RCB CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RCB CHARITABLE FOUNDATION INC (EIN 04-3466878)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2024-09-13
- IRS object ID
- 202432579349100503
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-13T08:15:49-05:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043466878 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RCB Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RCBC | BusinessNameControlTxt |
| Phone | 7819425000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 Haven Street | AddressLine1Txt |
| City | Reading | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01867 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anthony J Patti | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 7819425000 | PhoneNum |
| Signature | 2024-09-03 | 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 | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2024-09-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $929,128 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $48,855 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,891 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,891 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,830 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,453 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,830 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$84 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $76,508 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,743 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,304 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,304 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,430 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $126 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $126 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,360 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,080 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,876 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,743 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,743 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,080 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,619 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,405 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,663 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,310 | CashBOYAmt |
| Cash EOY | $34 | CashEOYAmt |
| Cash EOYFMV | $34 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,814 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,216 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,216 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,336 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,336 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $140,263 | CorporateStockBOYAmt |
| Corporate Stock EOY | $171,829 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $171,829 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $165,002 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $256,611 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $256,611 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $509,724 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $492,997 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $492,997 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $110 | OtherAssetsBOYAmt |
| Other Assets EOY | $105 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $105 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $879,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $929,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $929,128 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $877,356 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $927,261 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,867 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,867 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $879,223 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $929,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $879,223 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $929,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $879,223 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,405 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46,000 | OtherIncreasesAmt |
| Subtotal | $929,628 | SubtotalAmt |
| Other Decreases | $500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $929,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| Publicly Traded Securities | $1,945 | $1,623 | $322 | $322 | |
| Capital Gains Dividends | $5,508 | $5,508 | $5,508 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,830 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $329 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $329 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $329 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $171 | OverpaymentAmt |
| Applied To ES Tax | $171 | 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 | https://readingcoop.com/about/in-the-community | WebsiteAddressTxt |
| Individual With Books | Anthony J Patti | IndividualWithBooksNm |
