PAINE CHARITY FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PAINE CHARITY FUND (EIN 04-6013050)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202521279349103712
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T16:01:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043573806 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046013050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN D AND SUSAN W PAINE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAIN | BusinessNameControlTxt |
| Phone | 6175231635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL ST 5TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021083204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN W PAINE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175231635 | PhoneNum |
| Signature | 2025-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE R KURPIEL | PreparerPersonNm |
| PTIN | P00107798 | PTIN |
| Phone | 6175231635 | PhoneNum |
| Preparation | 2025-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $212,267 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,187 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,187 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,269 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,269 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $133,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $249,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,136 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $142,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,592 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,771 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,771 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,040 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,040 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,728 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $39 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,278 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,044 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,506 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $239,878 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,044 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $235,106 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,286 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $140,548 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,631 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,269 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,269 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $48,847 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $25,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $23,327 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $189,167 | CorporateStockBOYAmt |
| Corporate Stock EOY | $101,090 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $163,671 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $248,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $151,359 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $212,267 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $248,645 | CapitalStockBOYAmt |
| Capital Stock EOY | $151,359 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $248,645 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $151,359 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $248,645 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $151,359 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $248,645 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,286 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $151,359 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $151,359 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 9. ADOBE SYS INC | 2023-12-05 | 2024-12-09 | $4,917 | $5,360 | -$443 | -$443 |
| 10. ALPHABET INC CAP STK CL A | 2014-03-18 | 2024-02-13 | $1,457 | $300 | $1,157 | $1,157 |
| 52. ALPHABET INC CAP STK CL A | 2014-03-18 | 2024-12-09 | $9,111 | $1,562 | $7,549 | $7,549 |
| 10. AMAZON.COM | 2019-03-06 | 2024-02-13 | $1,696 | $838 | $858 | $858 |
| 43. AMAZON.COM | 2019-03-06 | 2024-12-09 | $9,827 | $3,602 | $6,225 | $6,225 |
| 5. AMERICAN EXPRESS CO | 2017-08-03 | 2024-02-13 | $1,048 | $431 | $617 | $617 |
| 20. AMERICAN EXPRESS CO | 2017-08-03 | 2024-12-09 | $5,963 | $1,722 | $4,241 | $4,241 |
