KAUFMAN FAM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KAUFMAN FAM FOUNDATION (EIN 03-6111428)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202241319349100344
- Schema version
- 2021v4.1
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T09:00:24-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 | 036111428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN FAMILY FOUNDATION STACEY GERRISH & | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAUF | BusinessNameControlTxt |
| Phone | 8023341677 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 120 | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05855 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE CHAREST | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8023341677 | PhoneNum |
| Signature | 2022-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEON V SPAIN | PreparerPersonNm |
| PTIN | P00260194 | PTIN |
| Phone | 6175879008 | PhoneNum |
| Preparation | 2022-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,486,605 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $321,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $321,062 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,139,935 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,724,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,139,935 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,460,997 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,460,997 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $56,689 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,014 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,676 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $210 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $126 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $84 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,948 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,160 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $148 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $148 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $72,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,348 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $966,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $966,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,038,895 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,348 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $988,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,422,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,419,649 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $622,457 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,734,663 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,734,663 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $7,385,283 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,697,529 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,749,782 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,038,387 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,036,246 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,002,154 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6 | OtherAssetsBOYAmt |
| Other Assets EOY | $6 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,046,133 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,468,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,486,605 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,046,133 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,468,444 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,046,133 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,468,444 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,046,133 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,468,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,046,133 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,422,102 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,519 | OtherIncreasesAmt |
| Subtotal | $14,474,754 | SubtotalAmt |
| Other Decreases | $6,310 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,468,444 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1265. ARK NEXT GENERATION INTERNET ETF | 2020-05-07 | 2021-09-10 | $191,963 | $86,184 | $105,779 | $105,779 | |
| 565. BOEING CO | 2010-07-09 | 2021-09-10 | $121,503 | $72,629 | $48,874 | $48,874 | |
| 1330. CISCO SYSTEMS INC | 2015-09-13 | 2021-11-18 | $69,858 | $43,560 | $26,298 | $26,298 | |
| 3411. COMMUNITY BANK SYSTEM INC | 2010-07-09 | 2021-09-10 | $236,859 | $87,871 | $148,988 | $148,988 | |
| 3550. CORNING INC | 2012-07-19 | 2021-09-10 | $137,420 | $65,220 | $72,200 | $72,200 | |
| 870. DISNEY WALT CO | 2020-03-05 | 2021-09-10 | $162,550 | $98,587 | $63,963 | $63,963 | |
| 877. DUKE ENERGY CORP | 2010-03-15 | 2021-09-10 | $91,734 | $39,326 | $52,408 | $52,408 | |
