BETA

CHARLES LAMONT POST CHARITABLE TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CHARLES LAMONT POST CHARITABLE TR (EIN 20-6447289)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202531339349100948
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-13T09:16:50-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221534652PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCCARTER & ENGLISH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1265 FRANKLIN STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206447289EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES LAMONT POST CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone5086273356PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1090AddressLine1Txt
CityEDGARTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02539ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROSEMARIE HAIGAZIANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5086273356PhoneNum
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOWARD E SCHWARTZPreparerPersonNm
PTINP00341233PTIN
Phone6174496500PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,009,339FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$29,582DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,582DividendsNetInvstIncmAmt
Dividends Adj Net Incm$29,582DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$11,238NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$153,965GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,238CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$40,820TotalRevAndExpnssAmt
Total Net Invst Incm$40,820TotalNetInvstIncmAmt
Total Adj Net Incm$29,582TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,513LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,128LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$3,385LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$400TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$400TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,336OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,249TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,128TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,785TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,249TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,128TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$33,785TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,429ExcessRevenueOverExpensesAmt
Net Investment Income$39,692NetInvestmentIncomeAmt
Adjusted Net Income$29,582AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$618CashBOYAmt
Cash EOY$1,105CashEOYAmt
Cash EOYFMV$1,105CashEOYFMVAmt
Other Investments BOY$539,326OtherInvestmentsBOYAmt
Other Investments EOY$534,337OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,008,234OtherInvestmentsEOYFMVAmt
Total Assets BOY$539,944TotalAssetsBOYAmt
Total Assets EOY$535,442TotalAssetsEOYAmt
Total Assets EOYFMV$1,009,339TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$539,944RetainedEarningBOYAmt
Retained Earning EOY$535,442RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$539,944TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$535,442TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$539,944TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$535,442TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$539,944TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,429ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$535,515SubtotalAmt
Other Decreases$73OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$535,442TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
250 SHRS CVS HEALTH CORPP2024-02-092024-06-24$15,435$18,921-$3,486-$3,486
225 SHRS GILEAD SCIENCES INCP2023-11-092024-06-17$14,489$16,865-$2,376-$2,376
1.897 SHRS SOUTHERN COPPER CORPP2024-02-082024-11-25$210$151$59$59
100 SHRS UNITED PARCEL SERVICEP2024-03-262024-07-24$12,559$15,514-$2,955-$2,955
100 SHRS AGCO CORPP2022-03-162024-07-05$9,502$13,075-$3,573-$3,573
150 SHRS CENTERPOINT ENERGY INCP2020-05-292024-08-05$3,941$2,652$1,289$1,289
75 SHRS CHUBB LIMITED COMP2020-05-262024-02-07$18,483$9,001$9,482$9,482
325 SHRS CISCO SYSTEMS INCP2023-09-282024-10-23$18,283$17,512$771$771
.75 SHRS EVERUS CONSTR GROUPP2023-06-282024-11-04$41$29$12$12
200 SHRS KELLANOVA COMP2020-11-092024-03-13$10,802$11,907-$1,105-$1,105
400 SHRS KEURIG DR PEPPER INCP2023-09-142024-11-18$12,511$13,456-$945-$945
200 SHRS NUTRIEN LTD COMP2017-07-102024-02-08$9,777$8,657$1,120$1,120
100 SHRS PROLOGIS INCP2012-09-062024-01-03$13,146$3,851$9,295$9,295
250 SHRS RIO TINTOP2017-02-232024-12-24$14,786$11,136$3,650$3,650
FieldValueIRS element (for citing)
Capital Gain Net Income$11,238CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$8,758NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$552InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$552SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$552TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$106EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$106TotalPaymentsAndCreditsAmt
Es Penalty$13EsPenaltyAmt
Tax Due$459TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROSEMARIE HAIGAZIANIndividualWithBooksNm
Phone5086273356PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1282 VINEYARD HAVEN ROADAddressLine1Txt
CityEDGARTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02539ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12023UndistributedIncomePY1Yr
Undistributed Income PY22022UndistributedIncomePY2Yr
Undistributed Income PY32021UndistributedIncomePY3Yr
Undistributed Income PY42020UndistributedIncomePY4Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROSEMARIE HAIGAZIANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1282 VINEYARD HAVEN ROADAddressLine1Txt
CityEDGARTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02539ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BURNS & LEVINSON LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 HIGH STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Service TypeLEGALServiceTypeTxt
Compensation$4,513CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$964,766AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,329AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$978,095TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$978,095AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,671CashDeemedCharitableAmt
Net Vl Noncharitable Assets$963,424NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,171MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,171MinimumInvestmentReturnAmt
Tax Based On Investment Income$552TaxBasedOnInvestmentIncomeAmt
Total Tax$552TotalTaxAmt
Distributable Before Adj$47,619DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$47,619DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$47,619DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,785ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$33,785QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,619DistributableAsAdjustedAmt
Undistributed Income PY$44,474UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$50,121TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$33,785QualifyingDistributionsAmt
Applied To Year1$33,785AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$50,121PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$50,121Taxable1Amt
Taxable2$10,689Taxable2Amt
Undistributed Income CY$47,619UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS ROADYORKTOWN HEIGHTSNY10598QUALIFIED CHARITYGENERAL CHARITABLE DONATION$5,000
MERCY SHIPS
PO BOX 2020GARDEN VALLEYTX75771QUALIFIED CHARITYGENERAL CHARITABLE DONATION$5,000
PLANNED PARENTHOOD
1055 COMMONWEALTH AVEBOSTONMA02215QUALIFIED CHARITYGENERAL CHARITABLE DONATION$5,000
SALVATION ARMY
615 SLATERS LANE PO BOX 269ALEXANDRIAVA22313QUALIFIED CHARITYGENERAL CHARITABLE DONATION$5,000
ST JUDE CHILDREN RESEARCH
262 DANNY THOMAS PLACEMEMPHISTN38105QUALIFIED CHARITYGENERAL CHARITABLE DONATION$5,000
VINEYARD HOUSE
PO BOX 4599VINEYARD HAVENMA02568QUALIFIED CHARITYGENERAL CHARITABLE DONATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,582ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,238ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$40,820ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,820TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemNEUBERGER BERMANCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$534,337BookValueAmt
EOYFMV$1,008,234EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL & ACCOUNTINGCategoryTxt
Legal Fees$4,513LegalFeesAmt
Net Investment Income$1,128NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,385DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR ADJUSTMENTDesc
Amt$73Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGMENT FEESDesc
Revenue And Expenses Per Books$10,336RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$400DisbursementsCharitablePrpsAmt

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