CHARLES LAMONT POST CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES LAMONT POST CHARITABLE TR (EIN 20-6447289)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-18
- IRS object ID
- 202113229349100001
- 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
- Form 990-PF
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-18T07:35:15-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042265163 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURNS & LEVINSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 206447289 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES LAMONT POST CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5086273356 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1090 | AddressLine1Txt |
| City | EDGARTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02539 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSEMARIE HAIGAZIAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5086273356 | PhoneNum |
| Signature | 2021-11-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROSEMARIE | PersonFirstNm |
| Person Last | HAIGAZIAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD E SCHWARTZ | PreparerPersonNm |
| PTIN | P00341233 | PTIN |
| Phone | 6173453000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $871,950 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,402 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,402 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,402 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$32,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $254,188 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$8,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,402 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $24,402 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,858 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $965 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,894 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $880 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $389 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $491 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,161 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,504 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,657 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,858 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,042 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,199 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,858 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,342 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,453 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,544 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,402 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,501 | CashBOYAmt |
| Cash EOY | $2,133 | CashEOYAmt |
| Cash EOYFMV | $2,133 | CashEOYFMVAmt |
| Other Investments BOY | $601,919 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $551,201 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $869,817 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $603,420 | TotalAssetsBOYAmt |
| Total Assets EOY | $553,334 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $871,950 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $603,420 | RetainedEarningBOYAmt |
| Retained Earning EOY | $553,334 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $603,420 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $553,334 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $603,420 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $553,334 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $603,420 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,453 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $554,967 | SubtotalAmt |
| Other Decreases | $1,633 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $553,334 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SHRS BOSTON PROPERTIES | P | 2020-04-15 | 2020-08-14 | $8,647 | $10,013 | -$1,366 | -$1,366 |
| 100 SHRS CRACKER BARREL | P | 2019-08-05 | 2020-03-12 | $9,574 | $16,934 | -$7,360 | -$7,360 |
| 150 SHRS FOOT LOCKER INC | P | 2019-05-24 | 2020-03-06 | $4,513 | $6,598 | -$2,085 | -$2,085 |
| 150 SHRS FOOT LOCKER INC | P | 2019-05-24 | 2020-03-11 | $3,790 | $6,598 | -$2,808 | -$2,808 |
| 575 SHRS KENNEDY WILSON HOLDING | P | 2019-05-29 | 2020-03-24 | $6,899 | $11,693 | -$4,794 | -$4,794 |
| 525 SHRS WEYERHAEUSER CO | P | 2019-06-07 | 2020-05-05 | $9,316 | $12,506 | -$3,190 | -$3,190 |
| 225 SHRS BLACKSTONE MORTGAGE TRUST | P | 2018-03-27 | 2020-03-24 | $3,131 | $7,132 | -$4,001 | -$4,001 |
| 325 SHRS COCA COLA | P | 2019-03-07 | 2020-11-09 | $17,207 | $14,720 | $2,487 | $2,487 |
| 175 SHRS COMERICA INC | P | 2018-12-17 | 2020-03-06 | $7,946 | $12,221 | -$4,275 | -$4,275 |
| 25 SHRS CORESITE REALTY CORP | P | 2018-06-19 | 2020-05-29 | $3,117 | $2,625 | $492 | $492 |
| 625 SHRS FLOWERS FOODS INC | P | 2018-02-02 | 2020-03-16 | $13,681 | $12,077 | $1,604 | $1,604 |
| 125 SHRS GILEAD SCIENCES INC | P | 2018-05-03 | 2020-03-13 | $8,760 | $8,104 | $656 | $656 |
| 100 SHRS GILEAD SCIENCES INC | P | 2018-05-03 | 2020-03-18 | $7,770 | $6,483 | $1,287 | $1,287 |
| 600 SHRS INTERPUBLIC GROUP COS | P | 2017-08-24 | 2020-03-16 | $9,338 | $11,954 | -$2,616 | -$2,616 |
| 350 SHRS MAXIM INTEGRATED PRODUCTS | P | 2019-03-29 | 2020-09-30 | $23,849 | $18,566 | $5,283 | $5,283 |
