BETA

OPEN CHARITABLE TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
OPEN CHARITABLE TRUST (EIN 46-1639459)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-12
IRS object ID
202111329349101111
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)
Return2021-05-12T10:23:29-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261101800PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GW & WADE LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line193 WORCESTER STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024813609ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461639459EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE OPEN CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOPENBusinessNameControlTxt
Phone7812391188PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO GW WADE 93 WORCESTER STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAY A BATSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7812391188PhoneNum
Signature2021-04-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAYPersonFirstNm
Person LastBATSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT F BODIO JRPreparerPersonNm
PTINP00090184PTIN
Phone7812391188PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$757,520FMVAssetsEOYAmt
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$6,440DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,440DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,906NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$56,800GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,906CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,346TotalRevAndExpnssAmt
Total Net Invst Incm$32,346TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$705AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$705AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,221OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,221OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$351OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$351OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,277TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,277TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$93,170ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$93,170ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$101,447TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,277TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$93,170TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$69,101ExcessRevenueOverExpensesAmt
Net Investment Income$24,069NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Other Investments BOY$704,636OtherInvestmentsBOYAmt
Other Investments EOY$638,757OtherInvestmentsEOYAmt
Other Investments EOYFMV$757,520OtherInvestmentsEOYFMVAmt
Total Assets BOY$704,636TotalAssetsBOYAmt
Total Assets EOY$638,757TotalAssetsEOYAmt
Total Assets EOYFMV$757,520TotalAssetsEOYFMVAmt
Accounts Payable EOY$3,213AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,213TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$704,636CapitalStockBOYAmt
Capital Stock EOY$635,544CapitalStockEOYAmt
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$704,636TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$635,544TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$704,636TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$638,757TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$704,636TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$69,101ExcessRevenueOverExpensesAmt
Other Increases$9OtherIncreasesAmt
Subtotal$635,544SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$635,544TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$32,793$30,894$1,899$1,899
CAPITAL GAINS DIVIDENDSP$24,007$24,007$24,007
FieldValueIRS element (for citing)
Capital Gain Net Income$25,906CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$335InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$335SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$335TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$335TaxDueAmt

