LANDRY FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LANDRY FAMILY FOUNDATION (EIN 04-2943405)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202303179349103200
- 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
- Investments Other Schedule2
- 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 | 2023-11-13T14:58:56-06:00 | 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 | 042943405 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDRY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAND | BusinessNameControlTxt |
| Phone | 6177176383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 BOYLSTON ST SUITE 6 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G BARRIE LANDRY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6177176383 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | G | PersonFirstNm |
| Person Last | BARRIE LANDRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HILLARY BURR CPA | PreparerPersonNm |
| PTIN | P00910379 | PTIN |
| Phone | 6174399700 | PhoneNum |
| Preparation | 2023-11-10 | 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 | $99,400,943 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $1,560,138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,559,853 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,881,376 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,516,378 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,881,376 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $74,037 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $74,037 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,515,551 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,515,266 | 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 |
| Accounting Fees Rev And Expnss | $29,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $561,737 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $388,222 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $173,515 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $237,488 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52,488 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $244,761 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $241,444 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,317 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,073,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $682,154 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $206,582 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,091,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,091,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,165,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $682,154 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,297,882 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,649,485 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,833,112 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,894,660 | CashBOYAmt |
| Cash EOY | $1,969,958 | CashEOYAmt |
| Cash EOYFMV | $1,969,958 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $255,625 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $252,813 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $255,625 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $255,625 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $75,654,928 | CorporateStockBOYAmt |
| Corporate Stock EOY | $66,669,314 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $66,669,314 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $45,604,774 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,506,046 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,506,046 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $123,407,175 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,400,943 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $99,400,943 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $123,407,175 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $99,400,943 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $123,407,175 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,400,943 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $123,407,175 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,400,943 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,407,175 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,649,485 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,476,326 | OtherIncreasesAmt |
| Subtotal | $121,234,016 | SubtotalAmt |
| Other Decreases | $21,833,073 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $99,400,943 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FIDELITY #0424 | P | $160,312 | $160,312 | $160,312 | |
| FIDELITY #1574 | P | -$141,058 | -$141,058 | $141,058 | |
| FIDELITY #1574 | P | -$3,975 | -$3,975 | $3,975 | |
