MANNION FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MANNION FAMILY FOUNDATION (EIN 04-3522053)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202033159349100848
- 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
- Investments Other Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T11:03:35-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043540129 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAULMCCOY FAMILY OFFICE SVCS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVE SUITE 740 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 | 043522053 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANNION FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MANN | BusinessNameControlTxt |
| Phone | 6179333620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE SUITE 740 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN MANNION | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179333620 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACQUELINE MCCOY | PreparerPersonNm |
| PTIN | P00140149 | PTIN |
| Phone | 6179333620 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.97.64.227 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 08:35:14 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1230E59574781C216BB2A202950AC4AB3184EBA8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8600590BFACF297B287DC29AD4D958772C4BE302 | 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 | $23,909,086 | 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 | $5,447,455 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $473,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $473,199 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,215 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,535,775 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,016,230 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,948,869 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,489,429 | 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 |
| Other Prof Fees Rev And Expnss | $57,307 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,307 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,557 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,057,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,557 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,000,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,891,312 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,431,872 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $98,850 | CashBOYAmt |
| Cash EOY | $198,601 | CashEOYAmt |
| Cash EOYFMV | $198,601 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $97,276 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,495 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,500 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $16,107,352 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,884,694 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,598,985 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,303,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,194,790 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,909,086 | 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 | $16,303,478 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,194,790 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,303,478 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,194,790 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,303,478 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,194,790 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,303,478 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,891,312 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,194,790 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,194,790 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (101 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GS TACTICAL TILT OVERLAY FUND CLASS P | P | 2018-01-23 | 2019-01-02 | $15,000 | $15,998 | -$998 | -$998 |
