT BOARDERS
PO BOX 5022HAGERSTOWNMD217419804NONETO SUPPORT CHARITABLE PURPOSES$100
ENVIRONMENTAL DEFENSE FUND
PO BOX 98051WASHINGTONDC200777004NONETO SUPPORT CHARITABLE PURPOSES$55
ENVIRONMENTAL DEFENSE FUND
PO BOX 98051WASHINGTONDC200777004NONETO SUPPORT CHARITABLE PURPOSES$100
ENVIRONMENTAL DEFENSE FUND
PO BOX 98051WASHINGTONDC200777004NONETO SUPPORT CHARITABLE PURPOSES$110
FRIENDS OF THE EARTH
PO BOX 96466WASHINGTONDC200777278NONETO SUPPORT CHARITABLE PURPOSES$100
GRAND CANYON CONSERVANCY
PO BOX 98241WASHINGTONDC200908241NONETO SUPPORT CHARITABLE PURPOSES$25
HERITAGE MUSEUMS & GARDENS
67 GROVE STREETSANDWICHMA025632110NONETO SUPPORT CHARITABLE PURPOSES$115
INTERNATIONAL CAMPAIGN FOR TIBET
PO BOX 9005WALDORFMD206049005NONETO SUPPORT CHARITABLE PURPOSES$100
INTERNATIONAL CAMPAIGN FOR TIBET
PO BOX 9005WALDORFMD206049005NONETO SUPPORT CHARITABLE PURPOSES$100
MA AUDUBON SOCIETY
208 SOUTH GREAT ROADLINCOLNMA017739988NONETO SUPPORT CHARITABLE PURPOSES$50
MARINE TOYS FOR TOTS
STREETBOSTONMA02111NONETO SUPPORT CHARITABLE PURPOSES$50
MFA BOSTON
465 HUNTINGTON AVEBOSTONMA02115NONETO SUPPORT CHARITABLE PURPOSES$150
MFA BOSTON
465 HUNTINGTON AVEBOSTONMA02115NONETO SUPPORT CHARITABLE PURPOSES$140
MOUTH FOOT PAINTING ARTISTS
2070 PEACHTREE INDUSTRIALATLANTAGA303412240NONETO SUPPORT CHARITABLE PURPOSES$100
NATIVE AMERICAN RIGHTS FUND
PO BOX 992BOULDERCO803060992NONETO SUPPORT CHARITABLE PURPOSES$100
NATIVE AMERICAN RIGHTS FUND
PO BOX 992BOULDERCO803060992NONETO SUPPORT CHARITABLE PURPOSES$76
NAT'L COUNCIL OF JEWISH WOMEN
PO BOX 298ALLENWOODNJ087200298NONETO SUPPORT CHARITABLE PURPOSES$54
NAT'L PARKS CONSERVATION ASSOC
PO BOX 97202WASHINGTONDC200777435NONETO SUPPORT CHARITABLE PURPOSES$35
NAT'L TRUST FOR HISTORIC PRESERVATI
PO BOX 5043HAGERSTOWNMD217415043NONETO SUPPORT CHARITABLE PURPOSES$100
NATURAL RESOURCES DEFENSE COUNCIL
PO BOX 1830MERRIFIELDVA221168030NONETO SUPPORT CHARITABLE PURPOSES$100
OCEAN CONSERVANCY
PO BOX 96003WASHINGTONDC200906003NONETO SUPPORT CHARITABLE PURPOSES$75
ORBIS
PO BOX 510ETNANH037509901NONETO SUPPORT CHARITABLE PURPOSES$100
OXFAM AMERICA
PO BOX 97374WASHINGTONDC200907374NONETO SUPPORT CHARITABLE PURPOSES$50
POPULATION CONNECTION
PO BOX 97129WASHINGTONDC200777768NONETO SUPPORT CHARITABLE PURPOSES$100
PROGRESSIVE TURNOUT PROJECT
PO BOX 98185WASHINGTONDC200777303NONETO SUPPORT CHARITABLE PURPOSES$50
RED CLOUD
PO BOX 5202SIOUX FALLSSD571175202NONETO SUPPORT CHARITABLE PURPOSES$100
SCENIC HUDSON
5 BRETT PLACEPOUGHKEEPSIENY12603NONETO SUPPORT CHARITABLE PURPOSES$100
SIERRA CLUB
PO BOX 7059MERRIFIELDVA221167059NONETO SUPPORT CHARITABLE PURPOSES$75
SOUTHWEST RESERVATION AID
PO BOX 1841MERRIFIELDVA221168041NONETO SUPPORT CHARITABLE PURPOSES$50
SPECIAL OLYMPICS
PO BOX 809HUDSONMA017490809NONETO SUPPORT CHARITABLE PURPOSES$50
ST BONAVENTURE FFN
PO BOX 996MANOMETMA02345NONETO SUPPORT CHARITABLE PURPOSES$100