| Phone | 7819425000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 Haven Street | AddressLine1Txt |
| City | Reading | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01867 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| Terrence J Bane | ||||||||
| 180 Haven Street | Reading | MA | 01867 | Director | 1.00 | $0 | $0 | $0 |
| Sally Boemer Mason | ||||||||
| 180 Haven Street | Reading | ME | 01867 | Director | 1.00 | $0 | $0 | $0 |
| Paul Bolger | ||||||||
| 180 Haven Street | Reading | MA | 01867 | Director | 1.00 | $0 | $0 | $0 |
| Yvonne Garcia | ||||||||
| 180 Haven Street | Reading | MA | 01867 | Director | 1.00 | $0 | $0 | $0 |
| Michael J Linnane | ||||||||
| 180 Haven Street | Reading | MA | 01867 | Director | 1.00 | $0 | $0 | $0 |
| James M Liston | ||||||||
| 180 Haven Street | Reading | MA | 01867 | Director | 1.00 | $0 | $0 | $0 |
| James J O'Leary | ||||||||
| 180 Haven Street | Reading | MA | 01867 | Director | 1.00 | $0 | $0 | $0 |
| Kevin R Powers | ||||||||
| 180 Haven Street | Reading | MA | 01867 | Director | 1.00 | $0 | $0 | $0 |
| Kevin F Smith | ||||||||
| 180 Haven Street | Reading | MA | 01867 | Director | 1.00 | $0 | $0 | $0 |
| Abel Vargas | ||||||||
| 180 Haven Street | Reading | MA | 01867 | Director | 1.00 | $0 | $0 | $0 |
| Julieann M Thurlow | ||||||||
| 180 Haven Street | Reading | MA | 01867 | President | 1.00 | $0 | $0 | $0 |
| Anthony J Patti | ||||||||
| 180 Haven Street | Reading | MA | 01867 | Treasurer & Clerk | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $863,042 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,824 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,929 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $902,795 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $902,795 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,542 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $889,253 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,463 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,463 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $329 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $329 | TotalTaxAmt |
| Distributable Before Adj | $44,134 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,134 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,134 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,619 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $66,619 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $68,386 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,033 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $75,426 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,583 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $57,487 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $347,915 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,619 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,485 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $370,400 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $68,386 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $302,014 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $69,033 | ExcessFromYear4Amt |
| Excess From Year3 | $75,426 | ExcessFromYear3Amt |
| Excess From Year2 | $77,583 | ExcessFromYear2Amt |
| Excess From Year1 | $57,487 | ExcessFromYear1Amt |
| Excess From Current Year | $22,485 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Kerry Ranieri Gladys Martinez or Da | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 Haven Street | AddressLine1Txt |
| City | Reading | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01867 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7819425000 | RecipientPhoneNum |
| Form And Info And Materials | To apply for a grant, an applicant must be a non-profit 501(c)(3) organization or public school located in or serving the towns of Andover, Burlington, North Reading, Reading, Wilmington, or Woburn. To apply for funding, applicants must submit: (1) a cover letter signed by the organization's Executive Director or Board President; along with (2) one paper copy and one pdf of a brief proposal (2-3 pages); and (3) the completed Proposal Summary Sheet. The Proposal Summary Sheet and complete application instructions are available on the website: https://readingcoop.com/uploads/PDFs/Charitable_Foundation_Donation_Request .pdf | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Charitable Foundation awards grants of up to $10,000 to increase the quality of life in the greater market area, with special emphasis on projects which focus on disadvantaged or underserved citizens. Primary areas of commitment are workforce development, health and human services, housing, education, community development, the environment, and the arts. Grant requests will be considered for program support, seed money, and capital improvements. The Charitable Foundation will not fund political or sectarian activities. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AgeSpan (fka Elder Services Merrimack Valley) | |||||||
| 280 Merrimack Street 400 | Lawrence | MA | 01843 | N/A | PC | Fundraising support | $1,000 |
| Andover Senior Community Friends | |||||||
| 30 Whittier Court | Andover | MA | 01810 | N/A | PC | General support | $500 |
