ANTHONY AND SUSAN CONSIGLI FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY AND SUSAN CONSIGLI FOUNDATION INC (EIN 83-2850550)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202233159349103413
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T22:04:10-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 832850550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Anthony and Susan Consigli | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SUSAN M CONSIGLI | InCareOfNm |
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN CONSIGLI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5084733130 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | CONSIGLI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,488,191 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,714,273 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $68 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $68 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,017 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,017 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$495,378 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,995,300 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,307,142 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,264,980 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,353,227 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $13,128 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,128 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,220 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,037 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,887 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,278 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,887 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,278 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $142,687 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,096,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,339,949 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $90,077 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $204,663 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $204,663 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,807,044 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,789,253 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,283,528 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,897,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,993,916 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,488,191 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,897,121 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,993,916 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,897,121 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,993,916 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,897,121 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,993,916 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,897,121 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,096,795 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,993,916 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,993,916 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $4,995,300 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,688,158 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,307,142 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,307,142 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,307,142 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,525 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32,525 | SubtotalAmt |
| Tax Based On Investment Income | $32,525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,988 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $24,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $32,588 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $63 | OverpaymentAmt |
| Applied To ES Tax | $63 | AppliedToESTaxAmt |
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 | MA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN M CONSIGLI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5084733130 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Purchase Street | AddressLine1Txt |
| City | Milford | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017571152 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Anthony M Consigli | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Christina Consigli | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Susan Consigli | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Emily Elshoff | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| 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 | $2,742,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,376 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,820,834 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,820,834 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,313 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,778,521 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,525 | TotalTaxAmt |
| Distributable Before Adj | $106,401 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $106,401 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $106,401 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $142,687 | 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 | $142,687 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,401 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $28,486 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $93,321 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $121,807 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $142,687 | QualifyingDistributionsAmt |
| Applied To Current Year | $106,401 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,286 | RemainingDistriFromCorpusAmt |
| Total Corpus | $158,093 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $158,093 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $28,486 | ExcessFromYear2Amt |
| Excess From Year1 | $93,321 | ExcessFromYear1Amt |
| Excess From Current Year | $36,286 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Susan Consigli | ContributingManagerNm |
| Contributing Manager | ANTHONY M CONSIGLI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DAILY BREAD FOOD PANTRY INC | |||||||
| PO BOX 122 | MILFORD | MA | 01757 | N/A | PC | General & Unrestricted | $5,000 |
| NEW ENGLAND CHAPEL | |||||||
| PO BOX A | FRANKLIN | MA | 02038 | N/A | PC | NEC Building Campaign | $50,000 |
| NEW HOPE INC | |||||||
| 247 MAPLE ST | ATTLEBORO | MA | 02703 | N/A | PC | General & Unrestricted | $10,000 |
| NORMAN ROCKWELL MUSEUM AT STOCKBRIDGE INC | |||||||
| 9 GLENDALE RD | STOCKBRIDGE | MA | 01262 | N/A | PC | General & Unrestricted | $8,800 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | N/A | PC | Faculty of Arts and Sciences - Harvard College Fund | $50,000 |
