LINCOLN AND THERESE FILENE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN AND THERESE FILENE FOUNDATION INC (EIN 23-7423946)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-28
- IRS object ID
- 202312409349100301
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-28T04:17:59-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 | 237423946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINCOLN & THERESE FILENE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | #0706176 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LINC | BusinessNameControlTxt |
| Phone | 6174392498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER MCCLENNEN FISH LLP POB 514 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH MANUS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174392498 | PhoneNum |
| Signature | 2023-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBORAH | PersonFirstNm |
| Person Last | MANUS | 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) |
|---|---|---|
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | 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 | $26,981,507 | 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 |
| Interest On Sav Rev And Expnss | $19,572 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,572 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $733,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $733,461 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $997,814 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,667,336 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,019,507 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,770,847 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,772,540 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $215,820 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $140,283 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $75,537 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,155 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,854 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,289 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,439 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $63,905 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $63,905 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,015 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,015 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $401,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $215,272 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $181,061 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,114,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,114,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,515,684 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $215,272 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,295,561 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$744,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,557,268 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,806 | CashBOYAmt |
| Cash EOY | $12,071 | CashEOYAmt |
| Cash EOYFMV | $12,071 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,994,026 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,493,259 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,493,259 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $397,711 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,238,947 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,224,327 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,861,817 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,289,691 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,172,502 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,644,099 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,148,654 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,079,348 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,927,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,182,622 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,981,507 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,163,601 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,163,601 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,763,858 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,019,021 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,927,459 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,182,622 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,927,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,182,622 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,927,459 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$744,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,182,622 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,182,622 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NUTTER, MCCLENNEN & FISH LLP | P | 2022-12-31 | $2,666,414 | $1,646,948 | $1,019,466 | $1,019,466 |
