LINCOLN AND THERESE FILENE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LINCOLN AND THERESE FILENE FOUNDATION INC (EIN 23-7423946)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-06
- IRS object ID
- 202231579349100203
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-06T09:10:48-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237423946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINCOLN & THERESE FILENE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | #0706176 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LINC | BusinessNameControlTxt |
| Phone | 6174392498 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER MCCLENNEN FISH LLP POB 514 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH MANUS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174392498 | PhoneNum |
| Signature | 2022-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBORAH | PersonFirstNm |
| Person Last | MANUS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,056,288 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $360 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $360 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $637,074 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $637,074 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $738,814 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,965,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $681,019 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,376,248 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,318,453 | 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 |
| Legal Fees Rev And Expnss | $102,944 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $66,914 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $36,030 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $91,084 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,205 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,879 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,837 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,627 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,627 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $241,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,619 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,051 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,059,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,059,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,301,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,619 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,134,551 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $75,241 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,185,834 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,149 | CashBOYAmt |
| Cash EOY | $29,806 | CashEOYAmt |
| Cash EOYFMV | $29,806 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,426,557 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,994,026 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,994,026 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $646,852 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $397,711 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $405,067 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,471,461 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,861,817 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,782,070 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,292,199 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,644,099 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,845,319 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,852,218 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,927,459 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,056,288 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,163,601 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,163,601 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,688,617 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,763,858 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,852,218 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,927,459 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,852,218 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,927,459 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,852,218 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $75,241 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,927,459 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,927,459 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD SHORT TERM BOND INDEX FUND | P | 2021-12-23 | $762 | $762 | $762 | ||