| ST PETERS BY THE SEA PROTESTANT EPISCOPAL CHURCH | |||||||
| PO BOX 693 | CAPE NEDDICK | ME | 03902 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,800 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,017 | 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 | -$495,378 | 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 | -$449,293 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$449,293 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Consigli Anthony M | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Purchase Street | AddressLine1Txt |
| City | Milford | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01757 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,714,273 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (149 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | CAPITAL ONE FINANCIAL CORP COF, 296 sh. | $42,919 | 2021-12-19 |
| 1 | AUTOMATIC DATA PROCESSING INC ADP, 54 sh. | $12,463 | 2021-12-19 |
| 1 | MICROSOFT CORP MSFT, 325 sh. | $104,353 | 2021-12-19 |
| 1 | JP MORGAN CHASE JPM, 215 sh. | $33,815 | 2021-12-19 |
| 1 | PEPSICO INC PEP, 24 sh. | $4,085 | 2021-12-19 |
| 1 | MARSH AND MCLENNAN COMPANIES INC MMC, 38 sh. | $6,405 | 2021-12-19 |
| 1 | MICROCHIP TECHNOLOGY INC MCHP, 1028 sh. | $87,005 | 2021-12-19 |
| 1 | QUALCOMM INC QCOM, 279 sh. | $49,542 | 2021-12-19 |
| 1 | MCDONALD'S CORP MCD, 16 sh. | $4,206 | 2021-12-19 |
| 1 | US BANCORP USB, 77 sh. | $4,338 | 2021-12-19 |
| 1 | SUNCOR ENERGY INC SU, 160 sh. | $3,722 | 2021-12-19 |
| 1 | DANAHER CORP DHR, 195 sh. | $61,330 | 2021-12-19 |
| 1 | HOME DEPOT INC HD, 76 sh. | $29,845 | 2021-12-19 |
| 1 | ABBOTT LABS ABT, 253 sh. | $34,934 | 2021-12-19 |
| 1 | IDEXX CORP IDXX, 35 sh. | $21,491 | 2021-12-19 |
| 1 | LENNAR CORP LEN, 765 sh. | $81,568 | 2021-12-19 |
| 1 | MOODYS CORP MCO, 13 sh. | $5,129 | 2021-12-19 |
| 1 | METTLER-TOLEDO INTL MTD, 18 sh. | $28,175 | 2021-12-19 |
| 1 | MARTIN MARIETTA MATLS INC MLM, 199 sh. | $87,385 | 2021-12-19 |
| 1 | COPART INC CPRT, 116 sh. | $16,736 | 2021-12-19 |
| 1 | BROWN & BROWN INC BRO, 379 sh. | $25,160 | 2021-12-19 |
| 1 | CINCINNATI FINANCIAL CORP CINF, 316 sh. | $36,234 | 2021-12-19 |
| 1 | ILLINOIS TOOL WORKS ITW, 20 sh. | $4,834 | 2021-12-19 |
| 1 | UNITEDHEALTH GROUP INC UNH, 52 sh. | $25,467 | 2021-12-19 |
| 1 | STARBUCKS CORP COM SBUX, 56 sh. | $6,161 | 2021-12-19 |
| 1 | ASML HOLDING NV NY REG SHS ASML, 66 sh. | $49,565 | 2021-12-19 |
| 1 | ACCENTURE PLC ACN, 134 sh. | $53,327 | 2021-12-19 |
| 1 | EATON CORP PLC ETN, 133 sh. | $22,225 | 2021-12-19 |
| 1 | PROLOGIS PLD, 218 sh. | $35,521 | 2021-12-19 |
| 1 | NEXTERA ENERGY, INC NEE, 192 sh. | $17,578 | 2021-12-19 |
| 1 | PAYCHEX PAYX, 109 sh. | $13,576 | 2021-12-19 |
| 1 | O'REILLY AUTOMOTIVE INC ORLY, 64 sh. | $43,642 | 2021-12-19 |
| 1 | ELI LILLY & CO LLY, 206 sh. | $55,826 | 2021-12-19 |
| 1 | ESTEE LAUDER COMPANIES INC EL, 69 sh. | $24,329 | 2021-12-19 |
| 1 | PNC FINANCIAL GROUP INC PNC, 436 sh. | $86,463 | 2021-12-19 |
| 1 | ANSYS INC ANSS, 29 sh. | $11,543 | 2021-12-19 |
| 1 | INTUIT INTU, 62 sh. | $38,562 | 2021-12-19 |
| 1 | ARCH CAPITAL GROUP LTD ACGL, 121 sh. | $5,260 | 2021-12-19 |
| 1 | DIAGEO PLC ADS DEO, 59 sh. | $12,449 | 2021-12-19 |
| 1 | PARKER HANNIFIN CP PH, 39 sh. | $11,991 | 2021-12-19 |
| 1 | SUN COMMUNITIES INC SUI, 26 sh. | $5,209 | 2021-12-19 |
