MAX KAGAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MAX KAGAN FAMILY FOUNDATION (EIN 01-6019033)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-03
- IRS object ID
- 202033089349100428
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-03T09:06:53-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043097400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN P MARTIN & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 FORBES WEST | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016019033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX KAGAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXK | BusinessNameControlTxt |
| Phone | 9785157415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 RAVEN LANE | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEAHGRACE BRIENNA KAYLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9785157415 | PhoneNum |
| Signature | 2020-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOLANTA TUCK CPA | PreparerPersonNm |
| PTIN | P01340068 | PTIN |
| Phone | 7813803520 | PhoneNum |
| Preparation | 2020-10-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.91.219.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-28 | IPDt |
| IP Tm | 08:46:27 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CB723D511B4361143C95584A8FE9F03509BC83C0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CB723D511B4361143C95584A8FE9F03509BC83C0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,687,423 | 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 | $650 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $22,404 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,404 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,495 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,495 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,602 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $943,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,602 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $73 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $218,224 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $217,501 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $1,265 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $633 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $633 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,613 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,538 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,907 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,907 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $567 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $567 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,085 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,659 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $786 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,974 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,379 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,957 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,210 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,210 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $228,184 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,379 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $175,167 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,960 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $168,122 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $546,423 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $483,552 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $483,858 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $6,213 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,224 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $6,213 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $6,213 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $149,913 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $149,903 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $176,533 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,598,755 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,501,525 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,866,166 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $149,162 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $154,653 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,300,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,290,355 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,687,423 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,545,996 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,545,996 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,754,319 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,744,359 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,300,315 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,290,355 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,300,315 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,290,355 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,300,315 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,960 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,290,355 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,290,355 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL 37739 | P | $15,000 | $14,944 | $56 | $56 |