| 275 SHRS NATIONAL RETAIL PROPERTIES INC | P | 2019-01-11 | 2020-04-03 | $7,289 | $13,438 | -$6,149 | -$6,149 |
| 275 SHRS ONEOK INC | P | 2018-11-28 | 2020-04-23 | $7,885 | $15,482 | -$7,597 | -$7,597 |
| 625 SHRS OUTFRONT MEDIA INC | P | 2018-04-30 | 2020-03-24 | $6,199 | $11,415 | -$5,216 | -$5,216 |
| 700 SHRS UMPQUA HOLDINGS CORP | P | 2016-06-22 | 2020-04-27 | $7,960 | $11,096 | -$3,136 | -$3,136 |
| 75 SHRS UNION PAC CORP | P | 2016-06-27 | 2020-03-18 | $7,995 | $6,189 | $1,806 | $1,806 |
| 375 SHRS BLACKSTONE MORTGAGE CORP | P | 2015-04-14 | 2020-03-24 | $5,218 | $11,438 | -$6,220 | -$6,220 |
| 700 SHRS CENTERPOINT ENERGY | P | 2010-08-06 | 2020-04-02 | $9,872 | $10,324 | -$452 | -$452 |
| 275 SHRS CISCO SYS INC | P | 2013-01-18 | 2020-02-11 | $13,533 | $5,770 | $7,763 | $7,763 |
| 250 SHRS CISCO SYS INC | P | 2013-01-18 | 2020-08-27 | $10,573 | $5,246 | $5,327 | $5,327 |
| 300 SHRS DOUGLAS EMMETT INC | P | 2016-05-26 | 2020-03-26 | $8,923 | $9,319 | -$396 | -$396 |
| 3 SHRS EQUINIX INC | P | 2016-08-14 | 2020-05-28 | $2,078 | $882 | $1,196 | $1,196 |
| 175 SHRS EXXON MOBIL CORP | P | 2016-02-02 | 2020-02-28 | $8,961 | $13,036 | -$4,075 | -$4,075 |
| 50 SHRS NEXTERA ENERGY INC | P | 2013-07-30 | 2020-06-10 | $13,008 | $4,291 | $8,717 | $8,717 |
| 400 SHRS SUNCOR ENERGY COM | P | 2016-05-10 | 2020-06-17 | $7,156 | $10,694 | -$3,538 | -$3,538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$32,656 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$21,603 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $244 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $244 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $244 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $244 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROSEMARIE HAIGAZIAN | IndividualWithBooksNm |
| Phone | 5086273356 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 282 VINEYARD HAVEN ROAD | AddressLine1Txt |
| City | EDGARTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02539 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2019 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2018 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSEMARIE HAIGAZIAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 282 VINEYARD HAVEN ROAD | AddressLine1Txt |
| City | EDGARTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02539 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | |||||
| 499 WASHINGTON BLVD | JERSEY CITY | NJ | 07310 | INVESTMENT | $9,143 |
| BURNS & LEVINSON LLP | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | LEGAL | $3,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $753,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,047 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $811,609 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $811,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,174 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $799,435 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $244 | TotalTaxAmt |
| Distributable Before Adj | $39,728 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,728 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,728 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,342 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,342 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,342 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,728 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $41,406 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Total For Prior Years | $16,847 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,342 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,342 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $16,847 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $16,847 | Taxable1Amt |
| Taxable2 | $8,064 | Taxable2Amt |
| Undistributed Income CY | $39,728 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLAND FOOD PANTRY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1874 | AddressLine1Txt |
| City | VINEYARD HAVEN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02568 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | QUALIFIED CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL CHARITABLE DONATION | GrantOrContributionPurposeTxt |
| Amt | $26,300 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,402 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$32,656 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$8,254 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$8,254 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NEUBERGER BERMAN | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $551,201 | BookValueAmt |
| EOYFMV | $869,817 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCOUNTING | CategoryTxt |
| Legal Fees | $3,858 | LegalFeesAmt |
| Net Investment Income | $965 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,894 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS REDUCTION | Desc |
| Amt | $1,633 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGMENT FEES | $9,143 | $5,486 | $0 | $3,657 |
| BANK FEES | $18 | $18 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| US TREASURY | $456 | $0 | $0 | $456 |
| COMMONWEALTH OF MASSACHUSETTS | $35 | $0 | $0 | $35 |
| FOREIGN TAXES | $389 | $389 | $0 | $0 |
Comments