| 1 | CULLEN FROST BANKERS INC CFR, 211 sh. | $26,564 | 2021-12-19 |
| 1 | BROOKFIELD ASSET MANAGEMENT CL A BAM, 970 sh. | $55,688 | 2021-12-19 |
| 1 | ICICI BK LTD ADS IBN, 380 sh. | $7,159 | 2021-12-19 |
| 1 | ADOBE SYSTEMS, INC ADBE, 93 sh. | $51,714 | 2021-12-19 |
| 1 | SALESFORCE.COM CRM, 17 sh. | $4,256 | 2021-12-19 |
| 1 | AUTODESK, INC ADSK, 31 sh. | $8,487 | 2021-12-19 |
| 1 | NOVO NORDISK A S NVO, 307 sh. | $34,244 | 2021-12-19 |
| 1 | NOVO NORDISK A S NVO, 516 sh. | $57,557 | 2021-12-19 |
| 1 | FASTENAL COMPANY FAST, 331 sh. | $20,742 | 2021-12-19 |
| 1 | ROPER INDUSTRIES ROP, 5 sh. | $2,403 | 2021-12-19 |
| 1 | VULCAN MATERIALS CO VMC, 79 sh. | $16,172 | 2021-12-19 |
| 1 | CROWN CASTLE INTL CCI, 153 sh. | $30,902 | 2021-12-19 |
| 1 | CARMAX INC KMX, 129 sh. | $17,649 | 2021-12-19 |
| 1 | STMICROELECTRONICS STM, 87 sh. | $4,052 | 2021-12-19 |
| 1 | NESTLE SA CHAM ET VE OTC NSRGF, 66 sh. | $9,067 | 2021-12-19 |
| 1 | L'OREAL ADR LRLCY, 288 sh. | $26,729 | 2021-12-19 |
| 1 | NVIDIA CORP NVDA, 304 sh. | $86,157 | 2021-12-19 |
| 1 | VAIL RESORTS INC MTN, 73 sh. | $23,464 | 2021-12-19 |
| 1 | CANADIAN NATL RAILWAY CO CNI, 48 sh. | $6,153 | 2021-12-19 |
| 1 | HDFC BANK LTD ADR HDB, 98 sh. | $6,227 | 2021-12-19 |
| 1 | AMERIPRISE FINANCIAL INC AMP, 177 sh. | $52,384 | 2021-12-19 |
| 1 | TWITTER INC TWTR, 190 sh. | $8,138 | 2021-12-19 |
| 1 | NETFLIX INC NFLX, 7 sh. | $4,112 | 2021-12-19 |
| 1 | FIRST REPUBLIC BANK FRC, 69 sh. | $13,928 | 2021-12-19 |
| 1 | CHIPOTLE MEX GRILL CMG, 17 sh. | $28,695 | 2021-12-19 |
| 1 | LIVE NATION INC COM LYV, 286 sh. | $29,570 | 2021-12-19 |
| 1 | TRANSDIGM GRP INC TDG, 30 sh. | $17,412 | 2021-12-19 |
| 1 | HOYA CORP HOCPF, 19 sh. | $2,828 | 2021-12-19 |
| 1 | GARTNER INC IT, 79 sh. | $25,276 | 2021-12-19 |
| 1 | COGNEX CORPORATION CGNX, 33 sh. | $2,517 | 2021-12-19 |
| 1 | EAST WEST BANCORP, INC EWBC, 273 sh. | $20,794 | 2021-12-19 |
| 1 | VANGUARD LG-CAP ETF VV, 4000 sh. | $860,000 | 2021-12-19 |
| 1 | L'OREAL CO ACT LRLCF, 18 sh. | $8,371 | 2021-12-19 |
| 1 | MERCADOLIBRE, INC MELI, 1 sh. | $1,168 | 2021-12-19 |
| 1 | BLACKROCK INC BLK, 62 sh. | $56,649 | 2021-12-19 |
| 1 | AIRBUS GROUP EADSY, 7 sh. | $205 | 2021-12-19 |
| 1 | MSCI INC MSCI, 66 sh. | $38,884 | 2021-12-19 |
| 1 | DOMINOS PIZZA INC DPZ, 23 sh. | $12,206 | 2021-12-19 |
| 1 | TOMRA SYSTEMS TMRAY, 280 sh. | $18,873 | 2021-12-19 |
| 1 | STRAUMANN HLDG AG WALDENBURG SAUHF, 364 sh. | $728,521 | 2021-12-19 |
| 1 | STRAUMANN HLDG AG WALDENBURG SAUHF, 9 sh. | $18,013 | 2021-12-19 |
| 1 | LVMH-MOET HNSY L VUTN LVMHF, 8 sh. | $6,338 | 2021-12-19 |
| 1 | PERNOD RICARD ORD PDRDF, 27 sh. | $6,357 | 2021-12-19 |
| 1 | COLFAX CORPORATION CFX, 43 sh. | $1,886 | 2021-12-19 |
| 1 | CHEMICAL AND MINING CO OF CHILE INC SQM, 488 sh. | $27,194 | 2021-12-19 |
| 1 | ASML HLDG NV ORD SHS ASMLF, 43 sh. | $32,637 | 2021-12-19 |
| 1 | GIVAUDAN SA UNSP/ADR GVDNY, 96 sh. | $9,960 | 2021-12-19 |
| 1 | HEICO CORP HEI, 27 sh. | $3,682 | 2021-12-19 |
| 1 | KEYENCE CORPORATION,FIRST SECTION KYCCF, 22 sh. | $13,948 | 2021-12-19 |
| 1 | HOWARD HUGHES CORPORATION HHC, 51 sh. | $4,662 | 2021-12-19 |
| 1 | CIE FINANCIERE RICH CFRHF, 89 sh. | $12,676 | 2021-12-19 |
| 1 | HYATT HOTELS CORP H, 99 sh. | $8,183 | 2021-12-19 |
| 1 | XYLEM INC XYL, 87 sh. | $10,200 | 2021-12-19 |
| 1 | META PLATFORMS INC META, 12 sh. | $4,007 | 2021-12-19 |
| 1 | ISHARES MSCI USA MIN VOLATILITY USMV, 20 sh. | $1,580 | 2021-12-19 |