| NUTTER, MCCLENNEN & FISH LLP | P | 2022-04-28 | $844 | $881 | -$37 | -$37 |
| CAPITAL GAINS DIVIDENDS | P | $78 | $78 | $78 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,019,507 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,646 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,646 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,646 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,493 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,493 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,847 | OverpaymentAmt |
| Applied To ES Tax | $6,847 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NUTTER MCCLENNEN FISH LLP | IndividualWithBooksNm |
| Phone | 6174392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 | 0 | UndistributedIncomePYInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JASON D HILL | ||||||||
| 11106 RIVER TRENT COURT | LEHIGH ACRES | FL | 33971 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| GILLIAN LAUTENBACH | ||||||||
| 367 AUBREY ROAD | WYNNEWOOD | PA | 19096 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| DEBORAH MANUS | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | TREASURER/SECRETARY | 0.00 | $0 | $0 | $0 |
| J SCOTT LADD | ||||||||
| 129 MAPLE RIDGE DRIVE | WINTHROP | ME | 04364 | ASSISTANT TREASURER | 0.00 | $0 | $0 | $0 |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TRUSTEE, LEGAL & TAX PREPARATION FEES | ServiceTypeTxt |
| Compensation | $308,219 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,452,244 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,412,062 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,864,306 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,864,306 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $432,965 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,431,341 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,421,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,421,567 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,646 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,646 | TotalTaxAmt |
| Distributable Before Adj | $1,399,921 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,399,921 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,399,921 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,295,561 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,295,561 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,399,921 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $290,633 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,295,561 | QualifyingDistributionsAmt |
| Applied To Year1 | $290,633 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,399,921 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $605,007 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $605,007 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $605,007 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $605,007 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALANE H WALLIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NUTTER MCCLENNEN FISH LLP 155 | AddressLine1Txt |
| Address Line2 | SEAPORT BLVD | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174392498 | RecipientPhoneNum |
| Form And Info And Materials | GUIDELINES AVAILABLE BY REQUEST 617-439-2458 OR @FILENEFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 & SEPTEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS LIMITED TO NEW ENGLAND 1)CIVIC EDUCATION 2)HUMAN DEVELOPEMENT 3)BROADCASTING 4)PERFORMING ARTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVE | |||||||
| 1919 M STREET NW SUITE 450 | WASHINGTON | DC | 20036 | NONE | PUBLIC | SOCIOEMOTIONAL SUPPORT OF RESEARCH-BASED CURRICULUM DEVELOPMENT | $7,300 |
| ASCENTRIA COMMUNITY SERVICES | |||||||
| 11 SHATTUCK STREET | WORCESTER | MA | 01605 | NONE | PUBLIC | TRAFFICKING IMMIGRATION LEGAL ASSISSTANCE PROGRAM | $20,000 |
| BERKS COUNTY COMMUNITY FOUNDATION INC | |||||||
| 237 COURT ST | READING | PA | 19601 | NONE | PUBLIC | FUND FOR EDNANNIA UKRAINE RELIEF | $25,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC | GENERAL FUND | $5,000 |
| BOSTON AREA RAPE CRISIS CENTER | |||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | PROJECT "HOME SAFE" | $15,000 |
