ELIZABETH AND GEORGE L SANBORN FOUNDATION FOR THE TREATMENT AND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH AND GEORGE L SANBORN FOUNDATION FOR THE TREATMENT AND (EIN 04-3452444)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202541339349104009
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T15:09:53-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431985162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SULLIVAN & BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 FLANDERS ROAD SUITE 302 | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | 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 | 043452444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH & GEORGE L SANBORN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FOR THE TREATMENT AND CURE OF CANCER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 6174267080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 417 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024760052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL BROSNAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174267080 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | SANDRA M BROWN CPA | PreparerPersonNm |
| PTIN | P01614103 | PTIN |
| Phone | 5088717178 | PhoneNum |
| Preparation | 2025-05-07 | PreparationDt |
| 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 | $7,575,515 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,869 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $170,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,807 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $451,043 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,458,367 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $451,043 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $630,719 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $621,850 | 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 | $14,687 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $14,687 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,513 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,513 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,388 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,388 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $113,183 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,683 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $66,700 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,416 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,023 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $163,187 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,683 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,311 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $610,353 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $604,899 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $773,540 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,683 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $715,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$142,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $564,167 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,498 | CashBOYAmt |
| Cash EOY | $97,658 | CashEOYAmt |
| Cash EOYFMV | $97,658 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $876,822 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $740,560 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $740,560 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,606 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $507,061 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $491,896 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $491,896 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,133,166 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,417,568 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,417,568 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $193,601 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $285,560 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $285,560 