| Bread & Roses Inc | |||||||
| 58 Newbury Street | Lawrence | MA | 01840 | N/A | PC | General support | $900 |
| Citizens Inn Inc | |||||||
| 81 Main Street | Peabody | MA | 01960 | N/A | PC | Stability sponsor | $1,000 |
| Dana Farber Cancer Institute Inc | |||||||
| 10 Brookline Place | Brookline | MA | 02445 | N/A | PC | Horseshoe/Jimmy Fund Golf Tournament | $250 |
| Economic Development & Industrial Corporation of Lynn | |||||||
| 3 City Hall Square | Lynn | MA | 01901 | N/A | GOV | Veteran's Fishing Derby | $500 |
| Family Services of the Merrimack Valley | |||||||
| 430 North Canal Street | Lawrence | MA | 01840 | N/A | PC | Campaign, naming rights to youth services office | $7,000 |
| Friends of North Reading Parks and Recreation Committee | |||||||
| 235 North Street | North Reading | MA | 01864 | N/A | PC | Concert/BBQ Summer Series | $2,000 |
| Greater Lawrence Community Action Council | |||||||
| 305 Essex Street | Lawrence | MA | 01840 | N/A | PC | Essex Street Spring Planter sponsorship | $1,200 |
| Greater Lawrence Family Health Center | |||||||
| 1 Griffin Brook Drive 101 | Methuen | MA | 01844 | N/A | PC | Making a Difference Gala sponsorship | $2,200 |
| Greater Lawrence Kiwanis Club Foundation Inc | |||||||
| PO Box 3068 | Andover | MA | 01810 | N/A | PC | Lawrence Kiwanis 100th Anniversary event | $940 |
| J Turner Hood School Parents Association | |||||||
| 298 Haverhill Street | North Reading | MA | 01864 | N/A | PC | Funding for high school playground | $1,000 |
| Lawrence Boys and Girls Club Inc | |||||||
| 136 Water Street | Lawrence | MA | 01841 | N/A | PC | Torch Club donation | $1,500 |
| Lawrence Community Works Inc | |||||||
| 168 Newbury Street | Lawrence | MA | 01841 | N/A | PC | Funding for capital campaign and DyeWorks | $10,000 |
| Lawrence Neighborhood Association Partnership | |||||||
| PO Box 1124 | Lawrence | MA | 01842 | N/A | PC | Light Up Lawrence event | $500 |
| Lawrence Partnership | |||||||
| 420 Common Street | Lawrence | MA | 01840 | N/A | PC | Funding for scholarships | $8,500 |
| LEO Inc | |||||||
| 156 Broad Street | Lynn | MA | 01901 | N/A | PC | Campaign for LEO Preschool | $5,000 |
| Massachusetts Taxpayers Foundation | |||||||
| 333 Washington Street Suite 853 | Boston | MA | 02108 | N/A | PC | Membership contribution | $2,500 |
| Merrimack Valley Food Bank Inc | |||||||
| 735 Broadway Street | Lowell | MA | 01854 | N/A | PC | Mobile Food Pantry/Naming of Kitchenette | $3,500 |
| Merrimack Valley YMCA | |||||||
| 360 Merrimack Street | Lawrence | MA | 01843 | N/A | PC | Capital campaign for camp upgrades | $2,000 |
| Mission of Deeds Inc | |||||||
| 6 Chapin Avenue | Reading | MA | 01867 | N/A | PC | Tee Hole/Casino Night Queen Sponsor | $603 |
| Northeast Metropolitan Regional Vocational High School | |||||||
| 100 Hemlock Road | Wakefield | MA | 01880 | N/A | GOV | Banking/Business Tech scholarship | $1,000 |
| Partners in Child Development | |||||||
| 32 Osgood Street | Andover | MA | 01810 | N/A | PC | Partners in Child Gala | $450 |
| Reading Community Television | |||||||
| 557 Main Street | Reading | MA | 01867 | N/A | PC | General support | $500 |
| Reading Scholarship Foundation | |||||||
| PO Box 492 | Reading | MA | 01867 | N/A | PC | Funding for scholarships | $1,500 |
| Rotary Club of Andover Charitable Trust | |||||||
| PO Box 1152 | Andover | MA | 01810 | N/A | PC | Citizens Who Care program | $250 |
| Scholarship America | |||||||
| 7900 International Drive Suite 500 | Minneapolis | MN | 55425 | N/A | PC | Burlington Dollars for Scholars program | $2,000 |
| Trooper Tamar Bucci Memorial Fund Inc | |||||||
| 51 Howard Street | Reading | MA | 01867 | N/A | PC | 36 Candles, Silver Level Sponsorship | $350 |
| Women's League of Reading Inc | |||||||
| PO Box 895 | Reading | MA | 01867 | N/A | PC | Winter Gala sponsorship | $250 |
| YMCA of Greater Boston | |||||||
| 316 Huntington Avenue | Boston | MA | 02115 | N/A | PC | $5,000 North Suburban YMCA Branch; $850 Burbank YMCA | $5,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,743 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,891 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,830 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from partnerships | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$90 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$90 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,743 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,653 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Reading Cooperative Bank | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 Haven Street | AddressLine1Txt |
| City | Reading | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01867 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $48,855 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 152.612 units Blackrock Floating Rate Inc | $1,482 | $1,482 |
| 16679.269 units Delaware Diversified Income Fund | $122,759 | $122,759 |
| 1086.179 units Fidelity US Bond Index Fund | $10,851 | $10,851 |
| 7317.221 units Pimco All Asset Inst Class | $79,465 | $79,465 |
| 5556.537 units Templeton Global Bond Advisor | $38,340 | $38,340 |
