CONSTABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CONSTABLE FOUNDATION (EIN 04-3298114)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201903199349102545
Schema version
2018v3.1
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)
Return2019-11-15T10:00:23-08:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043176574PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Richardson & Company PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1165 Village StreetAddressLine1Txt
CityMedwayCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02053ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043298114EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Constable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCONSBusinessNameControlTxt
Phone5086501250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line197 Bullard StreetAddressLine1Txt
CitySherbornCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01770ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAmelia Yale ConstablPersonNm
Person TitleTrusteePersonTitleTxt
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven M RichardsonPreparerPersonNm
PTINP00329568PTIN
Phone5085336426PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,053,762FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$36,652DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,652DividendsNetInvstIncmAmt
Dividends Adj Net Incm$36,652DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,928NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,981GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,928CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$3,928NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$40,580TotalRevAndExpnssAmt
Total Net Invst Incm$40,580TotalNetInvstIncmAmt
Total Adj Net Incm$40,580TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$3,768AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,826AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$942AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$25,383OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25,290OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$93OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,151TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,116TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,035TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,238ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,238ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$79,389TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,116TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,273TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$38,809ExcessRevenueOverExpensesAmt
Net Investment Income$12,464NetInvestmentIncomeAmt
Adjusted Net Income$40,580AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$438,459CashBOYAmt
Cash EOY$297,335CashEOYAmt
Cash EOYFMV$297,335CashEOYFMVAmt
Other Investments BOY$1,033,425OtherInvestmentsBOYAmt
Other Investments EOY$1,788,790OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,756,427OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,471,884TotalAssetsBOYAmt
Total Assets EOY$2,086,125TotalAssetsEOYAmt
Total Assets EOYFMV$2,053,762TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,471,884CapitalStockBOYAmt
Capital Stock EOY$2,086,125CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,471,884TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,086,125TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,471,884TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,086,125TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,471,884TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$38,809ExcessRevenueOverExpensesAmt
Other Increases$664,949OtherIncreasesAmt
Subtotal$2,098,024SubtotalAmt
Other Decreases$11,899OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,086,125TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyUBS S/TPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2018-01-01AcquiredDt
Sold2018-12-31SoldDt
Gross Sales Price$10,981GrossSalesPriceAmt
Cost Or Other Basis$7,053CostOrOtherBasisAmt
Gain Or Loss$3,928GainOrLossAmt
Gains Minus Excess Or Losses$3,928GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,928CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,928NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,024AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,038,719NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.00676DistributionYr1Rt
Adjusted Qlfy Distri Yr2$457AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$232,577NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.00197DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,257AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$127,045NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.06499DistributionYr3Rt
Adjusted Qlfy Distri Yr4$9,257AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$141,104NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.06560DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,742AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$127,892NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04490DistributionYr5Rt
Total Distribution0.184221TotalDistributionRt
Average Distribution0.036844AverageDistributionRt
Net Vl Noncharitable Assets$2,203,065NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$81,170AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$125NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$81,295AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$51,273QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$249InvestmentIncomeExciseTaxAmt