| 1 | ABBVIE INC ABBV, 21 sh. | $2,734 | 2021-12-19 |
| 1 | ZOETIS INC ZTS, 12 sh. | $2,812 | 2021-12-19 |
| 1 | WORKDAY INC WDAY, 15 sh. | $4,056 | 2021-12-19 |
| 1 | KENNEDY WILSON HOLDINGS INC KW, 24 sh. | $541 | 2021-12-19 |
| 1 | ISHARES MSCI USA QUALITY FACTOR QUAL, 4150 sh. | $587,516 | 2021-12-19 |
| 1 | VANGARD RUSSELL 1000 GROWTH VONG, 10720 sh. | $814,613 | 2021-12-19 |
| 1 | CREDIT ACCEPTANCE CORPORATION CACC, 38 sh. | $24,830 | 2021-12-19 |
| 1 | GENMAB A/S GMXAY, 16 sh. | $616 | 2021-12-19 |
| 1 | ASHTEAD GROUP PLC ASHTY, 107 sh. | $34,623 | 2021-12-19 |
| 1 | MURATA MANUFACTURING MRAAF, 31 sh. | $2,521 | 2021-12-19 |
| 1 | HERMES INTL S A HESAF, 12 sh. | $21,204 | 2021-12-19 |
| 1 | VEEVA SYSTEMS INC VEEV, 3 sh. | $770 | 2021-12-19 |
| 1 | TRANSUNION COM USD0.01 TRU, 17 sh. | $1,893 | 2021-12-19 |
| 1 | PAYPAL HOLDINGS, INC PYPL, 109 sh. | $20,156 | 2021-12-19 |
| 1 | FIRSTSERVICE CORP FSV, 95 sh. | $17,900 | 2021-12-19 |
| 1 | SUMMIT MATERIALS INC SUM, 309 sh. | $11,827 | 2021-12-19 |
| 1 | ALPHABET INC CL A GOOGL, 34 sh. | $96,946 | 2021-12-19 |
| 1 | ALPHABET INC CL C GOOG, 34 sh. | $97,324 | 2021-12-19 |
| 1 | NIDEC CORPORATION NPV NNDNF, 49 sh. | $5,863 | 2021-12-19 |
| 1 | ATLASSIAN CORP PLC TEAM, 49 sh. | $16,806 | 2021-12-19 |
| 1 | CHUBB LIMITED CB, 29 sh. | $5,564 | 2021-12-19 |
| 1 | ISHARES MSCI USA MOMENTUM FACTOR MTUM, 1205 sh. | $212,924 | 2021-12-19 |
| 1 | IHS MARKIT LTD INFO, 55 sh. | $831 | 2021-12-19 |
| 1 | JOHNSON CONTROLS INTERNATIONAL PLC JCI, 798 sh. | $62,152 | 2021-12-19 |
| 1 | LIBERTY MEDIA CORPORATION - SER A FWONA, 23 sh. | $1,274 | 2021-12-19 |
| 1 | LIBERTY MEDIA CORPORATION - SER C FWONK, 273 sh. | $16,073 | 2021-12-19 |
| 1 | HILTON WORLDWIDE HOLDINGS, INC HLT, 255 sh. | $35,618 | 2021-12-19 |
| 1 | ISHARES EDGE MSCI USA SIZE FACTOR ETF SIZE, 3065 sh. | $408,473 | 2021-12-19 |
| 1 | APTIV PLC APTV, 22 sh. | $3,516 | 2021-12-19 |
| 1 | IQVIA HOLDINGS INC IQV, 93 sh. | $24,700 | 2021-12-19 |
| 1 | BROADCOM INC AVGO, 113 sh. | $70,913 | 2021-12-19 |
| 1 | CBRE GROUP CBRE, 323 sh. | $33,447 | 2021-12-19 |
| 1 | KINGSPAN GROUP KGSPY, 78 sh. | $8,724 | 2021-12-19 |
| 1 | SHIN ETSU CHEMICAL SHECF, 26 sh. | $4,518 | 2021-12-19 |
| 1 | DSV DSDVF, 8 sh. | $1,755 | 2021-12-19 |
| 1 | KERING PPRUF, 11 sh. | $8,557 | 2021-12-19 |
| 1 | BEIGENE LTD BGNE, 7 sh. | $1,879 | 2021-12-19 |
| 1 | KKR & CO INC KKR, 1172 sh. | $82,731 | 2021-12-19 |
| 1 | LINDE PLC COM LIN, 71 sh. | $23,860 | 2021-12-19 |
| 1 | HUTCHINSON CHINA MEDITECH LTD HCM, 89 sh. | $3,060 | 2021-12-19 |
| 1 | HONG KONG EXCHANGES AND CLEARING LTD Y3506N139, 67 sh. | $3,696 | 2021-12-19 |
| 1 | ALCON INC ALC, 25 sh. | $2,118 | 2021-12-19 |
| 1 | CORTEVA INC CTVA, 1002 sh. | $46,633 | 2021-12-19 |
| 1 | ARGENX SE ARGX, 16 sh. | $4,925 | 2021-12-19 |
| 1 | RECRUIT HOLDINGS CO RCRUY, 93 sh. | $1,076 | 2021-12-19 |
| 1 | TRUIST FINANCIAL CORPORATION TFC, 61 sh. | $3,534 | 2021-12-19 |
| 1 | AON PLC CL A AON, 102 sh. | $29,841 | 2021-12-19 |
| 1 | BROOKFIELD INFRASTRUCTURE ORD SHS CLASS BIPC, 125 sh. | $7,156 | 2021-12-19 |
| 1 | ISHARES RUSSELL TOP 200 ETF IWL, 7800 sh. | $864,864 | 2021-12-19 |
| 1 | TFI INTERNATIONAL TFII, 149 sh. | $15,717 | 2021-12-19 |
| 1 | SONY GROUP CORP SONY, 442 sh. | $53,825 | 2021-12-19 |
| 1 | DNB BANK ASA DNBBY, 65 sh. | $1,408 | 2021-12-19 |