| 34 units iShares Trust 0-5 Yr High Yield Corp BD | $1,427 | $1,427 |
| 18 units Vanguard Balanced Index FD Inc Short Term Bond | $1,367 | $1,367 |
| 19 units Vanguard Charlotte FDS Total Intl BD ETF | $920 | $920 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 33 units Abbvie Inc | $5,367 | $5,367 |
| 8 units Advance Auto Parts | $584 | $584 |
| 33 units Ally Financial | $1,266 | $1,266 |
| 40 units Alphabet Inc | $6,511 | $6,511 |
| 26 units Amazaon.com | $4,550 | $4,550 |
| 21 units American Express | $4,915 | $4,915 |
| 22 units Apple Inc | $3,747 | $3,747 |
| 44 units Bank of America Corp | $2,486 | $2,486 |
| 5 units Broadcom Inc | $6,501 | $6,501 |
| 41 units Cardinal Helath Inc | $4,225 | $4,225 |
| 11 units Chevron Corp | $1,774 | $1,774 |
| 34 units CMS Energy CP | $2,061 | $2,061 |
| 78 units Comcast Corp | $2,973 | $2,973 |
| 32 units Walt Disney Co | $3,555 | $3,555 |
| 29 units Duke Energy Corp | $2,850 | $2,850 |
| 16 units Eastman Chemical Company | $1,511 | $1,511 |
| 17 units EOG Resources Inc | $2,246 | $2,246 |
| 5 units Everest RE Group LTD | $1,832 | $1,832 |
| 47 units Exelon Corp | $1,766 | $1,766 |
| 13 units Extra Space Storage Inc | $1,746 | $1,746 |
| 21 units Genuine Parts Co | $3,301 | $3,301 |
| 37 units Gilead Science | $2,412 | $2,412 |
| 39 units Highwoods Properties | $1,022 | $1,022 |
| 11 units Home Depot Inc | $3,676 | $3,676 |
| 31 units HP Inc | $871 | $871 |
| 78 units Interpublic Group of Companies Inc | $2,374 | $2,374 |
| 64 units Jefferies Final Group Inc | $2,756 | $2,756 |
| 37 units Johnson & Johnson | $5,350 | $5,350 |
| 13 units JP Morgan Chase & Co | $2,493 | $2,493 |
| 79 units Keycorp | $1,145 | $1,145 |
| 12 units LyondellBasell NV CL-A | $1,200 | $1,200 |
| 10 units Mastercard Inc | $4,512 | $4,512 |
| 34 units Medtronic PLC | $2,728 | $2,728 |
| 65 units Merck & Co Inc | $8,399 | $8,399 |
| 12 units Microsoft Corp | $4,672 | $4,672 |
| 30 units Netapp Inc | $3,066 | $3,066 |
| 27 units Nutrien LTD | $1,425 | $1,425 |
| 9 units Nvidia Corp | $7,776 | $7,776 |
| 94 units Old Republic International | $2,807 | $2,807 |
| 31 units Portland General Electric Co | $1,340 | $1,340 |
| 24 units Qualcomm Inc | $3,980 | $3,980 |
| 17 units Salesforce Inc | $4,572 | $4,572 |
| 12 units Snap On Inc | $3,216 | $3,216 |
| 30 units Stag Indl Inc | $1,032 | $1,032 |
| 23 units T-Mobile US Inc | $3,776 | $3,776 |
| 16 units Texas Instruments | $2,823 | $2,823 |
| 6 units Thermo Fisher Scientific | $3,412 | $3,412 |
| 29 units TJX Companies Inc | $2,729 | $2,729 |
| 14 units Totalenergies SE | $1,015 | $1,015 |
| 11 units UPS | $1,622 | $1,622 |
| 7 units Unitedhealth GP Inc | $3,386 | $3,386 |
| 7 units Vitesse Energy Inc | $155 | $155 |
| 58 units Walgreens Boots Alliance Inc | $1,028 | $1,028 |
| 13 units iShares Russell Mid-Cap Value ETF | $1,545 | $1,545 |
| 6 units iShares Russell 2000 Value ETF | $894 | $894 |
| 14 units iShares TR Rus MD CP GR ETF | $1,504 | $1,504 |
| 4 units iShares TR Rus 2000 GRW ETF | $1,001 | $1,001 |
| 103 units Vanguard Developed Markets Index Fund ETF | $4,991 | $4,991 |
| 12 units Vanguard Intl Equity Index FDS FTSE SMCAP ETF | $1,375 | $1,375 |
| 47 units Vanguard Intl Equity Index FDS FTSE EMR MKT ETF | $1,982 | $1,982 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,336 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,336 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 80 units MPLX LP | AT COST | $3,344 | $3,344 |
| 842.838 units Allspring Emerg Mkts Eq Inst | FMV | $21,307 | $21,307 |
| 8415.452 units Blackrock Global Allocation I | FMV | $157,369 | $157,369 |
| 1214.603 units Calamos Growth & Income I | FMV | $50,855 | $50,855 |
| 1271.984 units Diamond Hill Long Short I | FMV | $36,799 | $36,799 |
| 286.032 units Fidelity Large Cap Growth Index Fund | FMV | $9,001 | $9,001 |
| 494.780 units Fidelity Large Cap Value Index Fund | FMV | $8,347 | $8,347 |
| 2066.021 units First Eagle Global I | FMV | $136,998 | $136,998 |
| 2475.555 units Franklin Gold & Precious Metals | FMV | $48,768 | $48,768 |
| 507.759 units Harding Loevner Emerging Markets | FMV | $20,209 | $20,209 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Income on Investments | Desc |
| BOY Book Value | $110 | BOYBookValueAmt |
| EOY Book Value | $105 | EOYBookValueAmt |
| EOYFMV | $105 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Grants inadvertently paid to non-qualified recipients | Desc |
| Amt | $500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Filing Fees | Desc |
| Revenue And Expenses Per Books | $126 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $126 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from partnerships | Desc |
| Revenue And Expenses Per Books | -$84 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Correction of prior year disqualified grants | $5,125 |
| Unrealized gains on investments | $40,875 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $2,304 | Amt |
| Net Investment Income | $2,304 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Foreign Taxes | $26 | $26 | $0 | $0 |
| Excise Taxes | $1,404 | $0 | $0 | $0 |
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