BETA

PEACH TREE CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PEACH TREE CHARITABLE FOUNDATION (EIN 47-5312354)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-14
IRS object ID
202012889349100111
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)
Return2020-10-14T10:27:25-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042594880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCCARTHY HARGRAVE & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1113 WEST MAIN STREETAddressLine1Txt
CityNORTHBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01532ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475312354EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PEACH TREE CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPEACBusinessNameControlTxt
Phone4134982724PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 764AddressLine1Txt
CityTURNERS FALLSCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01376ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARIANNE SUNDELLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4134982724PhoneNum
Signature2020-10-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALFRED HARGRAVEPreparerPersonNm
PTINP00642144PTIN
Phone5084812211PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address198.136.43.50IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-10IPDt
IP Tm15:11:03IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id91BA0619E284177E791C9B5A090B5001A898AF5AAtSubmissionCreationDeviceId
At Submission Filing Device Id91BA0619E284177E791C9B5A090B5001A898AF5AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,193,859FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$724,403ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$92,449DividendsRevAndExpnssAmt
Dividends Net Invst Incm$92,449DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,311NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$342,434GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,311CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$831,163TotalRevAndExpnssAmt
Total Net Invst Incm$106,760TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$475AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$475AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$25,854OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,854OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$76TaxesRevAndExpnssAmt
Taxes Net Invst Incm$76TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$469OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$469OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$27,349TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,405TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$944TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$166,715ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$166,715ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$194,064TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,405TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$167,659TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$637,099ExcessRevenueOverExpensesAmt
Net Investment Income$80,355NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$145,318CashBOYAmt
Cash EOY$537,600CashEOYAmt
Cash EOYFMV$537,600CashEOYFMVAmt
Corporate Stock BOY$2,255,510CorporateStockBOYAmt
Corporate Stock EOY$2,399,600CorporateStockEOYAmt
Corporate Stock EOYFMV$2,654,217CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$2,042OtherAssetsEOYAmt
Other Assets EOYFMV$2,042OtherAssetsEOYFMVAmt
Total Assets BOY$2,400,828TotalAssetsBOYAmt
Total Assets EOY$2,939,242TotalAssetsEOYAmt
Total Assets EOYFMV$3,193,859TotalAssetsEOYFMVAmt
Accounts Payable EOY$120AccountsPayableEOYAmt
Loans From Officers BOY$97,885LoansFromOfficersBOYAmt
Total Liabilities BOY$97,885TotalLiabilitiesBOYAmt
Total Liabilities EOY$120TotalLiabilitiesEOYAmt
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$2,302,943RetainedEarningBOYAmt
Retained Earning EOY$2,939,122RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,302,943TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,939,122TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,400,828TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,939,242TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,302,943TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$637,099ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,940,042SubtotalAmt
Other Decreases$920OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,939,122TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VARIOUS SECURITIES$55,829$61,026-$5,197-$5,197
VARIOUS SECURITIES$286,605$267,097$19,508$19,508
FieldValueIRS element (for citing)
Capital Gain Net Income$14,311CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$486,878AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,459,254NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.197978DistributionYr1Rt
Adjusted Qlfy Distri Yr2$563,183AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$366,667NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.535952DistributionYr2Rt
Total Distribution1.733930TotalDistributionRt
Average Distribution0.866965AverageDistributionRt
Net Vl Noncharitable Assets$2,647,483NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,295,275AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$804NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,296,079AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$167,659QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,607InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,607SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,607TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,042EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$958ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,393OverpaymentAmt
Applied To ES Tax$1,393AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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
Individual With BooksNOBLE AND ASSOCIATESIndividualWithBooksNm
Phone4134982724PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1266 MILLERS FALLS RDAddressLine1Txt
CityNORTHFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01360ZIPCd
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
MARIANNE SUNDELL
34 CHESTNUT HILL RDLEVERETTMA01054PRESIDENT10.00$0$0$0
LILLIAN SUNDELL-THOMAS
11 PRESCOTT RD APT 4SOMERVILLEMA02145SECRETARY5.00$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$2,419,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$268,800AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,687,800TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,687,800AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,317CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,647,483NetVlNoncharitableAssetsAmt
Minimum Investment Return$132,374MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$132,374MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,607TaxBasedOnInvestmentIncomeAmt
Total Tax$1,607TotalTaxAmt
Distributable Before Adj$130,767DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$130,767DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$130,767DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$167,659ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$167,659QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$167,659AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$130,767DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$544,850ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$364,835ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$909,685TotalExcessDistributionCyovAmt
Qualifying Distributions$167,659QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$130,767AppliedToCurrentYearAmt
Remaining Distri From Corpus$36,892RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$946,577TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$946,577ExcessDistriCyovToNextYrAmt
Excess From Year2$544,850ExcessFromYear2Amt
Excess From Year1$364,835ExcessFromYear1Amt
Excess From Current Year$36,892ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1DONORSCHOOSEORGBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1134 WEST 37TH STREET - 11FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeUNRESTRICTED EDUCATIONAL SUPPORT FOR CLASSROOMSGrantOrContributionPurposeTxt
Amt$166,715Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$166,715TotalGrantOrContriPdDurYrAmt
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$92,449ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,311ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$106,760ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$106,760TotalIncomeProducingActyAmt

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

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MARYANNE SUNDELLBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 762AddressLine1Txt
CityWENDELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01379ZIPCd
FieldValueIRS element (for citing)
Total Contributions$724,403TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$950Amt
Net Investment Income$475NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$475DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockASSETMARK TRUSTStockNm
EOY Book Value$2,399,600EOYBookValueAmt
EOYFMV$2,654,217EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID TAX FROM PYDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$2,042EOYBookValueAmt
EOYFMV$2,042EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAXES PAIDDesc
Amt$920Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$25$0$0$25
LATE PAYMENT FEES$150$0$0$150
STATE ANNUAL REPORT FEES$160$0$0$160
POSTAGE AND PO BOX$134$0$0$134

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$25,854Amt
Net Investment Income$25,854NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES AND FEESCategoryTxt
Amt$76Amt
Net Investment Income$76NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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