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 Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGW WADE LLCIndividualWithBooksNm
Phone7812391188PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line193 WORCESTER STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd
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
JAMES A BATSON JR
15 WALTHAM STREET APT NO B506BOSTONMA02118TRUSTEE1.00$0$0$0
JUDY A BATSON
15 WALTHAM STREET APT NO B506BOSTONMA02118TRUSTEE1.00$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$704,489AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$704,489TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$704,489AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,567CashDeemedCharitableAmt
Net Vl Noncharitable Assets$693,922NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,696MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,696MinimumInvestmentReturnAmt
Tax Based On Investment Income$335TaxBasedOnInvestmentIncomeAmt
Total Tax$335TotalTaxAmt
Distributable Before Adj$34,361DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$34,361DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$34,361DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$93,170ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$93,170QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$93,170AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,361DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$76,537ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,589ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$118,287ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$53,320ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$60,471ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$314,204TotalExcessDistributionCyovAmt
Qualifying Distributions$93,170QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,361AppliedToCurrentYearAmt
Remaining Distri From Corpus$58,809RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$373,013TotalCorpusAmt
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$76,537ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$296,476ExcessDistriCyovToNextYrAmt
Excess From Year4$5,589ExcessFromYear4Amt
Excess From Year3$118,287ExcessFromYear3Amt
Excess From Year2$53,320ExcessFromYear2Amt
Excess From Year1$60,471ExcessFromYear1Amt
Excess From Current Year$58,809ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES A BATSON JRContributingManagerNm
Contributing ManagerJUDY A BATSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ACTS MINISTRY
1366 RIVERSIDE DRIVENORTH GROSVENOR DALECT06255PUBLICGENERAL$5,000
ACTS MINISTRY
1366 RIVERSIDE DRIVENORTH GROSVENOR DALECT06255PUBLICGENERAL$3,000
BOSTON RESCUE MISSION
39 KINGSTON STREETBOSTONMA02111PUBLICGENERAL$1,000
BOSTON RESCUE MISSION
39 KINGSTON STREETBOSTONMA02111PUBLICGENERAL$1,000
BOSTON RESCUE MISSION
39 KINGSTON STREETBOSTONMA02111PUBLICGENERAL$1,000
BOSTON RESCUE MISSION
39 KINGSTON STREETBOSTONMA02111PUBLICGENERAL$1,000
CAPE COD CHURCH
1205 NATHAN ELLIS HWYEAST FALMOUTHMA02536PUBLICGENERAL$3,000
CAPE COD CHURCH
1205 NATHAN ELLIS HWYEAST FALMOUTHMA02536PUBLICGENERAL$10,000
CAPE COD CHURCH
1205 NATHAN ELLIS HWYEAST FALMOUTHMA02536PUBLICGENERAL$3,000
CAPE COD CHURCH
1205 NATHAN ELLIS HWYEAST FALMOUTHMA02536PUBLICGENERAL$5,000
CAPE COD CHURCH
1205 NATHAN ELLIS HWYEAST FALMOUTHMA02536PUBLICGENERAL$3,000
CAPE COD CHURCH
1205 NATHAN ELLIS HWYEAST FALMOUTHMA02536PUBLICGENERAL$3,000
CAPE COD CHURCH
1205 NATHAN ELLIS HWYEAST FALMOUTHMA02536PUBLICGENERAL$3,000
CAPE COD CHURCH
PUBLICGENERAL$7,5001205 NATHAN ELLIS HWYEAST FALMOUTHTORONTOCA02536
CHRISTIAN MEDICAL MISSIONS INC
1600 TWILIGHT RIDGE DRAUSTINTX78746PUBLICGENERAL$1,500
ETERNAL PERSPECTIVE MINISTRIES
39085 PIONEER BLVD SUITE 206SANDYOR97055PUBLICGENERAL$3,000
FELLOWSHIP FOR PERFORMING ARTS
630 NINTH AVE SUITE 1409NEW YORKNY10036PUBLICGENERAL$1,000
GIVEWELL
1714 FRANKLIN ST 100335OAKLANDCA94612PUBLICGENERAL$1,100
GRACEPOINT COMMUNITY CHURCH
25 ORCHARD HILL ROADNORTH ANDOVERMA01845PUBLICGENERAL$1,000
NEW HOPE EURASIA
4771 SWEETWATER BLVD 167SUGAR LANDTX77479PUBLICGENERAL$2,000
SAT-7 NORTH AMERICA
PO BOX 2770EASTONMD21601PUBLICGENERAL$2,000
SAT-7 NORTH AMERICA
PO BOX 2770EASTONMD21601PUBLICGENERAL$1,000
SAT-7 NORTH AMERICA
PO BOX 2770EASTONMD21601PUBLICGENERAL$3,000
SAT-7 NORTH AMERICA
PO BOX 2770EASTONMD21601PUBLICGENERAL$2,000
THE BIBLE PROJECT
1302 SE ANKENY STREETPORTLANDOR97214PUBLICGENERAL$500
THE BIOLOGOS FOUNDATION INC
3940 PENINSULAR DR SE SUITE 220GRAND RAPIDSMI49546PUBLICGENERAL$2,500
THE BIOLOGOS FOUNDATION INC
3940 PENINSULAR DR SE SUITE 220GRAND RAPIDSMI49546PUBLICGENERAL$5,000
THE RISING CHURCH
7500 W 57TH AVEARVADACO80002PUBLICGENERAL$5,000
THE RISING CHURCH
7500 W 57TH AVEARVADACO80002PUBLICGENERAL$10,000
THE VOICE OF THE MARTYRS
1815 SE BISON ROADBARTLESVILLEOK74006PUBLICGENERAL$1,050
TURNING POINT MINISTRY
5 PERRY WAYNEWBURYPORTMA01950PUBLICGENERAL$300
TURNING POINT MINISTRY
5 PERRY WAYNEWBURYPORTMA01950PUBLICGENERAL$1,000
TURNING POINT MINISTRY
5 PERRY WAYNEWBURYPORTMA01950PUBLICGENERAL$300
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA98063PUBLICGENERAL$35
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$93,170TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,440ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$25,906ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$32,346ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,346TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4FUNDS IN ACCOUNT ARE FOR GRANT-MAKING PURPOSES
8FUNDS IN ACCOUNT ARE FOR GRANT-MAKING PURPOSES

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$705Amt
Net Investment Income$705NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$638,757BookValueAmt
EOYFMV$757,520EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MASSACHUSETTS ANNUAL FEE$250$250$0
MARGIN INTEREST PAID$1$1$0
GOLD PORT FEES$100$100$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN MARKET VALUEDesc
Amt$9Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryGWW ASSET MGMTCategoryTxt
Amt$7,221Amt
Net Investment Income$7,221NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.