ASSOCIATION FOR THE RELIEF OF AGED WOMEN OF NEW BEDFORD: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION FOR THE RELIEF OF AGED WOMEN OF NEW BEDFORD (EIN 04-6056367)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2024-02-09
- IRS object ID
- 202440409349100424
- Schema version
- 2021v4.2
- 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
- Cash Deemed Charitable Expln Stmt
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-09T12:27:18-06:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043496650 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURKE & LAMB PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 UNION ST | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046056367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION FOR THE RELIEF OF AGED WOMEN | BusinessNameLine1Txt |
| Business Name Line2 | OF NEW BEDFORD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 5087170400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 UNION STREET UNIT 4W | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARE FOLEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5087170400 | PhoneNum |
| Signature | 2024-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLARE | PersonFirstNm |
| Person Last | FOLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER C LAMB | PreparerPersonNm |
| PTIN | P00365719 | PTIN |
| Phone | 5089844800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,657,616 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,311 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $618,595 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $618,595 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $618,595 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,402,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,637,028 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,402,161 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $45,938 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,022,067 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,020,756 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $664,533 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $132,057 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $132,057 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $138,582 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $138,582 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,394 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,394 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,250 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,096 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,384 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,712 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $89,404 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,881 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $71,523 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49,189 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $21,452 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,365 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $20,686 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $20,686 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,073 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58,650 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $530,096 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,265 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $477,306 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $519,082 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $519,082 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,049,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,265 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $996,388 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $972,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,995,491 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $664,533 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $936,366 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $978,736 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $978,736 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $10,750 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $18,211,540 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,036,030 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,036,030 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,182,452 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,593,625 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,593,625 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,381 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,860 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $13,886 | LandBOYAmt |
| Land EOY | $10,521 | LandEOYAmt |
| Land EOYFMV | $10,521 | LandEOYFMVAmt |
| Other Assets BOY | $25,944 | OtherAssetsBOYAmt |
| Other Assets EOY | $38,704 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $38,704 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,380,938 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,657,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,657,616 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,066 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,112 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $23,066 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,112 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $21,091,827 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $21,369,459 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $266,045 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $266,045 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,357,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,635,504 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,380,938 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,657,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,357,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $972,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,330,761 | SubtotalAmt |