ST BONAVENTURE INDIAN MISSION & SCH
PO BOX 610THOREAUNH03830NONETO SUPPORT CHARITABLE PURPOSES$50
STARING EAGLE
PO BOX 879BILLINGSMT591030879NONETO SUPPORT CHARITABLE PURPOSES$100
STUDENT CONSERVATION ASSOC
PO BOX 507ERNANH037500507NONETO SUPPORT CHARITABLE PURPOSES$25
THE EISENHOWER FOUNDATION
PO BOX 35ABILENEKS674100035NONETO SUPPORT CHARITABLE PURPOSES$50
THE NATURE CONSERVANCY
PO BOX 1559MERRIFIELDVA221169592NONETO SUPPORT CHARITABLE PURPOSES$15
THE TRUSTEES
PO BOX 52270BOSTONMA022052270NONETO SUPPORT CHARITABLE PURPOSES$70
THE WILDERNESS SOCIETY
PO BOX 97231WASHINGTONDC200777762NONETO SUPPORT CHARITABLE PURPOSES$75
TRUST FOR PUBLIC LAND
PO BOX 96315WASHINGTONDC200906315NONETO SUPPORT CHARITABLE PURPOSES$100
TUSKEEGIE AIRMEN NAT'L MUSEUM
PO BOX 1808MERRIFIELDVA221168008NONETO SUPPORT CHARITABLE PURPOSES$100
TUSKEEGIE AIRMEN NAT'L MUSEUM
PO BOX 1808MERRIFIELDVA221168008NONETO SUPPORT CHARITABLE PURPOSES$100
UNION OF CONCERNED SCIENTISTS
PO BOX 4123WOBURNMA018884123NONETO SUPPORT CHARITABLE PURPOSES$100
UNITED NEGRO COLLEGE FUND
PO BOX 55040BOSTONMA022059822NONETO SUPPORT CHARITABLE PURPOSES$25
WATERKEEPER ALLIANCE
PO BOX 96464WASHINGTONDC200906464NONETO SUPPORT CHARITABLE PURPOSES$50
WBUR
PO BOX 9235CHELSEAMA021509235NONETO SUPPORT CHARITABLE PURPOSES$80
WGBH
EDUCATIONAL FOUNDATIONBOSTONMA022055875NONETO SUPPORT CHARITABLE PURPOSES$75
WILDLANDS TRUST
675 LONG POND ROADPLYMOUTHMA02360NONETO SUPPORT CHARITABLE PURPOSES$100
YELLOWSTONE FOREVER
PO BOX 97058WASHINGTONDC200777518NONETO SUPPORT CHARITABLE PURPOSES$50
YOSOMITE CONSERVANCY
PO BOX 96398WASHINGTONDC200906398NONETO SUPPORT CHARITABLE PURPOSES$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,425TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,072RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,220RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,292RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,292TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$2,025Amt
Disbursements Charitable Prps$2,025DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetVARIOUS STOCKAssetDesc
Acquired2020-01AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2022-11SoldDt
Gross Sales Price$5,367GrossSalesPriceAmt
Basis$3,147BasisAmt
Total Net$2,220TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockTRUIST INVESTMENT SERVICESStockNm
EOY Book Value$160,902EOYBookValueAmt
EOYFMV$332,957EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescART WORKDesc
BOY Book Value$2,600BOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescINVESTMENTS UNREALIZED ADJUSTMENTDesc
Amt$67,183Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
POSTAGE$254$254
SERVICE FEES$143$36$107

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$295Amt
Disbursements Charitable Prps$295DisbursementsCharitablePrpsAmt