| FIDELITY #2901 | P | $10,119 | $10,119 | $10,119 | |
| FIDELITY #2901 | P | $104,656 | $104,656 | $104,656 | |
| FIDELITY #8398 | P | -$13,792 | -$13,792 | $13,792 | |
| FIDELITY #8398 | P | $179,072 | $179,072 | $179,072 | |
| FIDELITY #5211 | P | -$114,998 | -$114,998 | $114,998 | |
| FIDELITY #5211 | P | -$169,753 | -$169,753 | $169,753 | |
| FIDELITY #0940 | P | -$11,780 | -$11,780 | $11,780 | |
| FIDELITY #0940 | P | $83,754 | $83,754 | $83,754 | |
| FIDELITY #8880 | P | -$45,300 | -$45,300 | $45,300 | |
| FIDELITY #8880 | P | $63,190 | $63,190 | $63,190 | |
| FIDELITY #3426 | P | -$8,330 | -$8,330 | $8,330 | |
| FIDELITY #3426 | P | -$11,371 | -$11,371 | $11,371 | |
| UBS #4650 | P | -$114,645 | -$114,645 | $114,645 | |
| UBS #4650 | P | $453,400 | $453,400 | $453,400 | |
| UBS #4651 | P | $1,563 | $1,563 | $1,563 | |
| UBS #4651 | P | $37,268 | $37,268 | $37,268 | |
| PARTERNSHIP INVESTMENT - ST GAIN | P | $6,901 | $6,901 | $6,901 | |
| PARTERNSHIP INVESTMENT - LT GAIN | P | $674,663 | $674,663 | $674,663 | |
| FINAL K-1 DISTRIBUTION - THE OVERLOOK PARTNERS FUND LP | P | $186,657 | $186,657 | $186,657 | |
| EXCESS DISTRIBUTION - TA INVESTORS IV, L.P. | P | $1,625 | $1,625 | $1,625 | |
| EXCESS DISTRIBUTION - BROWN ADVISORY INNOVATIVE CAPITAL PARTNERS 1 LLLP | P | $689 | $689 | $689 | |
| EXCESS DISTRIBUTION - BROWN ADVISORY INVESTORS - GEOF II, LLP | P | $865 | $865 | $865 | |
| CAPITAL GAINS DIVIDENDS | P | $551,644 | $551,644 | $551,644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,881,376 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,380 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,380 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,380 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $145,815 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $185,815 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $146,435 | OverpaymentAmt |
| Applied To ES Tax | $60,000 | AppliedToESTaxAmt |
| Refund | $86,435 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNE THORNE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177176373 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 HIGH STREET 27TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY HOGAN GWINN-LANDRY | ||||||||
| 11 LEHIGH ROAD | WELLESLEY | MA | 02482 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| G BARRIE LANDRY | ||||||||
| 250 BOYLSTON ST SUITE 6 | BOSTON | MA | 02116 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JENNIFER LANDRY LE | ||||||||
| 5 MEADOWCROFT LANE | GREENWICH | CT | 06830 | DIRECTOR | 2.00 | $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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BROWN ADVISORY | |||||
| 100 HIGH STREET 27TH FLOOR | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT FEES | $207,105 |
| UBS | |||||
| ONE POST OFFICE SQUARE 33RD FLOOR | BOSTON | MA | 02109 | INVESTMENT MANAGEMENT FEES | $186,904 |
| SARAH KATHLEEN GAUGER | |||||
| 11 COLLEGE AVENUE | ARLINGTON | MA | 02474 | GRANT COORDINATOR | $173,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $68,414,203 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,891,693 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $37,132,991 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $108,438,887 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $108,438,887 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,626,583 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $106,812,304 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,340,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,340,615 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,380 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,380 | TotalTaxAmt |
| Distributable Before Adj | $5,301,235 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,301,235 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,301,235 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,297,882 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,297,882 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,301,235 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $252,277 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $252,277 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,297,882 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,301,235 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $996,647 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,248,924 | 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 | $1,248,924 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $252,277 | ExcessFromYear4Amt |
| Excess From Current Year | $996,647 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SARAH GAUGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 COLLEGE AVENUE | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02474 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7813253722 | RecipientPhoneNum |
