B M BURNS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- B M BURNS FOUNDATION (EIN 80-6084989)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202111329349100341
- Schema version
- 2020v4.0
- 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 Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T11:00:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029011802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 806084989 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IM BARBARA M BURNS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURN | BusinessNameControlTxt |
| Phone | 4152978442 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029011802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE BENT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4152978442 | PhoneNum |
| Signature | 2021-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2021-04-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,065,758 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,756 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,756 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $246,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,546 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $43,302 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,302 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,638 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,783 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,855 | 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 Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,960 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,640 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,281 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $281 | 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 |
| Tot Opr Expenses Rev And Expnss | $23,519 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,024 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,495 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,519 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,024 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,495 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,217 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,278 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $611,353 | CashBOYAmt |
| Cash EOY | $63,204 | CashEOYAmt |
| Cash EOYFMV | $63,204 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $321,665 | CorporateStockBOYAmt |
| Corporate Stock EOY | $856,670 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,002,554 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $933,018 | TotalAssetsBOYAmt |
| Total Assets EOY | $919,874 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,065,758 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $933,018 | CapitalStockBOYAmt |
| Capital Stock EOY | $919,874 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $933,018 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $919,874 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $933,018 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $919,874 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $933,018 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,217 | ExcessRevenueOverExpensesAmt |
| Other Increases | $73 | OtherIncreasesAmt |
| Subtotal | $919,874 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $919,874 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 149. ISHARES CORE TOT U S BD MKT ETF | 2020-03-10 | 2020-03-23 | $16,752 | $17,510 | -$758 | -$758 | |
| 41. ISHARES CORE TOT U S BD MKT ETF | 2020-01-17 | 2020-03-23 | $4,610 | $4,637 | -$27 | -$27 | |
| 41. ISHARES CORE TOT U S BD MKT ETF | 2020-01-17 | 2020-03-23 | $4,610 | $4,637 | -$27 | -$27 | |
| 128. ISHARES CORE TOT U S BD MKT ETF | 2020-01-17 | 2020-03-23 | $14,391 | $14,477 | -$86 | -$86 | |
| 17. ISHARES CORE TOT U S BD MKT ETF | 2020-01-17 | 2020-03-23 | $1,911 | $1,923 | -$12 | -$12 | |
| 22. ISHARES CORE TOT U S BD MKT ETF | 2020-08-31 | 2020-12-31 | $2,600 | $2,604 | -$4 | -$4 | |
| 22. ISHARES CORE TOT U S BD MKT ETF | 2020-08-31 | 2020-12-31 | $2,600 | $2,604 | -$4 | -$4 | |
| 239. ISHARES CORE S&P MID CAP ETF | 2019-12-06 | 2020-01-17 | $49,993 | $48,461 | $1,532 | $1,532 | |
| 136. ISHARES S&P SMALLCAP 600 INDEX FUND | 2020-01-17 | 2020-08-31 | $10,110 | $11,614 | -$1,504 | -$1,504 | |
| 53. ISHARES S&P SMALLCAP 600 INDEX FUND | 2020-01-17 | 2020-12-31 | $4,876 | $4,526 | $350 | $350 | |
| 33. ISHARES BROAD USD HIGH YIELD CORP BOND ETF | 2020-01-17 | 2020-03-23 | $1,056 | $1,366 | -$310 | -$310 | |
| 33. ISHARES BROAD USD HIGH YIELD CORP BOND ETF | 2020-01-04 | 2020-12-31 | $1,359 | $1,579 | -$220 | -$220 | |
| 33. ISHARES BROAD USD HIGH YIELD CORP BOND ETF | 2020-01-04 | 2020-12-31 | $1,359 | $1,579 | -$220 | -$220 | |
| 731.263 JPMORGAN U S LARGE CAP CORE PLUS FUND CL R6 | 2020-01-21 | 2020-08-31 | $21,214 | $18,880 | $2,334 | $2,334 | |
| 683.737 METRO WEST T/R BD CL I | 2020-03-10 | 2020-03-23 | $7,371 | $7,754 | -$383 | -$383 | |
| 693.023 METRO WEST T/R BD CL I | 2020-03-10 | 2020-03-23 | $7,471 | $7,859 | -$388 | -$388 | |
| 164.277 METRO WEST T/R BD CL I | 2020-03-10 | 2020-03-23 | $1,771 | $1,863 | -$92 | -$92 | |
| 214.777 METRO WEST T/R BD CL I | 2020-03-31 | 2020-12-31 | $2,401 | $2,549 | -$148 | -$148 | |
| 164.277 METRO WEST T/R BD CL I | 2020-04-07 | 2020-12-31 | $1,837 | $1,955 | -$118 | -$118 | |
| 164.277 METRO WEST T/R BD CL I | 2020-04-07 | 2020-12-31 | $1,837 | $1,955 | -$118 | -$118 | |
| 214.777 METRO WEST T/R BD CL I | 2020-03-31 | 2020-12-31 | $2,401 | $2,549 | -$148 | -$148 | |
| 90. SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | 2019-12-06 | 2020-01-17 | $9,911 | $9,747 | $164 | $164 | |
| 19. SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF | 2020-03-23 | 2020-12-31 | $1,738 | $1,741 | -$3 | -$3 | |
