BETA

BLAKELEY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BLAKELEY FOUNDATION (EIN 26-1633993)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-28
IRS object ID
202301799349100915
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)
Return2023-06-28T14:23:39-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042620388PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLES & BODOIN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line175 SECOND AVENUEAddressLine1Txt
CityNEEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261633993EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLAKELEY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBLAKBusinessNameControlTxt
Phone6176332253PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1168 BEACON STREET 2AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERALD W BLAKELEY IIIPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6176332253PhoneNum
Signature2023-06-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGERALDPersonFirstNm
Person LastBLAKELEY IIIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES BODOIN CPAPreparerPersonNm
PTINP01207150PTIN
Phone7814551400PhoneNum

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$937,944FMVAssetsEOYAmt
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$22,956DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,952DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$47,761NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$67,186GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$47,761CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$70,717TotalRevAndExpnssAmt
Total Net Invst Incm$70,713TotalNetInvstIncmAmt
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$1,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,900AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$1,035OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,035OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,935TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,935TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,670ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,670ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,605TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$53,605TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,112ExcessRevenueOverExpensesAmt
Net Investment Income$70,713NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$77,324SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$83,564SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$83,564SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$287,792CorporateStockBOYAmt
Corporate Stock EOY$268,367CorporateStockEOYAmt
Corporate Stock EOYFMV$854,380CorporateStockEOYFMVAmt
Total Assets BOY$365,116TotalAssetsBOYAmt
Total Assets EOY$351,931TotalAssetsEOYAmt
Total Assets EOYFMV$937,944TotalAssetsEOYFMVAmt
Other Liabilities BOY$40,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$10,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$40,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,000TotalLiabilitiesEOYAmt
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$325,116RetainedEarningBOYAmt
Retained Earning EOY$341,931RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$325,116TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$341,931TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$365,116TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$351,931TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$325,116TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,112ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$342,228SubtotalAmt
Other Decreases$297OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$341,931TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property500 SHS PPG INDUSTRIES INC COMPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2011-08-05AcquiredDt
Sold2022-08-17SoldDt
Gross Sales Price$67,186GrossSalesPriceAmt
Cost Or Other Basis$19,425CostOrOtherBasisAmt
Gain Or Loss$47,761GainOrLossAmt
Gains Minus Excess Or Losses$47,761GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$47,761CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$983InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$983SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$983TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$14EsPenaltyAmt
Tax Due$997TaxDueAmt

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 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 Line1GERALD W BLAKELEY IIIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6176332253PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1168 BEACON STREET 2AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GERALD W BLAKELEY III
168 BEACON ST 2BOSTONMA02116TRUSTEE0.00$0$0$0
CHRISTOPHER R BLAKELEY
168 BEACON ST 2BOSTONMA02116TRUSTEE0.00$0$0$0
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTS TO CHARITABLE ORGANIZATIONS THAT QUALIFY UNDER SECTION 501(C)(3)Description1Txt
Expenses1$50,670Expenses1Amt

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$972,955AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$78,309AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,051,264TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,051,264AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,769CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,035,495NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,775MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,775MinimumInvestmentReturnAmt
Tax Based On Investment Income$983TaxBasedOnInvestmentIncomeAmt
Total Tax$983TotalTaxAmt
Distributable Before Adj$50,792DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$50,792DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$50,792DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,605ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$53,605QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,792DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$65,631ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$38,442ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,111ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$118,184TotalExcessDistributionCyovAmt
Qualifying Distributions$53,605QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,792AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,813RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$120,997TotalCorpusAmt
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$65,631ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$55,366ExcessDistriCyovToNextYrAmt
Excess From Year2$38,442ExcessFromYear2Amt
Excess From Year1$14,111ExcessFromYear1Amt
Excess From Current Year$2,813ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGERALD W BLAKELEY IIIContributingManagerNm
Contributing ManagerCHRISTOPHER R BLAKELEYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGERALD W BLAKELEYIII TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1168 BEACON ST 2AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6176332253RecipientPhoneNum
Form And Info And MaterialsWRITTEN APPLICATION SETTING FORTH THE FUNCTION OF THE 501(C)(3) ORGANIZATION AND THE PURPOSE FOR WHICH THE GRANT WOULD BE USEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MASS GENERAL HOSPITAL
125 NASHUA STREETBOSTONMA02114PCHOSPITALNON-PROFIT ORGANIZATION - HOSPITALNON-PROFIT ORGANIZATION - HOSPITAL$12,500
SAKYA INSTITUTE
59 CHURCH STCAMBRIDGEMA02139PCNON-PROFIT ORGANIZATION$10,000
SUNFLOWER OF PEACE FOUNDATION
43 ASHMONT AVENEWTONMA02458PCNON-PROFIT ORGANIZATION$20,000
CHANGING THE WORLD FOUNDATION
20 INDEPENDENCE DRIVEHYANNISMA02601PCNON-PROFIT ORGANIZATION$7,000
THE ARBOR DAY FOUNDATION
211 N 12TH STLINCOLNNE68508PCNON-PROFIT ORGANIZATION$20
CALMER CHOICE FOUNDATION
23F WEST BAY RDOSTERVILLEMA02655PCNON-PROFIT ORGANIZATION$1,100
ENVIRONMENTAL DEFENSE FUND
18 TREMONT ST STE 850BOSTONMA02108PCNON-PROFIT ORGANIZATION$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,670TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,956ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$47,761ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$70,717ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$70,717TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$1,900Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,900DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY INVESTMENTSStockNm
EOY Book Value$268,367EOYBookValueAmt
EOYFMV$854,380EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAXDesc
Amt$297Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$35$0$35
WEBSITE$1,000$0$1,000

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCHANGE PAYABLEDesc
BOY Book Value$40,000BOYBookValueAmt
EOY Book Value$10,000EOYBookValueAmt

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