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TURNING LEAF FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
TURNING LEAF FOUNDATION INC (EIN 04-3397818)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202231369349100823
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)
Return2022-05-16T08:14:57-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464122151PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHOFER DILLBERG & COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1190 N MAIN STREET THIRD FLOORAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043397818EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TURNING LEAF FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O SCHOFER DILLBERG & COBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTURNBusinessNameControlTxt
Phone5085458400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1190 NORTH MAIN STREETAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL JACOBSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6174927104PhoneNum
Signature2022-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastJACOBSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK SCHOFERPreparerPersonNm
PTINP00423537PTIN
Phone5085458405PhoneNum

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$2,715,256FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,165,684ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$13,875DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,875DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$349,164NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,097,096GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$349,164CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,528,723TotalRevAndExpnssAmt
Total Net Invst Incm$363,039TotalNetInvstIncmAmt
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$800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$961TaxesRevAndExpnssAmt
Taxes Net Invst Incm$821TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,761TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,221TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$199,965ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$199,965ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$201,726TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,221TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$199,965TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,326,997ExcessRevenueOverExpensesAmt
Net Investment Income$361,818NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$456,694CashBOYAmt
Cash EOY$525,169CashEOYAmt
Cash EOYFMV$525,169CashEOYFMVAmt
Corporate Stock BOY$527,998CorporateStockBOYAmt
Corporate Stock EOY$1,786,520CorporateStockEOYAmt
Corporate Stock EOYFMV$2,190,087CorporateStockEOYFMVAmt
Total Assets BOY$984,692TotalAssetsBOYAmt
Total Assets EOY$2,311,689TotalAssetsEOYAmt
Total Assets EOYFMV$2,715,256TotalAssetsEOYFMVAmt
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$984,692RetainedEarningBOYAmt
Retained Earning EOY$2,311,689RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$984,692TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,311,689TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$984,692TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,311,689TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$984,692TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,326,997ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,311,689SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,311,689TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITYP2021-12-31$806,914$465,202$341,712$341,712
FIDELITYP2021-12-31$109,731$77,549$32,182$32,182
FIDELITYP2021-12-31$111,753$110,102$1,651$1,651
FIDELITYP2021-12-31$68,698$95,079-$26,381-$26,381
FieldValueIRS element (for citing)
Capital Gain Net Income$349,164CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,029InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,029SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,029TaxBasedOnInvestmentIncomeAmt
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$1EsPenaltyAmt
Tax Due$5,030TaxDueAmt

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 Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5085458400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1190 NORTH MAIN STREETAddressLine1Txt
CityNATICKCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL J JACOBSON
16 HIGHLAND AVECAMBRIDGEMA02139PRESIDENT, SECRETARY & DIR0.00$0$0$0
NANCY L JACOBSON
16 HIGHLAND AVECAMBRIDGEMA02139TREASURER & DIRECTOR0.00$0$0$0
JOSEPH C JACOBSON
191 HANK DRIVEAPPLETONWI54915DIRECTOR0.00$0$0$0
THOMAS M VAUBEL
626 ILLINOIS AVEGREEN LAKEWI54941DIRECTOR0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TO PROVIDE OPPORTUNITIES FOR POST SECONDARY EDUCATION TO STUDENTS FOR WHOM SUCH EDUCATION WOULD NOT OTHERWISE BE AVAILABLEDescription1Txt
Expenses1$0Expenses1Amt
Description2GRANTS TO 501(C)(3) OR EQUIVALENT ORGANIZATIONSDescription2Txt
Expenses2$199,965Expenses2Amt

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$1,365,724AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$490,930AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,856,654TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,856,654AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,850CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,828,804NetVlNoncharitableAssetsAmt
Minimum Investment Return$91,440MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$91,440MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,029TaxBasedOnInvestmentIncomeAmt
Total Tax$5,029TotalTaxAmt
Distributable Before Adj$86,411DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$86,411DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$86,411DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$199,965ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$199,965QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$86,411DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$92,124ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$173,448ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$134,051ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$51,809ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$451,432TotalExcessDistributionCyovAmt
Qualifying Distributions$199,965QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$86,411AppliedToCurrentYearAmt
Remaining Distri From Corpus$113,554RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$564,986TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$564,986ExcessDistriCyovToNextYrAmt
Excess From Year4$92,124ExcessFromYear4Amt
Excess From Year3$173,448ExcessFromYear3Amt
Excess From Year2$134,051ExcessFromYear2Amt
Excess From Year1$51,809ExcessFromYear1Amt
Excess From Current Year$113,554ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL J JACOBSONContributingManagerNm
Contributing ManagerNANCY L JACOBSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PIONEER INSTITUTE
185 DEVONSHIRE STREETBOSTONMA02110PCEDUCATION$100,000
ALAKRA - TANZANIA (ADDRESS INFORMATION AVAILABLE UPON REQUEST)
16 HIGHLAND AVECAMBRIDGEMA02139NCEDUCATION$20,000
JOHN HAUF PRGMS - TANZANIA (ADDRESS INFORMATION AVAILABLE UPON REQUEST)
16 HIGHLAND AVECAMBRIDGEMA02139NCEDUCATION$29,965
ROOM TO READ
111 SUTTER STREETSAN FRANCISCOCA94104PCEDUCATION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$199,965TotalGrantOrContriPdDurYrAmt
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$13,875ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$349,164ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$363,039ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$363,039TotalIncomeProducingActyAmt

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 ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
MICHAEL NANCY JACOBSON
116 HIGHLAND AVECAMBRIDGEMA02139$380,000Yes (X)
MICHAEL NANCY JACOBSON
216 HIGHLAND AVECAMBRIDGEMA02139$785,684Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property41,200 SHARES ANTERO RESOURCESNoncashPropertyDesc
Fair Market Value$785,684FairMarketValueAmt
Received2021-12-27ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$800Amt
Net Investment Income$400NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITYStockNm
EOY Book Value$1,786,520EOYBookValueAmt
EOYFMV$2,190,087EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MASSACHUSETTS TAX$125$0$0
LICENSES AND REGISTRATION FEES$15$0$0
FOREIGN TAXES$821$821$0

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