| Other Decreases | $695,257 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,635,504 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALE OF INVESTMENTS | P | 2022-03-31 | 2022-03-31 | $2,986,901 | $1,862,182 | $1,124,719 | $1,124,719 |
| SALE OF INVESTMENTS | P | 2022-03-31 | 2022-03-31 | $418,623 | $372,685 | $45,938 | $45,938 |
| CAPITAL GAINS DIVIDENDS | P | $231,504 | $231,504 | $231,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,402,161 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $45,938 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1972-05-25 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,737 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,737 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $27,737 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $27,737 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ARAWOFNB.ORG | WebsiteAddressTxt |
| Individual With Books | CLARE HEALY FOLEY | IndividualWithBooksNm |
| Phone | 5087170400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 UNION STREET UNIT 4W | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CLARE HEALY FOLEY | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | EXECUTIVE DIRECTOR | 40.00 | $132,057 | $3,971 | $0 |
| GAIL BEATON | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | CLERK | 4.00 | $0 | $0 | $0 |
| ROSEMARY SABER | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| JO-ANN BEAULIEU | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| ROSEANNE O'CONNELL | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| SHANNON BACHMAN | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| DIANE LAFLAMME | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| MARY ELLIS | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | TREASURER | 4.00 | $0 | $0 | $0 |
| DEBORAH BROOKE | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JEANNETTE DOYLE | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| JANE STANKIEWICZ | ||||||||
| 432 COUNTY ST | NEW BEDFOFD | MA | 02740 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| ANGELA NATHO | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| CATHERINE MAYALL | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| PAMELA MCKNIGHT | ||||||||
| 432 COUNTY ST | NEW BEDFORD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| GLORIA DESA | ||||||||
| 432 COUNTY ST | NEW BEDFOFD | MA | 02740 | DIRECTOR | 4.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNY COSTA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 432 COUNTY ST | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $57,473 | CompensationAmt |
| Employee Benefits | $5,802 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 FRANKLIN STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $89,404 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION AIDES AGED WOMEN AND OTHER EXEMPT ORGANIZATIONS BY FURNISHING FINANCIAL ASSISTANCE AND RELIEF | Description1Txt |
| Expenses1 | $519,082 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,417,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $851,292 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,268,775 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,268,775 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,329,309 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,939,466 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,046,973 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $996,388 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $996,388 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $145,468 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $129,295 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $210,298 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,085 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,473 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $568,619 | TotalExcessDistributionCyovAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $568,619 | 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 | $145,468 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $423,151 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $129,295 | ExcessFromYear4Amt |
| Excess From Year3 | $210,298 | ExcessFromYear3Amt |
| Excess From Year2 | $36,085 | ExcessFromYear2Amt |
| Excess From Year1 | $47,473 | ExcessFromYear1Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1986-02-14 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $664,533 | CurrentYearAmt |
| Year1 | $339,527 | Year1Amt |
| Year2 | $415,388 | Year2Amt |
| Year3 | $398,948 | Year3Amt |
| Total | $1,818,396 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $564,853 | CurrentYearAmt |
| Year1 | $288,598 | Year1Amt |
| Year2 | $353,080 | Year2Amt |
| Year3 | $339,106 | Year3Amt |
| Total | $1,545,637 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $996,388 | CurrentYearAmt |
| Year1 | $908,709 | Year1Amt |
| Year2 | $886,674 | Year2Amt |
| Year3 | $1,034,354 | Year3Amt |
| Total | $3,826,125 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $131,291 | CurrentYearAmt |
| Year1 | $216,008 | Year1Amt |
| Year2 | $213,383 | Year2Amt |
| Year3 | $525,809 | Year3Amt |
| Total | $1,086,491 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $865,097 | CurrentYearAmt |
