LUBRANO FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LUBRANO FAMILY CHARITABLE FOUNDATION (EIN 04-6835151)
- Tax period
- 2022-05-01 to 2023-04-30
- Filed
- 2024-05-14
- IRS object ID
- 202401359349101645
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T10:06:36-05:00 | ReturnTs |
| Tax Period End | 2023-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050479760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDSAGER BARTLETT & PIERONI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1275 WAMPANOAG TRAIL | AddressLine1Txt |
| City | EAST PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046835151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUBRANO FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | EMMETT LYNE TRUSTEE C/O RICH MAY PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUBR | BusinessNameControlTxt |
| Phone | 4019352128 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN ROBINSON | PersonNm |
| Person Title | ADVISORY COMMITTEE MEMBER | PersonTitleTxt |
| Phone | 4019352128 | PhoneNum |
| Signature | 2024-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHRYN | PersonFirstNm |
| Person Last | ROBINSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD P PIERONI | PreparerPersonNm |
| PTIN | P00189634 | PTIN |
| Phone | 4012729100 | PhoneNum |
| Preparation | 2024-02-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,051,838 | 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 |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,225 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,225 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,056 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $73,056 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,287 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,287 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,015 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,015 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,035 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $222 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $222 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,520 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,520 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,792 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,535 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $257 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $179,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,535 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,307 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,752 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $138,207 | CashBOYAmt |
| Cash EOY | $106,616 | CashEOYAmt |
| Cash EOYFMV | $106,616 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,119,222 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,090,437 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,403,218 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $601,451 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $619,117 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $542,004 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,858,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,816,170 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,051,838 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,858,880 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,816,170 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,858,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,816,170 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,858,880 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,816,170 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,858,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,555 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,400 | OtherIncreasesAmt |
| Subtotal | $2,818,725 | SubtotalAmt |
| Other Decreases | $2,555 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,816,170 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| MERRIL LYNCH #818-74817 | P | -$34,353 | -$34,353 |
| MERRIL LYNCH #818-74817 | P | $107,409 | $107,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,056 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,303 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,303 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,303 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,148 | 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 | $4,148 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,845 | OverpaymentAmt |
| Applied To ES Tax | $2,845 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 0 | 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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | KATHRYN ROBINSON | IndividualWithBooksNm |
| Phone | 4019352128 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 87 TRANSIT STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH ANN DWYER | ||||||||
