CHRISTOPHER M FORTE SCHOLARSHIP TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTOPHER M FORTE SCHOLARSHIP TR (EIN 84-7111845)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-17
- IRS object ID
- 202301689349100500
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-17T07:44:26-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813123141 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kushi & Co PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 Henry Ave | AddressLine1Txt |
| City | Pittsfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 847111845 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER M FORTE SCHOLARSHIP | BusinessNameLine1Txt |
| Business Name Line2 | TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 4134434445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 WENDELL AVE | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS HAMEL | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2023-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | HAMEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Raymond T Kushi Jr | PreparerPersonNm |
| PTIN | P00234045 | PTIN |
| Phone | 4134434731 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $256,767 | 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 | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $25 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,761 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,761 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,761 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,342 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $243,574 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $32 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | -$12,556 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,786 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,818 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $1,634 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,634 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,641 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,641 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,641 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,641 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,145 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,818 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,130 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,402 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,402 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $254,842 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $191,373 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $192,365 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $274,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $255,775 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $256,767 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $274,972 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $255,775 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $274,972 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $255,775 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $274,972 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $255,775 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $274,972 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,197 | ExcessRevenueOverExpensesAmt |
| Subtotal | $255,775 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $255,775 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (57 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| 1.419 EMBECTA CORPORATION | P | 2022-04-01 | 2022-04-14 | $46 | $46 | $46 | |
| 24.468 NEXTERA | P | 2021-03-26 | 2022-04-14 | $2,040 | $236 | $236 | $1,804 |
| 28.163 WABTEC | P | 2019-02-26 | 2022-04-14 | $2,514 | $314 | $314 | $2,200 |
| 110 XTRACKERS USD HIGH | P | 2021-03-25 | 2022-04-14 | $4,043 | -$329 | -$329 | $4,372 |
| 268.630 INVESCO TR II | P | 2021-03-26 | 2022-08-16 | $5,216 | -$1,931 | -$1,931 | $7,147 |
| 106.318 ISHARES RUSSELL 2000 | P | 2021-03-25 | 2022-08-16 | $20,969 | -$1,978 | -$1,978 | $22,947 |
| 63.656 ISHARES J P MORGAN EMERG | P | 2021-03-26 | 2022-08-16 | $5,513 | -$1,403 | -$1,403 | $6,916 |
| 288.699 XTRACKERS USD HIGH | P | 2021-03-25 | 2022-08-24 | $9,877 | -$1,569 | -$1,569 | $11,446 |
| .173 AMERICAN INTL GRP | P | 2021-06-29 | 2022-11-15 | $52 | $5 | $5 | $47 |
| .219 AMERICAN TOWER | P | 2021-04-29 | 2022-11-15 | $47 | -$10 | -$10 | $57 |
| .054 APOLLOW GLOBAL MGMT | P | 2022-08-31 | 2022-11-15 | $3 | $3 | ||
| .262 APPLE INCORPORATED | P | 2021-05-31 | 2022-11-15 | $39 | $39 | ||
| .188 BANK OF AMERICA CORP | P | 2022-06-24 | 2022-11-15 | $7 | $1 | $1 | $6 |
| .119 BECTON DICKINSON & CO | P | 2021-06-29 | 2022-11-15 | $27 | $27 | $27 | |
| .673 BLACKSTONE GROUP | P | 2022-02-14 | 2022-11-15 | $68 | $8 | $8 | $60 |
| .822 BOSTON PROPERTIES INC | P | 2021-04-30 | 2022-11-15 | $61 | -$29 | -$29 | $90 |
| .182 BROADCOM INC | P | 2021-06-30 | 2022-11-15 | $93 | -$6 | -$6 | $99 |