| 29. AMERICAN WATER WORKS CO INC | 2023-12-05 | 2024-12-09 | $3,800 | $3,822 | -$22 | -$22 |
| 5. AMERIPRISE FINANCIAL INC | 2017-08-03 | 2024-02-13 | $1,962 | $729 | $1,233 | $1,233 |
| 9. AMERIPRISE FINANCIAL INC | 2017-08-03 | 2024-12-09 | $4,992 | $1,312 | $3,680 | $3,680 |
| 29. APPLE COMPUTER INC | 2023-12-05 | 2024-12-09 | $7,138 | $5,620 | $1,518 | $1,518 |
| 57. BALL CORP COM | 2020-06-05 | 2024-12-09 | $3,295 | $4,274 | -$979 | -$979 |
| 25. BANK OF AMERICA CORPORATION | 2020-06-05 | 2024-02-13 | $822 | $716 | $106 | $106 |
| 100. BANK OF AMERICA CORPORATION | 2020-06-05 | 2024-12-09 | $4,605 | $2,866 | $1,739 | $1,739 |
| 14. BECTON DICKINSON & CO | 2017-08-03 | 2024-12-09 | $3,127 | $2,712 | $415 | $415 |
| 1. BOOKING HLDGS INC | 2019-03-06 | 2024-12-09 | $5,150 | $1,755 | $3,395 | $3,395 |
| 17. BROADCOM INC | 2024-12-05 | 2024-12-09 | $3,001 | $2,911 | $90 | $90 |
| 9. CARLISLE COS INC | 2024-02-13 | 2024-12-09 | $3,905 | $3,103 | $802 | $802 |
| 25. CARMAX INC | 2012-03-27 | 2024-02-13 | $1,834 | $873 | $961 | $961 |
| 43. CARMAX INC | 2012-03-27 | 2024-12-09 | $3,766 | $1,501 | $2,265 | $2,265 |
| 40. CHEVRONTEXACO CORP | 2021-12-03 | 2024-12-09 | $6,310 | $4,585 | $1,725 | $1,725 |
| 86. COMCAST CORP CLASS A | 2017-08-03 | 2024-12-09 | $3,356 | $3,440 | -$84 | -$84 |
| 5. COSTCO WHOLESALE CORP | 2012-03-27 | 2024-02-13 | $3,601 | $458 | $3,143 | $3,143 |
| 9. COSTCO WHOLESALE CORP | 2012-03-27 | 2024-12-09 | $8,877 | $825 | $8,052 | $8,052 |
| 5. META PLATFORMS INC CLASS A | 2017-08-03 | 2024-02-13 | $2,328 | $845 | $1,483 | $1,483 |
| 11. META PLATFORMS INC CLASS A | 2017-08-03 | 2024-12-09 | $6,716 | $1,859 | $4,857 | $4,857 |
| 29. FISERV INC WISC | 2019-03-06 | 2024-12-09 | $5,902 | $2,473 | $3,429 | $3,429 |
| 14. HOME DEPOT INC | 2012-03-27 | 2024-12-09 | $6,034 | $704 | $5,330 | $5,330 |
| 5. J P MORGAN CHASE & CO | 2012-03-27 | 2024-02-13 | $874 | $230 | $644 | $644 |
| 20. J P MORGAN CHASE & CO | 2012-03-27 | 2024-12-09 | $4,900 | $921 | $3,979 | $3,979 |
| 10. JOHNSON & JOHNSON | 1911-11-11 | 2024-02-13 | $1,565 | $58 | $1,507 | $1,507 |
| 23. JOHNSON & JOHNSON | 1911-11-11 | 2024-12-09 | $3,441 | $134 | $3,307 | $3,307 |
| 6. LILLY ELI & CO | 2023-12-05 | 2024-12-09 | $4,843 | $3,506 | $1,337 | $1,337 |
| 5. LINCOLN ELECTRIC HOLDINGS INC | 2022-11-02 | 2024-02-13 | $1,149 | $712 | $437 | $437 |
| 20. LINCOLN ELECTRIC HOLDINGS INC | 2022-11-02 | 2024-12-09 | $4,178 | $2,846 | $1,332 | $1,332 |
| 5. MICROSOFT CORP | 2020-06-05 | 2024-02-13 | $2,044 | $931 | $1,113 | $1,113 |
| 20. MICROSOFT CORP | 2020-06-05 | 2024-12-09 | $8,923 | $3,726 | $5,197 | $5,197 |
| 3. MONGODB INC CL A | 2024-02-13 | 2024-12-09 | $1,061 | $1,427 | -$366 | -$366 |
| 57. NEXTERA ENERGY INC | 2023-12-05 | 2024-12-09 | $4,274 | $3,326 | $948 | $948 |
| 10. NVIDIA CORP | 2017-08-03 | 2024-02-13 | $7,297 | $416 | $6,881 | $6,881 |
| 85. NVIDIA CORP | 2017-08-03 | 2024-12-05 | $12,411 | $353 | $12,058 | $12,058 |
| 66. NVIDIA CORP | 2017-08-03 | 2024-12-09 | $9,150 | $274 | $8,876 | $8,876 |
| 5. ROPER INDUSTRIES INC (NEW) | 2017-08-03 | 2024-02-13 | $2,679 | $1,173 | $1,506 | $1,506 |
| 6. ROPER INDUSTRIES INC (NEW) | 2017-08-03 | 2024-12-09 | $3,297 | $1,407 | $1,890 | $1,890 |
| 3. SERVICENOW INC COM | 2024-12-05 | 2024-12-09 | $3,348 | $3,372 | -$24 | -$24 |
| 35. SMITH A O CORP | 2020-07-27 | 2024-02-13 | $2,793 | $1,854 | $939 | $939 |
| 52. SMITH A O CORP | 2020-07-27 | 2024-12-09 | $3,847 | $2,755 | $1,092 | $1,092 |
| 10. STARBUCKS CORP | 2020-06-05 | 2024-02-13 | $946 | $820 | $126 | $126 |
| 37. STARBUCKS CORP | 2020-06-05 | 2024-12-09 | $3,666 | $3,035 | $631 | $631 |
| 5. STRYKER CORP | 2012-03-27 | 2024-02-13 | $1,703 | $278 | $1,425 | $1,425 |
| 14. STRYKER CORP | 2012-03-27 | 2024-12-09 | $5,323 | $778 | $4,545 | $4,545 |
| 29. VALERO ENERGY CORP (NEW) | 2019-03-06 | 2024-12-09 | $3,920 | $2,349 | $1,571 | $1,571 |
| 86. VERIZON COMMUNICATIONS INC | 2020-09-03 | 2024-12-09 | $3,662 | $5,257 | -$1,595 | -$1,595 |
| 6. VERTEX PHARMACEUTICALS INC | 2024-12-05 | 2024-12-09 | $2,844 | $2,764 | $80 | $80 |
| 20. VISA INC COM CL A | 2014-03-12 | 2024-12-09 | $6,182 | $1,137 | $5,045 | $5,045 |
| 5. WATSCO INC | 2020-06-05 | 2024-02-13 | $1,946 | $902 | $1,044 | $1,044 |
| 11. WATSCO INC | 2020-06-05 | 2024-12-09 | $5,710 | $1,985 | $3,725 | $3,725 |