| 1 | ESSILORLUXOTTICA EL.EUR, 59 sh. | $11,756 | 2021-12-19 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANCEBERNSTEIN SELECT US LO | $175,863 | $180,563 |
| BLACKROCK EVENT DRIVEN EQUITY | $177,789 | $178,667 |
| BNY MELLON GLOBAL REAL RETURN | $159,724 | $162,660 |
| CALAMOS MARKET NEUTRAL FD CL I | $175,058 | $178,672 |
| DB X TRACKERS MSCI EAFE HEDGED | $78,589 | $82,781 |
| DOUBLELINE TOTAL RETURN BOND | $47,465 | $47,030 |
| FEDERATED INSTI HIGH YIELD BD | $13,805 | $13,958 |
| FIRST TRUST CHINDIA ETF | $30,471 | $31,191 |
| FLEXSHARES STOXX GLOBAL BROAD | $22,414 | $23,628 |
| FRANKLIN CONVERTIBLE SCRTS FD | $14,059 | $14,077 |
| GATEWAY FUND CLASS Y | $143,389 | $149,413 |
| GLOBAL X MLP & ENERGY INFRASTR | $23,193 | $23,700 |
| INVESCO MSCI SUSTAINABLE FUTUR | $23,384 | $24,145 |
| INVESCO S&P GLOBAL WATER INDEX | $25,832 | $28,921 |
| INVESCO SENIOR LOAN ETF | $13,839 | $13,945 |
| INVESCO TAXABLE MUNICIPAL BOND | $36,123 | $36,223 |
| INVESCO WILDERHILL CLEAN ENERG | $22,667 | $23,212 |
| ISHARE SP SMALL CAP 600 INDEX | $236,827 | $248,601 |
| ISHARES CORE MSCI EAFE ETF | $376,809 | $395,891 |
| ISHARES CURRENCY HEDGE MSCI EM | $49,770 | $50,840 |
| ISHARES EDGE MSCI INTL MOMENTU | $80,318 | $83,780 |
| ISHARES EDGE MSCI INTL QUALITY | $197,146 | $208,793 |
| ISHARES EDGE MSCI USA SIZE FAC | $450,031 | $496,058 |
| ISHARES GOLD TR | $119,063 | $123,262 |
| ISHARES MSCI CANADA INDEX FD | $116,989 | $127,011 |
| ISHARES MSCI CHINA A ETF | $30,591 | $30,825 |
| ISHARES MSCI EAFE MINIMUM VOLA | $80,234 | $82,681 |
| ISHARES MSCI EMERGING MARKETS | $143,503 | $145,633 |
| ISHARES MSCI GRW IDX | $78,978 | $83,490 |
| ISHARES MSCI USA MIN VOLATILIT | $185,524 | $198,205 |
| ISHARES MSCI USA MOMENTUM FACT | $181,026 | $199,275 |
| ISHARES MSCI USA QUALITY FACTO | $536,074 | $596,505 |
| ISHARES MSCI-JAPAN | $139,570 | $142,558 |
| ISHARES RUSSELL TOP 200 ETF | $561,075 | $594,871 |
| ISHARES S&P GLOBAL TIMBER & FO | $22,291 | $24,653 |
| ISHARES ULTRA SHORT TERM BOND | $44,451 | $44,444 |
| JOHN HANCOCK SEAPORT FUND CL I | $149,264 | $150,646 |
| MARKET VECTORS AGRIBUSINESS ET | $21,837 | $23,950 |
| NEUBERGER BERMAN ALTRNTIVE FDS | $173,224 | $179,550 |
| PERMANENT PT | $160,194 | $165,958 |
| PIMCO INCOME FUND P CLASS | $44,579 | $44,658 |
| REAL ESTATE SELECT SECTOR SPDR | $64,678 | $72,223 |
| SCHWAB INTERMEDIATE US TRS ETF | $16,808 | $16,674 |
| SCHWAB US TIPS | $73,379 | $74,902 |
| SPDR PORTFOLIO EMERGING MARKET | $199,497 | $208,072 |
| VANGARD RUSSELL 1000 GROWTH | $656,044 | $696,336 |
| VANGUARD DIVIDEND APPRECIATION | $454,335 | $497,216 |
| VANGUARD ENERGY ETF | $23,211 | $23,593 |
| VANGUARD FTSE EUROPEAN ETF | $178,703 | $189,298 |
| VANGUARD GLOBAL EX-US REAL EST | $9,244 | $9,495 |
| VANGUARD LG-CAP ETF | $702,338 | $743,732 |
| VANGUARD SHORT TERM CORPORATE | $47,378 | $47,131 |
| VANGUARD WORLD FUND ETF MEGA C | $637,962 | $686,959 |
| WESTERN ASSET MACRO OPPORTUNIT | $147,484 | $146,170 |
| WISDOMTREE CHINA EX-STATE-OWD | $52,763 | $51,236 |
| WISDOMTREE EMERGING MARKETS | $162,397 | $165,567 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $13,368 | $13,368 | |
| State or Local Filing Fees | $519 | $519 | |
| BANK CHARGE | $150 | $150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $13,128 | Amt |
| Net Investment Income | $13,128 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $1,100 |
| 990-PF Extension for 2020 | $11,120 |
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