| Recipient Email Address | SARAHKGAUGER@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | STANDARD PRINTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TOTAL FUNDS OF THE FOUNDATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN REPERATORY THEATER | |||||||
| 64 BRATTLE ST | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| BOATHOUSE FOUNDATION | |||||||
| PO BOX 2340 | EDGARTOWN | MA | 02539 | NOT RELATED | PC | EXEMPT PURPOSE | $600 |
| BOSTON BOOK FESTIVAL | |||||||
| 32R ESSEX STREET SUITE 5 | CAMBRIDGE | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| BOSTON MEDICAL CENTER | |||||||
| 801 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | NOT RELATED | PC | EXEMPT PURPOSE | $150,250 |
| BOYS AND GIRLS CLUBS OF AMERICA (BGCA) | |||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 |
| BRUNSWICK SCHOOL | |||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | NOT RELATED | PC | EXEMPT PURPOSE | $117,500 |
| CARROLL SCHOOL | |||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | NOT RELATED | PC | EXEMPT PURPOSE | $270,000 |
| CHANGE SUMMER | |||||||
| 119 WEST 72ND ST SUITE 187 | NEW YORK | NY | 10023 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 |
| CHICKEN AND EGG PRODUCTIONS | |||||||
| 45 MAIN STREET SUITE 506 | BROOKLYN | NY | 11201 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 |
| CORNELIA CONNELLY CENTER | |||||||
| 220 E 4TH ST | NEW YORK | NY | 10009 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| FOCUSING PHILANTHROPY | |||||||
| 1637 16TH STREET | SANTA MONICA | CA | 90404 | NOT RELATED | PC | EXEMPT PURPOSE | $250,000 |
| FRIENDS OF THE PUBLIC GARDEN | |||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| GREENWICH COUNTRY DAY SCHOOL | |||||||
| 401 OLD CHURCH ROAD | GREENWICH | CT | 06830 | NOT RELATED | PC | EXEMPT PURPOSE | $150,000 |
| HARVARD RADCLIFF FOUNDATION FOR WOMEN'S ATHLETICS | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | NOT RELATED | PC | EXEMPT PURPOSE | $6,000 |
| HARVARD UNIVERSITY | |||||||
| 124 MT AUBURN ST | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSE | $255,000 |
| HARVARD UNIVERSITY CLUB | |||||||
| 65 N HARVARD ST | BOSTON | MA | 02163 | NOT RELATED | PC | EXEMPT PURPOSE | $7,000 |
| HEALTH EQUITY INTERNATIONAL | |||||||
| 40 GLEN AVE | NEWTON | MA | 02459 | NOT RELATED | PC | EXEMPT PURPOSE | $683,000 |
| HUMANITY RISES INC | |||||||
| 22 BOSTON WHARF RD FL 7 | BOSTON | MA | 02210 | NOT RELATED | PC | EXEMPT PURPOSE | $75,000 |
| HUNTINGTON THEATER | |||||||
| 281 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| INTERNATIONAL RESCUE COMMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NOT RELATED | PC | EXEMPT PURPOSE | $104,500 |
| KIDS IN CRISIS | |||||||
| ONE SALEM STREET | COS COB | CT | 06807 | NOT RELATED | PC | EXEMPT PURPOSE | $76,500 |
| KIDS IN NEED OF DEFENSE | |||||||
| 1201 L ST NW FLOOR 2 | WASHINGTON | DC | 20005 | NOT RELATED | PC | EXEMPT PURPOSE | $100,000 |
| MARANYUNDO INITIATIVE | |||||||
| 9 WATERHOUSE STREET | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSE | $510,000 |
| MASS DESIGN GROUP | |||||||
| 1 CHANDLER STREET FLOOR 1 | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT ST | BOSTON | MA | 02114 | NOT RELATED | PC | EXEMPT PURPOSE | $350,000 |
| MASSACHUSETTS LEGAL ASSISTANCE CORPORATION | |||||||
| 18 TREMONT STREET STE 1010 | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $100,000 |
| MIDDLESEX SCHOOL | |||||||
| 1400 LOWELL ROAD | CONCORD | MA | 01742 | NOT RELATED | PC | EXEMPT PURPOSE | $90,000 |
| MILLENNIUM CAMPUS NETWORK | |||||||
| 101 HUNTINGTON AVENUE | BOSTON | MA | 02199 | NOT RELATED | PC | EXEMPT PURPOSE | $5,000 |
| MILTON ACADEMY | |||||||
| 170 CENTRE STREET | MILTON | MA | 02186 | NOT RELATED | PC | EXEMPT PURPOSE | $215,000 |
| MOTHER CAROLINE ACADEMY AND EDUCATION CENTER | |||||||
| 515 BLUE HILL AVE | DORCHESTER | MA | 02121 | NOT RELATED | PC | EXEMPT PURPOSE | $10,000 |
| MUSEUM OF FINE ART | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NOT RELATED | PC | EXEMPT PURPOSE | $30,000 |
| NEIGHBOR TO NEIGHBOR GREENWICH | |||||||
| 248 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| ONE LOVE FOUNDATION | |||||||
| 119 PONDFIELD ROAD | BRONXVILLE | NY | 10708 | NOT RELATED | PC | EXEMPT PURPOSE | $70,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET SUITE 1400 | BOSTON | MA | 02199 | NOT RELATED | PC | EXEMPT PURPOSE | $75,000 |
| REFUGEPOINT | |||||||
| 689 MASSACHUSETTS AVE 2ND FL | BOSTON | MA | 02139 | NOT RELATED | PC | EXEMPT PURPOSE | $250,000 |
| RUNWAY FOR RECOVERY | |||||||
| 14 INN STREET | NEWBURYPORT | MA | 01950 | NOT RELATED | PC | EXEMPT PURPOSE | $77,450 |
| SHARE OUR STRENGTH | |||||||