| 23. XYLEM INC | 2024-02-13 | 2024-12-09 | $2,980 | $2,818 | $162 | $162 |
| 9. LINDE PLC COM | 2023-12-05 | 2024-12-09 | $4,005 | $3,623 | $382 | $382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,136 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,954 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,954 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,954 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,524 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,524 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $430 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELCH & FORBES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175231635 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SCHOOL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SUSAN W PAINE | ||||||
| 90 BRATTLE STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 1 | $0 |
| LISA N MINGOLLA | ||||||
| S W ONE POST OFFICE SQUARE | BOSTON | MA | 02109 | TRUSTEE | 1 | $0 |
| DEBORAH L ALLINSON | ||||||
| 17 MARTINS COVE ROAD | HINGHAM | MA | 02043 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $352,293 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,705 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $397,998 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $397,998 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,970 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $392,028 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,601 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,601 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,954 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,954 | TotalTaxAmt |
| Distributable Before Adj | $17,647 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,647 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,647 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $235,106 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $235,106 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,647 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $113,030 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,800 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,641 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,778 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $164,764 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $309,013 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $235,106 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,647 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $217,459 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $526,472 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $113,030 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $413,442 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,800 | ExcessFromYear4Amt |
| Excess From Year3 | $8,641 | ExcessFromYear3Amt |
| Excess From Year2 | $8,778 | ExcessFromYear2Amt |
| Excess From Year1 | $164,764 | ExcessFromYear1Amt |
| Excess From Current Year | $217,459 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN W PAINE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOSTON SYMPHONY ORCHESTRA | ||||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $200,000 | |
| BOSTON BALLET | ||||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $5,000 | OFFICE OF INSTITUTIONAL ADVANCEMENT |
| BRATTLE FILM FOUNDATION | ||||||||
| 40 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| HISTORY CAMBRIDGE | ||||||||
| 159 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $250 | |
| COTTING SCHOOL | ||||||||
| 453 CONCORD AVENUE | LEXINGTON | MA | 02421 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | ADVANCEMENT OFFICE |
| GREAT DIXTER CHARITABLE TRUST | ||||||||
| 20 WEST 44TH STREET | SUITE | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $5,000 | THE ROYAL OAK FOUNDATION |
| MASSACHUSETTS HISTORICAL SOCIETY | ||||||||
| 1154 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| MASSART FOUNDATION | ||||||||
| 621 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| SOCIETY OF SAINT JOHN | ||||||||
| 980 MEMORIAL DRIVE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $300 | THE EVANGELIST |
| VNA CARE NETWORK & HOSPICE | ||||||||
| 199 ROSEWOOD DRIVE SUITE 180 | DANVERS | MA | 01923 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | DEVELOPMENT OFFICE |