| 47 HILL FARM ROAD | PEMBROKE | MA | 02359 | ADVISORY COMMITTEE MEMBER | 0.00 | $0 | $0 | $0 |
| STACY JEAN LAMSON | ||||||||
| 51 SOUTH HAMPTON STREET | AMESBURY | MA | 01913 | ADVISORY COMMITTEE MEMBER | 0.00 | $0 | $0 | $0 |
| KATHRYN LUBRANO ROBINSON | ||||||||
| 87 TRANSIT STREET | PROVIDENCE | RI | 02906 | ADVISORY COMMITTEE MEMBER | 1.00 | $0 | $0 | $0 |
| JENNIFER LYNN CLAYTON | ||||||||
| 25 COLE ROAD | HINGHAM | MA | 02043 | ADVISORY COMMITTEE MEMBER | 0.00 | $0 | $0 | $0 |
| STEPHEN DAVID LUBRANO | ||||||||
| 30 GOODFELLOW HILL ROAD | HANOVER | NH | 03755 | ADVISORY COMMITTEE MEMBER | 0.00 | $0 | $0 | $0 |
| EMMETT E LYNE | ||||||||
| 176 FEDERAL STREET | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION'S SOLE CHARITABLE ACTIVITY DURING THE TAX YEAR WAS TO MAKE CASH CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS,EACH OF WHICH IS AN IRC SEC. 501(C) ORGANIZATION. | Description1Txt |
| Expenses1 | $0 | 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 | $2,891,749 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,948 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,031,697 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,031,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,986,222 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,311 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,311 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,303 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,303 | TotalTaxAmt |
| Distributable Before Adj | $148,008 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,400 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $150,408 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $150,408 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,307 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $133,307 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $150,408 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,870 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,307 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,870 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $105,437 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $44,971 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADIRONDACK MOUNTAIN CLUB | ||||||||||||
| 814 GOGGINS RD | LAKE GEORGE | NY | 12845 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $750 | |||||
| BELMONT HILL SCHOOL | ||||||||||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| BOWDOIN COLLEGE | ||||||||||||
| 4100 COLLEGE STATION BRUNSWICK | BRUNSWICK | ME | 040118432 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,500 | |||||
| BREAKTHROUGH MANCHESTER | ||||||||||||
| 2108 RIVER ROAD | MANCHESTER | NH | 03104 | NONE | PUBLIC CHARITY | STUDENT SCHOLARSHIP | $1,500 | |||||
| BRIDGTON HISTORICAL SOCIETY | ||||||||||||
| 5 GIBBS AVE | BRIDGTON | ME | 04009 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| BROAD STREET CLINIC | ||||||||||||
| 534 NORTH 35TH ST | MORELAND CITY | NC | 28577 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $750 | |||||
| BROWN UNIVERSITY | ||||||||||||
| BOX 1893 BROWN UNIVERSITY | PROVIDENCE | RI | 02912 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $5,000 | |||||
| CHILDRENS LITERACY FOUNDATION | ||||||||||||
| 1536 LOOMIS HILL ROAD 05677 | WATERBURY CENTER | VT | 05677 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $250 | |||||
| COLBY COLLEGE | ||||||||||||
| 4900 MAYFLOWER HILL | WATERVILLE | ME | 04901 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,000 | |||||
| COLBY SAWYER COLLEGE | ||||||||||||
| 541 MAIN STREET | NEW LONDON | NH | 03257 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,000 | |||||
| COVER | ||||||||||||
| 158 SOUTH MAIN STREET | WHITE RIVER JUNCTION | VT | 050017069 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $100 | |||||
| DARTMOUTH FOOTBALL | ||||||||||||
| 204 PARKHURST | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| DOCTORS WITHOUT BORDERS | ||||||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $250 | |||||
| DREAMCORP | ||||||||||||
| 436 14TH ST SUITE 920 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| ED ALLEN FUND | ||||||||||||
| 131 MILLBROOK SCHOOL ROAD | MILLBROOK | NY | 12545 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| EMILY CARAS SNYDER FOUNDATION | ||||||||||||
| 110 MILL ISLAND ROAD | ARROWSIC | ME | 04530 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,500 | |||||
| EMPOWERHER | ||||||||||||
| 759 CHIEF JUSTICE CUSHING HIGHWAY | COHASSET | MA | 02025 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | 317 | ||||
| ENVIRONMENTAL DEFENSE FUND | ||||||||||||
| 1875 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| EPILEPSY FOUNDATION OF NEW ENGLAND | ||||||||||||
| 3540 CRAIN HIGHWAY SUITE 675 | BOWIE | MD | 20716 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $265 | |||||
| FORK UNION MILITARY ACADEMY | ||||||||||||
| 4744 JAMES MADISON HWY | FORK UNION | VA | 23055 | NONE | PUBLIC CHARITY | DWYER SCHOLARSHIP | $5,500 | |||||
