DOROTHY M TENNEY CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY M TENNEY CHARITABLE TRUST (EIN 22-3022796)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-30
- IRS object ID
- 202531209349102663
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-30T14:01:01-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261588653 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSSAN & OJERHOLM PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SHREWSBURY STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223022796 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY M TENNEY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | ATTN WARREN M YANOFF TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 5087974755 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 CEDAR STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN M YANOFF | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David R Ojerholm CPA | PreparerPersonNm |
| PTIN | P00055478 | PTIN |
| Phone | 5087919501 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $802,681 | 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 |
| Dividends Rev And Expnss | $14,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,472 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,472 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,933 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,933 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,405 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,472 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,700 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $154 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $119 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,498 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,498 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $31,352 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,617 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,382 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,617 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,065 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,977 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,788 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,472 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $609 | CashBOYAmt |
| Cash EOY | $710 | CashEOYAmt |
| Cash EOYFMV | $710 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,726 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,985 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,985 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $355,594 | CorporateStockBOYAmt |
| Corporate Stock EOY | $360,257 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $796,986 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $367,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $365,952 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $802,681 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $314,191 | CapitalStockBOYAmt |
| Capital Stock EOY | $314,191 | CapitalStockEOYAmt |
| Retained Earning BOY | $53,738 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,761 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $367,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $365,952 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $367,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $365,952 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $367,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,977 | ExcessRevenueOverExpensesAmt |
| Subtotal | $365,952 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $365,952 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BERNSTEIN | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $67,145 | GrossSalesPriceAmt |
| Cost Or Other Basis | $37,212 | CostOrOtherBasisAmt |
| Gain Or Loss | $29,933 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $29,933 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,933 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $497 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $497 | SubtotalAmt |
| Tax Based On Investment Income | $497 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $497 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN M YANOFF TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5087974755 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 CEDAR STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN M YANOFF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 CEDAR STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $18,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSSAN & OJERHOLM PC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SHREWSBURY STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TAX AND ACCOUNTING | ServiceTypeTxt |
| Compensation | $4,200 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $751,984 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $751,984 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $751,984 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,280 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $740,704 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,035 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,035 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $497 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $497 | TotalTaxAmt |
| Distributable Before Adj | $36,538 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,538 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,538 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,065 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $15,065 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,538 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,295 | UndistributedIncomePYAmt |
| Qualifying Distributions | $15,065 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,295 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $770 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $35,768 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| METROPOLITAN MUSEUM OF ART | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $210 |
| WORCESTER ART MUSEUM | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $650 |
| US HOLOCAUST MUSEUM | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $100 |
| MOMA | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $180 |
| COMMUNITY LEGAL AID | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $250 |
| DEPARTMENT OF EDUCATION | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $2,500 |
| RACHEL'S TABLE | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $200 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $100 |
| BELOIT COLLEGE | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $5,000 |
| WOUNDED WARRIORS | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $100 |
| TEMPLE EMANUEL SINAI | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $200 |
| ABBY'S HOUSE | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $100 |
| TUNNELS TO TOWERS | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $100 |
| WGBH | ||||||
| 19 CEDAR STREET | WORCESTER | MA | 01609 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $140 |
| CITY HARVEST | ||||||
| 150 52ND STREET | BROOKLYN | NY | 11232 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $300 |
| ADL | ||||||
| 40 COURT STREET 12 | BOSTON | MA | 02108 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $100 |
| ACLU | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $200 |
| NATIONAL PARK FOUNDATION | ||||||
| 1500 K STREET NW STE 700 | WASHINGTON | DC | 20005 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $100 |
| WORLD CENTRAL KITCHEN | ||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $250 |
| WORCESTER COUNTY FOUNDATION | ||||||
| 1 MERCANTILE ST STE 010 | WORCESTER | MA | 01608 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $250 |
| AFHU | ||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | PC | EDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,030 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,933 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,472 | ExclusionAmt |
| Related Or Exempt Function Incm | $29,933 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,405 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOUSSAN & OJERHOLM, PC | CategoryTxt |
| Amt | $4,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $360,257 | EOYBookValueAmt |
| EOYFMV | $796,986 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $8,498 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,498 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COMMONWEALTH OF MASS, FORM PC | $35 | $35 | |
| FEDERAL INCOME TAX, FORM 990PF | $103 | $103 | |
| FOREIGN TAXES PAID ON DIV AND INTEREST | $16 | $16 |
Comments