| 150000 BERKSHIRE HATHAWAY FINANCE CORP NOTE | P | 2021-12-23 | $150,000 | $129 | $129 | 2011-04-06 | $149,871 |
| 250000 COCA-COLA NOTES | P | 2021-12-23 | $268,210 | $17,278 | $17,278 | 2018-08-13 | $250,932 |
| 150000 PEPSICO INC NOTES | P | 2021-01-15 | $150,000 | $2,604 | $2,604 | 2013-08-13 | $147,396 |
| 100000 PEPSICO INC NOTES | P | 2021-04-05 | $100,000 | $781 | $781 | 2013-09-24 | $99,219 |
| 250000 US TREASURY NOTES | P | 2021-08-25 | $250,000 | $859 | $859 | 2014-06-17 | $249,141 |
| 500 ISHARES S&P MIDCAP 400 INDEX FUND | P | 2021-08-25 | $126,579 | $41,334 | $41,334 | 2017-08-10 | $85,245 |
| 500 ISHARES RUSSELL 2000 ETF | P | 2021-02-01 | $108,886 | $40,646 | $40,646 | 2017-08-10 | $68,240 |
| 600 AT&T INC | P | 2021-03-25 | $17,295 | $15,581 | $15,581 | 2020-01-01 | $1,714 |
| 400 AT&T INC | P | 2021-03-25 | $11,530 | $10,295 | $10,295 | 2020-01-01 | $1,235 |
| 1000 INTEL CORP | P | 2021-06-10 | $56,983 | $50,170 | $50,170 | 1996-03-12 | $6,813 |
| 250 ISHARES S&P MIDCAP 400 INDEX FUND | P | 2021-06-10 | $68,720 | $49,032 | $49,032 | 2008-07-14 | $19,688 |
| 250 ISHARES RUSSELL 2000 ETF | P | 2021-06-10 | $58,340 | $31,260 | $31,260 | 2014-05-16 | $27,080 |
| 320 VISA INC | P | 2021-06-10 | $74,345 | $49,917 | $49,917 | 2015-12-14 | $24,428 |
| 1250 PFIZER INC | P | 2021-06-10 | $57,512 | $30,519 | $30,519 | 2008-01-28 | $26,993 |
| 500 AMERICAN EXPRESS CO | P | 2021-06-10 | $85,071 | $35,871 | $35,871 | 2020-09-29 | $49,200 |
| 840 APPLE INC | P | 2021-09-02 | $135,074 | $118,947 | $118,947 | 2012-11-09 | $16,127 |
| 400 EMERSON ELECTRIC CO | P | 2021-11-26 | $37,861 | $34,967 | $34,967 | 1986-05-08 | $2,894 |
| 900 INTEL CORP | P | 2021-11-26 | $44,182 | $38,051 | $38,051 | 1996-03-12 | $6,131 |
| 800 NEXTERA ENERGY INC | P | 2021-11-26 | $70,177 | $59,466 | $59,466 | 2010-01-11 | $10,711 |
| 1125 PFIZER INC | P | 2021-11-26 | $57,633 | $33,339 | $33,339 | 2008-01-28 | $24,294 |
| 200 3M CO | P | 2021-11-26 | $36,024 | $19,211 | $19,211 | 2006-06-05 | $16,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $681,019 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,483 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,483 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,483 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,376 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,976 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,493 | OverpaymentAmt |
| Applied To ES Tax | $16,493 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | NUTTER MCCLENNEN FISH LLP | IndividualWithBooksNm |
| Phone | 6174392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JASON D HILL | ||||||||
| 11106 RIVER TRENT COURT | LEHIGH ACRES | FL | 33971 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| GILLIAN LAUTENBACH | ||||||||
| 367 AUBREY ROAD | WYNNEWOOD | PA | 19096 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| DEBORAH MANUS | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | TREASURER/SECRETARY | 0.00 | $0 | $0 | $0 |
| J SCOTT LADD | ||||||||
| 129 MAPLE RIDGE DRIVE | WINTHROP | ME | 04364 | ASSISTANT TREASURER | 0.00 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | TRUSTEE, LEGAL & TAX PREPARATION FEES | ServiceTypeTxt |
| Compensation | $204,028 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,206,069 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,776,430 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,982,499 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,982,499 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $464,737 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,517,762 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,525,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,525,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,483 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,483 | TotalTaxAmt |
| Distributable Before Adj | $1,509,405 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,509,405 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,509,405 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,134,551 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,134,551 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,509,405 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $81,864 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,926 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $431 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $84,221 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,134,551 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,134,551 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $84,221 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $84,221 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $290,633 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALANE H WALLIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NUTTER MCCLENNEN FISH LLP 155 | AddressLine1Txt |