| 1450. EMERSON ELECTRIC CO | 2017-01-19 | 2021-11-18 | $137,945 | $86,000 | $51,945 | $51,945 | |
| 795. EXXON MOBIL CORP | 2020-03-11 | 2021-09-10 | $43,868 | $33,831 | $10,037 | $10,037 | |
| 965. EXXON MOBIL CORP | 2020-03-11 | 2021-11-18 | $61,885 | $41,066 | $20,819 | $20,819 | |
| 15. FORTIS INC | 2016-10-17 | 2021-09-10 | $688 | $473 | $215 | $215 | |
| 4939. GLAXO PLC SPONSORED ADR | 2009-07-09 | 2021-09-10 | $197,361 | $175,818 | $21,543 | $21,543 | |
| 1950. PFIZER INC | 2020-03-16 | 2021-09-10 | $90,187 | $57,262 | $32,925 | $32,925 | |
| 215. PFIZER INC | 2020-03-16 | 2021-11-18 | $11,039 | $6,314 | $4,725 | $4,725 | |
| 1205. PROCTOR & GAMBLE CO | 2015-10-14 | 2021-09-10 | $173,579 | $91,250 | $82,329 | $82,329 | |
| 6359. ROYAL DUTCH SHELL PLC SPONSORED ADR B | 2020-09-29 | 2021-09-10 | $250,798 | $157,510 | $93,288 | $93,288 | |
| 4059. SPDR S&P BIOTECH ETF | 2019-08-07 | 2021-09-10 | $540,818 | $332,349 | $208,469 | $208,469 | |
| 3505. CHARLES SCHWAB CO. | 2012-03-06 | 2021-09-10 | $255,618 | $86,098 | $169,520 | $169,520 | |
| 650. CHARLES SCHWAB CO. | 2012-03-06 | 2021-11-18 | $53,236 | $8,833 | $44,403 | $44,403 | |
| 3160. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED A | 2010-06-09 | 2021-09-10 | $389,784 | $30,754 | $359,030 | $359,030 | |
| 505. VALERO ENERGY CORP | 2012-01-18 | 2021-09-10 | $32,411 | $25,985 | $6,426 | $6,426 | |
| 490. VALERO ENERGY CORP | 2020-03-16 | 2021-11-18 | $35,887 | $21,086 | $14,801 | $14,801 | |
| 71352.951 VANGUARD SHORT-TERM INVESTMENT ADMIRAL F | 2015-09-13 | 2021-01-07 | $786,310 | $760,809 | $25,501 | $25,501 | |
| 34097.455 VANGUARD SHORT-TERM GOVERNMENT BOND INDE | 2020-03-24 | 2021-08-31 | $699,339 | $705,476 | -$6,137 | -$6,137 | |
| 5169.395 VANGUARD SHORT-TERM GOVERNMENT BOND INDE | 2021-01-07 | 2021-08-31 | $106,024 | $106,179 | -$155 | -$155 | |
| 7661. VANGUARD INTERMEDIATE-TERM GOVERNMENT BO | 2019-07-16 | 2021-01-07 | $528,214 | $502,102 | $26,112 | $26,112 | |
| 1855. VENTAS INC. | 2014-02-04 | 2021-11-18 | $98,741 | $101,572 | -$2,831 | -$2,831 | |
| 2574.0001 VERIZON COMMUNICATIONS | 2008-01-29 | 2021-11-18 | $131,750 | $92,524 | $39,226 | $39,226 | |
| 2070. WEYERHAEUSER COMPANY | 2017-01-19 | 2021-09-10 | $72,450 | $63,625 | $8,825 | $8,825 | |
| 190. WEYERHAEUSER COMPANY | 2017-01-19 | 2021-11-18 | $7,207 | $5,840 | $1,367 | $1,367 | |
| 2275. WHIRLPOOL CORP | 2016-12-05 | 2021-09-10 | $495,515 | $298,626 | $196,889 | $196,889 | |
| 4530. WISDOMTREE EMERGING MKTS SM CAP DIV DGS | 2018-01-19 | 2021-11-18 | $237,984 | $249,908 | -$11,924 | -$11,924 | |
| 50000. FORESITE BANK PLAINVIEW MN 6 MONTH EWP 2 | 2014-10-09 | 2021-10-09 | $50,000 | $50,000 | |||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P | |||||
| CAPITAL GAIN DIVIDENDS | $224,077 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,139,935 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,633 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,633 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,633 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,076 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,076 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $368 | EsPenaltyAmt |
| Tax Due | $28,925 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FINANCIAL SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8023341677 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 120 | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMMUNITY FINANCIAL SERVICES GROUP | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 120 | AddressLine1Txt |
| City | NEWPORT | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $56,689 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,978,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,155,506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,133,655 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,133,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $302,005 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,831,650 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $991,583 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $991,583 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,633 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,633 | TotalTaxAmt |
| Distributable Before Adj | $957,950 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $957,950 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $957,950 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $988,760 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $988,760 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $957,950 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $988,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $18 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $957,950 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,792 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $30,792 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $30,792 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $30,792 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| QUODDY TIDES FOUNDATION | ||||||||