Subtotal$249SubtotalAmt
Tax Based On Investment Income$249TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Overpayment$251OverpaymentAmt
Applied To ES Tax$251AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Amelia Yale ConstableBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5086501250PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line197 Bullard StreetAddressLine1Txt
CitySherbornCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01770ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12016UndistributedIncomePY1Yr
Undistributed Income PY22017UndistributedIncomePY2Yr
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Undistr Incm Sect4942a2 App Yr12016UndistrIncmSect4942a2AppYr1Yr
Undistr Incm Sect4942a2 App Yr22017UndistrIncmSect4942a2AppYr2Yr
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCd
Amelia Yale Constable
97 Bullard StreetSherbornMA017701436Trustee0.50$0
Claire Constable
Trustee0.25$068 Compagne GardensLondonUK
Isabel Dora Constable
PO Box 2188ShiprockNM87420Trustee0.25$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,988,247AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$248,367AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,236,614TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,236,614AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,549CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,203,065NetVlNoncharitableAssetsAmt
Minimum Investment Return$110,153MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$110,153MinimumInvestmentReturnAmt
Tax Based On Investment Income$249TaxBasedOnInvestmentIncomeAmt
Total Tax$249TotalTaxAmt
Distributable Before Adj$109,904DistributableBeforeAdjAmt
Distributable Before Ded$109,904DistributableBeforeDedAmt
Distributable As Adjusted$109,904DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,273ExpensesAndContributionsAmt
Qualifying Distributions$51,273QualifyingDistributionsAmt
Adjusted Qualifying Distri$51,273AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$109,904DistributableAsAdjustedAmt
Undistributed Income PY$50,156UndistributedIncomePYAmt
Qualifying Distributions$51,273QualifyingDistributionsAmt
Applied To Year1$50,156AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,117AppliedToCurrentYearAmt
Undistributed Income CY$108,787UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
MULTI SERVICE EATING DISORDERS ASSOC
288 WALNUT STREETNEWTONMA02460NONEN/AOPERATING COSTS$400
ROSIES PLACE
889 HARRISON AVENUEBOSTONMA02118NONEN/AOPERATING COSTS$400
STUDENT CONSERVATION ASSOC
689 RIVER ROADCHARLESTOWNNH03603NONEN/AOPERATING COSTS$2,000
SOUTHERN UTAH WILDERNESS ALLIANCE
425 EAST 100 SOUTHSALT LAKE CITYUT84111NONEN/AOPERATING COSTS$500
UNIV MIAMISOLOMON ISLANDS CONSER PROJ
1306 STANFORD DRIVECORAL GABLESFL33146NONEN/AOPERATING COSTS$12,000
FRIENDS OF CEDAR MESA
PO BOX 338BLUFFUT84512NONEN/AOPERATING COSTS$500
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011NONEN/AOPERATING COSTS$500
ENVIRONMENT NEW MEXICO RESEARCH
PO BOX 40173ALBUQUERQUENM87196NONEN/AOPERATING COSTS$1,000
WILD EARTH GUARDIANS
516 ALTO STREETSANTA FENM87196NONEN/AOPERATING COSTS$500
XERCES SOCIETY FOR INVERTEBRATE CON
628 NE BROADWAYPORTLANDOR97232NONEN/AOPERATING COSTS$500
CICHAZ USA
3693 PREAKNESS CIRCLECOLLEGE STATIONTX77845NONEN/AOPERATING COSTS$500
INTERNATIONAL CONSERVATION
5668 WEST FLYING HAWK LANEBOISEID83709NONEN/AOPERATING COSTS$5,020
THE WILD FOUNDATION-SEAL LEGACY
717 POPLAR AVENUEBOULDERCO80304NONEN/AOPERATING COSTS$500
HIGH COUNTRY NEWS RESEARCH FUND
PO BOX 1090PAONIACO81428NONEN/AOPERATING COSTS$300
GLOBAL WILDLIFE CONSERVATION
PO BOX 129AUSTINTX78768NONEN/AOPERATING COSTS$250
DEMOCRACY NOW
2017 W 25TH STREETNEW YORKNY10001NONEN/AOPERATING COSTS$500
NEW MEXICO WILDERNESS ALLIANCE
142 TRUMAN STREET NEALBUQUERQUENM87108NONEN/AOPERATING COSTS$1,250
SIERRA CLUB FOUNDATION
2101 WEBSTER STREETOAKLANDCA94612NONEN/AOPERATING COSTS$1,000
WIKIMEDIA FOUNDATION
PO BOX 98204WASHINGTONDC20090NONEN/AOPERATING COSTS$500
PLANNED PARENTHOOD FEDERATION OF AM
PO BOX 97166WASHINGTONDC20090NONEN/AOPERATING COSTS$500
FOUNDATION FIGHTING BLINDNESS
PO BOX 172179BALTIMOREMD21298NONEN/AOPERATING COSTS$1,000
GREAT OLD BROADS FOR WILDERNESS
605 E 7TH AVENUEDURANGOCO81301NONEN/AOPERATING COSTS$500
KUNM
KUNM MSC06 3520ALBUQUERQUENM87131NONEN/AOPERATING COSTS$400
KIDS DANCE OUTREACH
456 N MERIDIAN STREETINDIANAPOLISIN46244NONEN/AOPERATING COSTS$1,000
UNIVERSITY OF NEW MEXICO
1700 LOMAS BLVD NEALBUQUERQUENM87106NONEN/AOPERATING COSTS$2,000
MOROCCAN CHILDREN'S TRUST
NONEOPERATING COSTS$16,71825 BLAKENHAM ROADTOOTINGLONDONUKSW17 8NE
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,238TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,652ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,928RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$36,652ExclusionAmt
Related Or Exempt Function Incm$3,928RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,580TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,768Amt
Net Investment Income$2,826NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$942DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
Merger of Securities$3,106
MISC$8,793

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ASSET MANAGEMENT FEES$25,010$25,010
MASS FORM PC$285$214$71
MISCELLANEOUS$88$66$22

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescLPL INHERITED IRA'SDesc
Amt$664,949Amt

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