GEORGE AND LOUISE J HAUSER CHARITABLE TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE AND LOUISE J HAUSER CHARITABLE TR (EIN 86-6515768)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202313129349102301
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T16:29:19-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 866515768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The George and Louise J Hauser Charitable | BusinessNameLine1Txt |
| Business Name Line2 | Trust | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DR WILLEM JAM OVERMEER | InCareOfNm |
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 6177179856 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Temple Street 8 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLEM JAM Overmeer | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6177179856 | PhoneNum |
| Signature | 2023-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLEM JAM | PersonFirstNm |
| Person Last | Overmeer | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,904,413 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $53,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $131 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $131 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $178,629 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $178,629 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$270,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,638,653 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$38,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $178,760 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,975 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,975 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $56,314 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,314 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,500 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $214 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $59 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $154 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,597 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,547 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,600 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,423 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,676 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $144,600 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,423 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,676 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$182,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,337 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $244,290 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $378,014 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $378,014 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $382,789 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $471,159 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $434,082 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,007,371 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,697,582 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,959,343 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,398,709 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,303,561 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,132,974 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,033,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,850,316 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,904,413 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,033,159 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,850,316 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,033,159 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,850,316 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,033,159 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,850,316 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,033,159 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$182,843 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,850,316 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,850,316 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,638,653 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,804,649 | CostOrOtherBasisAmt |