| 43 WATER STREET | EASTPORT | ME | 04631 | NONE | EXEMPT | SUPPORT | $2,500 | |
| WISE | ||||||||
| 38 BANK STREET | LEBANON | NH | 037661728 | NONE | PC | GENERAL SUPPORT | $22,000 | |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| 784 HERCULES DRIVE STE110 | COLCHESTER | VT | 05446 | NONE | EXEMPT | GENERAL SUPPORT | $24,600 | OF NORTHERN NEW ENGLAND |
| UPPER VALLEY HAVEN | ||||||||
| 713 HARTFORD AVENUE | WHITE RIVER JUNCTION | VT | 05001 | NONE | PUBLIC CHARITY | GENERAL USE | $22,000 | |
| VERMONT INSTITUTE OF NATURAL | ||||||||
| P O BOX 1281 | QUECHEE | VT | 05059 | NONE | PC | GENERAL | $25,000 | SCIENCE |
| THE HOPE CENTER | ||||||||
| P O BOX 2127 | EAGLE | CO | 81631 | NONE | PC | GENERAL | $22,000 | |
| AMERICAN SNOWSPORTS EDUCATION | ||||||||
| 133 SOUTH VAN GORDON STE 200 | LAKEWOOD | CO | 80228 | NONE | PC | GENERAL | $50,000 | ASSOCIATION |
| UNITED NATIONS HIGH COMMISSIONER | ||||||||
| 1775 K STREET NW | WASHINGTON | DC | 20006 | NONE | PC | CONTRIBUTION | $2,700 | FOR REFUGEES |
| NORTHFIELD MOUNT HERMON SCHOOL | ||||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | NONE | PC | SCHOLARSHIP | $124,000 | GIFT RECORDING OFFICE |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 1875 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20009 | NONE | EXEMPT | GENERAL SUPPORT | $6,100 | |
| PLANNED PARENTHOOD OF | ||||||||
| 183 TALCOTT ROAD SUITE 101 | WILLISTON | VT | 05495 | NONE | PC | GENERAL SUPPORT | $12,300 | NORTHERN NEW ENGLAND |
| NATIONAL LAWYERS GUILD FOUNDATION | ||||||||
| 132 NASSAU STREET SUITE 922 | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,100 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 100015004 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $36,900 | USA |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | EXEMPT | GENERAL SUPPORT | $12,300 | |
| RAINFOREST TRUST | ||||||||
| PO BOX 841 | WARRENTON | VA | 20188 | NONE | EXEMPT | GENERAL SUPPORT | $6,100 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | EXEMPT | GENERAL SUPPORT | $18,400 | |
| AMERICAN CIVIL LIBERTIES UNION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | SUPPORT | $24,600 | FOUNDATION INC |
| SKIDMORE COLLEGE | ||||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 128661632 | NONE | PC | GENERAL USE | $25,000 | |
| ONE ACRE FUND | ||||||||
| 2355 FAIRVIEW AVE 140 | ROSEVILLE | MN | 55113 | NONE | PC | GENERAL | $18,400 | |
| WELLS MOUNTAIN INITIATIVE | ||||||||
| 25 D MAIN STREET | BRISTOL | VT | 05443 | NONE | EXEMPT | GENERAL SUPPORT | $22,000 | |
| WORLD CUP OF DREAMS FOUNDATION | ||||||||
| PO BOX 981564 | PARK CITY | UT | 84098 | NONE | EXEMPT | GENERAL SUPPORT | $35,000 | |
| ZACK'S PLACE | ||||||||
| POBOX 634 | WOODSTOCK | VT | 05091 | NONE | PC | GENERAL USE | $22,000 | |
| VERMONT FOOD BANK | ||||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | NONE | EXEMPT | GENERAL SUPPORT | $6,100 | |
| CENTER FOR CONSTITUTIONAL RIGHTS | ||||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | NONE | EXEMPT | GENERAL SUPPORT | $24,600 | |
| CENTRO LEGAL DE LA RAZA INC | ||||||||
| 3400 EAST 12TH STREET | OAKLAND | CA | 94601 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $12,300 | |
| CENTER FOR INTERNATIONAL POLICY | ||||||||
| 2000 M STREET NW | WASHINGTON | DC | 20036 | NONE | N/A | SCHOLARSHIP | $12,300 | |
| ABORTION CARE NETWORK | ||||||||
| PO BOX 16323 | MINNEAPOLIS | MN | 55416 | NONE | EXEMPT | GENERAL SUPPORT | $19,300 | |
| HIGH FIVES FOUNDATION | ||||||||
| PO BOX 3212 | TRUCKEE | CA | 96160 | NONE | PUBLIC CHARITY | SUPPORT | $22,000 | |
| DARTMOUTH HITCHCOCK HEALTH | ||||||||
| 1 MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | NONE | PUBLIC CHARITY | SUPPORT | $35,000 | OFFICE OF DEVELOPMENT |
| NORTHEAST COONHOUND RESCUE INC | ||||||||
| PO BOX 326 | LEXINGTON | MA | 02421 | NONE | PUBLIC CHARITY | SUPPORT | $10,000 | |
| BLACK AND PINK INC | ||||||||
| PO BOX 231126 | BOSTON | MA | 02123 | NONE | EXEMPT | GENERAL SUPPORT | $6,100 | |
| GLOBALGIVING | ||||||||
| 1110 VERMONT AVE NW STE 550 | WASHINGTON | DC | 20005 | NONE | EXEMPT | GENERAL SUPPORT | $12,300 | |
| HELPING HAND FOR RELIEF AND | ||||||||
| 21199 HILLTOP STREET | SOUTHFIELD | MI | 48033 | NONE | EXEMPT | GENERAL SUPPORT | $12,300 | DEVELOPMENT |
| THE INNOCENCE PROJECT INC | ||||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | NONE | PC | GENERAL | $24,600 | |
| INTERNATIONAL RELIEF TEAMS | ||||||||