| ISHARES TIPS BOND ETF | P | 2012-12-28 | 2019-01-02 | $32,886 | $36,811 | -$3,925 | -$3,925 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | P | 2012-03-27 | 2019-01-02 | $71,016 | $73,442 | -$2,426 | -$2,426 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | P | 2012-04-30 | 2019-01-02 | $5,111 | $5,329 | -$218 | -$218 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | P | 2012-09-17 | 2019-01-02 | $32,474 | $34,141 | -$1,667 | -$1,667 |
| ISHARES MSCI EMERGING MKTS ETF | P | 2018-01-29 | 2019-01-29 | $1,172 | $1,544 | -$372 | -$372 |
| ISHARES MSCI EMERGING MKTS ETF - DISALLOWED | P | 2018-01-29 | 2019-01-29 | $371 | $371 | $371 | |
| ISHARES RUSSELL 1000 GROWTH ETF | P | 2018-01-29 | 2019-01-29 | $13,775 | $14,556 | -$781 | -$781 |
| ISHARES RUSSELL 1000 GROWTH ETF - DISALLOWED | P | 2018-01-29 | 2019-01-29 | $781 | $781 | $781 | |
| ISHARES MSCI EAFE ETF | P | 2018-01-29 | 2019-04-01 | $23,984 | $27,351 | -$3,367 | -$3,367 |
| ISHARES MSCI EMERGING MKTS ETF | P | 2018-01-29 | 2019-04-01 | $10,972 | $12,968 | -$1,996 | -$1,996 |
| ISHARES RUSSELL 1000 GROWTH ETF | P | 2018-01-29 | 2019-04-01 | $148,809 | $141,773 | $7,036 | $7,036 |
| ISHARES RUSSELL 1000 VALUE ETF | P | 2018-01-29 | 2019-04-01 | $67,873 | $71,529 | -$3,656 | -$3,656 |
| ISHARES RUSSELL 2000 GROWTH ETF | P | 2018-01-29 | 2019-04-01 | $25,073 | $25,092 | -$19 | -$19 |
| ISHARES RUSSELL 2000 VALUE ETF | P | 2018-01-29 | 2019-04-01 | $15,985 | $17,086 | -$1,101 | -$1,101 |
| SPDR DJ WILSHIRE GLOBAL REAL ESTATE ETF EXCHANGE TRADED FUND | P | 2018-01-23 | 2019-04-01 | $21,002 | $20,487 | $515 | $515 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | P | 2018-01-23 | 2019-04-01 | $43,903 | $46,033 | -$2,130 | -$2,130 |
| GS TACTICAL TILT OVERLAY FUND CLASS P | P | 2014-09-23 | 2019-04-22 | $23,000 | $23,279 | -$279 | -$279 |
| GS TACTICAL TILT OVERLAY FUND CLASS P - DISALLOWED | P | 2014-09-23 | 2019-04-22 | $279 | $279 | $279 | |
| ISHARES TIPS BOND ETF | P | 2013-06-04 | 2019-04-22 | $9,454 | $9,760 | -$306 | -$306 |
| ISHARES TIPS BOND ETF - DISALLOWED | P | 2013-06-04 | 2019-04-22 | $306 | $306 | $306 | |
| ISHARES TIPS BOND ETF | P | 2013-06-17 | 2019-04-22 | $19,696 | $19,964 | -$268 | -$268 |
| ISHARES TIPS BOND ETF - DISALLOWED | P | 2013-06-17 | 2019-04-22 | $268 | $268 | $268 | |
| ISHARES TIPS BOND ETF | P | 2014-06-12 | 2019-04-22 | $17,332 | $17,557 | -$225 | -$225 |
| ISHARES TIPS BOND ETF - DISALLOWED | P | 2014-06-12 | 2019-04-22 | $224 | $224 | $224 | |
| ISHARES TIPS BOND ETF | P | 2014-07-02 | 2019-04-22 | $8,216 | $8,341 | -$125 | -$125 |
| ISHARES TIPS BOND ETF - DISALLOWED | P | 2014-07-02 | 2019-04-22 | $125 | $125 | $125 | |
| ISHARES TIPS BOND ETF | P | 2017-06-19 | 2019-04-22 | $1,013 | $1,023 | -$10 | -$10 |
| ISHARES TIPS BOND ETF - DISALLOWED | P | 2017-06-19 | 2019-04-22 | $10 | $10 | $10 | |
| ISHARES CORE U.S. AGGREGATE BOND ETF | P | 2017-06-19 | 2019-04-22 | $191,642 | $194,823 | -$3,181 | -$3,181 |
| ISHARES CORE U.S. AGGREGATE BOND ETF - DISALLOWED | P | 2017-06-19 | 2019-04-22 | $3,182 | $3,182 | $3,182 | |
| ISHARES MSCI EAFE ETF | P | 2018-01-29 | 2019-04-22 | $93,963 | $105,593 | -$11,630 | -$11,630 |
| ISHARES MSCI EAFE ETF - WASH SALE | P | 2018-01-29 | 2019-04-22 | $11,631 | $11,631 | $11,631 | |
| ISHARES MSCI EMERGING MKTS ETF | P | 2018-01-23 | 2019-04-22 | $21,020 | $24,495 | -$3,475 | -$3,475 |
| ISHARES MSCI EMERGING MKTS ETF - WASH SALE | P | 2018-01-23 | 2019-04-22 | $3,475 | $3,475 | $3,475 | |
| ISHARES MSCI EMERGING MKTS ETF | P | 2018-01-29 | 2019-04-22 | $8,964 | $9,622 | -$658 | -$658 |
| ISHARES MSCI EMERGING MKTS ETF - WASH SALE | P | 2018-01-29 | 2019-04-22 | $658 | $658 | $658 | |
| ISHARES RUSSELL 1000 GROWTH ETF | P | 2018-01-29 | 2019-04-22 | $197,960 | $184,858 | $13,102 | $13,102 |
| ISHARES RUSSELL 1000 VALUE ETF | P | 2018-01-29 | 2019-04-22 | $204,426 | $213,013 | -$8,587 | -$8,587 |
