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DOROTHY M TENNEY CHARITABLE TRUST: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DOROTHY M TENNEY CHARITABLE TRUST (EIN 22-3022796)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-23
IRS object ID
202421149349100112
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-23T07:04:26-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261588653PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOUSSAN & OJERHOLM PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 SHREWSBURY STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223022796EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOROTHY M TENNEY CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2ATTN WARREN M YANOFF TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDOROBusinessNameControlTxt
Phone5087974755PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 CEDAR STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01609ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWARREN M YANOFFPersonNm
Person TitleTrusteePersonTitleTxt
Signature2024-04-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWARREN MPersonFirstNm
Person LastYANOFFPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDavid R Ojerholm CPAPreparerPersonNm
PTINP00055478PTIN
Phone5087919501PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$719,317FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,341DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,341DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,341DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$72NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$68,880GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$72CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,413TotalRevAndExpnssAmt
Total Net Invst Incm$11,413TotalNetInvstIncmAmt
Total Adj Net Incm$11,341TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$16,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$16,500CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,200AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$643TaxesRevAndExpnssAmt
Taxes Net Invst Incm$643TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$3,349OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,349OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$24,692TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,992TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,380ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,380ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$44,072TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,992TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,880TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$32,659ExcessRevenueOverExpensesAmt
Net Investment Income$7,421NetInvestmentIncomeAmt
Adjusted Net Income$11,341AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$78CashBOYAmt
Cash EOY$609CashEOYAmt
Cash EOYFMV$609CashEOYFMVAmt
Sav And Temp Cash Invst BOY$21,925SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,726SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,726SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$378,117CorporateStockBOYAmt
Corporate Stock EOY$355,278CorporateStockEOYAmt
Corporate Stock EOYFMV$706,661CorporateStockEOYFMVAmt
Corporate Bonds BOY$468CorporateBondsBOYAmt
Corporate Bonds EOY$316CorporateBondsEOYAmt
Corporate Bonds EOYFMV$321CorporateBondsEOYFMVAmt
Total Assets BOY$400,588TotalAssetsBOYAmt
Total Assets EOY$367,929TotalAssetsEOYAmt
Total Assets EOYFMV$719,317TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$314,191CapitalStockBOYAmt
Capital Stock EOY$314,191CapitalStockEOYAmt
Retained Earning BOY$86,397RetainedEarningBOYAmt
Retained Earning EOY$53,738RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$400,588TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$367,929TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$400,588TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$367,929TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$400,588TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$32,659ExcessRevenueOverExpensesAmt
Subtotal$367,929SubtotalAmt
Tot Net Ast Or Fund Balances EOY$367,929TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BERNSTEIN LT COVP2000-01-012023-12-31$47,577$54,082-$6,505-$6,505
BERNSTEIN ST COVP2022-03-252023-01-13$8,681$13,895-$5,214-$5,214
BERNSTEIN LT NON COVP2000-01-012023-12-31$12,622$831$11,791$11,791
FieldValueIRS element (for citing)
Capital Gain Net Income$72CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$5,214NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$103InvestmentIncomeExciseTaxAmt
Subtotal$103SubtotalAmt
Tax Based On Investment Income$103TaxBasedOnInvestmentIncomeAmt
Tax Due$103TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WARREN M YANOFF TRUSTEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5087974755PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line119 CEDAR STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01609ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonWARREN M YANOFFPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 CEDAR STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01609ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$16,500CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOUSSAN & OJERHOLM PCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 SHREWSBURY STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01604ZIPCd
FieldValueIRS element (for citing)
Service TypeTAX AND ACCOUNTINGServiceTypeTxt
Compensation$4,200CompensationAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$103TaxBasedOnInvestmentIncomeAmt
Total Tax$103TotalTaxAmt
Distributable Before Adj$103DistributableBeforeAdjAmt
Distributable Before Ded$103DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,880ExpensesAndContributionsAmt
Qualifying Distributions$35,880QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$16,954UndistributedIncomePYAmt
Qualifying Distributions$35,880QualifyingDistributionsAmt
Applied To Year1$16,954AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$18,926RemainingDistriFromCorpusAmt
Total Corpus$18,926TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$18,926ExcessDistriCyovToNextYrAmt
Excess From Current Year$18,926ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TOWN OF NORTHBOROUGH
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$2,900
BOYLSTON PUBLIC LIBRARY
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$100
METROPOLITAN MUSEUM OF ART
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$210
AMERICAN FRIEDNS OF HEBREW UNIVERSI
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$3,500
CONNECTICUT CHILDRENS MEDICAL CENTE
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$1,000
WORCESTER ART MUSEUM
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$650
US HOLOCAUST MUSEUM
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$100
MOMA
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$180
COMMUNITY LEGAL AID
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$250
COASTAL AMBULANCE
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$500
DEPARTMENT OF EDUCATION
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$2,000
RACHEL'S TABLE
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$200
BIRTHRIGHT ISRAEL FOUNDATION
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$100
BELOIT COLLEGE
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$4,000
ST VINCENT HOSPITAL
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$900
WOUNDED WARRIORS
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$100
TEMPLE EMANUEL SINAI
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$300
MONSIGNOR SCANLON HIGH SCHOOL
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$500
ISREAL DEFENSE FUND
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$360
RELIENT MEDICAL GROUP
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$800
ABBY'S HOUSE
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$100
TUNNELS TO TOWERS
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$100
WHITNEY MUSEUM
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$250
MFA
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$140
WGBH
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$140
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,380TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,341ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$72RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,341ExclusionAmt
Related Or Exempt Function Incm$72RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,413TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
8INCOME IS NECESSARY TO PROVIDE FUNDING TO SUPPORT THE ORGANIZATION.
4EDUCATIONAL, CHARITABLE AND RELIGIOUS CONTRIBUTIONS.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryHOUSSAN & OJERHOLM, PCCategoryTxt
Amt$4,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$3,349RevenueAndExpensesPerBooksAmt
Net Investment Income$3,349NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
COMMONWEALTH OF MASS, FORM PC$35$35
FEDERAL INCOME TAX, FORM 990PF$608$608

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