THE SCULLY FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE SCULLY FAMILY FOUNDATION INC (EIN 04-3556853)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-19
- IRS object ID
- 201911709349100701
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-19T08:26:47-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD JOHNSON & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 MAIN STREET | AddressLine1Txt |
| City | TOPSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01983 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043556853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCULLY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCUL | BusinessNameControlTxt |
| Phone | 6174841877 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSMARIE H SCULLY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174841877 | PhoneNum |
| Signature | 2019-03-23 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Timothy F Hagan CPA | PreparerPersonNm |
| PTIN | P00365920 | PTIN |
| Phone | 9788872220 | PhoneNum |
| Preparation | 2019-06-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.89.201.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-19 | IPDt |
| IP Tm | 08:26:41 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 749B956067ABDD24A34B7AE8C9E94A24AADF5CC1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7CA5D16E38CA3BE13EF806B050278A57475A8ABA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,930,458 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $64,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,223 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $64,223 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,864 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $593,597 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,864 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $470 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $88,087 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,087 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $64,693 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,609 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,609 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,673 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,739 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,739 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,521 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,234 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,614 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,984 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $117,984 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,234 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,598 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,418 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,853 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $64,693 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,924 | CashBOYAmt |
| Cash EOY | $142,027 | CashEOYAmt |
| Cash EOYFMV | $142,027 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $67,151 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,735 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,735 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $530,634 | CorporateStockBOYAmt |
| Corporate Stock EOY | $453,859 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $490,354 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,290,272 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,250,942 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,240,342 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,956,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,904,563 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,930,458 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,956,981 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,904,563 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,956,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,904,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,956,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,904,563 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,956,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,418 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,904,563 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,904,563 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BBH LONG-TERM CAPITAL GAINS | D | 2016-10-01 | 2018-12-31 | $347,712 | $0 | $328,593 | $19,119 | $0 | $0 | $0 | $19,119 |
| BBH SHORT-TERM CAPITAL GAINS | P | 2017-07-01 | 2018-02-07 | $120,885 | $0 | $120,415 | $470 | $0 | $0 | $0 | $470 |
| BBH LONG-TERM CAPITAL GAINS | P | 2016-10-01 | 2018-08-23 | $125,000 | $0 | $120,725 | $4,275 | $0 | $0 | $0 | $4,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,864 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $470 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $102,862 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,026,502 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050758 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $108,099 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $168,225 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.642586 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $100,435 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,550 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.398816 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,310 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $41,370 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.433648 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $88,535 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $38,000 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.329868 | DistributionYr5Rt |
| Total Distribution | 7.855676 | TotalDistributionRt |
| Average Distribution | 1.571135 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,068,743 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,250,275 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $719 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,250,994 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $121,598 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,437 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,437 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,437 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,000 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $34 | EsPenaltyAmt |
