BETA

OPEN CHARITABLE TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
OPEN CHARITABLE TRUST (EIN 46-1639459)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-13
IRS object ID
202201339349101630
Schema version
2021v4.2
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)
Return2022-05-13T09:54:50-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261101800PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GW & WADE LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line193 WORCESTER STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024813609ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461639459EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE OPEN CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOPENBusinessNameControlTxt
Phone7812391188PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO GW WADE 93 WORCESTER STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAY A BATSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7812391188PhoneNum
Signature2022-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAYPersonFirstNm
Person LastBATSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT F BODIO JRPreparerPersonNm
PTINP00090184PTIN
Phone7812391188PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$812,833FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,010ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$9,515DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,515DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$71,924NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$168,400GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$71,924CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$92,449TotalRevAndExpnssAmt
Total Net Invst Incm$81,439TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$740AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$740AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,104OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,104OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$153OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$153OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,997TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,997TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$77,501ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$77,501ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$88,498TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,997TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$77,501TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,951ExcessRevenueOverExpensesAmt
Net Investment Income$70,442NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Other Investments BOY$638,757OtherInvestmentsBOYAmt
Other Investments EOY$628,604OtherInvestmentsEOYAmt
Other Investments EOYFMV$812,833OtherInvestmentsEOYFMVAmt
Total Assets BOY$638,757TotalAssetsBOYAmt
Total Assets EOY$628,604TotalAssetsEOYAmt
Total Assets EOYFMV$812,833TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,213AccountsPayableBOYAmt
Total Liabilities BOY$3,213TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$635,544CapitalStockBOYAmt
Capital Stock EOY$628,604CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$635,544TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$628,604TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$638,757TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$628,604TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$635,544TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,951ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$639,495SubtotalAmt
Other Decreases$10,891OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$628,604TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$114,987$96,476$18,511$18,511
CAPITAL GAINS DIVIDENDSP$53,413$53,413$53,413
FieldValueIRS element (for citing)
Capital Gain Net Income$71,924CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$979InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$979SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$979TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$400TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$579TaxDueAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
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 BooksGW WADE LLCIndividualWithBooksNm
Phone7812391188PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line193 WORCESTER STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd
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 PY0UndistributedIncomePYInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES A BATSON JR
15 WALTHAM STREET APT NO B506BOSTONMA02118TRUSTEE1.00$0$0$0
JUDY A BATSON
15 WALTHAM STREET APT NO B506BOSTONMA02118TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$795,189AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$795,189TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$795,189AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,928CashDeemedCharitableAmt
Net Vl Noncharitable Assets$783,261NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,163MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,163MinimumInvestmentReturnAmt