| UBS FINANCIAL 62600 | P | $10,479 | $11,358 | -$879 | -$879 |
| UBS FINANCIAL 62600 | P | $147,539 | $164,065 | -$16,526 | -$16,526 |
| UBS FINANCIAL 62599 | P | $15,865 | $19,050 | -$3,185 | -$3,185 |
| UBS FINANCIAL 62599 | P | $136,357 | $95,061 | $41,296 | $41,296 |
| UBS FINANCIAL 62597 | P | $5,082 | $4,579 | $503 | $503 |
| UBS FINANCIAL 62597 | P | $146,407 | $108,824 | $37,583 | $37,583 |
| UBS FINANCIAL 62596 | P | $824 | $1,093 | -$269 | -$269 |
| UBS FINANCIAL 62596 | P | $109,696 | $82,391 | $27,305 | $27,305 |
| UBS FINANCIAL 62595 | P | $157,754 | $170,011 | -$12,257 | -$12,257 |
| UBS FINANCIAL 33224 | P | $39,216 | $36,023 | $3,193 | $3,193 |
| UBS FINANCIAL 33224 | P | $159,134 | $114,352 | $44,782 | $44,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,602 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $185,430 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,219,777 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043943 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $218,501 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,898,000 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056055 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $233,538 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,620,696 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064501 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,735 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,747,558 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030349 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $178,545 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,822,735 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046706 | DistributionYr5Rt |
| Total Distribution | 0.241554 | TotalDistributionRt |
| Average Distribution | 0.048311 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,393,906 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $212,274 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,681 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $213,955 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $175,167 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,362 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,362 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,362 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,750 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,750 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $122 | EsPenaltyAmt |
| Overpayment | $266 | OverpaymentAmt |
| Applied To ES Tax | $266 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | 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 | LEAHGRACE BRIENNA KAYLER | IndividualWithBooksNm |
| Phone | 9785157415 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 RAVEN LANE | AddressLine1Txt |
| City | GLOUCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01930 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LEAHGRACE BRIENNA KAYLER | ||||||||
| 9 RAVEN LANE | GLOUCESTER | MA | 01930 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RONALD STRIAR | ||||||||
| 9 RAVEN LANE | GLOUCESTER | MA | 01930 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD GROSSMAN | ||||||||
| 9 RAVEN LANE | GLOUCESTER | MA | 01930 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CANDACE PLATZ | ||||||||
| 9 RAVEN LANE | GLOUCESTER | MA | 01930 | 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 |
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 | $4,058,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $402,685 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,460,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,460,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,912 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,393,906 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,695 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,362 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,362 | TotalTaxAmt |
| Distributable Before Adj | $216,333 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $216,333 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $216,333 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $175,167 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $175,167 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $175,167 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,333 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,917 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,917 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $175,167 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $175,167 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,917 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,917 | 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 | $38,249 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEAHGRACE BRIENNA KAYLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 FOREST AVENUE | AddressLine1Txt |
| City | ORONO | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04473 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9785157415 | RecipientPhoneNum |
| Recipient Email Address | LEAHGRACEKAYLER@GMAILCOM | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTION INC | ||||||||||||
| 180 MAIN ST | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $750 | |||||
| AMERICAN JEWISH WORLD SERVICE | ||||||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | OPERATIONAL SUPPORT | $3,000 | |||||
| ANIMAL REFUGE LEAGUE | ||||||||||||
| PO BOX 336 | WESTBROOK | ME | 040980336 | NONE | PC | OPERATIONAL SUPPORT | $550 | |||||
| ANTI-DEFAMATION LEAGUE | ||||||||||||
| 40 COURT ST 12 | BOSTON | MA | 02108 | NONE | PC | OPERATIONAL SUPPORT | $2,600 | |||||
| ARTIS NAPLES | ||||||||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |||||
| B'TSELEM USA | ||||||||||||
| PO BOX 34064 | WASHINGTON | DC | 200434064 | NONE | PC | OPERATIONAL SUPPORT | $225 | |||||
| BANGOR PUBLIC LIBRARY | ||||||||||||
| 145 HARLOW ST | BANGOR | ME | 04401 | NONE | PC | OPERATIONAL SUPPORT | $500 | |||||
| BOSTON UNIVERSITY HILLEL HOUSE | ||||||||||||
| FLORENCE AND CHAFETZ HILLEL HOUSE 2 | BOSTON | MA | 02215 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | |||||
| BROOKE USA | ||||||||||||
| 2333 ALEXANDRIA DR | LEXINGTON | KY | 40504 | NONE | PC | OPERATIONAL SUPPORT | $3,100 | |||||
| CAMP SUSAN CURTIS FOUNDATION | ||||||||||||
| 1321 WASHINGTON AVE 104 | PORTLAND | ME | 04103 | NONE | PC | OPERATIONAL SUPPORT | $14,550 | |||||
| CAPE ANN ANIMAL AID | ||||||||||||
| 4 PAWS LANE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | |||||
| CAPE ANN FOOD PANTRY | ||||||||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | |||||
| COMMUNITY CONCEPTS INC | ||||||||||||
| 240 BATES STREET | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| CONGREGATION BETH ABRAHAM | ||||||||||||
| 145 YORK ST | BANGOR | ME | 04401 | NONE | PC | OPERATIONAL SUPPORT | $330 | |||||
| CONGREGATION BETH ISRAEL | ||||||||||||
| PO BOX 1726 | BANGOR | ME | 04402 | NONE | PC | OPERATIONAL SUPPORT | $1,005 | |||||
| CORNELL UNIVERSITY VETERINARY COLLEGE | ||||||||||||
| COLLEGE OF VETERINARY MEDICINE | ITHACA | NY | 14853 | NONE | PC | OPERATIONAL SUPPORT | $3,000 | |||||
| CURE ALZHEIMER'S FUND | ||||||||||||
| 34 WASHINGTON ST | WELLESLEY HILLS | MA | 02481 | NONE | PC | OPERATIONAL SUPPORT | $11,500 | |||||
| DANA FARBER CANCER INSTITUTE | ||||||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 02445 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | |||||
| DEERFIELD ACADEMY | ||||||||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| EARTHJUSTICE | ||||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | OPERATIONAL SUPPORT | $2,750 | |||||
| EQUINE RESCUE NETWORK | ||||||||||||
| 370MIDDLETON RD | MIDDLETON | MA | 01949 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | |||||
| FOUNDATION FOR NONDUALITY INC | ||||||||||||
| 28 MEADOW LN | LEBANO | NJ | 08833 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | |||||
| FREEPORT COMMUNITY SERVICES | ||||||||||||
| 53 DEPOT ST | FREEPORT | ME | 04032 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | |||||
| FREEPORT GRIDIRON CLUB | ||||||||||||
| 106 TENPENNY ST | FREEPORT | ME | 04032 | NONE | PC | OPERATIONAL SUPPORT | $500 | |||||
| FREEPORT PUBLIC LIBRARY | ||||||||||||
| 10 LIBRARY DR | FREEPORT | ME | 04032 | NONE | PC | OPERATIONAL SUPPORT | $500 | |||||
| FRIENDS OF ISRAEL DEFENSE FORCE | ||||||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| FRIENDS OF ISRAELS ENVIRONMENT | ||||||||||||
| 4182 BECK AVENUE | STUDIO CITY | CA | 91604 | NONE | PC | OPERATIONAL SUPPORT | $2,000 | |||||
| FRIENDS OF THE ARAVA INSTITUTE | ||||||||||||
| 1320 CENTRE STREET SUITE 206 | NEWTON | MA | 02459 | NONE | PC | OPERATIONAL SUPPORT | $2,250 | |||||
| GLOBAL WILDLIFE CONSERVATION | ||||||||||||
| PO BOX 129 | AUSTIN | TX | 78767 | NONE | PC | OPERATIONAL SUPPORT | $13,200 | |||||
| GOOD SHEPARD FOOD BANK | ||||||||||||
| 3121 HOTEL RD | AUBURN | ME | 04210 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| GREATER ANDROSCOGGIN HUMANE SOCIETY | ||||||||||||
| 55 STRAWBERRY AVE | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $6,000 | |||||
| GROWTH THROUGH LEARNING | ||||||||||||
| 86 SHERMAN STREET | CAMBRIDGE | MA | 02140 | NONE | PC | OPERATIONAL SUPPORT | $1,750 | |||||
| HARVARD COLLEGE FUND | ||||||||||||
| CAMBRIDGE | CAMBRIDGE | MA | 02138 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| HILLEL AT UNIVERSITY OF MIAMI | ||||||||||||
| 1100 STANFORD DRIVE | CORAL GABLES | FL | 33146 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| HOLOCAUST & HUMAN RIGHTS EDUCATION CENTER | ||||||||||||
| 4 W RED OAK LN 330 | WEST HARRISON | NY | 10604 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| HOLOCAUST MUSEUM & COHEN EDUCATION CENTER | ||||||||||||
| 975 IMPERIAL GOLF COURSE BLVD | NAPLES | FL | 34110 | NONE | PC | OPERATIONAL SERVICES | $2,500 | |||||
| HUMAN RIGHTS WATCH | ||||||||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | PC | OPERATIONAL SUPPORT | $250 | |||||
| HUNTINGTON'S DISEASE SOCIETY OF AMERICA | ||||||||||||
| 505 EIGHT AVENUE SUITE 902 | NEW YORK | NY | 10018 | NONE | PC | OPERATIONAL SUPPORT | $1,125 | |||||
| JEWISH COMMUNITY ALLIANCE | ||||||||||||
| 57 ASHMONT ST | PORTLAND | ME | 04103 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | |||||
| JEWISH FAMILY SERVICES OF METROWEST | ||||||||||||
| 475 FRANKLIN ST 101 | FRAMINGHAM | MA | 01702 | NONE | PC | OPERATIONAL SUPPORT | $4,000 | |||||
| JEWISH FEDERATION AUBURN CHAPTER | ||||||||||||
