CHRISTINE H REMILLARD CHARITABLE TR DTD 10242007: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTINE H REMILLARD CHARITABLE TR DTD 10242007 (EIN 39-7029977)
- Tax period
- 2025-07-31 to 2025-12-31
- Filed
- 2026-06-08
- IRS object ID
- 202601599349100725
- 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
- Form 990-PF
- Schedule B
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-08T13:01:08-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE 2100 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-07-31 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 397029977 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE H REMILLARD CHARITABLE TR DTD 1024 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REMI | BusinessNameControlTxt |
| Phone | 5085916204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 RESNIK ROAD SUITE 202 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02360 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA PRUE | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 5085916204 | PhoneNum |
| Signature | 2026-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CODY KELLY | PreparerPersonNm |
| PTIN | P01666756 | PTIN |
| Phone | 4126440617 | PhoneNum |
| Preparation | 2026-06-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,402,895 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,163,092 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,701 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,701 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,361 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $241,022 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,361 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,650 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,650 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,230,804 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,712 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,847 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,508 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,339 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,600 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,400 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $625 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $3 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,135 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,740 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,135 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,770 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,188,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,577 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $32,418 | CashEOYAmt |
| Cash EOYFMV | $32,418 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $549,795 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $730,349 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $542,877 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $561,146 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $62,865 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $78,982 | OtherAssetsEOYFMVAmt |
| Total Assets EOY | $1,187,955 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,402,895 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock EOY | $1,187,955 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,187,955 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,187,955 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $1,188,299 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,188,299 | SubtotalAmt |
| Other Decreases | $344 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,187,955 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1970.443 PUTNAM ULTRA SHORT DURATION INCOME FUND | 2025-08-11 | $20,000 | $19,811 | $189 | $189 | ||
| 25. ABBOTT LABORATORIES | 2025-09-05 | $3,328 | $2,394 | $934 | $934 | 2023-10-03 | |
| 85. ALPHABET INC. CL A | 2025-09-05 | $19,913 | $11,250 | $8,663 | $8,663 | 2023-10-03 | |
| 85. AMAZON.COM, INC. | 2025-09-05 | $19,802 | $10,587 | $9,215 | $9,215 | 2023-10-03 | |
| 60. APPLE, INC. | 2025-09-05 | $14,395 | $10,326 | $4,069 | $4,069 | 2023-10-03 | |
| 440. INTEL CORP | 2025-09-05 | $10,768 | $15,214 | -$4,446 | -$4,446 | ||
| 15. J.P. MORGAN CHASE & CO | 2025-09-05 | $4,426 | $1,760 | $2,666 | $2,666 | 2022-09-13 | |
| 60. JOHNSON AND JOHNSON | 2025-09-05 | $10,659 | $9,756 | $903 | $903 | 2022-09-13 | |
| 25. MICROSOFT CORP | 2025-09-05 | $12,375 | $6,400 | $5,975 | $5,975 | 2022-09-13 | |
| 100. RTX CORPORATION | 2025-09-05 | $15,783 | $7,071 | $8,712 | $8,712 | 2023-10-03 | |
| 45. S&P GLOBAL | 2025-09-05 | $24,205 | $16,221 | $7,984 | $7,984 | 2022-09-13 | |
| 15. VISA, INC. | 2025-09-05 | $5,147 | $3,429 | $1,718 | $1,718 | 2023-10-03 | |
| 100. WAL MART STORES INC | 2025-09-05 | $10,039 | $4,546 | $5,493 | $5,493 | 2022-09-13 | |
| 40. ACCENTURE PLC CL A | 2025-09-05 | $10,156 | $12,095 | -$1,939 | -$1,939 | 2024-07-02 | |
| 1431.337 PUTNAM ULTRA SHORT DURATION INCOME FUND | 2025-10-09 | $14,528 | $14,542 | -$14 | -$14 | 2025-09-05 | |
| 4479.993 PUTNAM ULTRA SHORT DURATION INCOME FUND | 2025-10-09 | $45,472 | $45,248 | $224 | $224 | 2024-07-02 | |
| .222 UNILEVER PLC | 2025-12-30 | $15 | $11 | $4 | $4 | 2022-09-13 | |