Tax Based On Investment Income$979TaxBasedOnInvestmentIncomeAmt
Total Tax$979TotalTaxAmt
Distributable Before Adj$38,184DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$38,184DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$38,184DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$77,501ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$77,501QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,184DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,589ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$118,287ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$53,320ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$60,471ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$58,809ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$296,476TotalExcessDistributionCyovAmt
Qualifying Distributions$77,501QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$38,184AppliedToCurrentYearAmt
Remaining Distri From Corpus$39,317RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$335,793TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,589ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$330,204ExcessDistriCyovToNextYrAmt
Excess From Year4$118,287ExcessFromYear4Amt
Excess From Year3$53,320ExcessFromYear3Amt
Excess From Year2$60,471ExcessFromYear2Amt
Excess From Year1$58,809ExcessFromYear1Amt
Excess From Current Year$39,317ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES A BATSON JRContributingManagerNm
Contributing ManagerJUDY A BATSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ACTS MINISTRY
1366 RIVERSIDE DRIVENORTH GROSVENOR DALECT06255PUBLICGENERAL$2,000
ACTS MINISTRY
1366 RIVERSIDE DRIVENORTH GROSVENOR DALECT06255PUBLICGENERAL$2,000
ACTS MINISTRY
1366 RIVERSIDE DRIVENORTH GROSVENOR DALECT06255PUBLICGENERAL$1,000
BOSTON RESCUE MISSION
39 KINGSTON STREETBOSTONMA02111PUBLICGENERAL$1,000
BOSTON RESCUE MISSION
39 KINGSTON STREETBOSTONMA02111PUBLICGENERAL$1,000
CAPE COD CHURCH
1205 NATHAN ELLIS HWYEAST FALMOUTHMA02536PUBLICGENERAL$3,000
CAPE COD CHURCH
1205 NATHAN ELLIS HWYEAST FALMOUTHMA02536PUBLICGENERAL$20,000
CAPE COD CHURCH
1205 NATHAN ELLIS HWYEAST FALMOUTHMA02536PUBLICGENERAL$3,000
CAPE COD CHURCH
1205 NATHAN ELLIS HWYEAST FALMOUTHMA02536PUBLICGENERAL$3,000
CAPE COD CHURCH
1205 NATHAN ELLIS HWYEAST FALMOUTHMA02536PUBLICGENERAL$3,000
CAPE COD CHURCH
1205 NATHAN ELLIS HWYEAST FALMOUTHMA02536PUBLICGENERAL$1,200
CAPE COD CHURCH
1205 NATHAN ELLIS HWYEAST FALMOUTHMA02536PUBLICGENERAL$3,000
CAPE COD CHURCH
1205 NATHAN ELLIS HWYEAST FALMOUTHMA02536PUBLICGENERAL$3,000
CAPE COD CHURCH
1205 NATHAN ELLIS HWYEAST FALMOUTHMA02536PUBLICGENERAL$3,000
CAPE COD CHURCH
PUBLICGENERAL$1,0001205 NATHAN ELLIS HWYEAST FALMOUTHTORONTOCA02536
CHRISTIANITY TODAY
464 GUNDERSEN DRIVECAROL STREAMIL60188PUBLICGENERAL$1,000
NEW HOPE EURASIA
4771 SWEETWATER BLVD 167SUGAR LANDTX77479PUBLICGENERAL$1,000
SAT-7 NORTH AMERICA
PO BOX 2770EASTONMD21601PUBLICGENERAL$2,000
SAT-7 NORTH AMERICA
PO BOX 2770EASTONMD21601PUBLICGENERAL$2,058
SAT-7 NORTH AMERICA
PO BOX 2770EASTONMD21601PUBLICGENERAL$2,573
SAT-7 NORTH AMERICA
PO BOX 2770EASTONMD21601PUBLICGENERAL$1,000
THE BIOLOGOS FOUNDATION INC
3940 PENINSULAR DR SE SUITE 220GRAND RAPIDSMI49546PUBLICGENERAL$1,050
THE BIOLOGOS FOUNDATION INC
3940 PENINSULAR DR SE SUITE 220GRAND RAPIDSMI49546PUBLICGENERAL$5,000
THE RISING CHURCH
7500 W 57TH AVEARVADACO80002PUBLICGENERAL$5,000
THE VOICE OF THE MARTYRS
1815 SE BISON ROADBARTLESVILLEOK74006PUBLICGENERAL$1,200
THE VOICE OF THE MARTYRS
1815 SE BISON ROADBARTLESVILLEOK74006PUBLICGENERAL$2,000
THE VOICE OF THE MARTYRS
1815 SE BISON ROADBARTLESVILLEOK74006PUBLICGENERAL$2,000
THE VOICE OF THE MARTYRS
1815 SE BISON ROADBARTLESVILLEOK74006PUBLICGENERAL$1,000
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$77,501TotalGrantOrContriPdDurYrAmt
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$9,515ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$71,924ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$81,439ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$81,439TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4FUNDS IN ACCOUNT ARE FOR GRANT-MAKING PURPOSES
8FUNDS IN ACCOUNT ARE FOR GRANT-MAKING PURPOSES

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
JUDY A BATSON
115 WALTHAM STREET B506BOSTONMA02118$5,505Yes (X)
JAMES A BATSON JR
215 WALTHAM STREET B506BOSTONMA02118$5,505Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
131 SHARES OF AAPL$5,5052021-12-31
231 SHARES OF AAPL$5,5052021-12-31

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$740Amt
Net Investment Income$740NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSFMV$606,062$790,291
MONEY MARKETFMV$22,542$22,542

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN MARKET VALUEDesc
Amt$10,891Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MASSACHUSETTS ANNUAL FEE$35$35$0
MARGIN INTEREST PAID$18$18$0
GOLD PORT FEES$100$100$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryGWW ASSET MGMTCategoryTxt
Amt$10,104Amt
Net Investment Income$10,104NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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