DARMAN FAMILY CHARITABLE TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DARMAN FAMILY CHARITABLE TR (EIN 85-6773883)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202433209349102748
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T10:55:12-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042206126PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RAPHAEL AND RAPHAEL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1312 STUART STREET 3RD FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN856773883EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DARMAN FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDARMBusinessNameControlTxt
Phone7818753300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 RECREATION PARK DRIVE 204AddressLine1Txt
CityHINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02043ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY DARMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7818753300PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN MASCIPreparerPersonNm
PTINP00219119PTIN
Phone6172101200PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,214,932FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,423InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,423InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$46,561DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,561DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$12,432NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$986,196GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$649OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,040,903TotalRevAndExpnssAmt
Total Net Invst Incm$53,984TotalNetInvstIncmAmt
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$7,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,900AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,900AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$21,122OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$21,122OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$557TaxesRevAndExpnssAmt
Taxes Net Invst Incm$557TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,479TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,579TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,900TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$117,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$117,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$146,479TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,579TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$120,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$894,424ExcessRevenueOverExpensesAmt
Net Investment Income$28,405NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,029,206SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,898,673SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,898,673SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$260,875USGovernmentObligationsBOYAmt
US Government Obligations EOY$285,965USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$291,463USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,691,688CorporateStockBOYAmt
Corporate Stock EOY$1,691,555CorporateStockEOYAmt
Corporate Stock EOYFMV$2,024,796CorporateStockEOYFMVAmt
Total Assets BOY$2,981,769TotalAssetsBOYAmt
Total Assets EOY$3,876,193TotalAssetsEOYAmt
Total Assets EOYFMV$4,214,932TotalAssetsEOYFMVAmt
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$2,981,769RetainedEarningBOYAmt
Retained Earning EOY$3,876,193RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,981,769TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,876,193TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,981,769TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,876,193TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,981,769TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$894,424ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,876,193SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,876,193TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY 9618 ST COVEREDP$415,030$439,665-$24,635-$24,635
MORGAN STANLEY 9618 LT COVEREDP$322,356$297,569$24,787$24,787
MORGAN STANLEY 9617 ST COVEREDP$145,989$146,003-$14-$14
MORGAN STANLEY 9617 LT COVEREDP$102,382$115,391-$13,009-$13,009
CAPITAL GAINS DIVIDENDSP$439$439$439
FieldValueIRS element (for citing)
Capital Gain Net Income-$12,432CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$395InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$395SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$395TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$573EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$573TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$178OverpaymentAmt
Applied To ES Tax$178AppliedToESTaxAmt
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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGARY DARMANIndividualWithBooksNm
Phone7818753300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line125 RECREATION PARK DRIVE STE 204AddressLine1Txt
CityHIGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02043ZIPCd
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)
PersonGARY DARMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 RECREATION PARK DRIVE STE 204AddressLine1Txt
CityHINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02043ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
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$2,117,811AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,069,635AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,187,446TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,187,446AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,812CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,139,634NetVlNoncharitableAssetsAmt
Minimum Investment Return$156,982MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$156,982MinimumInvestmentReturnAmt
Tax Based On Investment Income$395TaxBasedOnInvestmentIncomeAmt
Total Tax$395TotalTaxAmt
Distributable Before Adj$156,587DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$156,587DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$156,587DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$120,900ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$120,900QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$156,587DistributableAsAdjustedAmt
Undistributed Income PY$76,846UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$120,900QualifyingDistributionsAmt
Applied To Year1$76,846AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$44,054AppliedToCurrentYearAmt
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$112,533UndistributedIncomeCYAmt
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 ManagerGARY DARMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BIG SISTER ASSOCIATION OF GREATER BOSTON
20 PARK PLAZA 1420BOSTONMA02116NAPUBLICCOMMUNITY & CHARITABLE$2,000
CARITAS COMMUNITIES
25 BRAINTREE HILL OFFICE PARK STEBRAINTREEMA02184NAPUBLICCOMMUNITY & CHARITABLE$30,000206
CHICAGO HOPE
2189 WEST BOWLER STREETCHICAGOIL60612NAPUBLICCOMMUNITY & CHARITABLE$1,000
DOCTORS WITHOUT BORDERS USA
PO BOX 5030HAGERSTOWNMD21741NAPUBLICMEDICAL$7,000
FEEDING AMERICA
161 NORTH CLARK STREET SUITE 700WASHINGTONDC60601NAPUBLICCOMMUNITY & CHARITABLE$2,000
FOUNTAIN HOUSE
425 W 47TH STNEW YORKNY10036NAPUBLICCOMMUNITY & CHARITABLE$2,000
GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118NAPUBLICCOMMUNITY & CHARITABLE$6,000
HARLEM CHILDRENS ZONE
35 EAST 125TH STNEW YORKNY10035NAPUBLICCOMMUNITY & CHARITABLE$6,500
HOMESTART
105 CHAUNCY ST 502BOSTONMA02111NAPUBLICCOMMUNITY & CHARITABLE$10,000
HUMAN RIGHTS WATCH
350 FIFTH AVENUE 34TH FLOORNEW YORKNY10118NAPUBLICCOMMUNITY & CHARITABLE$1,000
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREETNEW YORKNY10168NAPUBLICCOMMUNITY & CHARITABLE$3,000
MACULAR DEGENERATION RESEARCH
22512 GATEWAY CENTER DRIVECLARKSBURGMD20871NAPUBLICMEDICAL$3,000
NATIONAL NETWORK TO END DOMENSTIC VIOLENCE
1325 MASSACHUSETTS AVENUE NW 7THWASHINGTONDC20005NAPUBLICCOMMUNITY & CHARITABLE$6,000FLOOR
NEADS WORLD CLASS SERVICE DOGS
PO BOX 1100PRINCETONMA01541NAPUBLICCOMMUNITY & CHARITABLE$3,000
PAN MASS CHALLENGE
77 4TH AVENUENEEDHAMMA02494NAPUBLICMEDICAL$1,000
POLARIS
GIFT PROCESSING CENTER PO BOXPITTSBURGHPA12521NAPUBLICCOMMUNITY & CHARITABLE$3,000392710
SHARE OUR STRENGTH
1030 15TH STREET NW SUITE 1100WWASHINGTONDC20005NAPUBLICCOMMUNITY & CHARITABLE$3,000
SOUTHERN POVERTY LAW
400 WASHINGTON AVENUEMONTGOMERYAL36104NAPUBLICCOMMUNITY & CHARITABLE$7,000
THE BAIL PROJECT
PO BOX 750VENICECA90294NAPUBLICCOMMUNITY & CHARITABLE$1,500
THE LUSTGARTEN FOUNDATION
1111 STEWART AVENUEBETHPAGENY11714NAPUBLICCOMMUNITY & CHARITABLE$8,000
THE PREPARATORY FOUNDATION BOSTON
885 RIVER STREETHYDE PARKMA02136NAPUBLICEDUCATIONAL$5,000
WORLD CENTRAL KITCHEN INC
655 NEW YORK AVE NW 6TH FLOORWASHINGTONDC20001NAPUBLICCOMMUNITY & CHARITABLE$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$117,000TotalGrantOrContriPdDurYrAmt
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$7,423ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46,561ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$12,432ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
MORGAN STANLEY 1099-MISC14
ENTERPRISE PRODUCTS PARTNERS LP - ORD LOSS-$649

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$649UnrelatedBusinessTaxblIncmAmt
Exclusion$41,552ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,903TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
GARY DARMAN
125 RECREATION PARK DRIVE SUITE 204HINGHAMMA02043$333,333Yes (X)
LINDA DARMAN
23 BATTERY WHARF 3506BOSTONMA02109$333,333Yes (X)
SHEILA TRESCHAK
3250 ELM STREETMARSHFIELDMA02050$333,334Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,800Amt
Net Investment Income$3,900NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,900DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE PUBLICLY TRADED STOCK - LIST AVAILABLE ON REQUESTStockNm
EOY Book Value$1,691,555EOYBookValueAmt
EOYFMV$2,024,796EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$285,965StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$291,463StateLocalSecEOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescENTERPRISE PRODUCTS PARTNERS LP - ORD LOSSDesc
Revenue And Expenses Per Books-$649RevenueAndExpensesPerBooksAmt
Adjusted Net Income-$649AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$21,122Amt
Net Investment Income$21,122NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
GARY DARMAN
25 RECREATION PARK DRIVE STE 204HINGHAMMA02043
LINDA DARMAN
3 BATTERY WHARF 3506BOSTONMA02118
SHEILA TRESCHAK
250 ELM STREETMARSHFIELDMA02050

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$557Amt
Net Investment Income$557NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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