PEOPLESBANK CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PEOPLESBANK CHARITABLE FOUNDATION INC (EIN 82-0954751)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-05
- IRS object ID
- 202302789349100115
- 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 Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-05T13:58:10-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 820954751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEOPLESBANK CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEOP | BusinessNameControlTxt |
| Phone | 4135389500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WHITNEY AVENUE 740 | AddressLine1Txt |
| City | HOLYOKE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN CANINA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4135387550 | PhoneNum |
| Signature | 2023-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | CANINA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000002547 | 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 | HARRY A KALAJIAN JR CPA | PreparerPersonNm |
| PTIN | P00464296 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2023-10-05 | PreparationDt |
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 | $6,554,194 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $253,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $228,131 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $165,149 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,086,813 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $243,438 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $223 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $363 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $419,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $471,932 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $12,293 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,293 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,427 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,427 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,971 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,409 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,671 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,856 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,699 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,337 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,692 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,967 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $396,337 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,692 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $318,967 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,989 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $407,240 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $675,902 | CashBOYAmt |
| Cash EOY | $367,939 | CashEOYAmt |
| Cash EOYFMV | $367,939 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,505,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,186,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,186,255 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,181,142 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,554,194 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,554,194 | 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 | $7,181,142 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,554,194 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,181,142 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,554,194 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,181,142 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,554,194 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,181,142 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,989 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,293 | OtherIncreasesAmt |
| Subtotal | $7,216,424 | SubtotalAmt |
| Other Decreases | $662,230 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,554,194 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PARAMOUNT GLOBAL | P | 2021-05-21 | 2022-03-24 | $75,232 | $83,021 | -$7,789 | -$7,789 |
| PARAMOUNT GLOBAL | P | 2021-11-26 | 2022-03-24 | $18,808 | $16,278 | $2,530 | $2,530 |
| DELUXE CORPORATION | P | 2022-07-26 | 2022-12-22 | $9,213 | $13,080 | -$3,867 | -$3,867 |
| DELUXE CORPORATION | P | 2022-07-27 | 2022-12-22 | $12,854 | $18,683 | -$5,829 | -$5,829 |
| DELUXE CORPORATION | P | 2022-07-28 | 2022-12-22 | $8,963 | $13,275 | -$4,312 | -$4,312 |
| DELUXE CORPORATION | P | 2022-07-29 | 2022-12-22 | $2,228 | $3,331 | -$1,103 | -$1,103 |
| META PLATFORMS INC | P | 2022-06-21 | 2022-07-21 | $72,881 | $65,528 | $7,353 | $7,353 |
| LINCOLN NTL CORP | P | 2022-07-22 | 2022-12-22 | $5,894 | $9,936 | -$4,042 | -$4,042 |
| SYLVAMO CORP | P | 2021-10-13 | 2022-05-02 | $22,541 | $14,219 | $8,322 | $8,322 |
| TENNECO INC | P | 2021-11-16 | 2022-02-23 | $19,301 | $12,890 | $6,411 | $6,411 |
| TENNECO INC | P | 2021-12-22 | 2022-02-23 | $19,301 | $10,440 | $8,861 | $8,861 |
| UNITED STS STL CORP | P | 2022-02-01 | 2022-03-03 | $91,021 | $63,300 | $27,721 | $27,721 |
| PIMCO | P | 2021-03-12 | 2022-02-01 | $100,000 | $100,820 | -$820 | -$820 |
| WARNER BROS DISCOVERY INC | P | 2017-06-05 | 2022-04-18 | $19 | $19 | $0 | $0 |
| WARNER BROS DISCOVERY INC | P | 2017-06-05 | 2022-04-19 | $3,425 | $5,524 | -$2,099 | -$2,099 |
| WARNER BROS DISCOVERY INC | P | 2017-07-19 | 2022-04-19 | $1,148 | $1,717 | -$569 | -$569 |
| WARNER BROS DISCOVERY INC | P | 2019-02-13 | 2022-04-19 | $764 | $947 | -$183 | -$183 |
| FIRST HORIZON CORP | P | 2020-08-20 | 2022-02-28 | $94,590 | $38,000 | $56,590 | $56,590 |
| INVESCO LTD | P | 2018-06-20 | 2022-12-22 | $12,803 | $19,005 | -$6,202 | -$6,202 |
| INVESCO LTD | P | 2018-10-02 | 2022-12-22 | $5,487 | $6,904 | -$1,417 | -$1,417 |
| INVESCO LTD | P | 2019-01-11 | 2022-12-22 | $9,145 | $8,728 | $417 | $417 |
| INVESCO LTD | P | 2019-10-01 | 2022-12-22 | $9,145 | $8,064 | $1,081 | $1,081 |
| INVESCO LTD | P | 2020-05-13 | 2022-12-22 | $9,145 | $3,600 | $5,545 | $5,545 |
| LINCOLN NTL CORP | P | 2017-06-23 | 2022-12-22 | $11,788 | $26,290 | -$14,502 | -$14,502 |
| LINCOLN NTL CORP | P | 2018-05-17 | 2022-12-22 | $2,947 | $6,919 | -$3,972 | -$3,972 |
| LINCOLN NTL CORP | P | 2019-01-03 | 2022-12-22 | $2,947 | $5,139 | -$2,192 | -$2,192 |
| LINCOLN NTL CORP | P | 2020-03-31 | 2022-12-22 | $5,894 | $5,295 | $599 | $599 |
| ORANGE | P | 2021-02-17 | 2022-07-06 | $33,659 | $36,520 | -$2,861 | -$2,861 |
| ORANGE | P | 2021-03-11 | 2022-07-06 | $22,439 | $24,493 | -$2,054 | -$2,054 |
| ORANGE | P | 2021-04-16 | 2022-07-06 | $11,220 | $12,457 | -$1,237 | -$1,237 |
| PPL CORPORATION | P | 2021-02-04 | 2022-07-06 | $13,465 | $13,898 | -$433 | -$433 |
| TENNECO INC DEL | P | 2019-07-12 | 2022-02-23 | $57,903 | $28,560 | $29,343 | $29,343 |
| VERTEX PHARMCTLS INC | P | 2021-03-12 | 2022-12-22 | $72,498 | $53,585 | $18,913 | $18,913 |
| EASTERN BANCSHARES | D | 2020-10-15 | 2022-10-04 | $102,621 | $50,000 | $52,621 | $52,621 |
| EASTERN BANCSHARES | D | 2020-10-15 | 2022-12-22 | $42,574 | $25,000 | $17,574 | $17,574 |
| ENERGY TRANSFER LP | P | 2022-12-13 | $94,352 | $37,910 | $56,442 | $56,442 | |
| PASSTHROUGH LONG TERM LOSSES | P | $276 | $276 | $276 | |||
| PASSTHROUGH SHORT TERM LOSSES | P | $23 | $23 | $23 | |||
| CAPITAL GAINS DIVIDENDS | P | $8,299 | $8,299 | $8,299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $243,438 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,661 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,661 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,661 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,467 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,467 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,806 | OverpaymentAmt |
| Applied To ES Tax | $10,806 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | BRIAN CANINA | IndividualWithBooksNm |
| Phone | 4135387550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WHITNEY AVENUE SUITE 740 | AddressLine1Txt |
| City | HOLYOKE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS SENECAL | ||||||||
| 330 WHITNEY AVENUE SUITE 740 | HOLYOKE | MA | 01040 | PRESIDENT/CEO/CHAIRMAN | 1.00 | $0 | $0 | $0 |
| BRIAN CANINA | ||||||||
| 330 WHITNEY AVENUE SUITE 740 | HOLYOKE | MA | 01040 | TREASURER/CLERK/DIRECTOR | 1.00 | $0 | $0 | $0 |
| HAYES MURRAY | ||||||||
| 330 WHITNEY AVENUE SUITE 740 | HOLYOKE | MA | 01040 | SVP FINANCE | 1.00 | $0 | $0 | $0 |
| ALEDA DEMARIA | ||||||||
| 330 WHITNEY AVENUE SUITE 740 | HOLYOKE | MA | 01040 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMY ROBERTS | ||||||||
| 330 WHITNEY AVENUE SUITE 740 | HOLYOKE | MA | 01040 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW BANNISTER | ||||||||
| 330 WHITNEY AVENUE SUITE 740 | HOLYOKE | MA | 01040 | CRO | 1.00 | $0 | $0 | $0 |
| FRANK CRINELLA | ||||||||
| 330 WHITNEY AVENUE SUITE 740 | HOLYOKE | MA | 01040 | DIRECTOR | 1.00 | $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 | MERRILL LYNCH & CO INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MONARCH PLACE 23RD FLOOR | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEE | ServiceTypeTxt |
| Compensation | $51,427 | 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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,397,736 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $432,709 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,830,445 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,830,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,727,988 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $336,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $336,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,661 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $11,341 | IncomeTaxAmt |
| Total Tax | $17,002 | TotalTaxAmt |
| Distributable Before Adj | $319,397 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $319,397 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $319,397 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $318,967 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $318,967 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $319,397 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,352 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $76,981 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,438 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,943 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,202 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $189,916 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $318,967 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $318,967 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $430 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $430 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $189,486 | 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 | $20,922 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $168,564 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $76,981 | ExcessFromYear4Amt |
| Excess From Year3 | $20,438 | ExcessFromYear3Amt |
| Excess From Year2 | $37,943 | ExcessFromYear2Amt |
| Excess From Year1 | $33,202 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| MATTHEW BANNISTER | |||||||
| 330 WHITNEY AVE | HOLYOKE | MA | 01040 | 4134938704 | SEE APPLICATION | NO PARTICULAR DEADLINES | 501(C)(3) PUBLIC CHARITIES QUALIFIED UNDER IRC SECTION 170(C) TO RECEIVE TAX DEDUCTIBLE DONATIONS AND ARE LOCATED IN OR CONTRIBUTE TO THE COMMUNIITES SERVED BY PEOPLES BANK. |
| CHRISST KIDDY | |||||||
| 330 WHITNEY AVE | HOLYOKE | MA | 01040 | 4134937437 | SEE APPLICATION | NO PARTICULAR DEADLINES | 501(C)(3) PUBLIC CHARITIES QUALIFIED UNDER IRC SECTION 170(C) TO RECEIVE TAX DEDUCTIBLE DONATIONS AND ARE LOCATED IN OR CONTRIBUTE TO THE COMMUNIITES SERVED BY PEOPLES BANK. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB WESTFIELD | |||||||
| 28 W SILVER ST | WESTFIELD | MA | 010853677 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| FOOD BANK OF WESTERN MASS | |||||||
| 97 NORTH HATFIELD RD | HATFIELD | MA | 01038 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 |
| SPRINGFIELD LIBRARY FOUNDATION | |||||||
| PO BOX 28 | EAST LONGMEADOW | MA | 01028 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| CARE CENTER OF HOLYOKE | |||||||
| 247 CABOT ST | HOLYOKE | MA | 01040 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| EDUCARE SPRINGFIELD | |||||||
| 100 HICKORY ST | SPRINGFIELD | MA | 01109 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| FRIENDS OF SOUTH HADLEY SENIOR CENTER | |||||||
| PO BOX 55 | SOUTH HADLEY | MA | 01075 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 |
| NORTHAMPTON SURVIVAL CENTER | |||||||
| 265 PROSPECT ST | NORTHAMPTON | MA | 01060 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| JEWISH FEDERATION OF HARTFORD | |||||||
| 333 BLOOMFIELD AVE C | WEST HARTFORD | CT | 06117 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| SQUARE ONE | |||||||
| 1095 MAIN ST | SPRINGFIELD | MA | 01103 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| STCC FOUNDATION | |||||||
| ONE ARMORY SQUARE | SPRINGFIELD | MA | 01105 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| WESTERN NEW ENGLAND UNIVERSITY | |||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| CHRISTINA'S HOUSE | |||||||
| 38 MADISON AVE | SPRINGFIELD | MA | 01105 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| GIRLS INC | |||||||
| 6 OPEN SQUARE QAY | HOLYOKE | MA | 01040 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| BEHAVIORAL HEALTH NETWORK | |||||||
| 417 LIBERTY STREET | SPRINGFIELD | MA | 01104 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| CENTER FOR ECOTECHNOLOGY | |||||||
| 320 RIVERSIDE DRIVE | NORTHAMPTON | MA | 01062 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| COMMON CAPITAL | |||||||
| 1780 MAIN STREET | SPRINGFIELD | MA | 01103 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| COMMUNITY FUND HADLEY LIBRARY | |||||||
| 333 BRIDGE STREET | SPRINGFIELD | MA | 01103 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| FRIENDS OF HADLEY COUNCIL ON AGING | |||||||
| PO BOX 251 | HADLEY | MA | 01035 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| NORTHAMPTON EDUCATION FOUNDATION | |||||||
| 333 BRIDGE STREET | SPRINGFIELD | MA | 01103 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| HOLYOKE COMMUNITY COLLEGE | |||||||
| 303 HOMESTEAD AVENUE | HOLYOKE | MA | 01040 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| YMCA SPRINGFIELD | |||||||
| PO BOX 15329 | SPRINGFIELD | MA | 011155329 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAY PATH UNIVERSITY | |||||||
| 588 LONGMEADOW STREET | LONGMEADOW | MA | 01106 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| EFORALL HOLYOKE | |||||||
| 193 HIGH ST | HOLYOKE | MA | 01040 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| FOOD BANK OF WESTERN MA | |||||||
| 97 NORTH HATFIELD RD | HATFIELD | MA | 01038 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 |
| HOLYOKE BOYS & GIRLS CLUB | |||||||
| 70 NICK COSMOS WAY | HOLYOKE | MA | 01040 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| HOMEWORK HOUSE | |||||||
| 54 N SUMMER ST | HOLYOKE | MA | 01040 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| STCC FOUNDATION | |||||||
| ONE ARMORY SQUARE | SPRINGFIELD | MA | 01105 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| WESTERN NEW ENGLAND UNIVERSITY | |||||||
| 1215 WILBRAHAM ROAD | SPRINGFIELD | MA | 01119 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| BEHAVIORAL HEALTH NETWORK | |||||||
| 417 LIBERTY STREET | SPRINGFIELD | MA | 01104 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| CARE CENTER | |||||||
| 247 CABOT ST | HOLYOKE | MA | 01040 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| CHRISTINA'S HOUSE | |||||||
| 38 MADISON AVE | SPRINGFIELD | MA | 01105 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| COOLEY DICKINSON HOSPITAL | |||||||
| 30 LOCUST ST | NORTHAMPTON | MA | 01060 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| EDUCARE SPRINGFIELD | |||||||
| 100 HICKORY ST | SPRINGFIELD | MA | 01109 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| GIRLS INC | |||||||
| 6 OPEN SQUARE WAY | HOLYOKE | MA | 01040 | NOT RELATED | PC | EXEMPT PURPOSE | $15,000 |
| HAMPSHIRE REGIONAL YMCA | |||||||
| 286 PROSPECT ST | NORTHAMPTON | MA | 01060 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| HOLYOKE COMMUNITY COLLEGE | |||||||
| 303 HOMESTEAD AVENUE | HOLYOKE | MA | 01040 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| JUNIOR ACHIEVEMENT OF WESTERN MASS | |||||||
| 1500 MAIN ST 217 | SPRINGFIELD | MA | 01103 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| LUDLOW 250TH CELEBRATION | |||||||
| 488 CHAPIN ST | LUDLOW | MA | 01056 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| YMCA SPRINGFIELD | |||||||
| PO BOX 15329 | SPRINGFIELD | MA | 011155329 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $270,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $253,954 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $223 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $165,149 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $419,326 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $419,326 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF & COMPANY, P.C. | CategoryTxt |
| Amt | $4,975 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,975 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - MERRILL LYNCH | StockNm |
| EOY Book Value | $6,186,255 | EOYBookValueAmt |
| EOYFMV | $6,186,255 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSSES | Desc |
| Amt | $662,230 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $500 | $0 | $500 |
| PORTFOLIO DEDUCTIONS - PASS THROUGH | $0 | $2,856 | $0 |
| DEPOSITORY BANK FEE | $1,036 | $0 | $1,036 |
| CHARITABLE CONTRIBUTIONS - PASSTHRU | $0 | $0 | $28 |
| WIRE TRANSFER FEE | $135 | $0 | $135 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - PASSTHRU | $0 | $140 | $0 |
| OTHER INCOME | $223 | $223 | $223 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED SERVICES | Desc |
| Amt | $12,293 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE | CategoryTxt |
| Amt | $51,427 | Amt |
| Net Investment Income | $51,427 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $8,721 | $10,409 | $0 |
| FEDERAL TAX | $15,000 | $0 | $0 |
| MASS UBI TAX | $2,250 | $0 | $0 |
Comments