STRATEGY STUDIO / PUBLIC DATA EXPLORER

CRYSTAL FAMILY CHARITABLE FOUNDATION DATED OCTOBER 17 2012: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CRYSTAL FAMILY CHARITABLE FOUNDATION DATED OCTOBER 17 2012 (EIN 46-6560403)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-13
IRS object ID
202001959349101820
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-13T15:22:29-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWNPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 UNICORN PARK DRIVE SUITE 101AddressLine1Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN466560403EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CRYSTAL FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCRYSBusinessNameControlTxt
Phone7816469888PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line199 WAVERLEY STREETAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02476ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL FEINBERGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7816469888PhoneNum
Signature2020-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRONALD W BAPTISTA CPAPreparerPersonNm
PTINP01339044PTIN
Phone7813216065PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address144.121.12.170IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id22006220201955001937FederalOriginalSubmissionId
Federal Original Submission Id2020-07-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8DF4B88D81EF3ADB91C8BEBEE55B38AFFF8DC9CAAtSubmissionCreationDeviceId
At Submission Filing Device Id8DF4B88D81EF3ADB91C8BEBEE55B38AFFF8DC9CAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$792,680FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$16,699DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,699DividendsNetInvstIncmAmt
Dividends Adj Net Incm$16,699DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$9,602NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$131,080GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,602CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$26,301TotalRevAndExpnssAmt
Total Net Invst Incm$26,301TotalNetInvstIncmAmt
Total Adj Net Incm$16,699TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,872OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,872OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$550TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$550TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,922TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,372TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$550TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,922TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,372TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$45,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$26,621ExcessRevenueOverExpensesAmt
Net Investment Income$18,929NetInvestmentIncomeAmt
Adjusted Net Income$16,699AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$703,048CorporateStockBOYAmt
Corporate Stock EOY$792,680CorporateStockEOYAmt
Corporate Stock EOYFMV$792,680CorporateStockEOYFMVAmt
Total Assets BOY$703,048TotalAssetsBOYAmt
Total Assets EOY$792,680TotalAssetsEOYAmt
Total Assets EOYFMV$792,680TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$703,048NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$792,680NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$703,048TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$792,680TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$703,048TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$792,680TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$703,048TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$26,621ExcessRevenueOverExpensesAmt
Other Increases$116,253OtherIncreasesAmt
Subtotal$792,680SubtotalAmt
Tot Net Ast Or Fund Balances EOY$792,680TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY SHORT TERMP2018-04-112019-12-06$25,530$25,507$274$23
FIDELITY LONG TERMP2018-04-112019-12-06$100,698$96,302$4,476$4,396
FIDELITY DIVIDENDS PAID AS CAPITAL GAINSP2018-04-112019-12-31$4,852$4,852$4,852
FieldValueIRS element (for citing)
Capital Gain Net Income$9,602CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$49,856AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$746,755NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.066764DistributionYr1Rt
Adjusted Qlfy Distri Yr2$35,577AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$767,729NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046341DistributionYr2Rt
Adjusted Qlfy Distri Yr3$27,885AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$710,940NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.039223DistributionYr3Rt
Adjusted Qlfy Distri Yr4$9,976AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$719,503NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.013865DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$711,944NetVlNoncharitableAssetsYr5Amt
Total Distribution0.166193TotalDistributionRt
Average Distribution0.033239AverageDistributionRt
Net Vl Noncharitable Assets$739,735NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,588AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$189NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$24,777AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$45,550QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$189InvestmentIncomeExciseTaxAmt
Subtotal$189SubtotalAmt
Tax Based On Investment Income$189TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$520EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$520TotalPaymentsAndCreditsAmt
Overpayment$331OverpaymentAmt
Applied To ES Tax$331AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PAUL FEINBERGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7816469888PhoneNum
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
paul D feinberg
99 waverley streetarlingtonMA02476trustee0$0$0$0
susan dunham
104 HOLLISTON STREETMEDWAYMA02053trustee0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANT TO DANA-FARBER CANCER CENTER INSTITUTE TO PROVIDE EXPERT, COMPASSIONATE CARE TO CHILDREN AND ADULTS WITH CANCER & ADVANCE THE TREATMENT, CURE, AND PREVENTION OFDescription1Txt
Expenses1$35,000Expenses1Amt
Description2HOLE IN THE WALL GANG CAMPDescription2Txt
Expenses2$5,000Expenses2Amt
Description3AMERICAN CANCER SOCIETYDescription3Txt
Expenses3$5,000Expenses3Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$750,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$751,000TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$751,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,265CashDeemedCharitableAmt
Net Vl Noncharitable Assets$739,735NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,987MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,987MinimumInvestmentReturnAmt
Tax Based On Investment Income$189TaxBasedOnInvestmentIncomeAmt
Total Tax$189TotalTaxAmt
Distributable Before Adj$36,798DistributableBeforeAdjAmt
Distributable Before Ded$36,798DistributableBeforeDedAmt
Distributable As Adjusted$36,798DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$45,550QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$189PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$45,361AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$36,798DistributableAsAdjustedAmt
Undistributed Income PY$21,069UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Qualifying Distributions$45,550QualifyingDistributionsAmt
Applied To Year1$21,069AppliedToYear1Amt
Applied To Current Year$24,481AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$12,317UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DANA-FARBER CANCER INSTIT
450 BROOKLINE AVENYEBOSTONMA02215PCTO PROVIDE EXPERT COMPASSIONATE CARE TO CHILDEN AN$35,000
Hole in the Wall Camp
555 long wharf drivenew havenCT06511PCTO PROVIDE SUPPLIES TO SUPPORT THE CAMP'S MISSION TO PROVIDE FUN AND FRIENDSHIP FOR SERIOSLY ILL CHILDREN AND THEIR FAMILIES$5,000
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA30303PCTO SUPPORT CANCER RESEARCH WITH A FOCUS ON CHILDHOOD CANCERS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,699ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,602ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$26,301ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,301TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryaccountingCategoryTxt
Amt$1,500Amt
Net Investment Income$1,500NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockequitiesStockNm
EOY Book Value$792,680EOYBookValueAmt
EOYFMV$792,680EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS FROM INVESTMENTSDesc
Amt$0Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$116,253Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISROY FEESCategoryTxt
Amt$5,872Amt
Net Investment Income$5,872NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX PAID$520$520
MA ANNUAL REPORT FEE$30$30