WILLIAM AND NANCY KIRK SCHOLARSHIP FUND TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WILLIAM AND NANCY KIRK SCHOLARSHIP FUND TR (EIN 38-7186447)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-30
IRS object ID
202042129349100509
Schema version
2019v5.1
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)
Return2020-07-30T14:13:10-04:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043089209PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Jeffrey A Morgen CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1727 Washington StreetAddressLine1Txt
CityNewtonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02458ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN387186447EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM AND NANCY KIRK SCHOLARSHIP FUND TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line192 MONTVALE AVEAddressLine1Txt
CitySTONEHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02180ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID APTAKERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7814385222PhoneNum
Signature2020-07-02SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY A MORGEN CPAPreparerPersonNm
PTINP00370320PTIN
Phone6172442760PhoneNum
Preparation2020-07-30PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,431,197FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,020InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,020InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$97,999DividendsRevAndExpnssAmt
Dividends Net Invst Incm$97,999DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$5NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,000GrossSalesPriceAmt
Total Rev And Expnss$119,014TotalRevAndExpnssAmt
Total Net Invst Incm$99,019TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$5,275AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$5,275AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,916TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$4,326OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,326OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,517TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,601TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$129,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$129,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$140,517TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$138,601TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,503ExcessRevenueOverExpensesAmt
Net Investment Income$99,019NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,553CashBOYAmt
Cash EOY$134,966CashEOYAmt
Cash EOYFMV$134,966CashEOYFMVAmt
Sav And Temp Cash Invst EOY$80,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$80,000SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,248,207CorporateStockBOYAmt
Corporate Stock EOY$3,026,291CorporateStockEOYAmt
Corporate Stock EOYFMV$3,216,231CorporateStockEOYFMVAmt
Total Assets BOY$3,262,760TotalAssetsBOYAmt
Total Assets EOY$3,241,257TotalAssetsEOYAmt
Total Assets EOYFMV$3,431,197TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,248,207CapitalStockBOYAmt
Capital Stock EOY$3,248,207CapitalStockEOYAmt
Retained Earning BOY$14,553RetainedEarningBOYAmt
Retained Earning EOY-$6,950RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,262,760TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,241,257TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,262,760TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,241,257TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,262,760TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,503ExcessRevenueOverExpensesAmt
Subtotal$3,241,257SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,241,257TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property5000 SHS MASSACHUSETTS ST HEALTHPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2018-02-12AcquiredDt
Sold2019-08-30SoldDt
Gross Sales Price$5,000GrossSalesPriceAmt
Cost Or Other Basis$5,005CostOrOtherBasisAmt
Gain Or Loss-$5GainOrLossAmt
Gains Minus Excess Or Losses-$5GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$5CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$72,257AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,808,848NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.025725DistributionYr1Rt
Adjusted Qlfy Distri Yr2$98,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,424NetVlNoncharitableAssetsYr2Amt
Distribution Yr29.401381DistributionYr2Rt
Total Distribution9.427106TotalDistributionRt
Average Distribution4.713553AverageDistributionRt
Net Vl Noncharitable Assets$3,285,295NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$15,485,412AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$990NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$15,486,402AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$138,601QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,980InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,980SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,980TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$2,970ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,970TotalPaymentsAndCreditsAmt
Overpayment$990OverpaymentAmt
Applied To ES Tax$990AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksDAVID APTAKERIndividualWithBooksNm
Phone7814385222PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line192 MONTVALE AVE SUITE 2700AddressLine1Txt
CitySTONEHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02180ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDAVID APTAKERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line192 MONTVALE AVE SUITE 2700AddressLine1Txt
CitySTONEHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02180ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SCHOLARSHIPS AWARDED IN ACCORDANCE WITH GRANT-MAKINGDescription1Txt
Expenses1$129,000Expenses1Amt