| FRIENDS OF ATHLETICS- COLBY COLLEGE | ||||||||||||
| 4900 MAYFLOWER HILL | WATERVILLE | ME | 04901 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| GODS LOVE WE DELIVER | ||||||||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| GOVERNORS ACADEMY | ||||||||||||
| 1 ELM ST | BYFIELD | MA | 01922 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| GRANDSTAND HUMANE SOCIETY | ||||||||||||
| 3231 MR JOE WHITE AVE | MYRTLE BEACH | SC | 29577 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $750 | |||||
| GRASSROOT SOCCER | ||||||||||||
| 15 LEBANON STREET | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $200 | |||||
| HANOVER CONSERVANCY | ||||||||||||
| 71 LYME ROAD | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $20,000 | |||||
| HARLEM LACROSSE | ||||||||||||
| 8 W 126TH STREET | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| HILTON WINN FARM | ||||||||||||
| 174 OGUNQUIT ROAD | CAPE NEDDICK | ME | 03902 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,000 | |||||
| HINGHAM HIGH SCHOOL | ||||||||||||
| 17 UNION STREET | HINGHAM | MA | 02043 | NONE | PUBLIC CHARITY | FRITZ HANSEL MEMORIAL | $500 | |||||
| HOLDERNESS SCHOOL | ||||||||||||
| 33 CHAPEL LANE | HOLDERNESS | NH | 03245 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| HOPEHEALTH | ||||||||||||
| 1085 N MAIN STREET | PROVIDENCE | RI | 02904 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| INTERNATIONAL WOMENS HEALTH COALITION | ||||||||||||
| 333 7TH AVENUE 6TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| JAYMES FUND FOR SOCIAL JUSTICE | ||||||||||||
| 82 PALOMINO LANE STE 703 | BEDFORD | NH | 03110 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| KEEWAYDIN FOUNDATION | ||||||||||||
| 500 RUSTIC LANE | SALISBURY | VT | 05769 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $150 | |||||
| KRIPALU | ||||||||||||
| 57 INTERLAKEN ROAD | STOCKBRIDGE | MA | 01262 | NONE | PUBLIC CHARITY | MOL SCHOLARSHIPS | $3,500 | |||||
| LARRY LABONTE RECOVERY CENTER | ||||||||||||
| 412 WALDO ST | RUMFORD | ME | 04276 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,000 | |||||
| LISTEN COMMUNITY SERVICES | ||||||||||||
| 60 HANOVER STREET | LEBANON | NH | 03766 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $100 | |||||
| LUNG STRONG | ||||||||||||
| PO BOX 281 | AMESBURY | MA | 01913 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| MAIN STREET CONGREGATIONAL CHURCH | ||||||||||||
| 145 MAIN STREET | AMESBURY | MA | 01913 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $4,500 | |||||
| MERRIMACK RIVER WATERSHED COUNCIL | ||||||||||||
| 60 ISLAND STREET 246 | LAWRENCE | MA | 01840 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| MILLBROOK SCHOOL | ||||||||||||
| 131 MILLBROOK SCHOOL RD | MILLBROOK | NY | 12545 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| MOOSE POND ASSOCIATION | ||||||||||||
| PO BOX 674 | BRIDGTON | ME | 04009 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,000 | |||||
| MORE THAN WORDS | ||||||||||||
| 242 E BERKLEY STREET | BOSTON | MA | 02218 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| NEW YORK ROAD RUNNERS | ||||||||||||
| 156 W 56TH ST FL 5 | NY | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES; GEORGIA MARATHON | $3,000 | |||||
| NHPR | ||||||||||||
| 2 PILLSBURY STREET | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $100 | |||||
| OHANA FOUNDATION | ||||||||||||
| PO BOX 1391 | BALLSTON LAKE | NY | 12019 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $750 | |||||
| ONE LOVE FOUNDATION | ||||||||||||
| 44 PONDFIELD ROAD | BRONXVILLE | NY | 10708 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| PAN MASS CHALLENGE | ||||||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,527 | |||||
| PAT ROCHE HOSPICE HOME | ||||||||||||
| 86 TURKEY HILL LANE | HINGHAM | MA | 02343 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $250 | |||||
| PEMBROKE HISTORICAL SOCIETY | ||||||||||||
| 116 CENTER ST | PEMBROKE | MA | 02359 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES & FISH FRY SPONSORSHIP | $4,500 | |||||
| PLANNED PARENTHOOD OF GREATER NEW YORK | ||||||||||||
| 26 BLEEKER STREET | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $300 | |||||
| PLANNED PARENTHOOD OF NORTHER NE | ||||||||||||
| 84 HERCULES DR SUITE 110 | COLCHESTER | VT | 05446 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $300 | |||||
| POSITIVE TRACKS | ||||||||||||
| 35 SOUTH MAIN STREET HANOVER NH | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $5,000 | 03755 | ||||
| POUGHKEEPSIE FARM PROJECT | ||||||||||||
| 51 VASSAR FARM LANE | POUGHKEEPSIE | NY | 12603 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| POW FOUNDATION | ||||||||||||
| 9 POINT O WOODS AVENUE | POINT O WOODS | NY | 11706 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,000 | |||||
| POW VOLUNTEER FIRE DEPARTMENT | ||||||||||||
| 9 POINT O WOODS AVENUE | POINT O WOODS | NY | 11706 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $150 | |||||
| PROTECT OUR WINTERS | ||||||||||||