| Address Line2 | SEAPORT BLVD | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174392498 | RecipientPhoneNum |
| Form And Info And Materials | GUIDELINES AVAILABLE BY REQUEST 617-439-2458 OR @FILENEFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 & SEPTEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS LIMITED TO NEW ENGLAND 1)CIVIC EDUCATION 2)HUMAN DEVELOPEMENT 3)BROADCASTING 4)PERFORMING ARTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACHIEVE | ||||||||
| 1919 M STREET NW SUITE 450 | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL FUND | $15,000 | |
| ASCENTRIA COMMUNITY SERVICES | ||||||||
| 11 SHATTUCK STREET | WORCESTER | MA | 01605 | NONE | PUBLIC | TRAFFICKING IMMIGRATION LEGAL ASSISSTANCE PROGRAM | $20,000 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC | GENERAL FUND | $5,000 | |
| BILL OF RIGHTS INSTITUTE | ||||||||
| 1310 NORTH COURTHOUSE RD 620 | ARLINGTON | VA | 22201 | NONE | PUBLIC | CONSTITUTIONAL SEMINARS IN BOSTON | $25,000 | |
| BIRD STREET COMMUNITY CENTER | ||||||||
| 500 COLUMBIA RD | DORCHESTER | MA | 02125 | NONE | PUBLIC | VIOLENCE PREVENTION PROGRAM | $20,000 | |
| BOSTON AREA RAPE CRISIS CENTER | ||||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | PROJECT "HOME SAFE" | $15,000 | |
| BOSTON EDUCATION DEVELOPMENT FOUNDATION INC | ||||||||
| 7 PALMER STREET | ROXBURY | MA | 02119 | NONE | PUBLIC | MAKING MUSIC MATTERS | $10,000 | |
| BOSTON MUSIC PROJECT | ||||||||
| PO BOX 180772 | BOSTON | MA | 02118 | NONE | PUBLIC | MORNING & AFTERNOON MUSIC PROGRAMS | $20,000 | |
| BOY'S AND GIRLS CLUB OF DORCHESTER | ||||||||
| 1135 DORCHESTER AVE | DORCHESTER | MA | 02125 | NONE | PUBLIC | SUPPORT OF MUSIC THERAPY PROGRAM | $10,000 | |
| CASA MYRNA VAZQUEZ INC | ||||||||
| 451 BLUE HILL AVENUE | BOSTON | MA | 02121 | NONE | PUBLIC | CHILDRENS SERVICES | $15,000 | |
| CHELSEA COLLABORATIVE INC | ||||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | NONE | PUBLIC | SUMMER YOUTH EMPLOYMENT INITIATIVE | $15,000 | |
| CIVIC SERIES BOSTON FELLOWSHIP | ||||||||
| 45 E CITY AVE 2161 | BALA CYNWYD | PA | 19004 | NONE | PUBLIC | CIVIC SERIES BOSTON FELLOWSHIP 2021-2023 | $13,000 | |
| COMBINED JEWISH PHILANTROPIES | ||||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | PUBLIC | GENERAL FUND | $5,000 | |
| COURAGEOUS SAILING | ||||||||
| CHARLESTOWN NAVY YARD ONE FIRST | BOSTON | MA | 02129 | NONE | PUBLIC | SWIM SAIL SCIENCE PROGRAM | $15,000 | AVENUE |
| DISCOVERING JUSTICE | ||||||||
| 1 COURTHOUSE WAY | BOSTON | MA | 02210 | NONE | PUBLIC | SUPPORT OF CHILDREN DISCOVERING JUSTICE | $10,000 | |
| ECONOMIC MOBILITY PATHWAYS | ||||||||
| 308 CONGRESS ST 5TH FLOOR | BOSTON | MA | 02210 | NONE | PUBLIC | ABBOT HOUSE -SUPPORTIVE HOUSING FOR YOUNG MOTHERS AND THEIR CHILDREN | $20,000 | |
| EDUCATION THROUGH MUSIC-MASSACHUSETTS | ||||||||
| 189 LONDON ST | BOSTON | MA | 02128 | NONE | PUBLIC | EDUCATION THROUGH MUSIC SCHOOL | $20,000 | |
| ENROOT | ||||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | PROGRAMS FOR HIGH SCHOOL IMMIGRANTS | $20,000 | |
| ENTREPRENEURSHIP FOR ALL | ||||||||
| 175 CABOT ST 100 | LOWELL | MA | 01854 | NONE | PUBLIC | EPARA TODOS LAWRENCE SUPPORT FOR SPANISH SPEAKING ENTREPRENEURS | $15,000 | |
| EPIPHANY SCHOOL | ||||||||
| 154 CENTRE ST | BOSTON | MA | 02124 | NONE | PUBLIC | SUMMER INTENSIVE PROGRAM | $10,000 | |
| FAMILY SERVICES OF THE MERRIMACK VALLEY | ||||||||
| 430 N CANAL ST | LAWRENCE | MA | 01840 | NONE | PUBLIC | SIEMPRE PAPA PROGRAM | $10,000 | |
| FOUND IN TRANSLATION | ||||||||
| 1532B DORCHESTER AVE | BOSTON | MA | 02122 | NONE | PUBLIC | LANGUAGE ACCESS FELLOWSHIP MEDICAL INTERPRETER CERTIFICATE TRAINING AND JOB PLACEMENT | $20,000 | |
| FRIENDS OF THE CHILDREN-BOSTON | ||||||||
| 184 DUDLEY ST SUITE 100 | BOSTON | MA | 02119 | NONE | PUBLIC | PROFESSIONAL MENTORING FOR HIGH-RISK YOUTH | $15,000 | |
| GENERATION CITIZEN INC | ||||||||
| 110 WALL ST 5TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC | TEACHER COHORT FOR BOSTON ACTION CIVICS | $15,000 | |
| GLOBAL IMPACT | ||||||||
| 1199 N FAIRFAX ST SUITE 300 | ALEXANDRIA | VA | 22314 | NONE | PUBLIC | IN SUPPORT OF THE MASSACHUSETTS CIVIC LEARNING COALITION | $10,000 | |
| HYDE SQUARE TASK FORCE | ||||||||
| 30 SUNNYSIDE ST | BOSTON | MA | 02130 | NONE | PUBLIC | SUPPORT OF MUSICIANS IN THE COMMUNITY | $10,000 | |
| ICIVICS | ||||||||
| 1035 CAMBRIDGE STREET SUITE 21B | CAMBRIDGE | MA | 02141 | NONE | PUBLIC | NEWS MEDIA & LITERACY PROGRAM | $20,000 | |
