BETA

SANDS FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SANDS FAMILY FOUNDATION (EIN 04-3493760)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-01
IRS object ID
202401229349101000
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)
Return2024-05-01T08:15:47-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043101268PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Joseph T Barinelli CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 Grove Street STE 380AddressLine1Txt
CityWellesleyCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02482ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043493760EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANDS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANDBusinessNameControlTxt
Phone7818560500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1638 CAMELIA LNAddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32963ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonO JACKSON SANDS IIIPersonNm
Person TitleMANAGERPersonTitleTxt
Phone7818560500PhoneNum
Signature2024-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstOPersonFirstNm
Person LastJACKSON SANDS IIIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph T Barinelli CPAPreparerPersonNm
PTINP01206303PTIN
Phone7812399696PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$797,111FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$59InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$59InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,569DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,569DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$109,552NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$792,537GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$109,552CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$134,180TotalRevAndExpnssAmt
Total Net Invst Incm$134,180TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,278OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,278OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,982TaxesRevAndExpnssAmt
Taxes Net Invst Incm$868TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$135OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$100OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,895TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,496TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$71,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$71,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$79,545TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,496TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$71,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$54,635ExcessRevenueOverExpensesAmt
Net Investment Income$127,684NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,292CashBOYAmt
Sav And Temp Cash Invst BOY$4,908SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,583SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,583SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$636,015CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,836CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$684,103OtherInvestmentsEOYAmt
Other Investments EOYFMV$770,528OtherInvestmentsEOYFMVAmt
Total Assets BOY$656,051TotalAssetsBOYAmt
Total Assets EOY$710,686TotalAssetsEOYAmt
Total Assets EOYFMV$797,111TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$656,051RetainedEarningBOYAmt
Retained Earning EOY$710,686RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$656,051TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$710,686TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$656,051TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$710,686TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$656,051TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$54,635ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$710,686SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$710,686TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$792,526$682,985$109,541$109,541
Capital Gains Dividends$11$11$11P
FieldValueIRS element (for citing)
Capital Gain Net Income$109,552CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,775InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,775SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,775TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$48EsPenaltyAmt
Tax Due$1,823TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1O JACKSON SANDS IIIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7818560500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1168 WINDMILL HILL RDAddressLine1Txt
CityDUBLINCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03444ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonO JACKSON SANDS IIIPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1638 CAMELIA LNAddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32963ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$745,098AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,830AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$751,928TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$751,928AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,279CashDeemedCharitableAmt
Net Vl Noncharitable Assets$740,649NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,032MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,032MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,775TaxBasedOnInvestmentIncomeAmt
Total Tax$1,775TotalTaxAmt
Distributable Before Adj$35,257DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$35,257DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$35,257DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$71,900ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$71,900QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,257DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$119,873ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$54,088ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$173,961TotalExcessDistributionCyovAmt
Qualifying Distributions$71,900QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$35,257AppliedToCurrentYearAmt
Remaining Distri From Corpus$36,643RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$210,604TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$210,604ExcessDistriCyovToNextYrAmt
Excess From Year3$119,873ExcessFromYear3Amt
Excess From Year1$54,088ExcessFromYear1Amt
Excess From Current Year$36,643ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerO JACKSON SANDS IIIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CORNOCOPIA PROJECT
49 VOSE FARM RDPETERBOROUGHNH03458NONEPCGENERAL FUND$500
CVTC
375 JAFFREY RDPETERBOROUGHNH03458NONEPCGENERAL FUND$100
DUBLIN HISTORICAL SOCIETY
PO BOX 415DUBLINNH03444NONEPCGENERAL FUND$100
WILLIAMS COLLEGE
75 PARK STWILLIAMSTOWNMA01267NONEPCGENERAL FUND$52,500
MONADNOCK CONSERVANCY
PO BOX 337KEENENH03431NONEPCGENERAL FUND$500
MONADNOCK FAMILY SERVICES
64 MAIN ST SUITE 201KEENENH03431NONEPCGENERAL FUND$1,000
EMMANUAL CHURCH
EAST HARRISVILLE RDDUBLINNH03444NONEPCGENERAL FUND$7,000
DUBLIN COMMUNITY FOUNDATION
1123 MAIN STDUBLINNH03444NONEPCGENERAL FUND$250
BRIDGEPORT RESCUE MISSION
1069 CONNECTICUT AVEBRIDGEPORTCT06607NONEPCGENERAL FUND$2,500
JOHN F KENNEDY FAMILY SERVICE CENTER
100 FERRIN STREETCHARLESTOWNMA02129NONEPCGENERAL FUND$2,500
COMMUNITY KITHCEN INC
37 MECHANIC STKEENENH03431NONEPCGENERAL FUND$500
THE WALDEN SCHOOL
PO BOX 432DUBLINNH03444NONEPCGENERAL FUND$250
DANA FARBER INSTITUTE
450 BROOKLINE AVEBOSTONMA02215NONEPCGENERAL FUND$500
JACKSONVILLE UNIVERSITY
2800 UNIVERSITY BLVDJACKSONVILLEFL32211NONEPCGENERAL FUND$1,000
COMMUNITY FOUNDATION OF NE FLORODA
245 RIVERSIDE AVEJACKSONVILLEFL32202NONEPCGENERAL FUND$1,000
MENDING HEARTS
PO BOX 280236NASHVILLETN37228NONEPCGENERAL FUND$500
POODLE & POOCH RESCUE
1742 S WOODLAND BLVDDELANDFL32720NONEPCGENERAL FUND$500
MOORINGS CHRISTMAS FUND
120 MORRINGS PARK DRNAPLESFL34105NONEPCGENERAL FUND$200
VERO BEACH DOG PARK
3449 INDIAN RIVER DRVERO BEACHFL32963NONEPCGENERAL FUND$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$71,650TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,569ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$109,552ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$134,180ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$134,180TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPERATION AND ACCOUNTINGCategoryTxt
Amt$1,500Amt
Net Investment Income$1,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
LAZARD GLOBAL INFRASTRUCTUREAT COST$15,000$15,129
IMPAX GLOBAL ENVIRON MARKETSAT COST$15,000$16,183
ISHARES TRUST CORE MSCI EAFEAT COST$143,064$147,735
ISHARES INC CORE MSCI EMERG MKTSAT COST$68,989$72,178
VANGUARD GLOBAL EX-US REAL ESTATEAT COST$4,969$5,068
VANGUARD INDEX FDS TOTAL STOCKAT COST$425,072$501,246
VANGUARD REAL ESTATE ETFAT COST$12,009$12,989

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MASSACHUSETTS FILING FEES$35$0$0
BANK SERVICE CHARGES$100$100$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$4,278Amt
Net Investment Income$4,278NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN INCOME TAX PAID$1,103$868$0
SECTION 4940 EXCISE TAX$879$0$0

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