| 4676 BROADWAY STREET | BOULDER | CO | 80304 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| REACH THE WORLD | ||||||||||||
| 222 BROADWAY 18TH FL | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| RIVIER COLLEGE | ||||||||||||
| 420 SOUTH MAIN STREET | NASHUA | NH | 03060 | NONE | PUBLIC CHARITY | GRACE FAMILY SCHOLARSHIP | $1,000 | |||||
| RUFUS PORTER MUSEUM | ||||||||||||
| 121 MAIN STREET | BRIDGTON | ME | 04009 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| RUNWAY FOR RECOVERY | ||||||||||||
| 29 WATER ST SUITE 216 | NEWBURYPORT | MA | 01950 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $17,000 | |||||
| SADDLEUP NASHVILLE | ||||||||||||
| 1549 OLD HILLSBORO ROAD | FRANKLIN | TN | 37069 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $250 | |||||
| SCARBOROUGH LAND TRUST | ||||||||||||
| 7 OAK HILL TERRACE SUITE 202 | SCARBOROUGH | ME | 04070 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| SCITUATE ANIMAL HOSPITAL | ||||||||||||
| 780 CHIEF JUSTICE CUSHING HIGHWAY | SCITUATE | MA | 02066 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| ST JOHNS CHURCH | ||||||||||||
| 172 MAIN STREET | HINGHAM | MA | 02043 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| ST LAWRENCE UNIVERSITY | ||||||||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $3,000 | |||||
| STEVE GLIDDEN FOUNDATION | ||||||||||||
| 58 WESTMINSTER ROAD | NEWTON CENTRE | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,250 | |||||
| TEAR CAP WORKSHOPS | ||||||||||||
| 22 HAMPSHIRE STREET | HIRAM | ME | 04041 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| THE HOWE LIBRARY CORPORATION | ||||||||||||
| 13 SOUTH STREET | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $100 | |||||
| THE HUMANE SOCIETY OF NEW YORK | ||||||||||||
| 306 E 59TH STREET | NY | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $100 | |||||
| TRUSTEES OF THE RESERVATION | ||||||||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| TUCK SCHOOL | ||||||||||||
| 100 TUCK HALL | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,050 | |||||
| UNITED WAY OF RHODES ISLAND | ||||||||||||
| 50 VALLE STREET | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| UPPER VALLEY HABITAT FOR HUMANITY | ||||||||||||
| PO BOX 1038 | WRJ | VT | 05001 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $100 | |||||
| UPPER VALLEY HAVEN | ||||||||||||
| 713 HARTFORD AVENUE | WRJ | VT | 05001 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $100 | |||||
| UVHS | ||||||||||||
| PO BOX 789 | LEBANON | NH | 03766 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $200 | |||||
| VALERIE ALICE COOK FUND | ||||||||||||
| 3959 BROADWAY | NEW YORK | NY | 10032 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| VISIONS FOR CREATIVE HOUSING | ||||||||||||
| 8 SUNRISE FARM LANE | ENFIELD | NH | 03748 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |||||
| VISITING NURSE AND HOSPICE OF NH AND VT | ||||||||||||
| PO BOX 881 | BRATTLEBORO | VT | 05302 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $100 | |||||
| VITAL COMMUNITIES | ||||||||||||
| 195 NORTH MAIN STREET | WRJ | VT | 05001 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $50 | |||||
| WE ACT | ||||||||||||
| 854 AMSTERDAM AVENUE 2ND FLOOR | NEW YORK | NY | 10031 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |||||
| WESTOVER SCHOOL | ||||||||||||
| 1237 WHITTEMORE ROAD | MIDDLEBURY | CT | 06762 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES; FAMILY SCHOLARSHIP | $5,500 | |||||
| MSK GIVING | ||||||||||||
| 633 3RD AVE 5TH FL | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $750 | |||||
| DANA - FARBER CANCER INSTITUTE | ||||||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $258 | |||||
| L'ASEER TOULOUSE | ||||||||||||
| NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $300 | 38 AVENUE JEAN MOULIN | TOULOUSE | FR | 31400 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $64,225 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $73,056 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $137,287 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,287 | TotalIncomeProducingActyAmt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,015 | Amt |
| Net Investment Income | $2,015 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $619,117 | EOYBookValueAmt |
| EOYFMV | $542,004 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $1,359,590 | $1,481,290 |
| MUTUAL FUNDS | $730,847 | $921,928 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX COST ADJUSTMENT | Desc |
| Amt | $2,555 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL LYNCH INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $41,520 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $41,520 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE CONTRIBUTION RECOVERIES | Desc |
| Amt | $2,400 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXTENSION PMT 990PF (FYE 4/30/22) | $3,000 | $0 | $0 |
| MA FILING (FYE 4/30/21) | $35 | $0 | $35 |