BETA

BEAMAN FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BEAMAN FOUNDATION (EIN 04-6032023)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-13
IRS object ID
202103179349101310
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-13T13:23:26-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042645491PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RACKEMANN SAWYER & BREWSTERBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1160 FEDERAL STREET 15TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021101700ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046032023EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BEAMAN FOUNDATIONBusinessNameLine1Txt
Business Name Line2MATTHEW J LEONARD TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBEAMBusinessNameControlTxt
Phone6175422300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1160 FEDERAL STREET 15TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021101700ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW J LEONARDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6175422300PhoneNum
Signature2021-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMATTHEWPersonFirstNm
Person LastLEONARDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDENA W HIRSCHPreparerPersonNm
PTINP02000592PTIN
Phone6175422300PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$936,704FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$18,585DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,585DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$74,469NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$123,853GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$74,469CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$93,054TotalRevAndExpnssAmt
Total Net Invst Incm$93,054TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$8,842CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$7,957CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$885CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,239TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,239TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$183OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$183OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,764TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,196TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,568TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,764TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,196TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,568TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$37,290ExcessRevenueOverExpensesAmt
Net Investment Income$83,858NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$1CashBOYAmt
Cash EOY-$1CashEOYAmt
Cash EOYFMV-$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$59,164SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$100,448SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$100,448SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$309,289CorporateStockBOYAmt
Corporate Stock EOY$306,297CorporateStockEOYAmt
Corporate Stock EOYFMV$743,171CorporateStockEOYFMVAmt
Corporate Bonds BOY$25,064CorporateBondsBOYAmt
Corporate Bonds EOY$25,056CorporateBondsEOYAmt
Corporate Bonds EOYFMV$29,705CorporateBondsEOYFMVAmt
Other Investments BOY$58,425OtherInvestmentsBOYAmt
Other Investments EOY$58,425OtherInvestmentsEOYAmt
Other Investments EOYFMV$63,381OtherInvestmentsEOYFMVAmt
Total Assets BOY$451,941TotalAssetsBOYAmt
Total Assets EOY$490,225TotalAssetsEOYAmt
Total Assets EOYFMV$936,704TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$451,941CapitalStockBOYAmt
Capital Stock EOY$490,225CapitalStockEOYAmt
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$451,941TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$490,225TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$451,941TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$490,225TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$451,941TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$37,290ExcessRevenueOverExpensesAmt
Other Increases$1,002OtherIncreasesAmt
Subtotal$490,233SubtotalAmt
Other Decreases$8OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$490,225TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
300 SHS ORACLE CORPP2014-08-082020-02-14$16,584$12,156$4,428$4,428
400 SHS PAYCHEX INCP2020-02-14$35,552$14,332$21,220$21,220
.22 SHS RAYTHEON TECHP2020-04-17$14$8$6$6
200 SHS CARRIERP2020-05-18$3,454$2,076$1,378$1,378
50 SHS APPLEP2014-02-252020-05-18$15,622$3,641$11,981$11,981
50 SHS APPLEP2013-02-202020-08-13$22,988$3,248$19,740$19,740
100 SHS CHEVRONP2014-02-252020-11-19$8,540$11,532-$2,992-$2,992
75 SHS APPLEP2013-02-202020-11-19$8,882$1,218$7,664$7,664
700 SHS GEP2020-11-19$6,723$500$6,223$6,223
50 SHS ABBOTTP2020-11-19$5,494$673$4,821$4,821
FieldValueIRS element (for citing)
Capital Gain Net Income$74,469CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,166InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,166SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,166TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,101EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,101TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,935OverpaymentAmt
Applied To ES Tax$1,935AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFNZ TRUST COMPANYIndividualWithBooksNm
Phone6177863000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11200 CROWN COLONY DRIVEAddressLine1Txt
CityQUINCYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02169ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MATTHEW J LEONARD
160 FEDERAL STREET 15TH FLBOSTONMA021101700TRUSTEE0.30$2,947$0$0
ELLEN M HARRINGTON
160 FEDERAL STREET 15TH FLBOSTONMA021101700TRUSTEE0.30$2,947$0$0
EDWARD M CONDIT JR
160 FEDERAL STREET 15TH FLBOSTONMA021101700TRUSTEE0.30$2,948$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$760,631AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$112,212AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$872,843TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$872,843AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,093CashDeemedCharitableAmt
Net Vl Noncharitable Assets$859,750NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,988MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,988MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,166TaxBasedOnInvestmentIncomeAmt
Total Tax$1,166TotalTaxAmt
Distributable Before Adj$41,822DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$41,822DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$41,822DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,568ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$46,568QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$46,568AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,822DistributableAsAdjustedAmt
Undistributed Income PY$33,380UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$46,568QualifyingDistributionsAmt
Applied To Year1$33,380AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,188AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$28,634UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonELLEN M HARRINGTON ESQ CO RACKEMANNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1160 FEDERAL STREET 15TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021101700ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6175422300RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUEST STATING PURPOSE AND PROPOSED USE OF FUNDS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1GARDNER COMMUNITY ACTION COMMITTEEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1294 PLEASANT STREETAddressLine1Txt
CityGARDNERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01440ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeHELP TO VARIOUS COMMUNITY PROGRAMSGrantOrContributionPurposeTxt
Amt$45,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$18,585ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$74,469ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$93,054ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$93,054TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$25,056EOYBookValueAmt
EOYFMV$29,705EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$306,297EOYBookValueAmt
EOYFMV$743,171EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGOVERNMENT AND AGENCY BONDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$58,425BookValueAmt
EOYFMV$63,381EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BOND AMMORTIZATION ADJ. - BAC (APR.)$4
BOND AMMORTIZATION ADJ. - BAC (OCT.)$4

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEES$148$0$148
2019 MA FILING FEE$35$0$35

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
REFUND FROM RSB TAX ACCOUNT$1,000
ROUNDING ADJUSTMENT$2

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySUSAN MONAHAN - GRANT MAKING FEESCategoryTxt
Amt$500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$239$239$0
TAX PAID WITH 2019 EXT.$1,000$1,000$0

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