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BARDEEN-GREYTAK FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BARDEEN-GREYTAK FAMILY FOUNDATION (EIN 04-3467040)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-03-29
IRS object ID
202130889349100203
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)
Return2021-03-29T10:04:18-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line170 WELLS AVENUE SUITE 200AddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02459ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043467040EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BARDEEN-GREYTAK FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBARDBusinessNameControlTxt
Phone6179054108PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129 ACACIA AVENUEAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024671302ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS J GREYTAKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6179054108PhoneNum
Signature2021-03-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMASPersonFirstNm
Person LastGREYTAKPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN T HUBERMAN CPAPreparerPersonNm
PTINP00006185PTIN
Phone6176410040PhoneNum
Preparation2021-03-25PreparationDt

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$1,212,806FMVAssetsEOYAmt
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$15,175DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,175DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,479NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,479GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,479CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,654TotalRevAndExpnssAmt
Total Net Invst Incm$17,654TotalNetInvstIncmAmt
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$2,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,275AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,275AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$622TaxesRevAndExpnssAmt
Taxes Net Invst Incm$68TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,207TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,343TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,310TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$63,207TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,343TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$61,310TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45,553ExcessRevenueOverExpensesAmt
Net Investment Income$16,311NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$200,057SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$139,161SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$139,161SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$644,389CorporateStockBOYAmt
Corporate Stock EOY$659,732CorporateStockEOYAmt
Corporate Stock EOYFMV$1,073,645CorporateStockEOYFMVAmt
Total Assets BOY$844,446TotalAssetsBOYAmt
Total Assets EOY$798,893TotalAssetsEOYAmt
Total Assets EOYFMV$1,212,806TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$844,446RetainedEarningBOYAmt
Retained Earning EOY$798,893RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$844,446TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$798,893TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$844,446TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$798,893TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$844,446TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45,553ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$798,893SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$798,893TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$2,479GrossSalesPriceAmt
Gain Or Loss$2,479GainOrLossAmt
Gains Minus Excess Or Losses$2,479GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,479CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$227InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$227SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$227TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$300EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$300TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$73OverpaymentAmt
Applied To ES Tax$73AppliedToESTaxAmt
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6179054108PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line129 ACACIA AVENUEAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024671302ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS J GREYTAK
29 ACACIA AVENUECHESTNUT HILLMA024671302PRES, TREAS & DIRECTOR1.00$0$0$0
ANDREW B GREYTAK
111 WACCAMAW AVENUECOLUMBIASC29205VICE PRESIDENT & DIRECTOR0.50$0$0$0
MATTHEW B GREYTAK
1212 RESTON AVENUEHERNDONVA20170CLERK & DIRECTOR0.50$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$872,585AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$178,891AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,051,476TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,051,476AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,772CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,035,704NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,785MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,785MinimumInvestmentReturnAmt
Tax Based On Investment Income$227TaxBasedOnInvestmentIncomeAmt
Total Tax$227TotalTaxAmt
Distributable Before Adj$51,558DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$51,558DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$51,558DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$61,310ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$61,310QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$61,310AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,558DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,502ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,625ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,702ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,006ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,530ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$33,365TotalExcessDistributionCyovAmt
Qualifying Distributions$61,310QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$51,558AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,752RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$43,117TotalCorpusAmt
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$2,502ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$40,615ExcessDistriCyovToNextYrAmt
Excess From Year4$7,625ExcessFromYear4Amt
Excess From Year3$4,702ExcessFromYear3Amt
Excess From Year2$5,006ExcessFromYear2Amt
Excess From Year1$13,530ExcessFromYear1Amt
Excess From Current Year$9,752ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS J GREYTAKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREETNEW YORKNY10004PCTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$6,000
EARTHJUSTICE
426 17TH STREETOAKLANDCA94612PCTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$16,000
MASSACHUSETTS GENERAL HOSPITAL CANCER CENTER
55 FRUIT STREETBOSTONMA02114PCTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$7,000
PLANNED PARENTHOOD
123 WILLIAM STREETNEW YORKNY10038TO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$15,000
UNION OF CONCERNED SCIENTISTS
TWO BRATTLE SQUARECAMBRIDGEMA02138TO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$16,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,175ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,479ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$17,654ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,654TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING/TAX SERVICESCategoryTxt
Amt$2,550Amt
Net Investment Income$1,275NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,275DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 500 INDEX$243,625$408,923
FIDELITY EXTD MARKET INDEX$137,596$210,980
FID SMALL CAP INDEX$125,112$188,621
ACCENTURE PLC CLS A$113,928$120,822
AUTOMATIC DATA PROCESSING$4,692$20,897
CANADIAN NATL RY CO$4,703$19,382
CHURCH & DWIGHT$5,268$17,576
COLGATE-PALMOLIVE$5,106$15,876
COMCAST CORP$6,429$12,827
ROSS STORES$5,293$14,253
VISA$3,516$21,615
FIDELITY LARGE CAP$4,464$21,873

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMA FORM PC FILING FEESDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES WITHHELD$68$68$0
IRS TAX PAYMENTS$554$0$0

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