| Gain Or Loss | -$165,996 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$165,996 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$165,996 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,700 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,700 | SubtotalAmt |
| Tax Based On Investment Income | $1,700 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,745 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,745 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $45 | OverpaymentAmt |
| Applied To ES Tax | $45 | 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 | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR WILLEM JAM OVERMEER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177179856 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Temple Street 8 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | 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 | Yes (true) | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Willem Andreas Overmeer | ||||||||
| 23 Temple Street 8 | Boston | MA | 02114 | Trustee | 1.0 | $0 | $0 | $0 |
| DR WILLEM J A M OVERMEER | ||||||||
| 23 Temple Street 8 | Boston | MA | 02114 | Trustee | 4.0 | $13,975 | $0 | $0 |
| Marion Pollock | ||||||||
| 23 Temple Street 8 | Boston | MA | 02114 | Trustee | 1.0 | $0 | $0 | $0 |
| Sara Pollock DeMedeiros | ||||||||
| 23 Temple Street 8 | Boston | MA | 02114 | Trustee | 1.0 | $0 | $0 | $0 |
| Gwendoline Thornblade | ||||||||
| 23 Temple Street 8 | Boston | MA | 02114 | Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,843,885 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $267,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,111,737 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,111,737 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,676 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,990,061 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $399,503 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $399,503 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,700 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,700 | TotalTaxAmt |
| Distributable Before Adj | $397,803 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $397,803 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $397,803 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,676 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $85,676 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $397,803 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $145,690 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $145,690 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,676 | QualifyingDistributionsAmt |
| Applied To Current Year | $85,676 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $145,690 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $145,690 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $166,437 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRAMINGHAM STATE UNIVERSITY FOUNDATION INC | |||||||
| 100 STATE ST | FRAMINGHAM | MA | 01702 | N/A | PC | Louise J. Russo Scholarship Fund for students who chose to study early childhood education in the FSU School of Education | $50,000 |
| NEWTON NEIGHBORS INC | |||||||
| 39 BERKSHIRE RD | WALTHAM | MA | 02453 | N/A | PC | to purchase school supplies, clothing needs, and other seasonal essentials for refugee families | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178,629 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$270,003 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$91,243 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$91,243 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Estate of Louise J Hauser | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 Central Terrace | AddressLine1Txt |
| City | Auburndale | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $53,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (73 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS - 2.950% - 03/15/2 | $54,244 | $48,317 |
| ABBVIE INC - 3.200% - 11/21/20 | $5,509 | $4,526 |
| AIR LEASE CORP SER A MTN - 2.8 | $54,822 | $48,158 |
| AIR PRODUCTS AND CHEMICALS INC | $4,782 | $4,450 |
| ALEXANDRIA REAL ESTATE - 4.900 | $6,210 | $4,881 |
| AMERICAN ELEC PWR INC - 1.000% | $4,989 | $4,472 |
| AMERICAN EXPRESS CO - 2.500% - | $57,724 | $52,915 |
