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DOROTHY M TENNEY CHARITABLE TRUST: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
DOROTHY M TENNEY CHARITABLE TRUST (EIN 22-3022796)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-25
IRS object ID
202341159349100014
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)
Return2023-04-25T08:10:51-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261588653PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOUSSAN & OJERHOLM PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 SHREWSBURY STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223022796EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOROTHY M TENNEY CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2ATTN WARREN M YANOFF TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDOROBusinessNameControlTxt
Phone5087974755PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 CEDAR STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01609ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWARREN M YANOFFPersonNm
Person TitleTrusteePersonTitleTxt
Signature2023-04-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWARREN MPersonFirstNm
Person LastYANOFFPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDavid R Ojerholm CPAPreparerPersonNm
PTINP00055478PTIN
Phone5087919501PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$633,940FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,691DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,691DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,691DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$36,533NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$126,130GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$36,533CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$48,224TotalRevAndExpnssAmt
Total Net Invst Incm$48,224TotalNetInvstIncmAmt
Total Adj Net Incm$11,691TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$16,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$16,500CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,200AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$355TaxesRevAndExpnssAmt
Taxes Net Invst Incm$320TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,231OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,231OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$26,286TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,551TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,865ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,865ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$44,151TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,551TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$34,365TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,073ExcessRevenueOverExpensesAmt
Net Investment Income$42,673NetInvestmentIncomeAmt
Adjusted Net Income$11,691AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,961CashBOYAmt
Cash EOY$78CashEOYAmt
Cash EOYFMV$78CashEOYFMVAmt
Sav And Temp Cash Invst BOY$17,305SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,925SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,925SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$375,636CorporateStockBOYAmt
Corporate Stock EOY$378,117CorporateStockEOYAmt
Corporate Stock EOYFMV$611,459CorporateStockEOYFMVAmt
Corporate Bonds BOY$613CorporateBondsBOYAmt
Corporate Bonds EOY$468CorporateBondsEOYAmt
Corporate Bonds EOYFMV$478CorporateBondsEOYFMVAmt
Total Assets BOY$396,515TotalAssetsBOYAmt
Total Assets EOY$400,588TotalAssetsEOYAmt
Total Assets EOYFMV$633,940TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$314,191CapitalStockBOYAmt
Capital Stock EOY$314,191CapitalStockEOYAmt
Retained Earning BOY$82,324RetainedEarningBOYAmt
Retained Earning EOY$86,397RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$396,515TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$400,588TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$396,515TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$400,588TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$396,515TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,073ExcessRevenueOverExpensesAmt
Subtotal$400,588SubtotalAmt
Tot Net Ast Or Fund Balances EOY$400,588TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyBERNSTEINPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2000-01-01AcquiredDt
Sold2022-12-31SoldDt
Gross Sales Price$126,130GrossSalesPriceAmt
Cost Or Other Basis$89,597CostOrOtherBasisAmt
Gain Or Loss$36,533GainOrLossAmt
Gains Minus Excess Or Losses$36,533GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$36,533CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$593InvestmentIncomeExciseTaxAmt
Subtotal$593SubtotalAmt
Tax Based On Investment Income$593TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$15EsPenaltyAmt
Tax Due$608TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WARREN M YANOFF TRUSTEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5087974755PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line119 CEDAR STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01609ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonWARREN M YANOFFPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 CEDAR STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01609ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$16,500CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOUSSAN & OJERHOLM PCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 SHREWSBURY STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01604ZIPCd
FieldValueIRS element (for citing)
Service TypeTAX AND ACCOUNTINGServiceTypeTxt
Compensation$4,200CompensationAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$682,141AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,095AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$703,236TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$703,236AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,549CashDeemedCharitableAmt
Net Vl Noncharitable Assets$692,687NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,634MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,634MinimumInvestmentReturnAmt
Tax Based On Investment Income$593TaxBasedOnInvestmentIncomeAmt
Total Tax$593TotalTaxAmt
Distributable Before Adj$34,041DistributableBeforeAdjAmt
Distributable Before Ded$34,041DistributableBeforeDedAmt
Distributable As Adjusted$34,041DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,365ExpensesAndContributionsAmt
Qualifying Distributions$34,365QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,041DistributableAsAdjustedAmt
Undistributed Income PY$17,278UndistributedIncomePYAmt
Qualifying Distributions$34,365QualifyingDistributionsAmt
Applied To Year1$17,278AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,087AppliedToCurrentYearAmt
Undistributed Income CY$16,954UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMNESTY INTERNATIONAL
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$350
BOYLSTON PUBLIC LIBRARY
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$250
METROPOLITAN MUSEUM OF ART
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$210
AMERICAN FRIEDNS OF HEBREW UNIVERSI
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$3,500
WUMB RADIO
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$1,000
WORCESTER ART MUSEUM
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$650
US HOLOCAUST MUSEUM
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$100
MOMA
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$180
COMMUNITY LEGAL AID
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$250
ACLU
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$200
UNION OF CONCERNED SCIENTISTS
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$400
RACHEL'S TABLE
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$500
BIRTHRIGHT ISRAEL FOUNDATION
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$100
BELOIT COLLEGE
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$4,000
TEMPLE EMANUAL SINAI
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$300
WORCESTER JEWISH COMMUNITY
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$500
WORCESTER COUNTY FOOD BANK
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$500
ONE CAN HELP
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$500
SOUTHERN POVERTY LAW CENTER
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$100
CITY HARVEST
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$1,000
BOSTON CHILDREN'S HOSPITAL
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$500
ABBY'S HOUSE
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$200
FEEDING AMERICA
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$100
FOOD FOR FREE
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$250
ONE LAST FOUNDATION
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$500
TUNNELS TO TOWERS
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$300
TRUSTEES OF THE RESERVATION
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$165
WHITNEY MUSEUM
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$300
WORLD CENTRAL KITCHEN
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$500
SIERRA CLUB
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$100
NATIONAL PARK FOUNDATION
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$100
MFA
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$140
WGBH
19 CEDAR STREETWORCESTERMA01609PCEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$120
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,865TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,691ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$36,533RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,691ExclusionAmt
Related Or Exempt Function Incm$36,533RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$48,224TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
8INCOME IS NECESSARY TO PROVIDE FUNDING TO SUPPORT THE ORGANIZATION.
4EDUCATIONAL, CHARITABLE AND RELIGIOUS CONTRIBUTIONS.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryHOUSSAN & OJERHOLM, PCCategoryTxt
Amt$4,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$5,231RevenueAndExpensesPerBooksAmt
Net Investment Income$5,231NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
COMMONWEALTH OF MASS, FORM PC$35
FEDERAL INCOME TAX, FORM 990PF$320$320

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