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,621,612 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,542,273 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,542,273 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,416,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,575,515 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,575,515 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,718 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,426 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $35,246 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $39,512 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $49,964 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,938 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $34,139 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $44,720 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $7,332,263 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $7,477,857 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,366,402 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,522,577 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,416,366 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,575,515 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,366,402 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$142,821 | ExcessRevenueOverExpensesAmt |
| Other Increases | $309,428 | OtherIncreasesAmt |
| Subtotal | $7,533,009 | SubtotalAmt |
| Other Decreases | $10,432 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,522,577 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF SECURITES | P | $2,456,058 | $2,007,324 | $448,734 | $448,734 |
| CAPITAL GAINS DIVIDENDS | P | $2,309 | $2,309 | $2,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $451,043 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,842 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,842 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,842 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,196 | 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 | $5,196 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,646 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SANBORNFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL BROSNAN TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 417 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024760052 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| LOURIE AUGUST LICSW | ||||||||
| PO BOX 417 | ARLINGTON | MA | 024760052 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DONNA EIDSON | ||||||||
| PO BOX 417 | ARLINGTON | MA | 024760052 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| DANIEL BROSNAN CPA | ||||||||
| PO BOX 417 | ARLINGTON | MA | 024760052 | TREASURER AND CLERK | 2.00 | $0 | $0 | $0 |
| RICHARD BELOFSKY CLU CHFC CFP | ||||||||
| PO BOX 417 | ARLINGTON | MA | 024760052 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| VICTORIA PALMER-ERBS PHD APRN BC | ||||||||
| PO BOX 417 | ARLINGTON | MA | 024760052 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ROBIN SCHOENTHALER MD | ||||||||
| PO BOX 417 | ARLINGTON | MA | 024760052 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KEVIN F WALL CPA ESQ | ||||||||
| PO BOX 417 | ARLINGTON | MA | 024760052 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| CRISTINA HOLT MD | ||||||||
| PO BOX 417 | ARLINGTON | MA | 024760052 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JANE BIONDI | ||||||||
| PO BOX 417 | ARLINGTON | MA | 024760052 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CIBC WEALTH MANAGEMENT | |||||
| 181 W MADISON STREET 35TH FLOOR | CHICAGO | IL | 60602 | INVESTMENT ADVISORY | $57,683 |
| GMA FOUNDATIONS | |||||
| 2 LIBERTY SQUARE SUITE 500 | BOSTON | MA | 02109 | GRANT ADMINISTRATION | $55,500 |