| 4560 ALVARADO CANYON RD STE 1H | SAN DIEGO | CA | 92120 | NONE | EXEMPT | GENERAL SUPPORT | $12,300 | |
| SHRIVER CENTER ON POVERTY LAW | ||||||||
| 67 E MAIDSION ST | CHICAGO | IL | 60603 | NONE | EXEMPT | SUPPORT | $6,100 | |
| VOICES FOR RACIAL JUSTICE | ||||||||
| 2525 E FRANKLIN AVE | MINNEAPOLIS | MN | 55406 | NONE | EXEMPT | SUPPORT | $6,100 | |
| WATER FOR LIFE HAITI | ||||||||
| PO BOX 456 | KALONA | IA | 52247 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,100 | |
| THE CYCLE EFFECT | ||||||||
| PO BOX 1503 | EAGLE | CO | 81631 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| SOCIAL GOOD FUND | ||||||||
| 12651 SAN PABLO AVENUE | RICHMOND | CA | 94805 | NONE | EXEMPT | GENERAL SUPPORT | $6,100 | |
| NATIONAL PUBLIC RADIO INC | ||||||||
| 1111 NORTH CAPITAIL ST NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $9,000 | |
| CONSERVATION INTERNATIONAL FOUNDATION | ||||||||
| 2011 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 | |
| GREENPEACE | ||||||||
| 702 H STREET NW SUITE 300 | WASHINGTON | DC | 20009 | NONE | EXEMPT | GENERAL SUPPORT | $6,100 | |
| RAINN | ||||||||
| 1220 L STREET NW STE 505 | WASHINGTON | DC | 20005 | NONE | EXEMPT | GENERAL SUPPORT | $6,100 | |
| AMAZON CONSERVATION ASSOCIATION | ||||||||
| 1012 14TH STREET | WASHINGTON | DC | 20005 | NONE | EXEMPT | GENERAL SUPPORT | $5,000 | |
| AMAZON CONSERVATION TEAM | ||||||||
| 4211 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | EXEMPT | GENERAL SUPPORT | $12,300 | |
| UNITED NATIONS FOUNDATION | ||||||||
| 1750 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | NONE | EXEMPT | GENERAL SUPPORT | $12,300 | |
| GEORGIA FOOD BANK ASSOCIATION INC | ||||||||
| 3400 N DESERT DR | ATLANTA | GA | 30344 | NONE | EXEMPT | SUPPORT | $3,100 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | EXEMPT | GENERAL SUPPORT | $12,300 | |
| LA LUZ CENTER | ||||||||
| 17560 GREGER ST | SONOMA | CA | 95476 | NONE | 501(C)3 | GENERAL | $12,300 | |
| POTTER VALLEY COMMUNITY PARKS AND REC | ||||||||
| PO BOX 247 | POTTER VALLEY | CA | 95469 | NONE | EXEMPT | SUPPORT | $5,000 | |
| WORLD NEIGHBORS INC | ||||||||
| 5600 N MAY AVENUE | OKLAHOMA CITY | OK | 73112 | NONE | EXEMPT | GENERAL SUPPORT | $6,100 | |
| VERMONT ADAPTIVE SKI & SPORTS | ||||||||
| PO BOX 139 | KILLINGTON | VT | 05751 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $22,000 | |
| DOLORES C HUERTA FOUNDATION | ||||||||
| PO BOX 2087 | BAKERFIELD | CA | 93303 | NONE | PC | GENERAL | $7,500 | |
| MENDOCINO LAND TRUST INC | ||||||||
| PO BOX 1094 | MENDOCINO | CA | 95460 | NONE | EXEMPT | SUPPORT | $14,000 | |
| MAYACAMAS VOLUNTEER FIRE DEPT | ||||||||
| PO BOX 225 | GLEN ELLEN | CA | 95442 | NONE | EXEMPT | GENERAL SUPPORT | $6,100 | |
| SONOMA HUMANE SOCIETY | ||||||||
| 5345 HIGHWAY 12 WEST | SANTA ROSA | CA | 95407 | NONE | EXEMPT | GENERAL SUPPORT | $4,900 | |
| RAINFOREST FOUNDATION INC | ||||||||
| 1000 DEAN STREET | BROOKLYN | NY | 11238 | NONE | EXEMPT | GENERAL SUPPORT | $6,100 | |
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | EXEMPT | GENERAL SUPPORT | $6,100 | |
| UFW FOUNDATION | ||||||||
| 29700 WOODFORD TEHACAPI | KEENE | CA | 93531 | NONE | EXEMPT | GENERAL SUPPORT | $6,100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $966,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $321,062 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,139,935 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,460,997 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,460,997 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS / FIXED INCOME | BondNm |
| EOY Book Value | $5,036,246 | EOYBookValueAmt |
| EOYFMV | $5,002,154 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS / EQUITIES | StockNm |
| EOY Book Value | $7,697,529 | EOYBookValueAmt |
| EOYFMV | $13,749,782 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $210 | LegalFeesAmt |
| Net Investment Income | $126 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $84 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC SUNDRY ASSETS | Desc |
| BOY Book Value | $6 | BOYBookValueAmt |
| EOY Book Value | $6 | EOYBookValueAmt |
| EOYFMV | $6 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2021 TRANSACTIONS POSTED IN 2022 | $5,423 |
| TIMING ADJUSTMENT | $887 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $148 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $148 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2020 TRANSACTIONS POSTED IN 2021 | Desc |
| Amt | $6,519 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,693 | $4,693 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $3,712 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $5,076 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $582 | $582 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $885 | $885 | $0 |
Comments