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CHARLES LAMONT POST CHARITABLE TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CHARLES LAMONT POST CHARITABLE TR (EIN 20-6447289)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-16
IRS object ID
202201679349100710
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)
Return2022-06-16T11:38:26-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042265163PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1125 HIGH STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-06-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROSEMARIEPersonFirstNm
Person LastHAIGAZIANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOWARD E SCHWARTZPreparerPersonNm
PTINP00341233PTIN
Phone6173453000PhoneNum

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$1,031,270FMVAssetsEOYAmt
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$27,976DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,976DividendsNetInvstIncmAmt
Dividends Adj Net Incm$27,976DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$34,208NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$132,742GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$34,208CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$62,184TotalRevAndExpnssAmt
Total Net Invst Incm$62,184TotalNetInvstIncmAmt
Total Adj Net Incm$27,976TotalAdjNetIncmAmt
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$5,204LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,301LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$3,903LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$726TaxesRevAndExpnssAmt
Taxes Net Invst Incm$447TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$279TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,195OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,117OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$4,078OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,125TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,865TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,260TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,125TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,865TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$38,260TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,059ExcessRevenueOverExpensesAmt
Net Investment Income$54,319NetInvestmentIncomeAmt
Adjusted Net Income$27,976AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,133CashBOYAmt
Cash EOY$1,411CashEOYAmt
Cash EOYFMV$1,411CashEOYFMVAmt
Other Investments BOY$551,201OtherInvestmentsBOYAmt
Other Investments EOY$566,818OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,029,859OtherInvestmentsEOYFMVAmt
Total Assets BOY$553,334TotalAssetsBOYAmt
Total Assets EOY$568,229TotalAssetsEOYAmt
Total Assets EOYFMV$1,031,270TotalAssetsEOYFMVAmt
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$553,334RetainedEarningBOYAmt
Retained Earning EOY$568,229RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$553,334TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$568,229TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$553,334TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$568,229TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$553,334TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,059ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$569,393SubtotalAmt
Other Decreases$1,164OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$568,229TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
50 SHRS MICROSOFT CORPP2012-11-122021-01-13$10,781$1,416$9,365$9,365
500 SHRS BANK OF AMERICA CORPP2020-04-152021-05-13$20,976$11,143$9,833$9,833
625 SHRS VERIZON COMMUNICATIONSP2018-06-202021-06-30$13,997$12,012$1,985$1,985
100 SHRS LOCKHEED MARTIN CORPP2016-09-062021-09-30$17,366$12,127$5,239$5,239
125 SHRS EQUITY LIFESTYLES PROPERTIESP2020-03-242021-10-20$10,722$6,090$4,632$4,632
175 SHRS UNILIVER INCP2019-12-102021-11-23$15,665$18,116-$2,451-$2,451
125 SHRS CORESITE REALTY CORPP2018-06-192021-12-29$21,250$13,017$8,233$8,233
200 SHRS NEWMONT CORPP2020-09-022021-12-03$12,002$13,301-$1,299-$1,299
125 SHRS NOVARTISP2020-06-222021-12-03$9,983$11,312-$1,329-$1,329
FieldValueIRS element (for citing)
Capital Gain Net Income$34,208CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$755InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$755SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$755TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$5EsPenaltyAmt
Tax Due$760TaxDueAmt

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 PY12020UndistributedIncomePY1Yr
Undistributed Income PY22019UndistributedIncomePY2Yr
Undistributed Income PY32018UndistributedIncomePY3Yr
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
NATIONAL FINANCIAL SERVICES
499 WASHINGTON BLVDJERSEY CITYNJ07310INVESTMENT$0
BURNS & LEVINSON LLP
125 HIGH STREETBOSTONMA02110LEGAL$0
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$926,841AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,369AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$15,826FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$956,036TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$956,036AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,341CashDeemedCharitableAmt
Net Vl Noncharitable Assets$941,695NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,085MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,085MinimumInvestmentReturnAmt
Tax Based On Investment Income$755TaxBasedOnInvestmentIncomeAmt
Total Tax$755TotalTaxAmt
Distributable Before Adj$46,330DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$46,330DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$46,330DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,260ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$38,260QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,330DistributableAsAdjustedAmt
Undistributed Income PY$39,728UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Total For Prior Years$24,911TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$38,260QualifyingDistributionsAmt
Applied To Year1$38,260AppliedToYear1Amt
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$24,911PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$24,911Taxable1Amt
Taxable2$1,468Taxable2Amt
Undistributed Income CY$46,330UndistributedIncomeCYAmt
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 (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOUSE OF GRACE
PO BOX 3000 PMB 3111WEST TISBURYMA02575QUALIFIED CHARITYGENERAL CHARITABLE DONATION$10,000
ISLAND FOOD PANTRY
PO BOX 1874VINEYARD HAVENMA02568QUALIFIED CHARITYGENERAL CHARITABLE DONATION$10,000
VINEYARD HOUSE
PO BOX 4599VINEYARD HAVENMA02568QUALIFIED CHARITYGENERAL CHARITABLE DONATION$10,000
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$27,976ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$34,208ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$62,184ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$62,184TotalIncomeProducingActyAmt

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$566,818BookValueAmt
EOYFMV$1,029,859EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL & ACCOUNTINGCategoryTxt
Legal Fees$5,204LegalFeesAmt
Net Investment Income$1,301NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,903DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescRETURN OF PRINCIPALDesc
Amt$1,164Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGMENT FEESDesc
Revenue And Expenses Per Books$10,195RevenueAndExpensesPerBooksAmt
Net Investment Income$6,117NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,078DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
US TREASURY$244$0$0$244
COMMONWEALTH OF MASSACHUSETTS$35$0$0$35
FOREIGN TAXES$447$447$0$0

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