| 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 | $7,514,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,801 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,576,361 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,576,361 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,462,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $373,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $373,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,842 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,842 | TotalTaxAmt |
| Distributable Before Adj | $365,294 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $365,294 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $365,294 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $715,210 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $715,210 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $365,294 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $52,230 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $72,146 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $110,067 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $269,454 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $503,897 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $715,210 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $365,294 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $349,916 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $853,813 | 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 | $853,813 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,230 | ExcessFromYear4Amt |
| Excess From Year3 | $72,146 | ExcessFromYear3Amt |
| Excess From Year2 | $110,067 | ExcessFromYear2Amt |
| Excess From Year1 | $269,454 | ExcessFromYear1Amt |
| Excess From Current Year | $349,916 | ExcessFromCurrentYearAmt |
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 |
|---|---|---|---|---|---|---|---|
| THE SANBORN FOUNDATION | |||||||
| PO BOX 417 | ARLINGTON | MA | 024760052 | 7818596079 | APPLICATIONS ARE SUBMITTED THROUGH THE FOUNDATION'S ONLINE PORTAL ON ITS WEBSITE SANBORNFOUNDATION.ORG. APPLICANTS MUST BE RESIDENTS OF ARLINGTON, MA. A LETTER IS REQUIRED FROM A PHYSICIAN STATING THE CANCER DIAGNOSIS AND NEED FOR THE REQUESTED SERVICE. | NONE | INDIVIDUAL RECIPIENTS MUST PROVIDE A LETTER OF DIAGNOSIS FROM A PHYSICIAN (OR OTHER HEALTHCARE PROVIDER) |
| THE SANBORN FOUNDATION | |||||||
| PO BOX 417 | ARLINGTON | MA | 024760052 | 7818596079 | PROVIDE A STATEMENT OF THE NEED THAT THE PROJECT WILL ADDRESS. DESCRIBE THE PROJECT. INCLUDE GRANT REPORTING, PAST FUNDING, SUMMARIZE OUTCOMES, PROJECT AND ORGANIZATIONAL BUDGET. DESCRIBE, SPECIFICALLY, WHAT THE FUNDS WILL BE USED FOR. PROVIDE A DETAILED DESCRIPTION OF THE SERVICES, ACTIVITIES, OR EQUIPMENT FOR WHICH FUNDS ARE BEING REQUESTED. DESCRIBE YOUR ORGANIZATIONAL STRUCTURE AND SIZE. DESCRIBE HOW THE GRANT WILL BENEFIT THE COMMUNITY OF, OR INDIVIDUALS WITHIN, THE TOWN OF ARLINGTON, MASSACHUSETTS. ATTACH A DETAILED BUDGET, INCLUDING OTHER SOURCES OF FUNDS THAT MAY BE USED FOR THIS PROJECT, SUCH AS MATCHING GRANTS. DESCRIBE AN EVALUATION PLAN FOR THE PROJECT. HOW WILL THE EFFECTIVENESS OF THE FUNDED PROJECT BE DETERMINED? SEND 12 COPIES OF THE COMPLETED AND SIGNED APPLICATION | NONE | GRANT AWARDEES MUST DEMONSTRATE HOW EFFORTS PRIMARILY BENEFIT OR CAN BE EXPECTED TO BENEFIT RESIDENTS OF ARLINGTON, MA |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARLINGTON BOYS AND GIRLS CLUB | |||||||
| 60 POND LANE | ARLINGTON | MA | 02474 | NONE | PUBLIC CHARITY | FUNDING CLUB SUNSCREEN | $500 |
| ARLINGTON COUNCIL ON AGING | |||||||
| 27 MAPLE STREET | ARLINGTON | MA | 02476 | NONE | PUBLIC CHARITY | FUNDING CANCER RELATED TRANSPORTATION | $48,000 |
| INDIRECT CONTRIBUTIONS | |||||||
| PO BOX 417 | ARLINGTON | MA | 02476 | NONE | N/A | PROVIDING FINANCIAL ASSISTANCE TO INDIVIDUALS IN ARLINGTON, MA WHO HAVE A CANCER DIAGNOSIS | $551,853 |
| VIRGINIA THURSTON HEALING GARDEN | |||||||