| JEREMIAH PROGRAM | ||||||||
| 130 WARREN ST | BOSTON | MA | 02119 | NONE | PUBLIC | SUPPORT OF PROMOTING SELF SUFFICIENCY FOR SINGLE MOTHERS | $20,000 | |
| JEWISH VOCATIONAL SERVICES | ||||||||
| 75 FEDERAL ST | BOSTON | MA | 02110 | NONE | PUBLIC | GENERAL FUND | $35,000 | |
| LA VIDA INC | ||||||||
| 120 MUNROE ST | LYNN | MA | 01901 | NONE | PUBLIC | LA VIDA SCHOLARS | $10,000 | |
| LONGY SCHOOL OF MUSIC OF BARD COLLEGE | ||||||||
| 27 GARDEN ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | EL SISTEMA SIDE BY SIDE | $10,000 | |
| LOWER CAPE COMMUNITY ACCESS TELEVISION INC | ||||||||
| PO BOX 1661 | NORTH EASTHAM | MA | 02651 | NONE | PUBLIC | KIDSNEWS22 | $14,000 | |
| MAB COMMUNITY SERVICES | ||||||||
| 200 IVY ST | BROOKLINE | MA | 02446 | NONE | PUBLIC | ADULT DISABILITY SERVICES MUSIC THERAPY PROGRAM | $6,500 | |
| MUSEUM OF SCIENCE | ||||||||
| 1 MUSEUM OF SCIENCE DRIVEWAY | BOSTON | MA | 02114 | NONE | PUBLIC | MOS AT SCHOOL | $15,000 | |
| MUSICONNECTS | ||||||||
| 20 BELGRADE AVE | ROSLINDALE | MA | 02131 | NONE | PUBLIC | BOSTON PUBLIC SCHOOLS PROGRAMING | $10,000 | |
| MY LIFE MY CHOICE A PROGRAM OF JUSTICE RESOURCE | ||||||||
| 989 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC | SURVIVOR MENTORING PROGRAM | $20,000 | |
| PRIMARY SOURCE | ||||||||
| 63 PLEASANT STREET SUITE 220 | WATERTOWN | MA | 02472 | NONE | PUBLIC | ELEMENTARY CIVICS IN BOSTON PUBLIC SCHOOLS | $16,000 | |
| PROJECT CITIZEN | ||||||||
| 5115 DOUGLAS FIR ROAD SUITE J | CALABASAS | CA | 91302 | NONE | PUBLIC | SUPPORT OF CIVIC ENGAGEMENT FOR IMMIGRANTS | $10,000 | |
| READ TO A CHILD | ||||||||
| 20 WILLIAM ST G25 | WELLESLEY | MA | 02481 | NONE | PUBLIC | READ ALOUD MENTORING PROGRAM | $15,000 | |
| RIA HOUSE INC | ||||||||
| 330 COCHITUATE ROAD 1784 | FRAMINGHAM | MA | 01701 | NONE | PUBLIC | GENERAL FUND | $25,000 | |
| SCHOOL ON WHEELS OF MA | ||||||||
| 100 LAUREL ST 121 | EAST BRIDGEWATER | MA | 02333 | NONE | PUBLIC | PATHWAYS TO STUDENT SUCESS MENTORING PROGRAM | $10,000 | |
| SHELTER MUSIC BOSTON | ||||||||
| 1337 MASSACHUSETTS AVE 116 | ARLINGTON | MA | 02476 | NONE | PUBLIC | CLASSICAL MUSIC CONCERTS IN BOSTON AREA HOMELESS SHELTERS | $12,500 | |
| SKIDMORE COLLEGE | ||||||||
| 815 N BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC | FILENE MUSIC SCHOLARSHIP/HELEN FILENE LADD CONCERT H | $175,000 | |
| SUFFOLK UNIVERSITY LAW SCHOOL | ||||||||
| 120 TREMONT ST | BOSTON | MA | 02108 | NONE | PUBLIC | THE MARSHALL-BRENNEN CONSTITUTIONAL LITERCY PROJECT | $7,500 | |
| TECH GOES HOME DIGITAL INCLUSION PROGRAMS | ||||||||
| 867 BOYLSTON STREET 5TH FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC | GENERAL FUND | $20,000 | |
| THE NEIGHBORHOOD DEVELOPERS INC | ||||||||
| 4 GERRISH AVE | CHELSEA | MA | 02150 | NONE | PUBLIC | CONNECT'S ONE-ON-ONE FINANCIAL COACHING PROGRAM | $40,000 | |
| UNION OF MINORITY NEIGHBORHOODS | ||||||||
| 42 SEAVERNS AVE | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC | THE MASSACHUSETTS CITIZENS CONGRESS ON POVERTY (MCCP) | $20,000 | |
| WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS | ||||||||
| 1551 TRAP RD | VIENNA | VA | 22182 | NONE | PUBLIC | BUILDING FUND, INTERNSHIP, OPERA & EARLY LEARNING | $150,000 | |
| ZUMIX INC | ||||||||
| 260 SUMNER ST | EAST BOSTON | MA | 02128 | NONE | PUBLIC | ADVENTURES IN MUSIC | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,059,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $360 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $637,074 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $738,814 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,376,248 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,376,248 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $6,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,644,099 | EOYBookValueAmt |
| EOYFMV | $2,845,319 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $8,861,817 | EOYBookValueAmt |
| EOYFMV | $26,782,070 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $397,711 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $405,067 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $102,944 | LegalFeesAmt |
| Net Investment Income | $66,914 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,030 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE COMPENSATION | CategoryTxt |
| Amt | $91,084 | Amt |
| Net Investment Income | $59,205 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,879 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $250 | $0 | $0 |
| ESTIMATES | $20,587 | $0 | $0 |
| 2020 EXTENSION PAYMENT | $13,000 | $0 | $0 |
Comments