| Year1 | $692,701 | Year1Amt |
| Year2 | $673,291 | Year2Amt |
| Year3 | $508,545 | Year3Amt |
| Total | $2,739,634 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $697,982 | CurrentYearAmt |
| Year1 | $586,316 | Year1Amt |
| Year2 | $578,231 | Year2Amt |
| Year3 | $568,549 | Year3Amt |
| Total | $2,431,078 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACUSHNET COUNCIL ON AGING | ||||||
| 59 1/2 S MAIN ST | ACUSHNET | MA | 02743 | TOWN AGENCY | ELDER SERVICESELDER SERVICES | -$13,184 |
| AHA | ||||||
| 128 UNION ST SUITE 403 | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | ELDER SERVICES | $5,625 |
| CAPE VERDEAN ASSOCIATION | ||||||
| PO BOX 5532 | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | ELDER SERVICES | $4,056 |
| DARTMOUTH COUNCIL ON AGING | ||||||
| 628 DARTMOUTH STREET | S DARTMOUTH | MA | 02748 | TOWN AGENCY | ELDER SERVICES | $21,840 |
| FAIRHAVEN COUNCIL ON AGING | ||||||
| 229 HUTTLESTON AVENUE | FAIRHAVEN | MA | 027191956 | TOWN AGENCY | ELDER SERVICES | $22,917 |
| IMMIGRANT'S ASSISTANCE CENTER INC | ||||||
| 58 CRAPO ST | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | ELDER SERVICES | -$6,621 |
| NEW BEDFORD ART MUSEUM | ||||||
| 608 PLEASANT ST | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | ELDER SERVICES | $12,500 |
| NEW BEDFORD WHALING MUSEUM | ||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | ELDER SERVICES | $5,535 |
| PRIVATE ASSISTANCE - AVAILABLE UPON REQUEST | ||||||
| VARIOUS | NEW BEDFORD | MA | 02740 | INDIVIDUALS | ELDER SERVICES | $430,314 |
| SOUTH COASTAL COUNTIES LEGAL SERVICES | ||||||
| 22 BEDFORD ST 2ND FLOOR | FALL RIVER | MA | 02722 | PUBLIC CHARITY | EDLER SERVICESELDER SERVICES | $21,100 |
| ZEITERION | ||||||
| 684 PURCHASE ST | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | ELDER SERVICES | $12,500 |
| SOUTH COAST COMMUNITY FOUNDATION INC | ||||||
| 128 UNION ST SUITE 403 | NEW BEDFORD | MA | 02740 | PUBLIC CHARITY | PROGRAM SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $519,082 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $618,595 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $1,402,161 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,020,756 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,020,756 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | PROCEEDS FROM SALE OF STOCK USED TO FURNISH FINANCIAL ASSISTANCE |
| 4 | DIVIDENDS AND INTEREST FROM SECURITIES TO FURNISH FINANCIAL ASSISTANCE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANTS | CategoryTxt |
| Amt | $21,096 | Amt |
| Net Investment Income | $7,384 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,712 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | $1,329,309 IS DEEMED NECESSARY TO PAY BUDGETED EXPENSES AND DISBURSEMENTS. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTER | 2007-01-06 | $1,470 | $1,470 | SL | 5.000000000000 | $0 | $0 | $0 |
| COMPUTER EQUIPMENT | 2009-08-14 | $1,090 | $1,090 | SL | 5.000000000000 | $0 | $0 | $0 |
| TELEPHONE SYSTEM | 2019-07-17 | $2,802 | $934 | SL | 5.000000000000 | $560 | $0 | $560 |
| DATABASE | 2020-07-01 | $12,500 | $1,875 | SL | 5.000000000000 | $2,500 | $0 | $2,500 |
| VENT SYSTEM | 2020-11-13 | $1,520 | $127 | SL | 5.000000000000 | $304 | $0 | $304 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF: PART V, LINE 7 TAXES DUE | FormAndLineReferenceDesc |
| Medium Explanation | ASSOCIATION FOR THE RELIEF OF AGED WOMEN OF NEW BEDFORD EIN: 04-6056367 AMENDED 2021 FORM 990-PF FOR FYE 3/31/22 PART V, LINE 7 TAXES DUE ORIGINAL AMENDED RETURN RETURN PRIOR YEAR OVERPAYMENT $1,022 $1,022 ESTIMATES PAID 37,218 37,218 TOTAL PAID IN 38,240 38,240 TAXES CALCULATED ON ORIGINAL RETURN 27,737 0 OVERPAYMENT CREDITED TO FYE 3-31-2023 10,503 (10,503) REFUND DUE FROM AMENDED RETURN $27,737 THE FYE 10-31-2022 FORM 990-PF IS BEING AMENDED DUE TO THE FACT THAT AFTER THE TAX RETURNS WERE FILED,THE TAXPAYER DETERMINED THAT THEY MET THE TESTS UNDER IRC SECTION 4942 THAT QUALIFIED THE ORGANIZATION TO BE CLASSIFIED AS A PRIVATE OPERATING FOUNDATION. THEY ARE SEEKING REFUNDS OF TAXES PAID SINCE THEY ARE EXEMPT FROM NET INVESTMENT INCOME EXCISE TAX. PAGES 1, 3, 8 & 10 HAVE BEEN AMENDED TO REFLECT ITS QUALIFYING AS A PRIVATE OPERATING FOUNDATION | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,593,625 | EOYBookValueAmt |
| EOYFMV | $2,593,625 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $18,036,030 | EOYBookValueAmt |
| EOYFMV | $18,036,030 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER | $1,470 | $1,470 | $0 |
| COMPUTER EQUIPMENT | $1,090 | $1,090 | $0 |
| TELEPHONE SYSTEM | $2,802 | $1,494 | $1,308 |
| DATABASE | $12,500 | $4,375 | $8,125 |
| VENT SYSTEM | $1,520 | $431 | $1,089 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,250 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,250 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INVESTMENT INCOME | $14,235 | $10,682 | $10,682 |
| PREPAID EXPENSES | $11,709 | $28,022 | $28,022 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $695,257 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISC ADMINISTRATIVE EXPENSE | $34,105 | $0 | $0 | $37,682 |
| INSURANCE | $3,576 | $0 | $0 | $3,576 |
| OUTREACH COST | $2,306 | $0 | $0 | $2,306 |
| FLO PROGRAM | $14,716 | $0 | $0 | $14,716 |
| PROFESSIONAL DEVELOPMENT | $370 | $0 | $0 | $370 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TRUST | CategoryTxt |
| Amt | $89,404 | Amt |
| Net Investment Income | $17,881 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $71,523 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $27,737 | $0 | $0 | $0 |
| PAYROLL TAXES | $21,452 | $0 | $0 | $21,452 |