WIL-DAE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WIL-DAE CHARITABLE FOUNDATION INC (EIN 04-3519293)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-03-16
- IRS object ID
- 201510769349100206
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-16T13:36:08-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043519293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIL-DAE CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIL- | BusinessNameControlTxt |
| Phone | 4132479052 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 MOUNTAIN ROAD | AddressLine1Txt |
| City | NORTH HATFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID E JOHNSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4132479052 | PhoneNum |
| Signature | 2015-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFONSO PERILLO | PreparerPersonNm |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2015-03-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $90,935 | 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 |
| Dividends Rev And Expnss | $1,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,385 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $319 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,894 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $319 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $96 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $96 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,800 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,091 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $218 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $873 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $625 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $625 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $284 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $868 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $923 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,700 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $868 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,573 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,823 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $932 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,803 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,906 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,906 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $53,470 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,401 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $71,970 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,137 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,280 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,059 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $77,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,587 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $90,935 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $77,410 | RetainedEarningBOYAmt |
| Retained Earning EOY | $74,587 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $77,410 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,587 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,410 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $74,587 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $77,410 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,823 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $74,587 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $74,587 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $49,894 | GrossSalesPriceAmt |
| Cost Or Other Basis | $49,575 | CostOrOtherBasisAmt |
| Gain Or Loss | $319 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $319 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $319 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,001 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $84,453 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035535 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,229 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $78,924 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066254 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,169 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $82,349 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050626 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,564 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $84,563 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042146 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,652 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $75,625 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074737 | DistributionYr5Rt |
| Total Distribution | 0.269298 | TotalDistributionRt |
| Average Distribution | 0.053860 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $89,799 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,837 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,846 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,573 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $19 | TaxDueAmt |
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 | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID E JOHNSON | IndividualWithBooksNm |
| Phone | 4132479052 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 MOUNTAIN ROAD | AddressLine1Txt |
| City | NORTH HATFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01066 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID E JOHNSON | ||||||||
| 21 MOUNTAIN ROAD | N HATFIELD | MA | 01066 | PRESIDENT/DIRECTOR | 0.25 | $0 | $0 | $0 |
| WILMA L JOHNSON | ||||||||
| 21 MOUNTAIN ROAD | N HATFIELD | MA | 01066 | TREASURER | 0.10 | $0 | $0 | $0 |
| IRVING D LABOVITZ | ||||||||
| 136 SEDONA WAY | PALM BEACH GARDENS | FL | 33418 | CLERK | 0.10 | $0 | $0 | $0 |
| STEVEN D JOHNSON | ||||||||
| 9 THORNBERRY LANE | SUDBURY | MA | 01776 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| ELIZABETH J JOHNSON | ||||||||
| 9 THORNBERRY LANE | SUDBURY | MA | 01776 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JEFFERY M JOHNSON | ||||||||
| 7 SETTLERS DRIVE | LAKEVILLE | MA | 02247 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| CLAIRE M JOHNSON | ||||||||
| 7 SETTLERS DRIVE | LAKEVILLE | MA | 02247 | DIRECTOR | 0.10 | $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 | $80,598 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,167 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $91,167 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,368 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $89,799 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,490 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,490 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19 | TotalTaxAmt |
| Distributable Before Adj | $4,471 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,471 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,471 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,573 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,573 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,573 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,471 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,650 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,573 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,650 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $923 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,548 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VNA & HOSPICE OF COOLEY DICKINSON INC | |||||||
| 168 INDUSTRIAL DR 1 | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| PIONEER VALLEY HABITAT FOR HUMANITY | |||||||
| 140 PINE STREET | FLORENCE | MA | 01062 | N/A | PC | PROGRAM SUPPORT | $500 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS INC | |||||||
| 97 N HATFIELD ROAD | HATFIELD | MA | 01038 | N/A | PC | PROGRAM SUPPORT | $500 |
| CALUMET LUTHERN MINISTRIES | |||||||
| 1090 OSSIPEE LAKE RD | WEST OSSIPEE | NH | 03890 | N/A | PC | PROGRAM SUPPORT | $650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,462 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $319 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,877 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,877 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,091 | Amt |
| Net Investment Income | $218 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $873 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - STATE STREET | StockNm |
| EOY Book Value | $55,401 | EOYBookValueAmt |
| EOYFMV | $71,970 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS - STATE STREET | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,280 | BookValueAmt |
| EOYFMV | $6,059 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $96 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $96 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $96 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAN FEES | $44 | $44 | $0 |
| INVESTMENT MANAGEMENT FEES | $581 | $581 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $25 | $25 | $0 |
| FEDERAL EXCISE TAX | $259 | $0 | $0 |