GOLDBAND-SCHULMAN FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GOLDBAND-SCHULMAN FAMILY FOUNDATION (EIN 26-3786400)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202301359349101185
Schema version
2022v5.0
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)
Return2023-05-15T08:27:10-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263786400EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GOLDBAND-SCHULMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGOLDBusinessNameControlTxt
Phone4135671770PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1107 CHESHIRE DRIVEAddressLine1Txt
CityLONGMEADOWCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARRY SCHULMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4135671770PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARRYPersonFirstNm
Person LastSCHULMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICK LEARYPreparerPersonNm
PTINP00638212PTIN
Phone4137391800PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$137,174FMVAssetsEOYAmt
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$25InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$25InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,130DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,130DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$10,156TotalRevAndExpnssAmt
Total Net Invst Incm$10,156TotalNetInvstIncmAmt
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$1,640AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,640AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,643OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,643OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$387TaxesRevAndExpnssAmt
Taxes Net Invst Incm$387TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$216OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$216OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,886TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,886TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,336TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,886TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,180ExcessRevenueOverExpensesAmt
Net Investment Income$4,270NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,831CashBOYAmt
Cash EOY$649CashEOYAmt
Cash EOYFMV$649CashEOYFMVAmt
Corporate Stock BOY$136,523CorporateStockBOYAmt
Corporate Stock EOY$136,525CorporateStockEOYAmt
Corporate Stock EOYFMV$136,525CorporateStockEOYFMVAmt
Total Assets BOY$153,354TotalAssetsBOYAmt
Total Assets EOY$137,174TotalAssetsEOYAmt
Total Assets EOYFMV$137,174TotalAssetsEOYFMVAmt
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$153,354RetainedEarningBOYAmt
Retained Earning EOY$137,174RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$153,354TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$137,174TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$153,354TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$137,174TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$153,354TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,180ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$137,174SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$137,174TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$59InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$59SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$59TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$59ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$59TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

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 Line1DENA SCHULMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2035156538PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line194 VALLEY ROADAddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JANE G SCHULMAN
107 CHESHIRE DRLONGMEADOWMA01106TRUSTEE0.00$0$0$0
BARRY SCHULMAN
107 CHESHIRE DRLONGMEADOWMA01106TRUSTEE0.00$0$0$0
DENA SCHULMAN
94 VALLEY ROADWESTPORTCT06880TRUSTEE0.00$0$0$0
JILL SCHULMAN
115 BEACON STNEWTONMA02461TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
RBC WEALTH MANAGEMENT
30 BATTERSON PARK ROADFARMINGTONCT06032ASSET MANAGEMENT$3,643
MP PC
1 MONARCH PL STE 900SPRINGFIELDMA01144ACCOUNTING$1,640
FieldValueIRS element (for citing)
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$417,638AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,740AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$426,378TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$426,378AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,396CashDeemedCharitableAmt
Net Vl Noncharitable Assets$419,982NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,999MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,999MinimumInvestmentReturnAmt
Tax Based On Investment Income$59TaxBasedOnInvestmentIncomeAmt
Total Tax$59TotalTaxAmt
Distributable Before Adj$20,940DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$20,940DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$20,940DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,450ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$20,450QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,940DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$75ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,756ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$1,320ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,151TotalExcessDistributionCyovAmt
Qualifying Distributions$20,450QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,450AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$490ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$490ExcessDistributionCyovAppCYAmt
Total Corpus$20,661TotalCorpusAmt
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$20,661ExcessDistriCyovToNextYrAmt
Excess From Year4$19,341ExcessFromYear4Amt
Excess From Year1$1,320ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADL
605 THIRD AVENUENEW YORKNY10158N/AOTHER PUBLIC CHARITYFOR GENERAL OPERATING FUND$700
COMBINED JEWISH PHILANTHROPIES
126 HIGH STREETBOSTONMA02110N/AOTHER PUBLIC CHARITYFOR GENERAL OPERATING FUND$2,500
JIMMY FUND DANA-FARBER CANCER INSTITUTE
PO BOX 849168BOSTONMA02284N/AOTHER PUBLIC CHARITYFOR GENERAL OPERATING FUND$5,000
SHRINERS HOSPITALS FOR CHILDREN
516 CAREW STREETSPRINGFIELDMA01104N/AOTHER PUBLIC CHARITYFOR GENERAL OPERATING DONATION$2,000
ST JUDE CHILDRENS RESEARCH
262 DANNY THOMAS PLACEMEMPHISTN38105N/AOTHER PUBLIC CHARITYFOR GENERAL OPERATING DONATION$2,500
TEMPLE BETH EL
979 DICKINSON STSPRINGFIELDMA01108N/AOTHER PUBLIC CHARITYFOR GENERAL OPERATING FUND$2,500
TEMPLE EMANUEL
385 WARD STREETNEWTONMA02459N/AOTHER PUBLIC CHARITYFOR GENERAL OPERATING FUND$2,500
THE CONSERVATIVE SYNAGOGUE
11 EAST STREETNEW YORKNY10003N/AOTHER PUBLIC CHARITYFOR GENERAL OPERATING FUND$1,750
WELCOME HOME CHARITY
206 WALTHAM STREETWEST NEWTONMA02465N/AOTHER PUBLIC CHARITYFOR GENERAL OPERATING DONATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,450TotalGrantOrContriPdDurYrAmt
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$25ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,130ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,156ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,156TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,640Amt
Net Investment Income$1,640NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKS, OPTION/ ETF'SStockNm
EOY Book Value$136,525EOYBookValueAmt
EOYFMV$136,525EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MA FILING FEE$35$35$0
SUBSCRIPTIONS/MISCELLANEOUS$181$181$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRBC WEALTH MANAGEMENT #4463Desc
Revenue And Expenses Per Books$1RevenueAndExpensesPerBooksAmt
Net Investment Income$1NetInvestmentIncomeAmt
Adjusted Net Income$1AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$3,643Amt
Net Investment Income$3,643NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$387Amt
Net Investment Income$387NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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