| AMERICAN HONDA FIN CORP - 1.20 | $5,052 | $4,576 |
| AMERICAN TOWER CORP - 3.125% - | $5,392 | $4,587 |
| AMGEN INC - 2.200% - 02/21/202 | $5,217 | $4,492 |
| ANHEUSER BUSCH - 4.000% - 04/1 | $5,765 | $4,768 |
| AON CORP - 2.800% - 05/15/2030 | $5,360 | $4,280 |
| AT&T INC - 4.300% - 02/15/2030 | $59,378 | $48,180 |
| BANK NOVA SCOTIA B CNOTE CALL | $54,581 | $47,937 |
| BANK NOVA SCOTIA HALIFAX SER I | $4,932 | $4,653 |
| BANK OF AMERICA CORP - 2.299% | $8,136 | $7,729 |
| BANK OF MONTREAL - 0.450% - 12 | $10,015 | $9,585 |
| BANK OF NOVA SCOTIA - 3.450% - | $4,984 | $4,815 |
| BK OF AMERICA CORP MTN CALL MA | $9,818 | $7,699 |
| BOSTON PPTYS LTD PARTNERSHIP N | $5,400 | $4,508 |
| BRISTOL-MYERS SQUIBB - 3.400% | $1,888 | $1,859 |
| BROADCOM INC SER B NOTE - 4.15 | $43,285 | $34,097 |
| CARRIER GLOBAL CORP - 2.242% - | $5,211 | $4,714 |
| CENTENE CORP - 2.450% - 07/15/ | $40,771 | $33,729 |
| CHARTER COMMUNCATIONS - 2.800% | $45,676 | $34,356 |
| CITIGROUP INC - 2.572% - 06/03 | $10,355 | $8,112 |
| CITIGROUP INC. HYBRID - 3.352% | $49,079 | $48,445 |
| COMCAST CORP NOTE - 4.150% - 1 | $5,879 | $4,795 |
| COMCAST CORP NT - 3.150% - 02/ | $1,900 | $1,848 |
| CVS HEALTH CORP NOTE CALL MAKE | $5,453 | $4,485 |
| DEERE JOHN CAPITAL CORP - 0.70 | $9,917 | $8,909 |
| DISNEY WALT CO - 3.350% - 03/2 | $8,618 | $7,753 |
| ENBRIDGE INC - 4.250% - 12/01/ | $5,687 | $4,813 |
| EQT CORPORATION - 3.900% - 10/ | $39,552 | $33,244 |
| EQUINIX INC NOTE CALL MAKE WHO | $5,400 | $4,359 |
| EQUINOR ASA - 3.125% - 04/06/2 | $5,225 | $4,501 |
| EVERSOURCE ENERGY - 1.650% - 0 | $4,820 | $3,903 |
| EXPEDIA GROUP INC - 3.800% - 0 | $45,493 | $38,627 |
| FIFTH THIRD BANCORP NOTE CALL | $5,033 | $5,152 |
| GENERAL MLS INC - 4.200% - 04/ | $5,281 | $4,841 |
| GOLDMAN SACHS - 3.814% - 04/23 | $5,672 | $4,575 |
| HCA INC - 5.250% - 06/15/2026 | $44,400 | $37,557 |
| ILLINOIS HSG DEV AUTH RE TAX | $20,000 | $17,296 |
| INTEL - 3.750% - 08/05/2027 | $10,007 | $9,618 |
| JPMORGAN CHASE &CO - 3.702% - | $11,312 | $8,991 |
| LENNAR CORP - 4.750% - 11/29/2 | $44,676 | $36,615 |
| LOWES COS INC - 1.700% - 10/15 | $4,476 | $3,922 |
| LOWES COS INC - 3.100% - 05/03 | $5,504 | $4,663 |
| MARSH & MCLENNAN COS - 3.875% | $5,482 | $4,932 |
| MICROSOFT CORP - 3.125% - 11/0 | $16,508 | $14,504 |
| MORGAN STANLEY SER I MTN CALL | $5,072 | $4,391 |
| NEXTERA ENERGY - 3.550% - 05/0 | $5,588 | $4,718 |
| NORTHROP GRUMMAN CORP - 3.250% | $5,479 | $4,619 |
| PACIFIC GAS &ELEC CO - 2.100% | $44,716 | $39,309 |
| PAYPAL HLDGS INC - 1.650% - 06 | $1,921 | $1,855 |
| PLAINS ALL AMERN PIPELINE L P | $12,954 | $11,607 |
| PROLOGIS LP - 1.250% - 10/15/2 | $4,289 | $3,803 |
| PUBLIC SERVICE ENTERPRIS - 2.8 | $5,312 | $4,831 |
| SALESFORCE COM INC NOTE CALL M | $5,089 | $3,999 |
| SAN DIEGO GAS &ELEC CO SER VVV | $21,590 | $17,448 |
| SCHLUMBERGER - 3.650% - 12/01/ | $5,358 | $4,938 |
| SEMPRA ENERGY NOTE 3.4% 02/01/ | $5,470 | $4,648 |
| SIMON PPTY GROUP LP NOTE CALL | $4,987 | $4,370 |
| SOUTHERN CALIF EDISON CO SER 2 | $52,641 | $46,476 |
| SOUTHWEST AIRLS CO - 5.250% - | $52,947 | $46,199 |
| SOUTHWESTERN CMNTY COLLE TAX | $20,127 | $18,237 |
| TORONTO DOMINION BANK - 0.750% | $9,905 | $8,852 |
| VERIZON - 1.500% - 09/18/2030 | $4,696 | $3,901 |
| VERIZON COMMUNICATIONS INC - 1 | $4,843 | $3,892 |
| WALT DISNEY COMPANY - 1.750% - | $53,831 | $49,598 |
| WESTERN DIGITAL CORP - 4.750% | $38,088 | $32,018 |
| WESTPAC BANKING CORP NOTE - 5. | $4,997 | $5,046 |
| WESTPAC BKG CORP NOTE - 2.350% | $48,791 | $47,476 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (101 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $35,859 | $31,071 |
| ABBVIE INC | $57,686 | $77,734 |
| ADVANCE AUTO PARTS INC | $18,393 | $12,939 |
| AECOM TECHNOLOGY CORPORATION | $26,614 | $34,736 |
| ALEXANDRIA REAL ESTATE EQUITIE | $35,431 | $27,532 |
| ALPHABET INC CL A | $171,591 | $111,169 |
| AMAZON COM | $165,986 | $85,680 |
| AMERICAN EXPRESS CO | $42,996 | $38,415 |
| AMERICAN TOWER REIT INC | $41,660 | $32,203 |
| AMERICAN WATER WORKS COMPANY I | $35,008 | $32,008 |
| AMERIPRISE FINANCIAL INC | $38,093 | $43,903 |
| AMETEK INC | $26,426 | $27,245 |
| APPLE INC | $107,645 | $94,198 |
| APPLIED MATERIALS INC | $47,020 | $36,420 |
| ASTRAZENECA | $58,993 | $61,834 |
| AVATAR HOLDINGS INC. | $34,229 | $19,150 |