| 145 BOLTON ROAD | HARVARD | MA | 01451 | NONE | PUBLIC CHARITY | INTEGRATIVE CANCER SUPPORT SERVICES FOR ARLINGTON RESIDENTS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $610,353 | 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 | $170,807 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $451,043 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $621,850 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $621,850 | 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 | $9,388 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,388 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC 2.75% 01 JUN 2031 | $14,790 | $14,790 |
| BANK OF AMERICA CORP 3.875% 01 AUG 2025 | $24,878 | $24,878 |
| CISCO SYSTEMS INC 3.5% 15 JUN 2025 | $49,788 | $49,788 |
| COMCAST CORP 5.5% 15 NOV 2032 | $14,346 | $14,346 |
| HOME DEPOT INC/THE 2.95% 15 JUN 2029 | $11,129 | $11,129 |
| JPMORGAN CHASE & CO 2.95% 01 OCT 2026 | $24,356 | $24,356 |
| JPMORGAN CHASE & CO VARIABLE 6.254% 23 OCT 2034 | $11,626 | $11,626 |
| MORGAN STANLEY VARIABLE 4.889% 20 JUL 2033 | $14,532 | $14,532 |
| ORACLE CORP 6.15% 09 NOV 2029 | $14,683 | $14,683 |
| PROCTER & GAMBLE CO/THE 3% 25 MAR 2030 | $46,030 | $46,030 |
| QUANTA SERVICES INC 2.9% 01 OCT 2030 | $10,718 | $10,718 |
| SALESFORCE INC 3.7% 11 APR 2028 | $48,684 | $48,684 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (126 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES COM | $47,619 | $47,619 |
| ACADEMY SPORTS & OUTDOORS | $6,156 | $6,156 |
| ADOBE SYS INC COM | $57,364 | $57,364 |
| ALIGN TECHNOLOGY INC COM | $12,719 | $12,719 |
| ALNYLAM PHARMACEUTICALS INC COM | $18,825 | $18,825 |
| ALPHABET INC CAP STK CL C | $8,760 | $8,760 |
| ALPHABET INC CAP STK CLA | $151,440 | $151,440 |
| AMAZON.COM INC COM | $244,839 | $244,839 |
| AMERICAN TOWER CORPORTATION | $32,830 | $32,830 |
| AMERIPRISE FINL | $37,270 | $37,270 |
| AMETEK INC NEW COM | $16,404 | $16,404 |
| AMPHENOL CORP CL A | $23,613 | $23,613 |
| ANALOG DEVICES | $31,869 | $31,869 |
| ANSYS INC COM | $8,096 | $8,096 |
| APPLE INC COM | $206,346 | $206,346 |
| ARES MANAGEMENT CORPORATION CL A COM | $29,210 | $29,210 |
| ARTHUR J GALLAGHER & CO | $11,922 | $11,922 |
| ASTRAZENECA PLC SPONSORED | $61,130 | $61,130 |
| AUTOMATIC DATA PROCESSING INC COM | $28,102 | $28,102 |
| AUTOZONE INC COM | $22,414 | $22,414 |
| AVANTOR INC COM | $6,131 | $6,131 |
| BERRY GLOBAL GROUP INC | $9,830 | $9,830 |
| BIO-RAD LABORATORIES INC | $5,585 | $5,585 |
| BLACKROCK INC COM | $38,954 | $38,954 |
| BLACKSTONE INC | $68,278 | $68,278 |
| CADENCE DESIGN SYSTEM INC COM | $26,140 | $26,140 |
| CENCORA INC | $24,939 | $24,939 |
| CHIPOTLE MEXICAN GRILL INC CL A | $16,402 | $16,402 |
| CINTAS CORP | $14,433 | $14,433 |
| CISCO SYS INC COM | $65,179 | $65,179 |
| CME GROUP INC COM | $38,550 | $38,550 |
| COPART INC | $17,447 | $17,447 |
| CORPAY INC COM | $23,013 | $23,013 |
| COSTAR GROUP INC | $7,660 | $7,660 |
| CROWDSTRIKE HOLDINGS | $10,265 | $10,265 |
| CYBERARK SOFTWARE LTD | $14,659 | $14,659 |
| DANAHER CORP COM | $43,385 | $43,385 |
| DATADOG INC | $30,578 | $30,578 |
| DEXCOM INC | $12,754 | $12,754 |
| DOMINOES PIZZA | $9,654 | $9,654 |
| DRAFTKINGS INC | $14,694 | $14,694 |
| ELEVANCE HEALTH INC | $22,503 | $22,503 |
| ENTEGRIS INC COM | $14,562 | $14,562 |
| FIDELITY NATL INFORMATION SVCS INC COM | $40,466 | $40,466 |
| FISERV INC COM | $65,118 | $65,118 |
| FLOOR & DECOR HLDGS INC CL A | $8,076 | $8,076 |
| FMC CORP COM NEW | $5,104 | $5,104 |
| GE HEALTHCARE TECHNOLOGIES INC | $5,551 | $5,551 |
| GLOBUS MEDICAL INC | $5,045 | $5,045 |
| HOME DEPOT INC COM | $49,791 | $49,791 |
| HONEYWELL INTERNATIONAL INC COM | $36,594 | $36,594 |
| HOWMET AEROSPACE INC COM | $28,546 | $28,546 |
| HUBBELL INC COM | $17,593 | $17,593 |
| HUBSPOT INC | $33,445 | $33,445 |
| ICON PLC SHS | $4,404 | $4,404 |
| IDEX CORP COM | $12,348 | $12,348 |
| IDEXX LABORATORIES INC | $9,509 | $9,509 |
| INGERSOLL RAND INC COM | $16,102 | $16,102 |
| INTERCONTINENTAL EXCHANGE, INC COM | $56,177 | $56,177 |
| IQVIA HLDGS INC COM | $43,625 | $43,625 |
| JPMORGAN CHASE & CO COM | $62,804 | $62,804 |
| KEYSIGHT TECHNOLOGIES | $13,011 | $13,011 |
| LIVE NATION ENTERTAINMENT INC COM | $7,770 | $7,770 |
