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ROGER MAND MICHELLE S MARINO CHAR FOUN: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROGER MAND MICHELLE S MARINO CHAR FOUN (EIN 04-6773605)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-27
IRS object ID
202203009349101170
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)
Return2022-10-27T15:34:15-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205972245PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARGENT WEALTH MANAGEMENT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 FIFTH AVENUEAddressLine1Txt
CityWALTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02451ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046773605EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROGER MAND MICHELLE S MARINO CHAR FOUNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROGEBusinessNameControlTxt
Phone7812904900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18477 BAY COLONY DRIVE PH 20AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROGER M MARINOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7812904900PhoneNum
Signature2022-10-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROGERPersonFirstNm
Person LastMARINOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID M DUCHESNEAUPreparerPersonNm
PTINP00955846PTIN
Phone7812904900PhoneNum
Preparation2022-10-19PreparationDt

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)
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3TotalRevAndExpnssAmt
Total Net Invst Incm$3TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,543OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,543OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$178OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$178OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,721TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,721TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$72,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$72,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$73,971TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,721TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$73,968ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$88,967CashBOYAmt
Land Bldg Equip Cost Or Other Bss$4,483LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,483LandBldgEquipAccumDeprecAmt
Total Assets BOY$88,967TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$88,967CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$88,967TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$88,967TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$88,967TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$73,968ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$14,999SubtotalAmt
Other Decreases$14,999OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,918EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,918TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,918OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$1,918RefundAmt

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 EtcYes (1)OrganizationDissolvedEtcInd
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
Individual With BooksARGENT WEALTH MANAGEMENT LLCIndividualWithBooksNm
Phone7812904900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 FIFTH AVE 7TH FLOORAddressLine1Txt
CityWALTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02453ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHELLE S MARINO
413-415 COMMONWEALTH AVEBOSTONMA02215TRUSTEE5.00$0$0$0
ROGER M MARINO
8477 BAY COLONY DRIVENAPLESFL34108TRUSTEE5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,411AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,411TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$19,411AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$291CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,120NetVlNoncharitableAssetsAmt
Minimum Investment Return$956MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$956MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$956DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$956DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$956DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$72,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$956DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$388,990ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$352,559ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$559,912ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$959,207ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$321,028ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,581,696TotalExcessDistributionCyovAmt
Qualifying Distributions$72,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$956AppliedToCurrentYearAmt
Remaining Distri From Corpus$71,294RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,652,990TotalCorpusAmt
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$388,990ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,264,000ExcessDistriCyovToNextYrAmt
Excess From Year4$352,559ExcessFromYear4Amt
Excess From Year3$559,912ExcessFromYear3Amt
Excess From Year2$959,207ExcessFromYear2Amt
Excess From Year1$321,028ExcessFromYear1Amt
Excess From Current Year$71,294ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHELLE S MARINOContributingManagerNm
Contributing ManagerROGER M MARINOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE HOLE IN THE WALL GANG CAMP
565 ASHFORD CENTERASHFORDCT06278NONEEXEMPTTO SUPPORT THE COMMUNITY$1,000
PROJECT BREAD
145 BORDER STBOSTONMA02128NONEEXEMPTTO SUPPORT THE COMMUNITY$1,000
DEAN COLLEGE
99 MAIN STREETFRANKLINMA02038NONEEXEMPTTO SUPPORT EDUCATION$1,500
BAY COLONY GOLF CLUB GOLF SCHOLARS
9740 BENTGRASS BNDNAPLESFL34108NONEEXEMPTTO SUPPORT EDUCATION$750
BAY COLONY GOLF CLUB DOLLARS FOR SCHOLARS
9740 BENTGRASS BNDNAPLESFL34108NONEEXEMPTTO SUPPORT EDUCATION$1,000
BETH ISRAEL DEACONESS HOSPITAL
330 BROOKLINE AVEBOSTONMA02215NONEEXEMPTTO SUPPORT THE COMMUNITY$10,000
DOMESTIC VIOLENCE SUPPORT NETWORK
PO BOX 536CONCORDMA01742NONEEXEMPTTO SUPPORT THE COMMUNITY$1,000
IMMOKLAEE FOUNDATION
2375 TAMIAMI TRAILNAPLESFL34103NONEEXEMPTTO SUPPORT THE COMMUNITY$1,000
CAMPUS SCHOOL OF BOSTON COLLEGE
140 COMMONWEALTH AVECHESTNUT HILLMA02467NONEEXEMPTTO SUPPORT THE COMMUNITY$2,000
BETH ISRAEL DEACONESS HOSPITAL
148 CHESTNUT STREETNEEDHAMMA02492NONEEXEMPTTO SUPPORT THE COMMUNITY$10,000
BOSTON POST ADOPTION RESOURCES
235 CYPRESS STBROOKLINEMA02445NONEEXEMPTTO SUPPORT THE COMMUNITY$1,500
BUILD
2201 WASHINGTON STREETROXBURYMA02119NONEEXEMPTTO SUPPORT THE COMMUNITY$10,000
DANA FARBER CANCER INSTITUTE
375 LONGWOOD AVENUEBOSTONMA02115NONEEXEMPTTO SUPPORT CANCER RESEARCH$5,000
NCH HEALTHCARE SYSTEMS
350 SEVENTH STREET NNAPLESFL34102NONEEXEMPTTO SUPPORT HEALTHCARE$10,000
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVEBOSTONMA02115NONEEXEMPTTO SUPPORT EDUCATIONAL NEEDS$10,000
CHILDREN'S LEGAL FUND
840 FIRST STREETWASHINGTONDC20002NONEEXEMPTTO SUPPORT THE COMMUNITY$1,500
DETECTOGETHER
58 OTIS STREETWESTBOROUGHMA01581NONEEXEMPTTO SUPPORT THE COMMUNITY$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$72,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3TotalIncomeProducingActyAmt

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

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE CHARITIES LISTED IN 990PF RETURN AS FILEDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1VARIOUSAddressLine1Txt
CityVARIOUSCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02115ZIPCd
FieldValueIRS element (for citing)
Short ExplanationALL ASSETS HAVE BEEN DISTRIBUTED TO CHARITIESShortExplanationTxt
Dissolution$72,250DissolutionAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationALL FINANCIAL ASSETS HAVE BEEN SOLD AND PROCEEDS DISTRIBUTED TO CHARITIES LISTED IN TAX RETURNExplanationTxt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCASH BALANCE ADJUSTMENT - CHECK CLEARING TIMINGDesc
Amt$14,999Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$143$143$0
ANNUAL REPORT$35$35$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$1,543Amt
Net Investment Income$1,543NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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