| BECTON DICKINSON & CO | $61,157 | $64,084 |
| BJ'S WHLSL CLUB INC | $24,945 | $22,296 |
| BOOZ ALLEN HAMILTON HOLDING CO | $25,989 | $32,297 |
| BOSTON SCIENTIFIC | $39,346 | $42,661 |
| BROADCOM INC | $54,459 | $62,623 |
| CISCO SYSTEMS INC | $63,845 | $51,499 |
| CITIZENS FINANCIAL GROUP, INC | $20,016 | $18,150 |
| CME GROUP, INC | $58,835 | $50,952 |
| COMCAST CORP | $57,549 | $36,019 |
| CONOCOPHILLIPS | $30,929 | $65,844 |
| COSTCO WHOLESALE CORPORATION | $38,309 | $36,977 |
| CROWN CASTLE INTL | $60,627 | $46,389 |
| CURTISS WRIGHT CP | $22,300 | $30,225 |
| CVS CAREMARK CORP | $69,179 | $66,351 |
| DANAHER CORP | $33,966 | $29,462 |
| DARDEN RESTAURANTS INC | $22,375 | $21,856 |
| DIAMONDBACK ENERGY INC | $16,647 | $17,371 |
| DOLLAR GENERAL CORP | $20,897 | $21,916 |
| ELI LILLY & CO | $32,880 | $35,852 |
| EMERSON ELECTRIC CO | $44,770 | $41,498 |
| EPAM SYSTEMS INC | $34,682 | $24,908 |
| ESTEE LAUDER COMPANIES INC | $32,113 | $26,052 |
| EXXON MOBIL CORP | $80,862 | $101,144 |
| F M C CP | $18,897 | $24,835 |
| FIRST REPUBLIC BANK | $31,015 | $19,746 |
| FORTINET INC | $23,477 | $19,458 |
| GOLDMAN SACHS GROUP | $53,826 | $44,983 |
| HESS CORP | $22,490 | $28,506 |
| HOME DEPOT INC | $33,204 | $31,902 |
| HONEYWELL INTL | $26,349 | $27,002 |
| HOULIHAN LOKEY INC | $28,763 | $28,327 |
| INGERSOLL-RAND INC | $18,666 | $19,071 |
| INTUITIVE SURGICAL | $36,869 | $34,496 |
| ISHARES BROAD USD HIGH YIELD C | $439,389 | $363,842 |
| ISHARES CORE MSCI EAFE ETF | $1,348,377 | $1,107,362 |
| JAZZ PHARMACEUTICALS INC | $24,606 | $27,561 |
| JP MORGAN CHASE | $60,325 | $50,422 |
| KEYSIGHT TECHNOLOGIES INC | $25,769 | $26,345 |
| LABORATORY CORP AMER HLDGS | $32,547 | $26,374 |
| LINDE PLC COM | $65,602 | $68,824 |
| LOCKHEED MARTIN CORP | $43,982 | $55,946 |
| MCCORMICK & CO | $23,098 | $19,894 |
| MCDONALD'S CORP | $64,311 | $70,890 |
| MICROSOFT CORP | $230,014 | $186,579 |
| MORGAN STANLEY | $55,185 | $45,146 |
| NEXTERA ENERGY, INC | $60,737 | $64,205 |
| NIKE INC-CL B | $36,000 | $29,604 |
| NORFOLK SOUTHERN CORP | $50,749 | $48,298 |
| O'REILLY AUTOMOTIVE INC | $21,722 | $30,385 |
| ON SEMICONDUCTOR | $10,209 | $12,911 |
| PALO ALTO NETWORKS INC | $40,938 | $37,397 |
| PARKER HANNIFIN CP | $19,814 | $19,497 |
| PIONEER NAT RES CO | $8,470 | $13,247 |
| PROCTER GAMBLE CO | $90,238 | $97,452 |
| PROLOGIS | $63,868 | $56,703 |
| RAYTHEON TECHNOLOGIES CORP | $55,247 | $65,396 |
| ROCKWELL AUTOMATION INC | $19,218 | $15,712 |
| RPM INTERNATIONAL INC | $25,531 | $29,430 |
| S&P GLOBAL INC COM | $25,811 | $22,106 |
| SALESFORCE.COM | $56,350 | $32,087 |
| SCHLUMBERGER LTD | $19,991 | $28,548 |
| SERVICE CP INTL | $25,257 | $27,518 |
| SHERWIN-WILLIAMS CO | $41,172 | $33,938 |
| SYSCO CORP | $46,255 | $44,800 |
| TAKE-TWO INTERACTIVE SOFTWARE | $34,267 | $23,533 |
| TARGET CORPORATION | $40,473 | $25,337 |
| TELEFLEX INC | $28,910 | $18,972 |
| TEXAS INSTRUMENTS INC | $42,914 | $38,001 |
| THE COCA-COLA CO | $29,473 | $30,851 |
| THERMO FISHER SCIENTIFIC INC | $30,255 | $30,288 |
| TIMKEN CO COM | $14,298 | $13,710 |
| TJX COMPANIES INC | $36,211 | $37,969 |
| TRADEWEB MARKETS INC | $28,474 | $27,400 |
| TRAVELERS COMPANIES INC | $48,890 | $55,685 |
| TYLER TECHNOLOGIES, INC | $28,450 | $20,634 |
| UNION PACIFIC | $32,454 | $29,818 |
| UNITED PARCEL SERVICE | $53,667 | $49,718 |
| UNITEDHEALTH GROUP INC | $50,221 | $57,790 |
| VAIL RESORTS INC | $22,012 | $18,115 |
| VANGUARD SM-CAP ETF | $616,474 | $508,221 |
| VISA INC | $71,437 | $63,990 |
| VOYA FINANCIAL INC | $17,177 | $16,295 |
| WAL-MART STORES INC | $72,157 | $71,604 |
| WELLS FARGO & CO | $61,899 | $46,204 |
| XCEL ENERGY INC | $22,824 | $25,800 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $388,376 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $362,761 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $82,783 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $71,321 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $20,202 | $20,202 | |
| Bank Charges | $50 | $50 | |
| State or Local Filing Fees | $70 | $70 | |
| Website Hosting/Support | $275 | $275 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $56,314 | Amt |
| Net Investment Income | $56,314 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2022 | $1,700 |
| 990-PF Extension for 2021 | $800 |