| MARRIOTT INTERNATIONAL CL A | $19,805 | $19,805 |
| MARTIN MARIETTA MATERIALS COM | $35,639 | $35,639 |
| MARVELL TECHNOLOGY GROUP LTD | $20,102 | $20,102 |
| MASCO CORP COM | $10,813 | $10,813 |
| MCDONALD'S CORP | $46,962 | $46,962 |
| META PLATFORMS INC | $39,815 | $39,815 |
| MICROCHIP TECHONOLOGY INC COM | $8,775 | $8,775 |
| MICROSOFT CORP COM | $278,612 | $278,612 |
| MONDELEZ INTL INC COM | $27,117 | $27,117 |
| MONGODB INC | $6,751 | $6,751 |
| MONOLITHIC POWER SYSTEMS INC | $14,793 | $14,793 |
| MONSTER BEVERAGE CORP NEW COM | $50,247 | $50,247 |
| MSCI INC CL A | $13,200 | $13,200 |
| NEXTERA ENERGY INC COM | $38,856 | $38,856 |
| NVIVIA CORP | $217,281 | $217,281 |
| O'REILLY AUTOMOTIVE INC | $20,159 | $20,159 |
| OSHKOSH CORPORATION | $6,655 | $6,655 |
| OTIS WORLDWIDE CORP COM | $43,897 | $43,897 |
| PENTAIR PLC SHS | $8,152 | $8,152 |
| PINTEREST INC | $12,702 | $12,702 |
| PEPSICO INC COM | $39,384 | $39,384 |
| PNC FINL SVCS GROUP INC COM | $37,991 | $37,991 |
| PROCORE TECHNOLOGIES INC | $4,721 | $4,721 |
| PROLOGIS INC COM | $35,515 | $35,515 |
| QUALCOMM INC COM | $56,994 | $56,994 |
| REGAL REXNORD CORP | $10,395 | $10,395 |
| REVVITY INC | $13,058 | $13,058 |
| ROPER TECHNOLOGIES, INC | $56,144 | $56,144 |
| ROSS STORES INC COM | $23,598 | $23,598 |
| SAIA INC | $12,306 | $12,306 |
| SALESFORCE COM INC COM | $95,284 | $95,284 |
| SBA COMMUNICATIONS CORP NEW CL A | $6,522 | $6,522 |
| S&P GLOBAL | $37,850 | $37,850 |
| SPROUTS FMRS MKT INC COM | $24,397 | $24,397 |
| STRYKER CORP COM | $32,766 | $32,766 |
| THERMO FISHER CORP COM | $43,179 | $43,179 |
| TJX COS INC NEW COM | $43,009 | $43,009 |
| T MOBILE US INC COM | $27,812 | $27,812 |
| TRACTOR SUPPLY CO COM | $20,428 | $20,428 |
| TRADE DESK INC/THE | $28,325 | $28,325 |
| TRADEWEB MARKETS INC | $24,351 | $24,351 |
| TRANSUNION COM | $13,814 | $13,814 |
| ULTA BEAUTY, INC | $10,438 | $10,438 |
| UNION PAC CORP COM | $54,274 | $54,274 |
| UNITEDHEALTH GROUP INC COM | $101,172 | $101,172 |
| US BANCORP DEL COM NEW | $37,499 | $37,499 |
| US FOODS HLDG CORP COM | $18,012 | $18,012 |
| VALVOLINE INC | $7,633 | $7,633 |
| VEEVA SYS INC CL A COM | $22,077 | $22,077 |
| VERTIV HOLDINGS CO | $8,747 | $8,747 |
| VICI PROPERTIES INC | $20,652 | $20,652 |
| VISA INC COM CL A | $124,519 | $124,519 |
| WALT DISNEY CO/THE | $54,004 | $54,004 |
| WEC ENERGY GROUP INC | $15,139 | $15,139 |
| WESCO INTERNATIONAL INC | $8,323 | $8,323 |
| WORKDAY INC | $39,220 | $39,220 |
| ZOETIS INC | $20,529 | $20,529 |
| ZSCALER INC | $14,071 | $14,071 |
| ZURN WTR SOLUTIONS CORP | $7,571 | $7,571 |
| LINDE PLC | $45,634 | $45,634 |
| WASTE CONNECTIONS INC COM | $18,015 | $18,015 |
| MONDAY.COM LTD | $14,361 | $14,361 |
| TE CONNECTIVITY PLC | $53,900 | $53,900 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $491,896 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $491,896 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CIBC ATLAS INCOME OPPORTUNITIES | FMV | $573,198 | $573,198 |
| CIBC ATLAS ALL CAP GROWTH FUND | FMV | $296,442 | $296,442 |
| MFS INST INT EQUITY | FMV | $672,633 | $672,633 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO DEFERRED TAX EXPENSE | Desc |
| Amt | $10,432 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $304 | $0 | $304 |
| OFFICE EXPENSES | $361 | $0 | $361 |
| INSURANCE | $1,106 | $0 | $1,106 |
| TELECOMMUNICATIONS | $196 | $0 | $196 |
| INFORMATION TECHNOLOGY | $9,676 | $0 | $10,283 |
| MARKETING | $2,513 | $0 | $2,513 |
| PAYROLL FEES | $3,066 | $0 | $3,066 |
| MEETING EXPENSE | $194 | $0 | $194 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $309,428 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES PAYABLE | Desc |
| BOY Book Value | $35,246 | BOYBookValueAmt |
| EOY Book Value | $39,512 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT ADMINISTRATION AND ACCOUNTING | $55,500 | $0 | $66,700 |
| INVESTMENT ADVISORY FEES | $57,683 | $57,683 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXCISE TAX EXPENSE | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |