THOMAS THOMPSON TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS THOMPSON TRUST (EIN 03-0179429)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-04-14
- IRS object ID
- 202501049349100025
- Schema version
- 2023v6.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-14T14:47:04-05:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010176171 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERRILL & DANA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PORTLAND SQUARE | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030179429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS THOMPSON TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 6179511116 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FEDERAL ST 20TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN M HARRINGTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179511116 | PhoneNum |
| Signature | 2025-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURIE O THWAITES | PreparerPersonNm |
| PTIN | P01386705 | PTIN |
| Phone | 2077744000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,335,398 | 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 | $428,050 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $428,050 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $428,050 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,247 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,186,686 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,247 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $514,297 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $514,297 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $428,050 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,156 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $62,578 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $62,578 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,505 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,505 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,114 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,114 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,022 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,689 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,333 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $175,797 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,416 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $912,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $912,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,087,797 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,022,416 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$573,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $448,916 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $428,050 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$4 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $945,804 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,882,090 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,882,090 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $782,104 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,674,430 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,001,832 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,117,427 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $512,670 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $256,716 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $248,799 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $105,595 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $106,124 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $87,082 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,020,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,246,762 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,335,398 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,683,289 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,683,289 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$662,690 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,436,527 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,020,599 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,246,762 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,020,599 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,246,762 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,020,599 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$573,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,447,099 | SubtotalAmt |
| Other Decreases | $200,337 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,246,762 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 118K GE 7.872% DUE 12/31/99 | 2015-12-03 | 2023-09-15 | $118,000 | $106,200 | $11,800 | $11,800 |
| SPLUNK 650 SH | 2020-06-11 | 2023-12-19 | $98,807 | $117,265 | -$18,458 | -$18,458 |
| DOLLAR GENERAL 1,220 SH | 2023-12-18 | $154,638 | $272,066 | -$117,428 | -$117,428 | |
| LONZA GROUP 3,100 SH | 2023-05-11 | 2023-12-18 | $121,891 | $199,766 | -$77,875 | -$77,875 |
| ESTEE LAUDER 790 SH | 2022-05-16 | 2023-12-18 | $113,337 | $187,394 | -$74,057 | -$74,057 |
| EBAY 6,000SH | 2023-12-19 | $255,554 | $209,237 | $46,317 | $46,317 | |
| US T BILL DUE 8/17/23 | 2023-08-17 | $97,587 | $97,587 | $0 | $0 | |
| US T BILL DUE 11/9/23 | 2023-11-09 | $292,670 | $292,670 | $0 | $0 | |
| NIVIDIA 430 SH | 2024-03-28 | $384,202 | $65,404 | $318,798 | $318,798 | |
| 100K US T NOTE DUE 2/15/24 | 2024-02-15 | $100,000 | $100,000 | $0 | $0 | |
| 150K JP MORGAN 6.125% 5/1/24 | 2024-04-30 | $150,000 | $152,850 | -$2,850 | -$2,850 | |
| 300K US T NOTE DUE 4/30/24 | 2024-04-30 | $300,000 | $300,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,247 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$77,875 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,240 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,240 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,521 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,521 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,281 | OverpaymentAmt |
| Applied To ES Tax | $17,281 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | WWWW.THOMASTHOMPSONTRUST.ORG | WebsiteAddressTxt |
| Individual With Books | ELLEN M HARRINGTON | IndividualWithBooksNm |
| Phone | 6179511116 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FEDERAL ST 20TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL F O'CONNELL | ||||||||
| ONE FEDERAL ST 20TH FL | BOSTON | MA | 02110 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SUSAN T MONAHAN | ||||||||
| 22 CUTTER LANE | AMESBURY | MA | 01913 | TRUSTEE | 5.00 | $54,170 | $0 | $0 |
| ELLEN M HARRINGTON | ||||||||
| ONE FEDERAL ST 20TH FL | BOSTON | MA | 02110 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERRILL DANA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL/TAX PREP/TTEES | ServiceTypeTxt |
| Compensation | $112,492 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $21,605,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,084,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,690,140 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,690,140 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $340,352 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,349,788 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,117,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,117,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,240 | TotalTaxAmt |
| Distributable Before Adj | $1,111,249 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,111,249 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,111,249 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,022,416 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,022,416 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,111,249 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $928,511 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,022,416 | QualifyingDistributionsAmt |
| Applied To Year1 | $928,511 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,905 | 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 | $1,017,344 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN T MONAHAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FEDERAL ST 20TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9785000786 | RecipientPhoneNum |
| Form And Info And Materials | INITIAL CONTACT BY PHONE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE STRICTLY LIMITED TO BRATTLEBORO, VT AND RHINEBECK, NY AND THEIR SURROUNDING AREAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF BRATTLEBORO | ||||||
| 17 FLAT STREET | BRATTLEBORO | VT | 05301 | PC | BGCB 2024 TEEN CENTER PROGRAM SUPPORT | $20,000 |
| BRATTLEBORO AREA AFFORDABLE HOUSING CORPORATION | ||||||
| PO BOX 1284 | BRATTLEBORO | VT | 05302 | PC | DEMAND-DRIVEN PROGRAM EXPANSION | $12,000 |
| BRATTLEBORO AREA HOSPICE | ||||||
| 191 CANAL STREET | BRATTLEBORO | VT | 05301 | PC | SUPPORTING INDIVIDUALS WITH SERIOUS ILLNESSES | $20,000 |
| BRATTLEBORO MEMORIAL HOSPITAL | ||||||
| 17 BELMONT STREET | BRATTLEBORO | VT | 05301 | PC | BMH CLINICAL WORKFORCE DEVELOPMENT PROGRAM (YR 1 OF 3) | $68,000 |
| BRATTLEBORO MEMORIAL HOSPITAL | ||||||
| 17 BELMONT STREET | BRATTLEBORO | VT | 05301 | PC | RONALD READ PAVILION CONSTRUCTION PROJECT | $150,000 |
| BRATTLEBORO MEMORIAL HOSPITAL | ||||||
| 17 BELMONT STREET | BRATTLEBORO | VT | 05301 | PC | WINDHAM AGING: SUPPORTING HEALTH AGING ACROSS WINDHAM COUNTY (YR 1 OF 2) | $50,000 |
| BRATTLEBORO WOMEN'S CHORUS | ||||||
| PO BOX 2591 | BRATTLEBORO | VT | 05303 | PC | BLACK MUSIC MATTERS | $5,000 |
| BROAD BROOK COMMUNITY CENTER INC | ||||||
| 3940 GUILFORD CENTER ROAD | GUILFORD | VT | 05301 | PC | BBCC CLIMATE CONTROL AND OPERATIONS | $7,000 |
| CULTURECONNECT INC | ||||||
| PO BOX 590 | RHINEBECK | NY | 12572 | PC | FOR COMMUNITY CONNECT AND YOUTH PROGRAMMING | $25,000 |
| EDUCATION NETWORK FOR TEACHERS & ARTISTS INC | ||||||
| 39 BURGER ROAD | RHINEBECK | NY | 12572 | PC | FOR ENTA SCHOOL PROGRAMMING, COMMUNITY GROWTH & DEVELOPMENT SUPPORT | $5,000 |
| FERNCLIFF NURSING HOME | ||||||
| 21 FERNCLIFF DRIVE | RHINEBECK | NY | 12572 | PO | CHILD CARE CENTER @FERNCLIFF NURSING HOME | $10,000 |
| FOOD CONNECTS | ||||||
| 22 BROWNE CT UNIT 103 | BRATTLEBORO | VT | 05301 | PC | 2023 FOOD CONNECTS LIGHTING FOR FOOD HUB WAREHOUSE | $15,000 |
| FRIENDS OF VERNON CENTER INC | ||||||
| 131 WOODLAND ROAD | VERNON | VT | 05354 | PC | 2ND YEAR START-UP OPERATING SUPPORT FOR GOV. HUNT HOUSE COMMUNITY CENTER | $25,000 |
| GARDEN PATH ELDER LIVING INC | ||||||
| 65 HARRIS AVENUE | BRATTLEBORO | VT | 05301 | PC | BRADLEY ANNEX HEAT PUMP INITIATIVE | $20,000 |
| HARRIS HILL SKI JUMP INC | ||||||
| PO BOX 8284 | BRATTLEBORO | VT | 05304 | PC | HARRIS HILL SKI JUMP INFRASTRUCTURE UPGRADE | $15,000 |
| HISTORICAL SOCIETY OF WINDHAM COUNTY | ||||||
| PO BOX 246 | NEWFANE | VT | 05345 | PC | WINDHAM COUNTY JAIL RENOVATION /RESTORATION | $15,000 |
| INSTITUTE FOR NONPROFIT NEWS (FISCAL SPONSOR FOR HUDSON VALLEY PILOT INC) | ||||||
| 8549 WILSHIRE BLVD 2294 | BEVERLY HILL | CA | 90211 | PC | DEVELOPMENT OF A PHOTOJOURNALISHM MENTORSHIP PROGRAM AT RHINEBECK HIGH SCHOOL | $5,000 |
| NEIGHBORHOOD CONNECTIONS INC | ||||||
| PO BOX 207 | LONDONDERRY | VT | 05148 | PC | MOUNTAIN TOWN CONNECTOR PROJECT DEVELOPMENT | $25,000 |
| NORTHERN DUCHESS HOSPITAL | ||||||
| 6511 SPRINGBROOK AVENUE | RHINEBECK | NY | 12572 | PC | ADULT INTRODUCTION TO ENTRY LEVEL POSITIONS: PATIENT CARE TECHNICIANS/UNIT SECRETARIES | $35,000 |
| NORTHERN DUCHESS HOSPITAL | ||||||
| 6511 SPRINGBROOK AVENUE | RHINEBECK | NY | 12572 | PC | EMERGENCY DEPARTMENT EXPANSION AT NORTHERN DUTCHESS HOSPITAL | $125,000 |
| NORTHERN DUCHESS HOSPITAL | ||||||
| 6511 SPRINGBROOK AVENUE | RHINEBECK | NY | 12572 | PC | CENTER FOR HEALTH AGING IN MEMORY OF VINCENT COLUCCIO | $1,000 |
| PARKS PLACE COMMUNITY CENTER INC | ||||||
| 44 SCHOOL STREET | BELLOWS FALLS | VT | 05101 | PC | OPERATING SUPPORT | $10,000 |
| PARKS PLACE COMMUNITY RESOURCE CENTER INC | ||||||
| 44 SCHOOL STREET | BELLOWS FALLS | VT | 05101 | PC | FACILITIES CLEAN UP AND FOUNDATION WORK | $20,000 |
| RETREAT FARM LTD | ||||||
| 12 FARMHOUSE SQUARE | BRATTLEBORO | VT | 05301 | PC | COMMUNITY CLASSROOM ENTRY RENOVATION | $20,000 |
| RIVER GALLERY SCHOOL INC | ||||||
| 23 MAIN STREET | BRATTLEBORO | VT | 05301 | PC | ART IN SCHOOLS PARTNERSHIP | $15,000 |
| SANDGLASS CENER FOR PUPPETRY AND THEATER RESEARCH | ||||||
| 17 KIMBALL HILL | PUTNEY | VT | 05346 | PC | SANDGLASS THEATER PROJECTS PUPPETS IN PARADISE 2023 | $3,500 |
| SOJOURNS COMMUNITY CLINIC INC | ||||||
| 4923 US ROUTE 5 | WESTMINSTER | VT | 05158 | PC | STRATEGIC PLANNING 2023: FOUNDATION, FINANCES AND FOCUSED PARTNERSHIPS | $9,000 |
| SOUTHERN VERMONT AREA HEALTH EDUCATION CENTER | ||||||
| 363 RIVER STREET 145 | SPRINGFIELD | VT | 05156 | PC | HEALTH WORKFORCE DEVELOPMENT FOR RURAL SOUTHERN VT | $10,000 |
| THE DAILY CATCH INC | ||||||
| 10 W BARD AVENUE | RED HOOK | NY | 12571 | PC | EXPANSION OF COVERAGE IN RHINEBECK, NY | $15,000 |
| THEATRE ADVENTURE INC | ||||||
| PO BOX 2264 | WEST BRATTLEBORO | VT | 05303 | PC | OUTREACH EXPLANSION INITIATIVE FOR THEATRE ADVENTURE PROGRAMS | $10,000 |
| TURNING POINT OF WINDHAM COUNTY | ||||||
| PO BOX 1303 39 ELM STREET | BRATTLEBORO | VT | 05301 | PC | TURNING POINT EMERGENCY OPERATIONAL SUPPORT (1 OF 2) | $35,000 |
| UPSTATE FILMS | ||||||
| 65415 MONTGOMERY STREET PO BOX 324 | RHINEBECK | NY | 12572 | PC | SHINE THE STARR: IMPROVEMENTS TO A CULTURAL ASSET | $25,000 |
| VERMONT CENTER FOR PHOTOGRAPHY | ||||||
| 10 GREEN STREET | BRATTLEBORO | VT | 05301 | PC | FOCUS FORWARD PHOTOGRAPHY PROGRAM | $8,500 |
| VERMONT INDEPENDENT MEDIA | ||||||
| PO BOX 1212 | BRATTLEBORO | VT | 05302 | PC | EXPANDING VIMS IN-DEPTH COVERAGE: VOICES LIVE EVENTS AND SPECIAL FOCUS SECTIONS | $10,000 |
| VILLAGE HALLOWEEN PARADE INC DBA HUDSON VALLEY COMMUNITY PRODUCTIONS | ||||||
| 118 LA BERGERIE LANE | RED HOOK | VT | 12571 | PC | THE 17TH ANNUAL SINTERKLAAS! | $3,000 |
| VILLAGE OF RHINEBECK - AUTISM SUPPORTIVE COMMUNITY COMMITTEE | ||||||
| 76 E MARKET STREET | RHINEBECK | NY | 12572 | PC | DEEPENING/BROADENING RHINEBECK VILLAGE AUTISM SUPPORT (PHASES III) | $6,400 |
| VILLAGE OF RHINEBECK - AUTISM SUPPORTIVE COMMUNITY COMMITTEE | ||||||
| 76 E MARKET STREET | RHINEBECK | NY | 12572 | PC | DEEPENING/BROADENING RHINEBECK VILLAGE AUTISM SUPPORT (PHASE III) | $13,600 |
| VILLAGE OF RHINEBECK | ||||||
| 76 E MARKET STREET | RHINEBECK | NY | 12572 | PC | VILLAGE OF RHINEBECK COMPREHENSIVE PLAN COMMITTEE | $10,000 |
| WILDERSTEIN PRESERVATION | ||||||
| PO BOX 383 | RHINEBECK | NY | 12572 | PC | CARRIAGE HOUSE PROJECT - PHASE 2A | $25,000 |
| YOUTH SERVICES | ||||||
| PO BOX 6008 | BRATTLEBORO | VT | 05302 | PC | DEMOGRAPHIX PROGRAM | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $912,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $428,050 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,247 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $514,297 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $514,297 | 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 | VERRILL DANA - TAX PREP FEES | CategoryTxt |
| Amt | $6,505 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,505 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| $100,000 WELLS FARGO 5.875% 12/31/49 | $104,899 | $99,454 |
| $150,000 BANK OF AMERICA V/R 9/29/49 | $151,817 | $149,345 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M 2,000 SHARES | $8,181 | $200,280 |