| BOSTON EDUCATION DEVELOPMENT FOUNDATION INC | |||||||
| 7 PALMER STREET | ROXBURY | MA | 02119 | NONE | PUBLIC | MAKING MUSIC MATTERS | $10,000 |
| BOSTON LYRIC OPERA | |||||||
| DEPARTMENT 1660 PO BOX 986500 | BOSTON | MA | 02298 | NONE | PUBLIC | CREATE YOUR OWN OPERA | $5,000 |
| BOSTON MUSIC PROJECT | |||||||
| PO BOX 180772 | BOSTON | MA | 02118 | NONE | PUBLIC | MORNING & AFTER SCHOOL MUSIC PROGRAMS | $5,000 |
| BOY'S AND GIRLS CLUB OF DORCHESTER | |||||||
| 1135 DORCHESTER AVE | DORCHESTER | MA | 02125 | NONE | PUBLIC | SUPPORT OF MUSIC THERAPY PROGRAM | $10,000 |
| CASA MYRNA VAZQUEZ INC | |||||||
| 451 BLUE HILL AVENUE | BOSTON | MA | 02121 | NONE | PUBLIC | CHILDRENS SERVICES | $15,000 |
| COMBINED JEWISH PHILANTROPIES | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | PUBLIC | ABBOT HOUSE | $5,000 |
| DEDHAM SCHOOL OF MUSIC | |||||||
| 671 HIGH ST | DEDHAM | MA | 02026 | NONE | PUBLIC | MUSIC ACCESS GROUPS, HARMONY FUND:SUPPORTING FINANCIAL AID FOR DEDHAM SCHOOL OF MUSIC, LESSONS, CLASSES AND PERFORMING GROUPS | $7,500 |
| DISCOVERING JUSTICE | |||||||
| 1 COURTHOUSE WAY | BOSTON | MA | 02210 | NONE | PUBLIC | DELIVERING IMPACTFUL MOCK TRIAL AND MOCK APPEAL PROGRAMS TO STUDENTS ACROSS GREATER BOSTON | $20,000 |
| ECONOMIC MOBILITY PATHWAYS | |||||||
| 308 CONGRESS ST 5TH FLOOR | BOSTON | MA | 02210 | NONE | PUBLIC | ABBOT HOUSE -SUPPORTIVE HOUSING FOR YOUNG MOTHERS AND THEIR CHILDREN | $20,000 |
| EDUCATION THROUGH MUSIC-MASSACHUSETTS | |||||||
| 189 LONDON ST | BOSTON | MA | 02128 | NONE | PUBLIC | EDUCATION THROUGH MUSIC SCHOOL | $10,000 |
| EMERGE INC | |||||||
| 9180 RUMSEY RD SUITE D-2 | COLUMBIA | MD | 21045 | NONE | PUBLIC | SUPPORT OF RESPONSIBLE FATHERHOOD PROGRAM | $10,000 |
| ENTREPRENEURSHIP FOR ALL | |||||||
| 175 CABOT ST 100 | LOWELL | MA | 01854 | NONE | PUBLIC | GENERAL FUND | $20,000 |
| EPIPHANY SCHOOL | |||||||
| 154 CENTRE ST | BOSTON | MA | 02124 | NONE | PUBLIC | SUMMER PROGRAM | $10,000 |
| FAMILY SERVICES OF THE MERRIMACK VALLEY | |||||||
| 430 N CANAL ST | LAWRENCE | MA | 01840 | NONE | PUBLIC | SIEMPRE PAPA PROGRAM | $10,000 |
| FOUND IN TRANSLATION | |||||||
| 1532B DORCHESTER AVE | BOSTON | MA | 02122 | NONE | PUBLIC | LANGUAGE ACCESS FELLOWSHIP | $25,000 |
| FRIENDS OF THE CHILDREN-BOSTON | |||||||
| 184 DUDLEY ST SUITE 100 | BOSTON | MA | 02119 | NONE | PUBLIC | PROFESSIONAL MENTORING FOR HIGH-RISK YOUTH | $15,000 |
| GENERATION CITIZEN INC | |||||||
| 110 WALL ST 5TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC | BOSTON ACTION CIVICS EDUCATION | $20,000 |
| GIRLSTART | |||||||
| 1400 W ANDERSON LANE | AUSTIN | TX | 78757 | NONE | PUBLIC | YEAR-ROUND STEM EDUCATION FOR UNDERSERVED GIRLS IN GREATER BOSTON | $10,000 |
| HAVEN PROJECT | |||||||
| 57 MUNROE ST | LYNN | MA | 01901 | NONE | PUBLIC | PROVIDING WRAP-AROUND SERVICES TO CREATE STABILITY FOR HOMELESS YOUTH | $10,000 |
| HYDE SQUARE TASK FORCE | |||||||
| 30 SUNNYSIDE ST | BOSTON | MA | 02130 | NONE | PUBLIC | SUPPORT OF MUSICIANS IN THE COMMUNITY | $5,000 |
| ICIVICS | |||||||
| 1035 CAMBRIDGE STREET SUITE 21B | CAMBRIDGE | MA | 02141 | NONE | PUBLIC | HIGH SCHOOL CURRICULUM EXPANSION: THE EXECUTIVE BRANCH OF GOVERNMENT | $20,000 |
| JEWISH VOCATIONAL SERVICES | |||||||
| 75 FEDERAL ST | BOSTON | MA | 02110 | NONE | PUBLIC | NURSES AID AND PHARMACY TECHNICIAN TRAINING PROGRAMS | $35,000 |
| LA COLABORATIVA INC | |||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | NONE | PUBLIC | YEAR ROUND JOBS - APPRENTICESHIP PROGRAM | $20,000 |
| LA VIDA INC | |||||||
| 120 MUNROE ST | LYNN | MA | 01901 | NONE | PUBLIC | LA VIDA SCHOLARS | $10,000 |
| LEAGUE OF WOMEN VOTERS OF MASSACHUSETTS | |||||||
| 90 CANAL ST 415 | BOSTON | MA | 02114 | NONE | PUBLIC | CITIZEN EDUCATION FUND | $10,000 |
| LONGY SCHOOL OF MUSIC OF BARD COLLEGE | |||||||
| 27 GARDEN ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | MUSIC AS A HEALING ART INITIATIVE | $10,000 |
| LOWELL'S BOAT SHOP | |||||||
| 459 MAIN ST | AMESBURY | MA | 01913 | NONE | PUBLIC | INNOVATIVE LEARNING ON THE RIVER | $10,000 |
| LOWER CAPE COMMUNITY ACCESS TELEVISION INC | |||||||
| PO BOX 1661 | NORTH EASTHAM | MA | 02651 | NONE | PUBLIC | KIDSNEWS22 | $13,700 |
| MAB COMMUNITY SERVICES | |||||||
| 200 IVY ST | BROOKLINE | MA | 02446 | NONE | PUBLIC | ADULT DISABILITY SERVICES MUSIC THERAPY PROGRAM | $10,000 |
| MAINE BOYS TO MEN | |||||||
| 415 CONGRESS ST STE 301E | PORTLAND | ME | 04101 | NONE | PUBLIC | EXPANDING YOUTH ACCESS TO REDUCING SEXISM AND VIOLENCE PROGRAM (RSVP) TO THE GREATER BOSTON AREA THROUGH DELIVERY OF TRAINING INSTITUTE | $20,000 |
| MUSICONNECTS | |||||||
| 20 BELGRADE AVE | ROSLINDALE | MA | 02131 | NONE | PUBLIC | RESIDENCY PROGRAM | $15,000 |
| PRIMARY SOURCE | |||||||
| 63 PLEASANT STREET SUITE 220 | WATERTOWN | MA | 02472 | NONE | PUBLIC | INSPIRING CIVIC ENGAGEMENT AND DEMOCRATIC DISCOURSE THROUGH STUDYING THE VOICES AND MOVEMENTS OF THE ONGOING STRUGGLE FOR BLACK LIBERATION | $18,500 |
| PROJECT CITIZEN | |||||||
| 5115 DOUGLAS FIR ROAD SUITE J | CALABASAS | CA | 91302 | NONE | PUBLIC | INCREASE THE NATURALIZATION RATE IN NEW ENGLAND, WITH A FOCUS ON THE MOST VULNERABLE AND DISADVANTAGED POPULATIONS | $15,000 |
| READ TO A CHILD | |||||||
| 20 WILLIAM ST G25 | WELLESLEY | MA | 02481 | NONE | PUBLIC | READ ALOUD MENTORING PROGRAM | $10,000 |
| RIA HOUSE INC | |||||||
| 330 COCHITUATE ROAD 1784 | FRAMINGHAM | MA | 01701 | NONE | PUBLIC | SISTERS LEADING SISTERS:CLINICAL SERVICES | $25,000 |
| SHELTER MUSIC BOSTON | |||||||
| 1337 MASSACHUSETTS AVE 116 | ARLINGTON | MA | 02476 | NONE | PUBLIC | CLASSICAL MUSIC CONCERTS IN BOSTON AREA HOMELESS SHELTERS, RECOVERY CENTERS, AND AFTER SCHOOL PROGRAMS | $12,500 |
| SKIDMORE COLLEGE | |||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC | FILENE MUSIC SCHOLARSHIP/HELEN FILENE LADD CONCERT H | $175,000 |
| SPORTSMEN'S TENNIS & ENRICHMENT CENTER | |||||||
| 950 BLUE HILL AVENUE | DORCHESTER | MA | 02124 | NONE | PUBLIC | SCHOOL TO SPORTSMEN'S PROGRAM | $36,000 |
| STUDENT CLINIC FOR IMMIGRANT JUSTICE | |||||||
| 217 HANOVER ST SUITE 320 | BOSTON | MA | 02113 | NONE | PUBLIC | EXPANDING ACCESS TO JUSTICE IN BOSTON | $20,000 |
| SUFFOLK UNIVERSITY LAW SCHOOL | |||||||
| 120 TREMONT ST | BOSTON | MA | 02108 | NONE | PUBLIC | THE MARSHALL-BRENNEN CONSTITUTIONAL LITERACY PROGRAM | $15,000 |
| THE NEIGHBORHOOD DEVELOPERS INC | |||||||
| 4 GERRISH AVE | CHELSEA | MA | 02150 | NONE | PUBLIC | CONNECT'S ONE-ON-ONE FINANCIAL COACHING PROGRAM | $40,000 |
| UNITED HELP UKRAINE | |||||||
| PO BOX 83426 | GAITHERSBURG | MD | 20883 | NONE | PUBLIC | SUPPORT FOR THE UKRAINE RELIEF EFFORTS | $25,000 |
| VICTIM RIGHTS LAW CENTER | |||||||
| 11 BEACON ST SUITE 520 | BOSTON | MA | 02108 | NONE | PUBLIC | SURVIVORS LEGAL ACCESS FUND FOR EMERGENCY GRANTS | $20,000 |
| WELCOME PROJECT INC | |||||||
| 530 MYSTIC AVE 111 | SOMERVILLE | MA | 02145 | NONE | PUBLIC | ENGLISH FOR PARENTS(EFP) | $20,000 |
| WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS | |||||||
| 1551 TRAP RD | VIENNA | VA | 22182 | NONE | PUBLIC | BUILDING IMPROVEMENT COSTS AT THE PARK | $1,175,000 |
| ZUMIX INC | |||||||
| 260 SUMNER ST | EAST BOSTON | MA | 02128 | NONE | PUBLIC | 94.9 FM ZUMIX RADIO | $19,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,114,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,572 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $733,461 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $997,814 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA CITC REFUND | Desc |
| Related Or Exempt Function Incm | $20,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,750,847 | ExclusionAmt |
| Related Or Exempt Function Incm | $20,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,770,847 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | MA COMMUNITY INVESTMENT TAX CREDIT | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $3,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,148,654 | EOYBookValueAmt |
| EOYFMV | $2,079,348 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $9,289,691 | EOYBookValueAmt |
| EOYFMV | $22,172,502 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,238,947 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,224,327 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $215,820 | LegalFeesAmt |
| Net Investment Income | $140,283 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $75,537 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $15 | $0 | $15 |
| MEMBERSHIP DUES | $2,000 | $0 | $2,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA CITC REFUND | Desc |
| Revenue And Expenses Per Books | $20,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $20,000 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUSTEE COMPENSATION | $87,399 | $56,809 | $30,590 |
| GMA FOUNDATIONS - CONSULTING FEES | $20,756 | $13,491 | $7,264 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $250 | $0 | $0 |
| FOREIGN TAX PAID | $1,439 | $1,439 | $0 |
| 2021 EXTENSION PAYMENT | $4,600 | $0 | $0 |
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