| 19. SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF | 2020-03-23 | 2020-12-31 | $1,738 | $1,741 | -$3 | -$3 | |
| 33. VANGUARD FTSE DEVELOPED MARKETS ETF | 2020-01-17 | 2020-04-17 | $1,146 | $1,474 | -$328 | -$328 | |
| 18. VANGUARD FTSE DEVELOPED MARKETS ETF | 2020-01-17 | 2020-04-17 | $626 | $804 | -$178 | -$178 | |
| 136. VANGUARD FTSE DEVELOPED MARKETS ETF | 2020-01-17 | 2020-12-31 | $6,427 | $6,075 | $352 | $352 | |
| 149. VANGUARD TOTAL INTL BOND INDEX FUND ETF | 2019-12-06 | 2020-03-23 | $8,279 | $8,636 | -$357 | -$357 | |
| 4. VANGUARD TOTAL INTL BOND INDEX FUND ETF | 2019-12-06 | 2020-03-23 | $222 | $232 | -$10 | -$10 | |
| 38. VANGUARD TOTAL INTL BOND INDEX FUND ETF | 2019-11-23 | 2020-12-31 | $2,224 | $2,293 | -$69 | -$69 | |
| 38. VANGUARD TOTAL INTL BOND INDEX FUND ETF | 2019-11-23 | 2020-12-31 | $2,224 | $2,293 | -$69 | -$69 | |
| 39. VANGUARD FTSE EMERGING MKTS ETF | 2020-03-10 | 2020-04-17 | $1,386 | $1,502 | -$116 | -$116 | |
| 322. VANGUARD FTSE EMERGING MKTS ETF | 2019-12-06 | 2020-04-17 | $11,446 | $13,750 | -$2,304 | -$2,304 | |
| 356. VANGUARD FTSE EMERGING MKTS ETF | 2020-01-17 | 2020-04-17 | $12,654 | $16,348 | -$3,694 | -$3,694 | |
| 22. VANGUARD FTSE EMERGING MKTS ETF | 2020-01-17 | 2020-04-17 | $782 | $1,010 | -$228 | -$228 | |
| 22. VANGUARD FTSE EMERGING MKTS ETF | 2020-01-13 | 2020-08-31 | $973 | $995 | -$22 | -$22 | |
| 22. VANGUARD FTSE EMERGING MKTS ETF | 2019-12-02 | 2020-08-31 | $973 | $925 | $48 | $48 | |
| 112. VANGUARD S&P 500 ETF | 2020-01-17 | 2020-08-31 | $36,048 | $34,155 | $1,893 | $1,893 | |
| 28. VANGUARD S&P 500 ETF | 2020-01-17 | 2020-12-31 | $9,594 | $8,539 | $1,055 | $1,055 | |
| 34. VANGUARD MID-CAP ETF | 2020-01-17 | 2020-04-17 | $4,929 | $6,243 | -$1,314 | -$1,314 | |
| 2. VANGUARD MID-CAP ETF | 2020-01-17 | 2020-04-17 | $290 | $367 | -$77 | -$77 | |
| 67. VANGUARD MID-CAP ETF | 2020-01-17 | 2020-08-31 | $12,069 | $12,303 | -$234 | -$234 | |
| 37. VANGUARD MID-CAP ETF | 2020-01-17 | 2020-12-31 | $7,646 | $6,794 | $852 | $852 | |
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,942 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,546 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $504 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $504 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $504 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,321 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,321 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,817 | OverpaymentAmt |
| Applied To ES Tax | $504 | AppliedToESTaxAmt |
| Refund | $5,313 | 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 | CT | 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 | BANK OF AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FINANCIAL PLAZA PO BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHRISTINE BENT | ||||||
| PO BOX 888 | TIBURON | CA | 94920 | TRUSTEE | 1 | $0 |
| BANK OF AMERICA | ||||||
| PO BOX 18021 FINL PLZ | PROVIDENCE | RI | 02901 | INVESTMENT MANAGEMENT | 1 | $4,638 |
| 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 | $853,963 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $956,745 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $956,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,351 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $942,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $504 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $504 | TotalTaxAmt |
| Distributable Before Adj | $46,616 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,616 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,616 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,495 | 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 | $37,495 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,495 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,616 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,762 | 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 | $37,495 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,762 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,733 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $41,883 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | 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 | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTINE BENT | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| 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 |
|---|---|---|---|---|---|---|---|
| HARVARD BUSINESS SCHOOL | |||||||
| PO BOX 412275 | BOSTON | MA | 02241 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| MAKE A WISH FOUNDATION | |||||||
| 1702 E HIGHLAND AVE SUITE 400 | PHOENIX | AZ | 85016 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| METAVIVOR RESEARCH AND SUPPORT INC | |||||||
| 1783 FOREST DR 184 | ANNAPOLIS | MD | 21401 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | PC | UNRESTRICTED GENERAL | $6,000 |
| AUDUBON CANYON RANCH | |||||||
| 225 VARICK ST 7TH FL | NEW YORK | NY | 10014 | N/A | PC | UNRESTRICTED GENERAL | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,756 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,546 | 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 | $43,302 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,302 | 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 - BOA | CategoryTxt |
| Amt | $6,600 | Amt |
| Net Investment Income | $3,960 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,640 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PLEASE SEE ATTACHED | StockNm |
| EOY Book Value | $856,670 | EOYBookValueAmt |
| EOYFMV | $1,002,554 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME ADJ | Desc |
| Amt | $73 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ESTIMATES | $12,000 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $201 | $201 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $80 | $80 | $0 |
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