| .239 COCA COLA COMPANY | P | 2022-04-01 | 2022-11-15 | $15 | $15 | ||
| .695 COMCAST CORP | P | 2022-01-26 | 2022-11-15 | $24 | -$6 | -$6 | $30 |
| .118 ECOLAB INC | P | 2021-07-15 | 2022-11-15 | $18 | -$5 | -$5 | $23 |
| .673 EDISON INTL | P | 2022-01-31 | 2022-11-15 | $40 | -$5 | -$5 | $45 |
| .208 HOME DEPOT | P | 2021-06-17 | 2022-11-15 | $64 | -$1 | -$1 | $65 |
| .965 iSHARES CORE US BOND MKT | P | 2022-08-05 | 2022-11-15 | $43 | -$2 | -$2 | $45 |
| .104 ISHARES CORE US AGGREGATE BOND | P | 2022-09-08 | 2022-11-15 | $10 | $10 | ||
| .601 ISHARES EMERGING MKT | P | 2022-06-15 | 2022-11-15 | $28 | -$2 | -$2 | $30 |
| .585 JOHNSON & JOHNSON | P | 2021-06-08 | 2022-11-15 | $101 | $2 | $2 | $99 |
| .157 LINDE PLC | P | 2021-06-17 | 2022-11-15 | $52 | $5 | $5 | $47 |
| .038 MASTERCARD INC CL A | P | 2021-05-31 | 2022-11-15 | $13 | -$1 | -$1 | $14 |
| .028 MERCK & CO | P | 2022-07-08 | 2022-11-15 | $3 | $3 | ||
| .319 MET LIFE | P | 2022-06-14 | 2022-11-15 | $24 | $3 | $3 | $21 |
| .194 MICROSOFT CORPORATION | P | 2021-06-10 | 2022-11-15 | $47 | -$7 | -$7 | $54 |
| .056 MONDELEZ INTL INC | P | 2022-07-14 | 2022-11-15 | $4 | $1 | $1 | $3 |
| .120 NORTHROP GRUMMAN CORP | P | 2021-06-16 | 2022-11-15 | $58 | $9 | $9 | $49 |
| .465 ORACLE CORPORATION | P | 2021-04-30 | 2022-11-15 | $37 | -$2 | -$2 | $39 |
| .376 PPG INDUSTRIES INC | P | 2022-06-10 | 2022-11-15 | $48 | -$5 | -$5 | $53 |
| .095 PFIZER INC | P | 2022-09-06 | 2022-11-15 | $5 | $1 | $1 | $4 |
| .250 PIONEER NAT RES CO | P | 2022-09-01 | 2022-11-15 | $64 | $3 | $3 | $61 |
| .346 PNC FINANCIAL SVC | P | 2021-05-31 | 2022-11-15 | $57 | -$7 | -$7 | $64 |
| .584 PROCTOR & GAMBLE CO | P | 2021-05-31 | 2022-11-15 | $82 | -$4 | -$4 | $86 |
| 2.24 PUBLIC SVC ENTERPRISE | P | 2022-06-30 | 2022-11-15 | $2 | $2 | ||
| .435 RAYTHEON TECHNOLOGIES | P | 2022-06-16 | 2022-11-15 | $40 | $1 | $1 | $39 |
| .399 SEMPRA ENERGY | P | 2021-07-15 | 2022-11-15 | $62 | $5 | $5 | $57 |
| .334 TEXAS INSTRUMENTS | P | 2021-05-31 | 2022-11-15 | $59 | -$2 | -$2 | $61 |
| .334 TRAVELERS COS | P | 2021-06-30 | 2022-11-15 | $61 | $7 | $7 | $54 |
| .231 UNION PACIFIC CORP | P | 2021-06-30 | 2022-11-15 | $50 | -$3 | -$3 | $53 |
| .394 UNITED PARCEL SERVICE B | P | 2021-06-09 | 2022-11-15 | $70 | -$7 | -$7 | $77 |
| .097 UNITED HEALTH GROUP | P | 2021-06-29 | 2022-11-15 | $50 | $4 | $4 | $46 |
| .301 VANGUARD INTERMEDIATE ETF | P | 2022-09-07 | 2022-11-15 | $23 | -$1 | -$1 | $24 |
| .553 VANGUARD MID CAP | P | 2022-03-28 | 2022-11-15 | $116 | -$5 | -$5 | $121 |
| .552 VERIZON COMMUNICATIONS | P | 2022-08-01 | 2022-11-15 | $21 | -$5 | -$5 | $26 |
| .080 VISA INC CLASS A | P | 2021-06-01 | 2022-11-15 | $17 | $17 | ||
| .134 VULCAN MATERIALS CO | P | 2021-06-11 | 2022-11-15 | $23 | $23 | ||
| .343 WASTE MANAGEMENT INC | P | 2021-06-17 | 2022-11-15 | $54 | $2 | $2 | $52 |
| .896 WEC ENERGY GROUP | P | 2021-06-01 | 2022-11-15 | $83 | -$3 | -$3 | $86 |
| .187 WILLILAMS COMPANIES INC | P | 2022-06-27 | 2022-11-15 | $6 | -$1 | -$1 | $7 |
| .085 ZOETIS INC CL A | P | 2021-06-01 | 2022-11-15 | $12 | -$5 | -$5 | $17 |
| TRANSFER TO FIDELITY CHARITABLE | P | 2021-03-26 | 2022-11-14 | $191,373 | -$10,688 | -$10,688 | $202,061 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,342 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $32 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $44 | SubtotalAmt |
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $44 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS HAMEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4134434445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 WENDELL AVE | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS HAMEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 WENDELL AVE | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 WEST ST | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $1,634 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PITTSFIELD PUBLIC SCHOOLS SCHOLARSHIP FUNDS | Description1Txt |
| Expenses1 | $5,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44 | TotalTaxAmt |
| Distributable Before Adj | $44 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $5,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,000 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $5,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TACONIC HIGH SCHOOL SCHOLARSHIP FUN | ||||||
| 269 FIRST STREET | PITTSFIELD | MA | 01201 | EOF | SCHOLARSHIP | $2,500 |
| PITTSFIELD HIGH SCHOOL SCHOLARSHIP | ||||||
| 269 FIRST STREET | PITTSFIELD | MA | 01201 | EOF | SCHOLARSHIP | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,761 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$17,342 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,786 | ExclusionAmt |
| Related Or Exempt Function Incm | -$17,342 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$12,556 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,634 | Amt |
| Net Investment Income | $1,634 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $7 | Amt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |