OPEN CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OPEN CHARITABLE TRUST (EIN 46-1639459)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202031959349100803
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T07:49:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261101800 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GW & WADE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER STREET | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024813609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461639459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OPEN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OPEN | BusinessNameControlTxt |
| Phone | 7812391188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO GW WADE 93 WORCESTER STREET | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES BATSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812391188 | PhoneNum |
| Signature | 2020-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT F BODIO JR | PreparerPersonNm |
| PTIN | P00090184 | PTIN |
| Phone | 7812391188 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.118.225.88 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-25 | IPDt |
| IP Tm | 08:34:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CAAD046D147364A8B7935E963E2D8C2A13AD18B0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $771,702 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $750,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,886 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,886 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,057 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,242 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,057 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $752,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,943 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $670 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $670 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $973 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $973 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $164 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $164 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,807 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,807 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,172 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,172 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,979 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,807 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,172 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $685,964 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,136 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investments BOY | $68,965 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $704,636 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $771,702 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $68,965 | TotalAssetsBOYAmt |
| Total Assets EOY | $704,636 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $771,702 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $68,965 | CapitalStockBOYAmt |
| Capital Stock EOY | $704,636 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $68,965 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $704,636 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,965 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $704,636 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $68,965 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $685,964 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $754,929 | SubtotalAmt |
| Other Decreases | $50,293 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $704,636 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $20,087 | $20,185 | -$98 | -$98 |
| CAPITAL GAINS DIVIDENDS | P | $1,155 | $1,155 | $1,155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,057 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,495 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $86,500 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.664682 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $125,883 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $153,401 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.820614 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,628 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $202,621 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077129 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,290 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $175,459 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.486096 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,395 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $229,947 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088694 | DistributionYr5Rt |
| Total Distribution | 2.137215 | TotalDistributionRt |
| Average Distribution | 0.427443 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $94,231 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $40,278 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $40,289 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,172 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $11 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11 | 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 | Yes (1) | 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 | GW WADE LLC | IndividualWithBooksNm |
| Phone | 7812391188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER STREET | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | 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 | 0 | UndistributedIncomePYInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES A BATSON JR | ||||||||
| 773 WINTER STREET | NORTH ANDOVER | MA | 01845 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUDY A BATSON | ||||||||
| 773 WINTER STREET | NORTH ANDOVER | MA | 01845 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $95,666 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $95,666 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $95,666 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,435 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,712 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,712 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11 | TotalTaxAmt |
| Distributable Before Adj | $4,701 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,701 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,701 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,172 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $65,172 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,161 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,701 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,086 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $76,537 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,589 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $118,287 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $53,320 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $262,819 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,172 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,701 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,471 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $323,290 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,086 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $314,204 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $76,537 | ExcessFromYear4Amt |
| Excess From Year3 | $5,589 | ExcessFromYear3Amt |
| Excess From Year2 | $118,287 | ExcessFromYear2Amt |
| Excess From Year1 | $53,320 | ExcessFromYear1Amt |
| Excess From Current Year | $60,471 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES A BATSON JR | ContributingManagerNm |
| Contributing Manager | JUDY A BATSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABWE DANOR SERVICES | ||||||
| 522 LEWISBERRY RD | NEW CUMBERLND | PA | 17070 | PUBLIC | GENERAL | $2,500 |
| ACTS MINISTRY | ||||||
| 1366 RIVERSIDE DRIVE | NORTH GROSVENOR DALE | CT | 06255 | PUBLIC | GENERAL | $2,000 |
| ACTS MINISTRY | ||||||
| 1366 RIVERSIDE DRIVE | NORTH GROSVENOR DALE | CT | 06255 | PUBLIC | GENERAL | $3,000 |
| BIOLOGOS | ||||||
| 3940 PENINSULAR DR SE SUITE 220 | GRAND RAPIDS | MI | 49546 | PUBLIC | GENERAL | $1,000 |
| BOSTON RESCUE MISSION | ||||||
| 39 KINGSTON STREET | BOSTON | MA | 02111 | PUBLIC | GENERAL | $2,000 |
| BOSTON RESCUE MISSION | ||||||
| 39 KINGSTON STREET | BOSTON | MA | 02111 | PUBLIC | GENERAL | $1,000 |
| GRACEPOINT COMMUNITY CH | ||||||
| 25 ORCHARD HILL ROAD | NORTH ANDOVER | MA | 01845 | PUBLIC | GENERAL | $5,000 |
| GRACEPOINT COMMUNITY CH | ||||||
| 25 ORCHARD HILL ROAD | NORTH ANDOVER | MA | 01845 | PUBLIC | GENERAL | $7,500 |
| JESUS ONLINE | ||||||
| PO BOX 1643 | HIGLEY | AZ | 85236 | PUBLIC | GENERAL | $1,000 |
| JESUS ONLINE | ||||||
| PO BOX 1643 | HIGLEY | AZ | 85236 | PUBLIC | GENERAL | $102 |
| JESUS ONLINE | ||||||
| PO BOX 1643 | HIGLEY | AZ | 85236 | PUBLIC | GENERAL | $5,000 |
| NEW HOPE EURESIA | ||||||
| 4771 SWEETWATER BLVD 167 | SUGAR LAND | TX | 77479 | PUBLIC | GENERAL | $2,500 |
| NEW HOPE EURESIA | ||||||
| 4771 SWEETWATER BLVD 167 | SUGAR LAND | TX | 77479 | PUBLIC | GENERAL | $500 |
| NEW HOPE EURESIA | ||||||
| 4771 SWEETWATER BLVD 167 | SUGAR LAND | TX | 77479 | PUBLIC | GENERAL | $7,150 |
| SAT-7 NORTH AMERICA | ||||||
| PO BOX 2770 | EASTON | MD | 21601 | PUBLIC | GENERAL | $3,000 |
| STAND TO REASON | ||||||
| 1438 E 33RD ST | SIGNAL HILL | CA | 90755 | PUBLIC | GENERAL | $1,000 |
| THE RISING CHURCH | ||||||
| 7500 W 57TH AVE | ARVADA | CO | 80002 | PUBLIC | GENERAL | $5,000 |
| THE RISING CHURCH | ||||||
| 7500 W 57TH AVE | ARVADA | CO | 80002 | PUBLIC | GENERAL | $5,000 |
| TURNING POINT MINISTRY | ||||||
| 5 PERRY WAY | NEWBURYPORT | MA | 01950 | PUBLIC | GENERAL | $1,000 |
| VOTER CHOICE EDUCATION FUND | ||||||
| 44 TEMPLE PLACE 5TH FL | BOSTON | MA | 02111 | PUBLIC | GENERAL | $500 |
| WORLD VISION INC | ||||||
| P0 BOX 9716 | FEDERAL WAY | WA | 98063 | PUBLIC | GENERAL | $35 |
| WORLD VISION INC | ||||||
| P0 BOX 9716 | FEDERAL WAY | WA | 98063 | PUBLIC | GENERAL | $35 |
| WORLD VISION INC | ||||||
| P0 BOX 9716 | FEDERAL WAY | WA | 98063 | PUBLIC | GENERAL | $35 |
| WORLD VISION INC | ||||||
| P0 BOX 9716 | FEDERAL WAY | WA | 98063 | PUBLIC | GENERAL | $35 |
| WORLD VISION INC | ||||||
| P0 BOX 9716 | FEDERAL WAY | WA | 98063 | PUBLIC | GENERAL | $35 |
| WORLD VISION INC | ||||||
| P0 BOX 9716 | FEDERAL WAY | WA | 98063 | PUBLIC | GENERAL | $35 |
| WORLD VISION INC | ||||||
| P0 BOX 9716 | FEDERAL WAY | WA | 98063 | PUBLIC | GENERAL | $35 |
| WORLD VISION INC | ||||||
| P0 BOX 9716 | FEDERAL WAY | WA | 98063 | PUBLIC | GENERAL | $35 |
| WORLD VISION INC | ||||||
| P0 BOX 9716 | FEDERAL WAY | WA | 98063 | PUBLIC | GENERAL | $35 |
| WORLD VISION INC | ||||||
| P0 BOX 9716 | FEDERAL WAY | WA | 98063 | PUBLIC | GENERAL | $35 |
| WORLD VISION INC | ||||||
| P0 BOX 9716 | FEDERAL WAY | WA | 98063 | PUBLIC | GENERAL | $35 |
| WORLD VISION INC | ||||||
| P0 BOX 9716 | FEDERAL WAY | WA | 98063 | PUBLIC | GENERAL | $35 |
| FELLOWSHIP FOR PERFORMING ARTS | ||||||
| 630 NINTH AVE SUITE 1409 | NEW YORK | NY | 10036 | PUBLIC | GENERAL | $1,000 |
| ETERNAL PERSPECTIVE MINISTRIES | ||||||
| 39085 PIONEER BLVD SUITE 206 | SANDY | OR | 97055 | PUBLIC | GENERAL | $3,000 |
| BIOLOGOS | ||||||
| 3940 PENINSULAR DR SE SUITE 220 | GRAND RAPIDS | MI | 49546 | PUBLIC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,172 | 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 | $1,886 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,057 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,943 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,943 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | FUNDS IN ACCOUNT ARE FOR GRANT-MAKING PURPOSES |
| 8 | FUNDS IN ACCOUNT ARE FOR GRANT-MAKING PURPOSES |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JUDY A BATSON | ||||||
| 1 | 15 WALTHAM STREET B506 | BOSTON | MA | 02118 | $375,000 | Yes (X) |
| JAMES A BATSON JR | ||||||
| 2 | 15 WALTHAM STREET B506 | BOSTON | MA | 02118 | $375,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 196,051.225 SHS FIDELITY CASH FUND, 1,007.009 SHS SGIIX,1,648.645 SHS JVMAX, 3,180.46 SHS FUNYX | $375,000 | 2019-12-19 |
| 2 | 196,051.225 SHS FIDELITY CASH FUND, 1,007.009 SHS SGIIX,1,648.645 SHS JVMAX, 3,180.46 SHS FUNYX | $375,000 | 2019-12-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $670 | Amt |
| Net Investment Income | $670 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $344,489 | $411,543 |
| MONEY MARKET | FMV | $360,147 | $360,159 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN MARKET VALUE | Desc |
| Amt | $50,293 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASSACHUSETTS ANNUAL FEE | $35 | $35 | $0 |
| MARGIN INTEREST PAID | $9 | $9 | $0 |
| GOLD PORT FEES | $100 | $100 | $0 |
| GWW WIRE FEE | $20 | $20 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GWW ASSET MGMT | CategoryTxt |
| Amt | $973 | Amt |
| Net Investment Income | $973 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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