STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

PRATIMA AND VIKRANT RAINA FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
PRATIMA AND VIKRANT RAINA FAMILY FOUNDATION (EIN 83-3485439)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-12
IRS object ID
202611329349104496
Schema version
2025v4.1
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)
Return2026-05-12T19:00:55-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010494526PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker Newman & NoyesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 507AddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04112ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN833485439EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Pratima and Vikrant Raina FamilyBusinessNameLine1Txt
Business Name Line2FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPRATBusinessNameControlTxt
Phone6179436141PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 Howland RoadAddressLine1Txt
CityWest NewtonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02465ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPratima AbichandaniPersonNm
Person TitleTrusteePersonTitleTxt
Phone6179436141PhoneNum
Signature2026-04-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonConnor SmartPreparerPersonNm
PTINP02285543PTIN
Phone2078792100PhoneNum
Preparation2026-04-03PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,539,246FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$806,485ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$20,966DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,966DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$102,686NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$221,688GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$102,686CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$930,137TotalRevAndExpnssAmt
Total Net Invst Incm$123,652TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,027TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,027TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$127OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$125OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,154TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,529TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,625TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$233,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$233,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$238,004TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,529TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$235,475TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$692,133ExcessRevenueOverExpensesAmt
Net Investment Income$121,123NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$165,795CashBOYAmt
Sav And Temp Cash Invst EOY$106,553SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$106,553SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$461,623CorporateStockBOYAmt
Corporate Stock EOY$1,432,693CorporateStockEOYAmt
Corporate Stock EOYFMV$1,432,693CorporateStockEOYFMVAmt
Corporate Bonds BOY$46,227CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Total Assets BOY$673,645TotalAssetsBOYAmt
Total Assets EOY$1,539,246TotalAssetsEOYAmt
Total Assets EOYFMV$1,539,246TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$673,645CapitalStockBOYAmt
Capital Stock EOY$1,539,246CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$673,645TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,539,246TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$673,645TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,539,246TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$673,645TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$692,133ExcessRevenueOverExpensesAmt
Other Increases$786,240OtherIncreasesAmt
Subtotal$2,152,018SubtotalAmt
Other Decreases$612,772OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,539,246TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded SecuritiesP$64,069$62,730$1,339$1,339
Publicly Traded SecuritiesD$157,619$56,272$101,347$101,347
FieldValueIRS element (for citing)
Capital Gain Net Income$102,686CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,684InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,684SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,684TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,271EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,271TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$587OverpaymentAmt
Applied To ES Tax$587AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Pratima AbichandaniBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6179436141PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line160 Howland RoadAddressLine1Txt
CityWest NewtonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02465ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
Vikrant Raina
60 Howland RoadWest NewtonMA02465Trustee2.00$0$0$0
Pratima Abichandani
60 Howland RoadWest NewtonMA02465Trustee2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$657,767AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$54,027AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$711,794TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$711,794AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,677CashDeemedCharitableAmt
Net Vl Noncharitable Assets$701,117NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,056MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,056MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,684TaxBasedOnInvestmentIncomeAmt
Total Tax$1,684TotalTaxAmt
Distributable Before Adj$33,372DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$33,372DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$33,372DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$235,475ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$235,475QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,372DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,788ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$78,572ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$36,753ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$524,921ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$151,454ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$796,488TotalExcessDistributionCyovAmt
Qualifying Distributions$235,475QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33,372AppliedToCurrentYearAmt
Remaining Distri From Corpus$202,103RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$998,591TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$4,788ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$993,803ExcessDistriCyovToNextYrAmt
Excess From Year4$78,572ExcessFromYear4Amt
Excess From Year3$36,753ExcessFromYear3Amt
Excess From Year2$524,921ExcessFromYear2Amt
Excess From Year1$151,454ExcessFromYear1Amt
Excess From Current Year$202,103ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Fidelity Investments Charitable Gift Fund
200 Seaport BoulevardBostonMA02210N/APCGeneral Support$185,000
Harvard Business School
PO Box 412275BostonMA022412275N/APCGeneral Support$5,000
Horizons Greater Boston
90 Sandy Valley RoadDedhamMA02026N/APCGeneral Support$2,500
Saheli Inc
PO Box 1345BurlingtonMA01803N/APCGeneral Support$1,000
Donor Advised Charitable Giving
211 Main StreetSan FranciscoCA94105N/APCGeneral Support$40,350
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$233,850TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,966ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$102,686ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$123,652ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$123,652TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
Char Chinar Trust
114 Winthop StreetWest NewtonMA02465$733,440Yes (X)
Pratima Abichandani 2002 Family Trust
214 Winthop StreetWest NewtonMA02465$73,045Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1Publicly traded securities$733,4402025-12-29
2Publicly traded securities$73,0452025-09-12

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax preparation feesCategoryTxt
Amt$3,000Amt
Net Investment Income$1,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
111.164 units EWY$10,807$10,807
1332.728 units T$33,105$33,105
4222.136 units AEM$715,778$715,778
2268.363 units BCSF$31,553$31,553
596.815 units BSL$8,057$8,057
455.843 units CMCSA$13,625$13,625
638.996 units NEM$63,806$63,806
2276.871 units ORCL$443,784$443,784
503.582 units RRC$17,756$17,756
52.369 units SAP$12,721$12,721
2005.928 units VZ$81,701$81,701

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBook-to-tax adjustment for donated securitiesDesc
Amt$612,772Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank fees$2$2$0
MA PC filing fees$125$0$125

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized gains on investmentsDesc
Amt$786,240Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonChar Chinar TrustPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 Winthop StreetAddressLine1Txt
CityWest NewtonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02465ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign taxes on investment incomeCategoryTxt
Amt$1,027Amt
Net Investment Income$1,027NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt