CHARLES LAMONT POST CHARITABLE TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES LAMONT POST CHARITABLE TR (EIN 20-6447289)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-19
- IRS object ID
- 202341399349100319
- 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
- Form 990-PF
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-19T14:18:42-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042265163 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURNS & LEVINSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206447289 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES LAMONT POST CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5086273356 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1090 | AddressLine1Txt |
| City | EDGARTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02539 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSEMARIE HAIGAZIAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5086273356 | PhoneNum |
| Signature | 2023-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROSEMARIE | PersonFirstNm |
| Person Last | HAIGAZIAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD E SCHWARTZ | PreparerPersonNm |
| PTIN | P00341233 | PTIN |
| Phone | 6173453000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $923,017 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,325 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,325 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,325 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $143,723 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,276 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,696 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,696 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,696 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $43,297 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,297 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,021 | 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 |
| Legal Fees Rev And Expnss | $10,064 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,811 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,568 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,443 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,443 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,146 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,297 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,021 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,411 | CashBOYAmt |
| Cash EOY | $5,579 | CashEOYAmt |
| Cash EOYFMV | $5,579 | CashEOYFMVAmt |
| Other Investments BOY | $566,818 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $550,096 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $917,438 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $568,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $555,675 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $923,017 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $568,229 | RetainedEarningBOYAmt |
| Retained Earning EOY | $555,675 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $568,229 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $555,675 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $568,229 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $555,675 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $568,229 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,146 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $556,083 | SubtotalAmt |
| Other Decreases | $408 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $555,675 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 350 SHRS AMERICAN CAMPUS COMMUNITIES | P | 2021-10-22 | 2022-08-10 | $22,915 | $17,978 | $4,937 | $4,937 |
| 150 SHRS EQUITY RESIDENTIAL | P | 2022-01-14 | 2022-11-16 | $9,246 | $13,623 | -$4,377 | -$4,377 |
| 150 SHRS EQUITY RESIDENTIAL | P | 2022-06-01 | 2022-11-16 | $9,246 | $11,435 | -$2,189 | -$2,189 |
| 200 SHRS NEWMONT CORP | P | 2021-11-23 | 2022-10-25 | $8,536 | $11,010 | -$2,474 | -$2,474 |
| 200 SHRS NEWMONT CORP | P | 2022-08-12 | 2022-11-18 | $8,901 | $9,294 | -$393 | -$393 |
| 175 SHRS ABBVIE INC | P | 2021-06-30 | 2022-07-01 | $26,686 | $19,722 | $6,964 | $6,964 |
| 50 SHRS CHUBB LIMITED | P | 2020-05-26 | 2022-12-21 | $10,881 | $6,001 | $4,880 | $4,880 |
| 275 SHRS CORNING INC | P | 2021-01-13 | 2022-12-21 | $8,806 | $10,264 | -$1,458 | -$1,458 |
| 50 SHRS CVS HEALTH CORP | P | 2020-07-23 | 2022-03-24 | $5,384 | $3,187 | $2,197 | $2,197 |
| 325 SHRS LEGGETT & PLATT INC | P | 2020-06-24 | 2022-05-04 | $12,218 | $11,131 | $1,087 | $1,087 |
| 125 SHRS MEDTRONIC PLC | P | 2020-03-26 | 2022-11-29 | $9,516 | $11,578 | -$2,062 | -$2,062 |
| 78 SHRS NUTRIEN LTD | P | 2017-07-10 | 2022-07-19 | $6,112 | $3,376 | $2,736 | $2,736 |
| .550 SHRS VICI PPTYS INC | P | 2020-08-19 | 2022-05-02 | $16 | $11 | $5 | $5 |
| 50 SHRS WEC ENERGY GROUP | P | 2016-02-18 | 2022-07-19 | $4,941 | $2,837 | $2,104 | $2,104 |
| CAPITAL GAINS DIVIDENDS | P | $319 | $319 | $319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,276 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,496 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $602 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $602 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $602 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $602 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $602 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $29 | TaxDueAmt |
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 | 0 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROSEMARIE HAIGAZIAN | IndividualWithBooksNm |
| Phone | 5086273356 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 282 VINEYARD HAVEN ROAD | AddressLine1Txt |
| City | EDGARTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02539 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2020 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2019 | UndistributedIncomePY3Yr |
| Undistributed Income PY4 | 2018 | UndistributedIncomePY4Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSEMARIE HAIGAZIAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 282 VINEYARD HAVEN ROAD | AddressLine1Txt |
| City | EDGARTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02539 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | |||||
| 499 WASHINGTON BLVD | JERSEY CITY | NJ | 07310 | INVESTMENT | $0 |
| BURNS & LEVINSON LLP | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | LEGAL | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $943,540 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,673 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $973,212 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $973,212 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $958,614 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,931 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,931 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $602 | TotalTaxAmt |
| Distributable Before Adj | $47,329 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,329 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,329 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,329 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,330 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $26,379 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,000 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $26,379 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $26,379 | Taxable1Amt |
| Taxable2 | $16,330 | Taxable2Amt |
| Undistributed Income CY | $47,329 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GUIDING EYES FOR THE BLIND | ||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $5,000 |
| MERCY SHIPS | ||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $5,000 |
| PLANNED PARENTHOOD | ||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $5,000 |
| SALVATION ARMY | ||||||
| 615 SLATERS LANE PO BOX 269 | ALEXANDRIA | VA | 22313 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $5,000 |
| ST JUDE CHILDREN RESEARCH | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $5,000 |
| VINEYARD HOUSE | ||||||
| PO BOX 4599 | VINEYARD HAVEN | MA | 02568 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,325 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,696 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,276 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,297 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,297 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NEUBERGER BERMAN | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $550,096 | BookValueAmt |
| EOYFMV | $917,438 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING | CategoryTxt |
| Legal Fees | $10,064 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF PRINCIPAL | $407 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGMENT FEES | Desc |
| Revenue And Expenses Per Books | $10,568 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US TREASURY TAX REFUND | Desc |
| Revenue And Expenses Per Books | $3,696 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,696 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,696 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| US TREASURY | $4,430 | $0 | $0 | $0 |
| COMMONWEALTH OF MASSACHUSETTS | $35 | $0 | $0 | $0 |
| FOREIGN TAXES | $346 | $0 | $0 | $0 |
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