| 909 WBUR | ||||||||
| 890 COMMONWEALTH AVENUE THIRD FLR | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| THE WOMEN'S LUNCH PLACE | ||||||||
| PO BOX 170900 | BOSTON | MA | 02117 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| BEHEARDWORLD | ||||||||
| 536 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $250 | |
| PROJECT STEP | ||||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | SYMPHONY HALL |
| UNICEF USA | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| SOFT POWER HEALTH | ||||||||
| 2887 PURCHASE STREET | PURCHASE | NY | 10577 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| VERMONT CENTER FOR ECOSTUDIES | ||||||||
| PO BOX 420 | NORWICH | VT | 05055 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $2,500 | |
| AMERICAN ACADEMY OF ARTS AND SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |
| BOSTON CHILDREN'S CHORUS | ||||||||
| 20 OLD COLONY AVENUE 2ND FL | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |
| MANOMET | ||||||||
| PO BOX 1770 | MANOMET | MA | 02345 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |
| ARMSTRONG HERITAGE MUSEUM | ||||||||
| 425 6TH STREET | ARMSTRONG | IA | 50514 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $300 | |
| CAMBRIDGE PUBLIC LIBRARY FOUNDATION | ||||||||
| 449 BROADWAY | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| MASS MOCA | ||||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 01247 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |
| 152 COMMONWEALTH FOUNDATION | ||||||||
| 152 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| ENROOT | ||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $1,000 | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| PO BOX 55036 | BOSTON | MA | 022058652 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | SCHOOL OF THE MUSEUM OF FINE ART |
| CAMBRIDGE COMMUNITY FOUNDATION | ||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $3,000 | |
| FAMILY AID | ||||||||
| 3815 WASHINGTON STREET | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSES | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,187 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,269 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $133,136 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $142,592 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,592 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,700 | Amt |
| Disbursements Charitable Prps | $1,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| CARMAX INC | $1,117 |
| COSTCO WHOLESALE CORP NEW | $550 |
| HOME DEPOT INC | $553 |
| JPMORGAN CHASE & CO | $691 |
| JOHNSON & JOHNSON | $99 |
| STRYKER CORP | $611 |
| VISA INC CLASS A | $852 |
| ALPHABET INC CAP STK CL A | $1,142 |
| AMERICAN EXPRESS CO | $1,292 |
| AMERIPRISE FINANCIAL INC | $875 |
| BECTON DICKINSON & CO | $2,131 |
| COMCAST CORP CLASS A | $2,560 |
| META PLATFORMS | $1,521 |
| NVIDIA CORP | $204 |
| FISERVE INC | $1,791 |
| BOOKING HLDGS INC | $1,755 |
| VALERO ENERGY CORP | $1,701 |
| AMAZON INC | $2,680 |
| BALL CORP | $3,224 |
| BANK OF AMERICA CORP | $2,149 |
| CHEVRON CORP | $3,106 |
| ISHARES US PREFERRED STOCK | $25,205 |
| MICROSOFT CORP | $2,794 |
| SMITH A O CORP | $2,013 |
| STARBUCKS CORP | $2,297 |
| VERIZON COMMUNICATIONS INC | $3,912 |
| WATSCO INC | $1,624 |
| LINCOLN ELECTRIC HOLDINGS INC | $2,135 |
| ADOBE SYSTEMS INC | $3,573 |
| AMERICAN WATER WORKS CO INC | $2,768 |
| APPLE INC | $4,070 |
| ELI LILLY & CO | $2,338 |
| NEXTERA ENERGY INC | $2,509 |
| ROPER TECHNOLOGIES INC COM | $938 |
| LINDE PLC COM | $2,415 |
| BROADCOM INC | $2,226 |
| CARLISLE COS INC | $2,068 |
| MONGODB INC CL A | $1,427 |
| SERVICENOW INC | $2,248 |
| VERTEX PHARMACEUTICALS INC | $1,843 |
| XYLEM INC | $2,083 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $25,000 | USGovtObligationsBookVlEOYAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,771 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,771 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA FILING FEE | $35 | $0 | $35 |
| ADJUSTMENT FOR ROUNDING | $4 | $4 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,040 | Amt |
| Net Investment Income | $2,040 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX - PRIOR YR | $1,204 | $0 | $0 |
| FEDERAL ESTIMATED TAX | $1,524 | $0 | $0 |
Comments