BETA

LEDGEWAYS CHARITABLE TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LEDGEWAYS CHARITABLE TR (EIN 86-6341052)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-02
IRS object ID
202411239349101031
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)
Return2024-05-02T10:49:48-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043191789PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MP PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MONARCH PLACEAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01144ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN866341052EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEDGEWAYS CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O DANIEL CARBONNEAU CASTLE ROCK ADVBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEDGBusinessNameControlTxt
Phone6173166300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 CLARENDON ST 35TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRADLEY BLOOMPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6173166300PhoneNum
Signature2024-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRADLEYPersonFirstNm
Person LastBLOOMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSE OLIVEIRAPreparerPersonNm
PTINP00547597PTIN
Phone4137391800PhoneNum

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)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,994,046FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,675ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$958InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$958InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$134,118DividendsRevAndExpnssAmt
Dividends Net Invst Incm$134,118DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$45,831NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$235,098GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$45,831CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$184,582TotalRevAndExpnssAmt
Total Net Invst Incm$180,907TotalNetInvstIncmAmt
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$3,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,838AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,195OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,598OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,035TaxesRevAndExpnssAmt
Taxes Net Invst Incm$965TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$70TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,000OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,905TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,401TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$70TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$286,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$286,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$297,905TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,401TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$286,070TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$113,323ExcessRevenueOverExpensesAmt
Net Investment Income$175,506NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$44,949SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$81,774SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$81,799SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,576,729USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,448,575USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,313,081USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,014,269CorporateStockBOYAmt
Corporate Stock EOY$992,271CorporateStockEOYAmt
Corporate Stock EOYFMV$3,401,556CorporateStockEOYFMVAmt
Corporate Bonds BOY$239,267CorporateBondsBOYAmt
Corporate Bonds EOY$239,267CorporateBondsEOYAmt
Corporate Bonds EOYFMV$197,610CorporateBondsEOYFMVAmt
Total Assets BOY$3,875,214TotalAssetsBOYAmt
Total Assets EOY$3,761,887TotalAssetsEOYAmt
Total Assets EOYFMV$5,994,046TotalAssetsEOYFMVAmt
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$3,875,214RetainedEarningBOYAmt
Retained Earning EOY$3,761,887RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,875,214TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,761,887TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,875,214TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,761,887TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,875,214TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$113,323ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,761,891SubtotalAmt
Other Decreases$4OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,761,887TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES CORE US AGGREGATE BOND ETF2018-12-142023-12-14$103,897$110,977-$7,080-$7,080
ISHARES MSCI EAFE ETF2010-12-302023-11-21$1,080$872$208$208
ISHARES MSCI EAFE ETF2010-12-302023-12-07$5,446$4,360$1,086$1,086
ISHARES RUSSELL 1000 GROWTH ETF2010-05-202023-12-08$49,910$8,238$41,672$41,672
GS SHORT DURATION GOVERNMENT FUND2009-06-292023-12-14$50,000$56,292-$6,292-$6,292
ISHARES RUSSELL 1000 VALUE ETF2010-05-202023-12-14$24,765$8,528$16,237$16,237
FieldValueIRS element (for citing)
Capital Gain Net Income$45,831CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,440InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,440SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,440TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,594EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,594TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$154OverpaymentAmt
Applied To ES Tax$154AppliedToESTaxAmt
Refund$0RefundAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
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 FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDANIEL CARBONNEAU - CASTLE ROCK ADVIndividualWithBooksNm
Phone6173166300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1CASTLE ROCK ADVISORS 200 CLARENDONAddressLine1Txt
Address Line2ST 35TH FLOORAddressLine2Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021165021ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRADLEY M BLOOM
CASTLE ROCK ADVISORS 200 CLARENDONSTREET 35TH FLOORBOSTONMA02116TRUSTEE0.00$0$0$0
ERIC N BLOOM
CASTLE ROCK ADVISORS 200 CLARENDONSTREET 35TH FLOORBOSTONMA02116TRUSTEE0.00$0$0$0
JESSICA A BLOOM GALEN
CASTLE ROCK ADVISORS 200 CLARENDONSTREET 35TH FLOORBOSTONMA02116TRUSTEE0.00$0$0$0
MATTHEW R BLOOM
CASTLE ROCK ADVISORS 200 CLARENDONSTREET 35TH FLOORBOSTONMA02116TRUSTEE0.00$0$0$0
TERRIE F BLOOM
CASTLE ROCK ADVISORS 200 CLARENDONSTREET 35TH FLOORBOSTONMA02116TRUSTEE0.00$0$0$0
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$5,752,463AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$67,704AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,820,167TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,820,167AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$87,303CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,732,864NetVlNoncharitableAssetsAmt
Minimum Investment Return$286,643MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$286,643MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,440TaxBasedOnInvestmentIncomeAmt
Total Tax$2,440TotalTaxAmt
Distributable Before Adj$284,203DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$284,203DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$284,203DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$286,070ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$286,070QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$284,203DistributableAsAdjustedAmt
Undistributed Income PY$285,699UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$286,070QualifyingDistributionsAmt
Applied To Year1$285,699AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$371AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$283,832UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRADLEY M BLOOMContributingManagerNm
Contributing ManagerMATTHEW R BLOOMContributingManagerNm
Contributing ManagerTERRIE F BLOOMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOSTON YOUTH SYMPHONY ORCHESTRAS
855 COMMONWEALTH AVENUEBOSTONMA02215NONEPUBLIC CHARITYGENERAL FUND$25,000
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277NONEPUBLIC CHARITYGENERAL FUND$106,000
LEHRHAUS CENTER FOR JEWISH LIFE AND LEARNING
425 WASHINGTON STREETSOMERVILLEMA02143NONEPUBLIC CHARITYGENERAL FUND$10,000
PETER A BANKS MD ENDOWED FELLOWSHIP FUND
75 FRANCIS STREETBOSTONMA02110NONEPUBLIC CHARITYGENERAL FUND$5,000
THE GREATER BOSTON FOOD BANK
70 S BAY AVEBOSTONMA02118NONEPUBLIC CHARITYGENERAL FUND$100,000
WBUR
890 COMMONWEALTH AVENUE 3RD FLOORBOSTONMA02215NONEPUBLIC CHARITYGENERAL FUND$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$286,000TotalGrantOrContriPdDurYrAmt
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$958ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$134,118ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$45,831ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$180,907ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$180,907TotalIncomeProducingActyAmt

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)
CategoryMP, P.C.CategoryTxt
Amt$3,675Amt
Net Investment Income$1,838NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSEE EXPLANATION BELOWIdentifierTxt
Form And Line ReferenceFORM 990PF PART VI-A, LINE 12FormAndLineReferenceDesc
Medium ExplanationTHE FOUNDATION TREATED THE DISTRIBUTION AS A QUALIFYING DISTRIBUTION AS IT WAS USED EXCLUSIVELY FOR THE PURPOSE STIPULATED UNDER IRC 170 (C)(2)(B) TO FURTHER BENEFIT A 501 (C)(3) ORGANIZATION.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGS INFLATION PROTECTED SECURITIES FUNDBondNm
EOY Book Value$239,267EOYBookValueAmt
EOYFMV$197,610EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GS NON US EQUITY$330,235$506,352
GS US EQUITY$662,036$2,895,204

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,448,575USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,313,081USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$4Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescESTIMATED TAXES PAID IN 2023Desc
Revenue And Expenses Per Books$2,000RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryGOLDMAN SACHS FEESCategoryTxt
Amt$5,195Amt
Net Investment Income$2,598NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$965$965$0
MASSACHUSETTS FEE$70$0$70

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.