MARGARET & DON MATHESON SCHOLARSHIP FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET & DON MATHESON SCHOLARSHIP FUND (EIN 01-0504173)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2026-05-19
- IRS object ID
- 202631399349100318
- Schema version
- 2024v5.0
- 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
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-19T12:51:23-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 851204190 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D MARTINES & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94 | AddressLine1Txt |
| City | YARMOUTH | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010504173 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET & DONALD MATHESON SCHOOL | BusinessNameLine1Txt |
| Business Name Line2 | PORTLAND TRUST CO LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 2075586220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 MONUMENT SQUARE SUITE 703 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PORTLAND TRUST CO LLC | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2075586220 | PhoneNum |
| Signature | 2025-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID MARTINES | PreparerPersonNm |
| PTIN | P00853556 | PTIN |
| Phone | 2078199797 | PhoneNum |
| Preparation | 2026-05-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $797,397 | 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 |
| Interest On Sav Rev And Expnss | $3,190 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,190 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,190 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $19,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,215 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,215 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,709 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $135,684 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,709 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,508 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $89,114 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,114 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,913 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,204 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,322 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,882 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,956 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,774 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,182 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $970 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $970 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $57 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,437 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,903 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,534 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,986 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,986 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,903 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,211 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $27,913 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,447 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $673,382 | CorporateStockBOYAmt |
| Corporate Stock EOY | $731,520 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $797,397 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $689,829 | TotalAssetsBOYAmt |
| Total Assets EOY | $731,520 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $797,397 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $689,829 | CapitalStockBOYAmt |
| Capital Stock EOY | $731,520 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $689,829 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $731,520 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $689,829 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $731,520 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $689,829 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,691 | ExcessRevenueOverExpensesAmt |
| Subtotal | $731,520 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $731,520 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PTC - MISC | P | $16,259 | $17,162 | -$903 | -$903 |
| PTC - MISC | P | $4,861 | $4,888 | -$27 | -$27 |
| PTC - MISC | P | $48,367 | $46,925 | $1,442 | $1,442 |
| BOFA - MISC | P | $5,535 | $5,535 | $5,535 | |
| BOFA - MISC | P | $56,268 | $56,268 | $56,268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,709 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,508 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,143 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,143 | SubtotalAmt |
| Tax Based On Investment Income | $1,143 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $175 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $175 | TotalPaymentsAndCreditsAmt |
| Tax Due | $968 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PORTLAND TRUST CO LLC | IndividualWithBooksNm |
| Phone | 2075586220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 MONUMENT SQUARE SUITE 703 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| PORTLAND TRUST CO LLC | ||||||||
| 2 MONUMENT SQUARE SUITE 703 | PORTLAND | ME | 04101 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BANK OF AMERICA NA | ||||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | TRUSTEE | 2.00 | $7,204 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $783,179 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $783,179 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $783,179 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,748 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $771,431 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,572 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,572 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,143 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,143 | TotalTaxAmt |
| Distributable Before Adj | $37,429 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,429 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,429 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,520 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,520 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,429 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,176 | UndistributedIncomePYAmt |
| Qualifying Distributions | $40,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,176 | AppliedToYear1Amt |
| Applied To Current Year | $13,344 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $24,085 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WINSLOW HS SCHOLARSHIP COM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 WILLOW STREET | AddressLine1Txt |
| City | WINSLOW | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04989 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2078721990 | RecipientPhoneNum |
| Form And Info And Materials | ANY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRADUATING SENIORS OF WINSLOW HS GOING TO POST H.S. EDUCATION. STUDENT WHO HAS DEMONSTRATED ACADEMIC FOCUS AND FINANCIAL NEEDS WILL BE GIVEN HIGHEST PRIORITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOSTON UNIVERSITY | |||||||
| 25 BUICK STREET SUITE 130 | BOSTON | MA | 02215 | N/A | PC | SCHOLARSHIPS | $2,058 |
| COLBY COLLEGE | |||||||
| 4800 MAYFLOWER HILL | WATERVILLE | ME | 04901 | N/A | PC | SCHOLARSHIPS | $2,058 |
| ROGER WILLIAMS UNIVERSITY | |||||||
| ONE OLD FERRY ROAD | BRISTOL | RI | 02809 | N/A | PC | SCHOLARSHIPS | $2,058 |
| UNIVERSITY OF NEW ENGLAND | |||||||
| 11 HILLS BEACH ROAD | BIDDEFORD | ME | 04005 | N/A | PC | SCHOLARSHIPS | $2,058 |
| UNIVERSITY OF SOUTHERN MAINE | |||||||
| 37 COLLEGE AVENUE | GORHAM | ME | 04038 | N/A | PC | SCHOLARSHIPS | $4,116 |
| UNIVERSITY OF MAINE ORONO | |||||||
| 5781 WINGATE HALL | ORONO | ME | 04469 | N/A | PC | SCHOLARSHIPS | $16,464 |
| UNIVERSITY OF MAINE AUGUSTA | |||||||
| 46 UNIVERSITY DRIVE | AUGUSTA | ME | 04330 | N/A | PC | SCHOLARSHIPS | $6,174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,986 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,190 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,215 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,709 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $89,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,114 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,250 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $731,520 | EOYBookValueAmt |
| EOYFMV | $797,397 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $2,956 | LegalFeesAmt |
| Net Investment Income | $1,774 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,182 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING FEES | CategoryTxt |
| Amt | $970 | Amt |
| Disbursements Charitable Prps | $970 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN | CategoryTxt |
| Amt | $57 | Amt |
| Net Investment Income | $57 | NetInvestmentIncomeAmt |