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DMR FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DMR FAMILY FOUNDATION INC (EIN 20-0380136)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-06
IRS object ID
202201579349100605
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)
Return2022-06-06T09:05:34-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271728945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DGC A DIVISION OF PKF O'CONNOR DAVIESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 PRESIDENTIAL WAY SUITE 510AddressLine1Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200380136EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DMR FAMILY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O SRH LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDMRFBusinessNameControlTxt
Phone7814496650PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11215 CHESTNUT STREETAddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02464ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID M ROSENBERGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7814496650PhoneNum
Signature2022-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastROSENBERGPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDARLENE JARVIS CPAPreparerPersonNm
PTINP01403414PTIN
Phone7819375300PhoneNum
Preparation2022-05-16PreparationDt

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$6,931,208FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$82,234InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$82,234InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$82,234TotalRevAndExpnssAmt
Total Net Invst Incm$82,234TotalNetInvstIncmAmt
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$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$159InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$53TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$17,319OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,031TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$232,210ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$232,210ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$254,241TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$232,210TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$172,007ExcessRevenueOverExpensesAmt
Net Investment Income$82,234NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$421,856CashBOYAmt
Cash EOY$181,744CashEOYAmt
Cash EOYFMV$181,744CashEOYFMVAmt
Other Nts And Loans Rcvbl$2,165,955OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$2,165,955OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$2,165,955OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$2,165,955OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$3,231,238OtherInvestmentsBOYAmt
Other Investments EOY$3,298,843OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,583,509OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,819,049TotalAssetsBOYAmt
Total Assets EOY$5,646,542TotalAssetsEOYAmt
Total Assets EOYFMV$6,931,208TotalAssetsEOYFMVAmt
Accounts Payable BOY$500AccountsPayableBOYAmt
Total Liabilities BOY$500TotalLiabilitiesBOYAmt
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$5,818,549RetainedEarningBOYAmt
Retained Earning EOY$5,646,542RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,818,549TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,646,542TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,819,049TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,646,542TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,818,549TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$172,007ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,646,542SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,646,542TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,143InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,143SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,143TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,500TotalPaymentsAndCreditsAmt
Es Penalty$27EsPenaltyAmt
Overpayment$1,330OverpaymentAmt
Applied To ES Tax$1,330AppliedToESTaxAmt
Refund$0RefundAmt

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 RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN N WILCHINSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7812374400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120 WILLIAM STREET SUITE 130AddressLine1Txt
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID M ROSENBERG
C/O SRH LLC 1215 CHESTNUT STREETNEWTONMA02464PRESIDENT AND DIRECTOR0.70$0$0$0
DAVID M ROSENBERG
C/O SRH LLC 1215 CHESTNUT STREETNEWTONMA02464TREASURER0.30$0$0$0
STEPHEN N WILCHINS
20 WILLIAM STREET SUITE 130WELLESLEYMA02481CLERK0.00$0$0$0
BETH H ROSENBERG
505 TREMONT STREET 906BOSTONMA02116DIRECTOR0.00$0$0$0
STEPHEN N WILCHINS
20 WILLIAM STREET SUITE 130WELLESLEYMA02481DIRECTOR0.00$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$4,107,489AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$301,665AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,165,955FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,575,109TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,575,109AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$98,627CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,476,482NetVlNoncharitableAssetsAmt
Minimum Investment Return$323,824MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$323,824MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,143TaxBasedOnInvestmentIncomeAmt
Total Tax$1,143TotalTaxAmt
Distributable Before Adj$322,681DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$322,681DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$322,681DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$232,210ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$232,210QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$322,681DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$73,968ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$73,968TotalExcessDistributionCyovAmt
Qualifying Distributions$232,210QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$232,210AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$73,968ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$73,968ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$16,503UndistributedIncomeCYAmt
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)
Contributing ManagerDAVID M ROSENBERGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEAVER COUNTRY DAY SCHOOL
791 HAMMOND STREETCHESTNUT HILLMA02467N/APUBLIC CHARITYYOUTH$34,200
CORNELL UNIVERSITY
616 THURSTON AVEITHACANY14853N/APUBLIC CHARITYEDUCATION$100,000
MARTHA VINEYARD HEBREW CENTER
130 CENTER STREETVINEYARD HAVENMA02568N/APUBLIC CHARITYRELIGIOUS$2,415
MV YOUTH INC
PO BOX 65CHILMARKMA02535N/APUBLIC CHARITYYOUTH$41,795
VGC FOUNDATION
100 CLUBHOUSE LANEEDGARTOWNMA02539N/APUBLIC CHARITYYOUTH$500
GREAT POND FOUNDATION
PO BOX 9000EDGARTOWNMA02539N/APUBLIC CHARITYENVIRONMENTAL$3,000
BOATHOUSE FOUNDATION INC
PO BOX 2340EDGARTOWNMA02539N/APUBLIC CHARITYEDUCATIONAL$300
MARTHA'S VINEYARD YOUTH HOCKEY ASSOC INC
PO BOX 2319VINEYARD HAVENMA02568N/APUBLIC CHARITYYOUTH$5,000
MARTHAS VINEYARD GIRLS ICE HOCKEY BOOSTER
PO BOX 2243VINEYARD HAVENMA02568N/APUBLIC CHARITYYOUTH$7,500
VINEYARD HOCKEY BOOSTERS INC
PO BOX 851VINEYARD HAVENMA02568N/APUBLIC CHARITYYOUTH$7,500
CAMPY BAUERCREST INC
17 OLD COUNTY RDAMESBURYMA01913N/APUBLIC CHARITYYOUTH$10,000
EDGARTOWN PATROLMENS ASSOCIATION INC
PO BOX 1118EDGARTOWNMA02539N/APUBLIC CHARITYEDUCATIONAL$10,000
MARTHAS VINEYARD FILM SOCIETY INC
PO BOX 4423VINEYARD HAVENMA02568N/APUBLIC CHARITYEDUCATIONAL$5,000
MARTHAS VINEYARD COMMUNITY RADIO
PO BOX 1989VINEYARD HAVENMA02568N/APUBLIC CHARITYEDUCATIONAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$232,210TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$82,234ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$82,234ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$82,234TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 3873AT COST$1,915,605$3,200,271
INVESTMENTSAT COST$1,383,238$1,383,238

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES$14,629$0$0
INSURANCE$2,690$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MA FILING FEES$18$0$0
MA INCOME TAX$35$0$0

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