| 1030 15TH STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | NOT RELATED | PC | EXEMPT PURPOSE | $30,500 |
| SHINING HOPE FOR COMMUNITIES | |||||||
| 11 PARK PLACE NO 3RD FL | NEW YORK | NY | 10007 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| SQUASH HAVEN | |||||||
| 70 TOWER PARKWAY | NEW HAVEN | CT | 06511 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| SUNDANCE INSTITUTE | |||||||
| PO BOX 684429 | PARK CITY | UT | 84068 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 |
| UNICEF USA | |||||||
| 18 TREMONT STREET | BOSTON | MA | 02108 | NOT RELATED | PC | EXEMPT PURPOSE | $351,500 |
| VINEYARD GOLF CLUB FOUNDATION | |||||||
| 100 CLUBHOUSE LANE PO BOX 9 | EDGARTOWN | MA | 02539 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| WESTOVER SCHOOL | |||||||
| 1237 WHITTEMORE ROAD | MIDDLEBURY | CT | 06762 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| WILDLIFE CONSERVATION NETWORK | |||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | NOT RELATED | PC | EXEMPT PURPOSE | $1,000 |
| WOMEN MOVING MILLIONS | |||||||
| 19 FULTON STREET | NEW YORK | NY | 10038 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 |
| Y2Y | |||||||
| 10 WARE STREET | CAMBRIDGE | MA | 02138 | NOT RELATED | PC | EXEMPT PURPOSE | $15,500 |
| YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS | |||||||
| 2245 S MICHIGAN AVE | CHICAGO | IL | 60616 | NOT RELATED | PC | EXEMPT PURPOSE | $100,000 |
| BOSTON MEDFLIGHT | |||||||
| 150 HANSCOM DRIVE | BEDFORD | MA | 01730 | NOT RELATED | PC | EXEMPT PURPOSE | $40,000 |
| CENTER FOR DISASTER PHILANTHROPY | |||||||
| THOMAS CIRCLE NORTHWEST SUITE 700 | WASHINGTON | DC | 20005 | NOT RELATED | PC | EXEMPT PURPOSE | $200,000 |
| CHOOSE LOVE INC | |||||||
| 45 W 36TH ST FL 6 | NEW YORK | NY | 100187635 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| FRIENDS OF THE US OPTIMUS FOUNDATION | |||||||
| 165 TOWNSHIP LINE RD SUITE 1200 | JENKINTOWN | PA | 190463531 | NOT RELATED | PC | EXEMPT PURPOSE | $50,000 |
| HORIZONS AT BRUNSWICK SCHOOL | |||||||
| 100 MAHER AVENUE | GREENWICH | CT | 06830 | NOT RELATED | PC | EXEMPT PURPOSE | $25,000 |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | |||||||
| 2 BOYLSTON STREET 3RD FLOOR | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $150,000 |
| INTERNATIONAL REFUGEE ASSISTANCE PROJECT | |||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | NOT RELATED | PC | EXEMPT PURPOSE | $500,000 |
| NETWORK OF ENGAGED INTERNATIONAL DONORS | |||||||
| 131 DARTMOUTH STREET 3RD FLOOR | BOSTON | MA | 02116 | NOT RELATED | PC | EXEMPT PURPOSE | $20,000 |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 022151001 | NOT RELATED | PC | EXEMPT PURPOSE | $100,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 2 MORRISSEY BLVD MA5-527-02-07 | DORCHESTER | MA | 02125 | NOT RELATED | PC | EXEMPT PURPOSE | $2,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NORTHWEST | WASHINGTON | DC | 200011436 | NOT RELATED | PC | EXEMPT PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,091,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,560,138 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $74,037 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,881,376 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,515,551 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,515,551 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $29,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $66,669,314 | EOYBookValueAmt |
| EOYFMV | $66,669,314 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $30,506,046 | BookValueAmt |
| EOYFMV | $30,506,046 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REALIZED & UNREALIZED GAIN/LOSS ADJUSTMENT | Desc |
| Amt | $21,833,073 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP DEDUCTION - OTHER DEDUCTIONS | $225,377 | $225,377 | $0 |
| PARTNERSHIP DEDUCTION - CHARITABLE CONTRIBUTION | $3,317 | $0 | $3,317 |
| PARTNERSHIP DEDUCTION - INVESTMENT INTEREST EXPENSES | $16,066 | $16,066 | $0 |
| PARTNERSHIP DEDUCTION - SECTION 179 DEDUCTION | $1 | $1 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INVESTMENTS - ROYALTIES | $263 | $263 | $263 |
| PARTNERSHIP INVESTMENTS - OTHER INCOME | $73,774 | $73,774 | $73,774 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $47,987 |
| RETURN OF CAPITAL | $1,242,497 |
| TIMING DIFFERENCE | $185,842 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $388,196 | $388,196 | $0 |
| SARAH K. GAUGER | $173,515 | $0 | $173,515 |
| ADR FEES | $26 | $26 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $36,193 | $36,193 | $0 |
| FEDERAL EXCISE TAX | $125,000 | $0 | $0 |
| STATE TAX WITHHELD | $1,295 | $1,295 | $0 |
| FEDERAL UBI ESTIMATED TAXES | $60,000 | $0 | $0 |
| STATE UBI ESTIMATED TAXES | $15,000 | $15,000 | $0 |
Comments