Description2PROCEDURES AS SUBMITTED WITH FORM 1023 APPLICATIONDescription2Txt
Expenses2$0Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,225,623AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$79,702AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$30,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,335,325TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,335,325AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,030CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,285,295NetVlNoncharitableAssetsAmt
Minimum Investment Return$164,265MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$164,265MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,980TaxBasedOnInvestmentIncomeAmt
Total Tax$1,980TotalTaxAmt
Distributable Before Adj$162,285DistributableBeforeAdjAmt
Distributable Before Ded$162,285DistributableBeforeDedAmt
Distributable As Adjusted$162,285DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$138,601ExpensesAndContributionsAmt
Qualifying Distributions$138,601QualifyingDistributionsAmt
Adjusted Qualifying Distri$138,601AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$162,285DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$31,521ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$31,521TotalExcessDistributionCyovAmt
Qualifying Distributions$138,601QualifyingDistributionsAmt
Applied To Current Year$138,601AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$23,684ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$23,684ExcessDistributionCyovAppCYAmt
Total Corpus$7,837TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$7,837ExcessDistriCyovToNextYrAmt
Excess From Year2$7,837ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID APTAKER TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line192 MONTVALE AVE SUITE 2700AddressLine1Txt
CitySTONEHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02180ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6177762211RecipientPhoneNum
Recipient Email AddressDAVIDAPTAKER.LAW@VERIZON.NETRecipientEmailAddressTxt
Form And Info And MaterialsSEE ATTACHED PAGES 12,13,14 OF TRUST DOCUMENTSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsRESIDENTS/STUDENTS WHO ARE GRADUATING SENIORS FROM STONEHAM HIGH SCHOOL OR PRIVATE OR PAROCHIAL SCHOOL LOCATED IN MASSACHUSETTS OR NEW HAMPSHIRE AND A BONA FIDE RESIDENT FOR A PERIOD OF 2 YEARS PRIOR TO THEIR GRADUATION DATE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SHAWNA PAONESSA
36 FIELDSTONE DRIVESTONEHAMMA02180NONEISCHOLARSHIP$5,000
GANDI MYAGMARJAV
15 WAVERLY STREETSTONEHAMMA02180NONEISCHOLARSHIP$2,000
JANE BUFFO
6 COUNTRY CLUB ROADSTONEHAMMA02180NONEISCHOLARSHIP$3,000
ANGELA DILEO
22 MAPLE STREETSTONEHAMMA02180NONEISCHOLARSHIP$3,000
TAIMA EL-MEJJASY
3 MACONE CIRCLESTONEHAMMA02180NONEISCHOLARSHIP$4,000
BRIDGET TRACY
5 HIGH STREETSTONEHAMMA02180NONEISCHOLARSHIP$5,000
MEGAN RIBAUDO
20 NEWCOMB ROADSTONEHAMMA02180NONEISCHOLARSHIP$6,000
ELI YODER
113 PARK STREETSTONEHAMMA02180NONEISCHOLARSHIP$2,000
ALYSSA MCCARTHY
2 FELSPA ROADSTONEHAMMA02180NONEISCHOLARSHIP$2,000
KEVIN MCSHANE
2 MARION STREETSTONEHAMMA02180NONEISCHOLARSHIP$3,000
GIANNA BEAUCLAIR
7 SPRUCE STREETSTONEHAMMA02180NONEISCHOLARSHIP$2,000
JILLIAN FLYNN
56 BUTLER AVENUESTONEHAMMA02180NONEISCHOLARSHIP$4,000
BENJAMIN LIPMAN
21 POND STREETSTONEHAMMA02180NONEISCHOLARSHIP$2,000
JOHN MURPHY
16 WAVERLY STREETSTONEHAMMA02180NONEISCHOLARSHIP$4,000
SOFYA SAVCHENKOVA
179 FRANKLIN STREETSTONEHAMMA02180NONEISCHOLARSHIP$2,000
LAUREN GOULD
82 PINE STREET APT 3STONEHAMMA02180NONEISCHOLARSHIP$2,000
LINDSEY DESAMEAU
68 MAIN STREETSTONEHAMMA02180NONEISCHOLARSHIP$4,000
DAVID LEVINE
21 FIELDSTONE DRIVESTONEHAMMA02180NONEISCHOLARSHIP$2,000
EOIN DOOLEY
65 HANCOCK STREETSTONEHAMMA02180NONEISCHOLARSHIP$3,000
ASHLEY DESAMEAU
68 MAIN STREET APT 17CSTONEHAMMA02180NONEISCHOLARSHIP$4,000
ALYSSA ERAMO
51 WALSH AVENUESTONEHAMMA02180NONEISCHOLARSHIP$2,000
MEGHAN LAPERY
7 ALDEN AVENUESTONEHAMMA02180NONEISCHOLARSHIP$3,000
GRACE GILL
21 MYRTLE STREETSTONEHAMMA02180NONEISCHOLARSHIP$5,000
CAMERON RUSSO
43 ELLEN ROADSTONEHAMMA02180NONEISCHOLARSHIP$6,000
GABRIELA BERNIAC
21 SUNRISE AVENUESTONEHAMMA02180NONEISCHOLARSHIP$6,000
NICOLE ARONSON
382 WILLIAM STREETSTONEHAMMA02180NONEISCHOLARSHIP$8,000
CZENILRIENE SANTANDER
17 PENTO ROADSTONEHAMMA02180NONEISCHOLARSHIP$8,000
ANGELA MCKENZIE
14 GERRY STREETSTONEHAMMA02180NONEISCHOLARSHIP$8,000
CHLOE DISCIPIO
15 SHERWOOD ROADSTONEHAMMA02180NONEISCHOLARSHIP$8,000
HEER PATEL
30 WINSHIP DRIVESTONEHAMMA02180NONEISCHOLARSHIP$8,000
ADSYN KILTY
6 ROWE STREETSTONEHAMMA02180NONEISCHOLARSHIP$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$129,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,020ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$97,999ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$99,019ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$99,019TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWILLIAM KIRK ESTATEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line192 MONTVALE AVEAddressLine1Txt
CitySTONEHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02180ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$5,275Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,275DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS$1,215,553$1,397,346
BONDS$0$0
MUTUAL FUNDS$1,327,772$1,335,919
MONEY MARKET$482,966$482,966

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
POST OFFICE$251$0$0$251
AA DORITY$2,810$0$0$2,810
FILING FEE$500$0$0$500
ADMINISTRATIVE EXPENSES$735$0$0$735
MISCELLANEOUS EXPENSES$30$0$0$30

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonWILLIAM KIRK ESTATEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line192 MONTVALE AVEAddressLine1Txt
CitySTONEHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02180ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$216$0$0$0
FEDERAL INVESTMENT TAX$1,700$0$0$0

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