| CAPITAL GAIN DIVIDENDS | $11 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,361 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $842 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $842 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $842 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $842 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $842 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLIMOTH TRUST COMPANY LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5085916204 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 RESNIK ROAD SUITE 202 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02360 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLIMOTH INVESTMENT ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 RESNIK ROAD SUITE 202 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $5,847 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,352,529 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,392,679 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,392,679 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,890 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,371,789 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,589 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,589 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $842 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $842 | TotalTaxAmt |
| Distributable Before Adj | $67,747 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,747 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,747 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,770 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $34,770 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,747 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,770 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,770 | 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 | $32,977 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Calvary Bible Church | |||||||
| 1100 STATE RD | Westport | MA | 02790 | NONE | PF | GENERAL SUPPORT | $15,015 |
| Still Water Christian Fellowship | |||||||
| 51 MAIN ST | Hope | RI | 02831 | NONE | PF | GENERAL SUPPORT | $15,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,030 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,701 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,361 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME | Desc |
| Business | 900099 | BusinessCd |
| Exclusion | $2,650 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,712 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,712 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE H REMILLARD TR DTD 102407 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 38 RESNIK RD SUITE 202 | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,364,262 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CASH AND SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,364,262 | FairMarketValueAmt |
| Received | 2026-08-01 | ReceivedDt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLIMOTH INVESTMENT ADVISORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | TRUSTEE FEES | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT & T INC | $21,938 | $22,981 |
| AUTOZONE INC | $23,779 | $24,728 |
| COMCAST CORP | $24,182 | $25,028 |
| CONSTELLATION BRANDS INC | $21,681 | $22,203 |
| CROWN CASTLE INC | $25,412 | $25,255 |
| CVS HEALTH CORP | $24,071 | $25,545 |
| DUKE ENERGY CORP | $22,990 | $24,692 |
| EXTRA SPACE STORAGE LP | $23,728 | $24,772 |
| FISERV INC | $25,366 | $24,862 |
| GOLDMAN SACHS GROUP INC | $23,304 | $24,980 |
| INTEL CORP | $22,700 | $24,525 |
| JM SMUCKER CO | $27,246 | $27,138 |
| L3HARRIS TECHNOLOGIES INC | $23,543 | $24,971 |
| LOWE'S COS INC | $22,430 | $24,691 |
| ORACLE CORP | $27,339 | $26,130 |
| PHILIP MORRIS INTL INC | $25,471 | $26,307 |
| STARBUCKS CORP | $23,113 | $24,748 |
| TAPESTRY INC | $21,719 | $22,814 |
| VERIZON COMMUNICATIONS INC | $23,274 | $25,213 |
| VERIZON COMMUNICATIONS INC | $24,133 | $24,170 |
| PUTNAM ULTRA SHORT DURATION IN | $65,458 | $65,393 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC | $11,832 | $21,928 |
| DARDEN RESTAURANTS INC | $14,689 | $18,402 |
| LOWE'S COMPANIES INC | $11,938 | $14,470 |
| MCDONALD'S CORP | $12,712 | $15,282 |
| NIKE INC CLASS B | $13,289 | $9,557 |
| PEPSICO INC | $18,688 | $15,787 |
| WAL-MART STORES INC | $10,001 | $24,510 |
| CHEVRON CORP | $16,707 | $15,241 |
| EXXON MOBIL CORPORATION | $11,406 | $12,034 |
| CHUBB LTD | $13,154 | $14,045 |
| JPMORGAN CHASE & COMPANY | $14,081 | $38,666 |
| VISA INC | $14,857 | $22,796 |
| ABBOTT LABORATORIES | $9,578 | $12,529 |
| BRISTOL MYERS SQUIBB CO | $22,501 | $16,991 |
| JOHNSON & JOHNSON | $19,511 | $24,834 |
| MERCK & CO INC | $17,961 | $21,052 |
| PFIZER INC | $34,304 | $18,302 |
| CATERPILLAR INC | $6,726 | $14,322 |
| DEERE & CO | $7,445 | $9,311 |
| EMERSON ELECTRIC CO | $6,550 | $7,963 |
| RTX CORPORATION | $14,646 | $30,261 |
| UNION PACIFIC CORP | $8,138 | $9,253 |
| APPLE INC | $20,651 | $32,623 |
| APPLIED MATERIALS INC | $13,628 | $25,699 |
| INTERNATIONAL BUSINESS MACHINE | $27,648 | $41,469 |
| MICROSOFT CORP | $15,360 | $29,017 |
| NVIDIA CORPORATION | $20,046 | $29,840 |
| QUALCOMM INC | $15,153 | $22,237 |
| SALESFORCE INC | $12,977 | $13,246 |
| LINDE PLC | $9,310 | $10,660 |
| ALPHABET INC CLASS A | $13,236 | $31,300 |
| AT&T INC | $10,149 | $17,015 |
| META PLATFORMS INC | $10,524 | $9,901 |
| T-MOBILE US INC | $8,972 | $10,152 |
| VERIZON COMMUNICATIONS INC | $14,306 | $13,848 |
| DUKE ENERGY CORP | $8,588 | $11,721 |
| NEXTERA ENERGY INC | $17,890 | $16,056 |
| MAGNUM ICE CREAM CO | $541 | $793 |
| UNILEVER PLC | $11,091 | $14,519 |
| TORONTO DOMINION BANK | $9,011 | $12,717 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EXTRA SPACE STORAGE INC | $15,325 | $13,022 |
| ENERGY TRANSFER LP | $47,540 | $65,960 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POST YEAR TRANSACTIONS | Desc |
| Amt | $344 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & ACCOUNTING FEES (ALLOC | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $3,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,400 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $25 | $25 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $600 | $0 | $0 |
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