| ABBOTT LABORATORIES 4,500 SHARES | $29,299 | $459,855 |
| ABBVIE INC. 3,000 SHARES | $21,182 | $483,720 |
| ADVANCED MICRO DEVICES INC. 3,000 SHARES | $256,780 | $500,700 |
| AIRBNB INC. CL A 1,750 SHARES | $170,897 | $253,627 |
| ALCON INC. 3,000 SHARES | $198,909 | $267,390 |
| ALPHABET INC. CL C 6,400 SHARES | $109,015 | $1,113,344 |
| ALPHABET INC./CA CL A 4,000 SHARES | $49,126 | $690,000 |
| AMAZON COM INC. 3,200 SHARES | $293,973 | $564,608 |
| APPLE INC. 7,725 SHARES | $112,739 | $1,485,131 |
| AUTOMATIC DATA PROCESSING INC. 2,500 SHARES | $10,988 | $612,300 |
| BANK OF AMERICA CORP. 10,500 SHARES | $163,596 | $419,895 |
| BECTON DICKINSON & CO. 1,150 SHARES | $294,331 | $266,766 |
| BOSTON SCIENTIFIC CORP. 9,000 SHARES | $274,655 | $680,130 |
| CME GROUP INC. 1,680 SHARES | $338,011 | $341,006 |
| COLGATE PALMOLIVE CO. 4,700 SHARES | $32,492 | $436,912 |
| DOMINION ENERGY INC. 2,000 SHARES | $61,478 | $107,840 |
| DOVER CORP. 2,000 SHARES | $4,506 | $367,640 |
| ESSILOR INTL ADR 2,500 SHARES | $185,642 | $278,593 |
| GENERAL MOTORS CO. 3,000 SHARES | $178,468 | $134,970 |
| HOME DEPOT INC. 1,000 SHARES | $9,264 | $334,870 |
| ILLINOIS TOOL WORKS INC. 1,500 SHARES | $44,203 | $364,125 |
| INTUIT INC. 450 SHARES | $183,624 | $259,398 |
| JOHNSON & JOHNSON, 3,000 SHARES | $41,536 | $440,010 |
| JP MORGAN CHASE & CO. 3,500 SHARES | $139,975 | $709,205 |
| MARSH & MCLENNAN 1,250 SHARES | $207,238 | $259,475 |
| MCDONALDS CORP., 1,450 SHARES | $84,825 | $375,391 |
| MICROSOFT CORP. 3,800 SHARES | $9,623 | $1,577,494 |
| NESTLES SA SPON ADR 1,350 SHARES | $156,703 | $142,999 |
| NEXTERA ENERGY INC. 4,000 SHARES | $60,289 | $320,080 |
| NIKE CL B, 1,200 SHARES | $204,929 | $114,060 |
| NVIDIA CORP. 1,270 SHARES | $193,170 | $1,392,339 |
| OTIS WORLDWIDE CORP. 2,500 SHARES | $193,746 | $248,000 |
| PEPSICO INC. 3,500 SHARES | $162,425 | $605,150 |
| PROCTER & GAMBLE CO. 2,000 SHARES | $2,128 | $329,080 |
| RTX CORP. 4,500 SHARES | $209,249 | $485,145 |
| STYKER CORP. 1,500 SHARES | $12,633 | $511,635 |
| TERADYNE 1,000 SHARES | $119,015 | $140,940 |
| UNITED PARCEL SERVICES INC. - B 1,000 SHARES | $163,775 | $138,930 |
| VANGUARD FTSE ALL WORLD EX US INDEX 7,500 SHARES | $409,757 | $445,800 |
| VANGUARD TOTAL STK MKT INDEX FD AD 5,871.816 SHARES | $297,644 | $744,135 |
| VISA INC. CLASS A 1,850 SHARES | $373,115 | $504,051 |
| WALMART INC. 12,000 SHARES | $340,748 | $789,120 |
| WALT DISNEY COMPANY 1,800 SHARES | $253,969 | $187,038 |
| WASTE MGMT INC. 3,100 SHARES | $296,689 | $653,263 |
| XYLEM INC. 4,000 SHARES | $276,443 | $564,080 |
| ZOETIS INC. 1,225 SHARES | $177,076 | $207,711 |
| ADIDAS, 1000 SHARES | $105,270 | $125,658 |
| NOVO-NORDISK A S ADR, 1,245 SHARES | $159,260 | $168,424 |
| SOLVENTUM CORP, 500 SHARES | $1,539 | $29,670 |
| AUTODESK INC. 840 SHARES | $219,174 | $169,344 |
| ECOLAB INC., 500 SHARES | $98,530 | $116,100 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COHEN & STEERS LTD. DURAT 4,000 SHARES | AT COST | $97,512 | $79,760 |
| VANGUARD TOTAL BD MKT IDX-ADM 777.237 | AT COST | $8,612 | $7,322 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FYE 5/31/23 CHANGE FROM USE OF BOOK VALUE TO TAX COST | $200,324 |
| ROUNDING ADJUSTMENT | $13 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MASSACHUSETTS FILING FEES | $253 | $0 | $0 | $253 |
| GRANTMAKING SOFTWARE | $4,750 | $0 | $0 | $4,750 |
| GRANTMAKING/ADMIN DISBURSEMENTS | $1,330 | $0 | $0 | $1,330 |
| ADR FEES | $1,689 | $1,689 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANT MAKING COORDINATOR | $15,000 | $0 | $0 | $15,000 |
| VERRILL DANA - GRANT MAKING FEES | $20,000 | $0 | $0 | $20,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $1,114 | Amt |
| Net Investment Income | $1,114 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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