| ISHARES RUSSELL 1000 VALUE ETF - WASH SALE | P | 2018-01-29 | 2019-04-22 | $8,587 | $8,587 | $8,587 | |
| ISHARES RUSSELL 2000 GROWTH ETF | P | 2018-01-29 | 2019-04-22 | $7,113 | $7,113 | $0 | $0 |
| ISHARES RUSSELL 2000 GROWTH ETF - WASH SALE | P | 2018-01-29 | 2019-04-22 | $0 | $0 | ||
| ISHARES RUSSELL 2000 VALUE ETF | P | 2018-01-29 | 2019-04-22 | $31,765 | $33,653 | -$1,888 | -$1,888 |
| ISHARES RUSSELL 2000 VALUE ETF - WASH SALE | P | 2018-01-29 | 2019-04-22 | $1,889 | $1,889 | $1,889 | |
| SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | P | 2012-09-17 | 2019-04-22 | $6,237 | $7,060 | -$823 | -$823 |
| SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF - DISALLOWED | P | 2012-09-17 | 2019-04-22 | $824 | $824 | $824 | |
| SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | P | 2012-12-28 | 2019-04-22 | $35,436 | $40,077 | -$4,641 | -$4,641 |
| SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF - DISALLOWED | P | 2012-12-28 | 2019-04-22 | $4,641 | $4,641 | $4,641 | |
| SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | P | 2013-03-07 | 2019-04-22 | $6,849 | $7,779 | -$930 | -$930 |
| SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF - DISALLOWED | P | 2013-03-07 | 2019-04-22 | $930 | $930 | $930 | |
| SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | P | 2013-03-28 | 2019-04-22 | $1,622 | $1,851 | -$229 | -$229 |
| SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF - WASH SALE | P | 2013-03-28 | 2019-04-22 | $229 | $229 | $229 | |
| SPDR DJ WILSHIRE GLOBAL REAL ESTATE ETF EXCHANGE TRADED FUND | P | 2018-01-23 | 2019-04-22 | $2,136 | $2,141 | -$5 | -$5 |
| SPDR DJ WILSHIRE GLOBAL REAL ESTATE ETF EXCHANGE TRADED FUND - WASH SALE | P | 2018-01-23 | 2019-04-22 | $6 | $6 | $6 | |
| SPDR DJ WILSHIRE GLOBAL REAL ESTATE ETF EXCHANGE TRADED FUND | P | 2018-01-29 | 2019-04-22 | $14,415 | $14,328 | $87 | $87 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | P | 2018-01-23 | 2019-04-22 | $9,800 | $10,086 | -$286 | -$286 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF - WASH SALE | P | 2018-01-23 | 2019-04-22 | $287 | $287 | $287 | |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | P | 2018-01-29 | 2019-04-22 | $89,098 | $90,788 | -$1,690 | -$1,690 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF - WASH SALE | P | 2018-01-29 | 2019-04-22 | $1,690 | $1,690 | $1,690 | |
| ISHARES TIPS BOND ETF | P | 2017-06-19 | 2019-07-01 | $17,928 | $17,737 | $191 | $191 |
| ISHARES CORE US AGGREGATE BOND ETF | P | 2017-06-19 | 2019-07-11 | $44,124 | $43,599 | $525 | $525 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | P | 2017-06-19 | 2019-10-01 | $20,233 | $19,658 | $575 | $575 |
| ISHARES RUSSELL 100 GROWTH ETF | P | 2019-07-01 | 2019-10-02 | $11,191 | $11,199 | -$8 | -$8 |
| SPDR DJ WILSHIRE GLOBAL REAL ESTATE ETF | P | 2018-02-03 | 2019-10-03 | $2,255 | $2,212 | $43 | $43 |
| EXCHANGE TRADED FUND | P | 2019-05-03 | 2019-10-04 | $10,457 | $10,229 | $228 | $228 |
| EXCHANGE TRADED FUND | P | 2019-07-01 | 2019-10-05 | $8,714 | $8,544 | $170 | $170 |
| ISHARES MSCI EAFE ETF | P | 2018-01-29 | 2019-12-10 | $34,164 | $37,365 | -$3,201 | -$3,201 |
| ISHARES MSCI EAFE ETF - WASH SALE | P | 2018-01-29 | 2019-12-10 | $3,201 | $3,201 | $3,201 | |
| ISHARES MSCI EMERGING MKTS ETF | P | 2018-02-09 | 2019-12-10 | $11,343 | $13,620 | -$2,277 | -$2,277 |
| ISHARES MSCI EMERGING MKTS ETF | P | 2018-04-02 | 2019-12-10 | $6,402 | $7,063 | -$661 | -$661 |
| ISHARES MSCI EMERGING MKTS ETF - WASH SALE | P | 2018-02-09 | 2019-12-10 | $2,277 | $2,277 | $2,277 | |
| ISHARES MSCI EMERGING MKTS ETF - WASH SALE | P | 2018-04-02 | 2019-12-11 | $661 | $661 | $661 | |
| ISHARES RUSSELL 1000 GROWTH ETF | P | 2019-05-03 | 2019-12-10 | $102,537 | $95,128 | $7,409 | $7,409 |
| ISHARES RUSSELL 1000 GROWTH ETF | P | 2019-07-01 | 2019-12-10 | $18,938 | $17,758 | $1,180 | $1,180 |
| ISHARES RUSSELL 1000 VALUE ETF | P | 2018-01-29 | 2019-12-10 | $69,429 | $67,855 | $1,574 | $1,574 |
| ISHARES RUSSELL 2000 GROWTH ETF | P | 2018-01-29 | 2019-12-10 | $4,003 | $3,754 | $249 | $249 |
| ISHARES RUSSELL 2000 GROWTH ETF | P | 2018-02-09 | 2019-12-10 | $7,585 | $7,347 | $238 | $238 |
| ISHARES RUSSELL 2000 GROWTH ETF | P | 2019-05-03 | 2019-12-10 | $7,164 | $6,939 | $225 | $225 |
| ISHARES RUSSELL 2000 GROWTH ETF | P | 2019-07-01 | 2019-12-10 | $6,743 | $6,552 | $191 | $191 |
| ISHARES RUSSELL 2000 VALUE ETF | P | 2018-01-29 | 2019-12-10 | $21,596 | $22,134 | -$538 | -$538 |
| ISHARES RUSSELL 2000 VALUE ETF - WASH SALE | P | 2018-01-29 | 2019-12-10 | $538 | $538 | $538 | |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | P | 2018-01-29 | 2019-12-10 | $15,553 | $15,224 | $329 | $329 |
| SPOTIFY TECHNOLOGY | D | 2016-12-06 | 2019-05-03 | $47,459 | $15,150 | $32,309 | $32,309 |
| SPOTIFY TECHNOLOGY | D | 2016-12-22 | 2019-05-03 | $278,501 | $92,611 | $185,890 | $185,890 |
| SPOTIFY TECHNOLOGY | D | 2017-01-09 | 2019-05-03 | $69,761 | $23,023 | $46,738 | $46,738 |
| SPOTIFY TECHNOLOGY | D | 2017-01-19 | 2019-05-03 | $3,400 | $1,122 | $2,278 | $2,278 |
| SPOTIFY TECHNOLOGY | D | 2017-03-24 | 2019-05-03 | $65,954 | $25,492 | $40,462 | $40,462 |
| SPOTIFY TECHNOLOGY | D | 2017-10-11 | 2019-05-03 | $64,594 | $41,909 | $22,685 | $22,685 |
| SPOTIFY TECHNOLOGY | D | 2017-10-13 | 2019-05-03 | $60,106 | $40,527 | $19,579 | $19,579 |
| SPOTIFY TECHNOLOGY | D | 2017-10-17 | 2019-05-03 | $21,622 | $12,959 | $8,663 | $8,663 |
| SPOTIFY TECHNOLOGY | D | 2015-11-30 | 2019-05-03 | $526,677 | $155,152 | $371,525 | $371,525 |
| SPOTIFY TECHNOLOGY | D | 2017-06-09 | 2019-05-03 | $3,128 | $1,639 | $1,489 | $1,489 |
| SPOTIFY TECHNOLOGY | D | 2017-06-28 | 2019-05-03 | $16,726 | $8,764 | $7,962 | $7,962 |
| SPOTIFY TECHNOLOGY | D | 2017-06-30 | 2019-05-03 | $25,022 | $14,260 | $10,762 | $10,762 |
| SPOTIFY TECHNOLOGY | D | 2017-07-27 | 2019-05-03 | $19,582 | $11,880 | $7,702 | $7,702 |
| SPOTIFY TECHNOLOGY | D | 2017-07-31 | 2019-05-03 | $79,416 | $45,260 | $34,156 | $34,156 |
| SPOTIFY TECHNOLOGY | D | 2017-11-09 | 2019-05-03 | $9,927 | $6,858 | $3,069 | $3,069 |
| SPOTIFY TECHNOLOGY | D | 2017-11-28 | 2019-05-03 | $17,542 | $12,667 | $4,875 | $4,875 |
| SPOTIFY TECHNOLOGY | D | 2017-11-29 | 2019-05-03 | $4,896 | $3,805 | $1,091 | $1,091 |
| STONECO LTD | D | 2015-01-30 | 2019-05-03 | $223,841 | $21,201 | $202,640 | $202,640 |
| ROUNDING ERROR | P | $5 | -$5 | -$5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,016,230 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $290,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,233,322 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.016828 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,533,155 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,447,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,736,857 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.134779 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,340,957 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,235,893 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.151607 | TotalDistributionRt |
| Average Distribution | 0.030321 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,361,926 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $556,752 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,319 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $571,071 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,000,000 | 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 | $14,319 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,319 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,319 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,359 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $27,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $60,359 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $46,040 | OverpaymentAmt |
| Applied To ES Tax | $46,040 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JACQUELINE MCCOY CPA | IndividualWithBooksNm |
| Phone | 6179333620 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE SUITE 740 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021164101 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN J MANNION | ||||||||
| 31 ST JAMES AVE SUITE 740 | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TRISTIN L MANNION | ||||||||
| 31 ST JAMES AVE SUITE 740 | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ROBERT G BANNISH | ||||||||
| 50 CONGRESS ST STE 900 | BOSTON | MA | 02109 | TRUSTEE | 0.00 | $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 | $18,480,890 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,659 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,641,549 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,641,549 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $279,623 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,361,926 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $918,096 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $918,096 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,319 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,319 | TotalTaxAmt |
| Distributable Before Adj | $903,777 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $903,777 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $903,777 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,000,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,000,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,319 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $985,681 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $903,777 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $7,996 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $7,996 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,000,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $903,777 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,223 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $104,219 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $104,219 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,996 | ExcessFromYear3Amt |
| Excess From Current Year | $96,223 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN J MANNION | ContributingManagerNm |
| 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 | FIDELITY CHARITABLE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 770001 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452770053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $1,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000,000 | 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 | $473,199 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,220 | ExclusionAmt |
| Related Or Exempt Function Incm | -$5 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $501,419 | ExclusionAmt |
| Related Or Exempt Function Incm | -$5 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $501,414 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | ROUNDING ERROR | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARTIN MANNION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PMFOS 31 ST JAMES AVE SUITE 740 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,443,115 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETFS - BONDS | AT COST | $10,420,747 | $6,596,674 |
| ETFS - EQUITIES | AT COST | $8,874,781 | $15,442,882 |
| MUTUAL FUNDS | AT COST | $1,589,166 | $1,559,429 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOLDMAN SACHS - INVESTMENT FEES | CategoryTxt |
| Amt | $57,307 | Amt |
| Net Investment Income | $57,307 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN J MANNION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE SUITE 740 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MA TAXES | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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