| 74 BRADMAN ST | AUBURN | ME | 04210 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| JEWISH FEDERATION OF COLLIER COUNTY | ||||||||||||
| 2500 VANDERBILT BEACH RD 2201 | NAPLES | FL | 34109 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |||||
| JEWISH FEDERATION SOUTH PALM BEACH | ||||||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | |||||
| LEGAL AID PROJECT | ||||||||||||
| 24 AVIATION RD 101 | ALBANY | NY | 12205 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |||||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||||
| 70 WALNUT ST 301 | WELLESLEY | MA | 02481 | NONE | PC | OPERATIONAL SUPPORT | $400 | |||||
| LOWN CARDIOVASCULAR GROUP | ||||||||||||
| 830 BOYLSTON ST 205 | CHESTNUT HILL | MA | 02467 | NONE | PC | OPERATIONAL SUPPORT | $1,750 | |||||
| MAINE CHAPTER APPALACHIAN MOUNTAIN CLUB | ||||||||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| MAINE EQUAL JUSTICE PARTNERS | ||||||||||||
| 126 SEWALL ST | AUGUSTA | ME | 04330 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| MAINE JEWISH MUSEUM | ||||||||||||
| 267 CONGRESS ST | PORTLAND | ME | 04101 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | |||||
| MAINE PUBLIC BROADCASTING NETWORK | ||||||||||||
| 1450 LISBON ST | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $2,900 | |||||
| MARITIME GLOUCESTER | ||||||||||||
| 23 HARBOR LOOP | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $750 | |||||
| MIDDLEBURY COLLEGE | ||||||||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | |||||
| NEVE MICHAEL CHILDREN'S VILLAGE | ||||||||||||
| NONE | PC | OPERATIONAL SUPPORT | $800 | 1 HAZFIRA STREET | PARDES HANA | IS | 37000 | |||||
| ONE TAIL AT A TIME | ||||||||||||
| PO BOX 8361 | BRADFORD | MA | 01835 | NONE | PC | OPERATIONAL SUPPORT | $100 | |||||
| OPEN SPIRIT CENTER | ||||||||||||
| 39 EDWARDS STREET | FRAMINGHAM | MA | 01701 | NONE | PC | OPERATIONAL SUPPORT | $1,500 | |||||
| PATHWAYS FOR CHILDREN | ||||||||||||
| 29 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $1,300 | |||||
| PATIENT AIRLIFT SERVICES | ||||||||||||
| 120 ADAMS BLVD | FARMINGDALE | NY | 11735 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |||||
| PAWS CHICAGO | ||||||||||||
| 1997 N CLYOURN AVENUE | CHICAGO | IL | 60614 | NONE | PC | OPERATIONAL SUPPORT | $375 | |||||
| PINE TREE LEGAL ASSISTANCE | ||||||||||||
| 88 FEDERAL STREET PO BOX 547 | PORTLAND | ME | 04112 | NONE | PC | OPERATIONAL SUPPORT | $3,000 | |||||
| PROPUBLICA | ||||||||||||
| 155 AVENUE OF THE AMERICAS13TH | NEW YORK | NY | 10013 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | FLOOR | ||||
| ROBBIE FOUNDATION | ||||||||||||
| PO BOX 1534 | SCARBOROUGH | ME | 04070 | NONE | PC | OPERATIONAL SUPPORT | $500 | |||||
| TEMPLE AHAVAT ACHIM | ||||||||||||
| 86 MIDDLE STREET | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $900 | |||||
| TEMPLE BETH SHALOM | ||||||||||||
| 193 EAST PLEASANT AVE | LIVINGSTON | NJ | 07039 | NONE | PC | OPERATIONAL SUPPORT | $6,000 | |||||
| THE PUBLIC THEATER | ||||||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| TILTON SCHOOL | ||||||||||||
| 30 SCHOOL ST | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $500 | |||||
| TRINITY JUBILEE CENTER | ||||||||||||
| 247 BATES ST | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $1,000 | |||||
| UNIVERSITY OF VERMONT | ||||||||||||
| UNOVERSITY OF VERMONT | BURLINGTON | VT | 05405 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | |||||
| WBUR | ||||||||||||
| 890 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02115 | NONE | PC | OPERATIONAL SUPPORT | $600 | |||||
| WELLSPRING HOUSE | ||||||||||||
| 302 ESSEX AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $600 | |||||
| YMCA NORTH SHORE | ||||||||||||
| 245 CABOT ST | BEVERLY | MA | 01915 | NONE | PC | OPERATIONAL SUPPORT | $1,200 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,610 | 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 | $22,404 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,495 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,602 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Related Or Exempt Function Incm | $73 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $217,501 | ExclusionAmt |
| Related Or Exempt Function Incm | $73 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $217,574 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | OTHER REVENUE | RelationshipStatementTxt |
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 & TAX PREP | CategoryTxt |
| Amt | $6,150 | Amt |
| Net Investment Income | $4,613 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,538 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,501,525 | EOYBookValueAmt |
| EOYFMV | $3,866,166 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $149,903 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $176,533 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $149,162 | BookValueAmt |
| EOYFMV | $154,653 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $73 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $73 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $39,907 | Amt |
| Net Investment Income | $39,907 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $372 | $0 | $0 |
| FEDERAL TAXES | $3,268 | $0 | $0 |
| FOREIGN TAXES PAID | $2,874 | $2,874 | $0 |
| PAYROLL TAXES | $1,571 | $785 | $786 |