| Tax Due | $471 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROSMARIE H SCULLY | IndividualWithBooksNm |
| Phone | 6174845432 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSMARIE H SCULLY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES/TREASURER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORTING ORGANIZATIONS AND CAUSES IN THE GREATER BOSTON AND NEW HAMPSHIRE AREA. | Description1Txt |
| Expenses1 | $117,984 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,964,947 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $135,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,100,247 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,100,247 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,504 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,068,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,437 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,437 | TotalTaxAmt |
| Distributable Before Adj | $102,000 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $102,000 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $102,000 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,598 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $121,598 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $121,598 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,000 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $86,635 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,310 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $100,435 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $108,099 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $354,479 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,598 | QualifyingDistributionsAmt |
| Applied To Year1 | $22 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,576 | RemainingDistriFromCorpusAmt |
| Total Corpus | $374,055 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $86,635 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $287,420 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,310 | ExcessFromYear4Amt |
| Excess From Year3 | $100,435 | ExcessFromYear3Amt |
| Excess From Year2 | $108,099 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $19,576 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROSMARIE H SCULLY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROSMARIE H SCULLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 MOUNT AUBURN STREET UNIT 701 | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021384852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174845432 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NORTH COUNTRY CHAMBER PLAYERS | ||||||
| PO BOX 865 | FRANCONIA | NH | 03580 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| HARVARD CATHOLIC CENTER | ||||||
| 29 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| CATHOLIC NEAR EAST WELFARE ASSOCIATION | ||||||
| 1011 1ST AVENUE | NEW YORK | NY | 10022 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| NEW ENGLAND SKI MUSEUM | ||||||
| PO BOX 267 | FRANCONIA | NH | 035800267 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| RED CLOUD SCHOOL | ||||||
| 121 S 7TH AVE | RED CLOUD | NE | 68970 | PUBLICCHARITY | EDUCATION | $250 |
| CATHOLIC APPEAL | ||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | PUBLICCHARITY | GENERAL SUPPORT | $250 |
| GLOBAL TEAMS INTERNATIONAL | ||||||
| 800 TUSKAMILLA ROAD | WINTER SPRINGS | FL | 32708 | PUBLICCHARITY | GENERAL SUPPORT | $600 |
| JESUITS USA MIDWEST PROVINCE | ||||||
| 1010 N HOOKER STREET | CHICAGO | IL | 60642 | PUBLICCHARITY | GENERAL SUPPORT | $1,000 |
| HANDEL & HAYDEN SOCIETY | ||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | PUBLICCHARITY | GENERAL SUPPORT | $10,000 |
| MOTHER CAROLINE ACADEMY | ||||||
| 515 BLUE HILL AVENUE | DORCHESTER | MA | 02121 | PUBLICCHARITY | GENERAL SUPPORT | $19,259 |
| THE FUND FOR BC HIGH | ||||||
| 150 MORRISSEY BLVD | DORCHESTER | MA | 02125 | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| THE EMERALD NECKLACE CONSERVANCY | ||||||
| 125 THE FENWAY | BOSTON | MA | 02115 | PUBLIC CHARITY | CONSERVATION | $6,500 |
| BOCA GRANDE CHILD CARE CENTER | ||||||
| 250 PARK AVENUE | BOCA GRANDE | FL | 33921 | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| WBUR | ||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | PUBLIC BROADCASTING | $200 |
| BELMONT VETERANS MEMORIAL | ||||||
| PO BOX 79024 | BELMONT | MA | 02479 | PUBLIC CHARITY | GENERAL SUPPORT | $175 |
| COPPER CANNON CAMPS | ||||||
| PO BOX 124 | FRANCONIA | NH | 03580 | PUBLICCHARITY | GENERAL SUPPORT | $600 |
| MUSEUM OF FINE ARTS BOSTON | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLICCHARITY | GENERAL SUPPORT | $16,000 |
| BOSTON SYMPHONY ORCHESTRA | ||||||
| SYMPHONY HALL | BOSTON | MA | 02115 | PUBLICCHARITY | GENERAL SUPPORT | $12,000 |
| SPECIAL OLYMPICS MASSACHUSETTS | ||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| CATHOLIC CHARITIES ARCHDIOCESE OF BOSTON | ||||||
| 51 SLEEPER STREET | BOSTON | MA | 02210 | PUBLICCHARITY | GENERAL SUPPORT | $25,000 |
| SMILE TRAIN | ||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| CT RIVER CONSERVATORY | ||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | PUBLICCHARITY | CONSERVATORY | $500 |
| MOUNT AUBURN HOSPITAL | ||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | MEDICAL RESEARCH | $5,000 |
| INSTITUTE OF AMERICAN STUDIES | ||||||
| 38 CURTIS ROAD | WASHINGTON | CT | 06793 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| LEADERSHIP INSTITUTE | ||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | PUBLICCHARITY | GENERAL SUPPORT | $100 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | PUBLICCHARITY | GENERAL SUPPORT | $50 |
| CARROLL SCHOOL | ||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | PUBLICCHARITY | GENERAL SUPPORT | $10,000 |
| THURSDAY MORNING TALKSMT AUBURN HOSPITAL | ||||||
| 145 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| AUSTRO-AMERICAN ASSOCIATION OF BOSTON | ||||||
| 67 BRIDLE PATH | SUDBURY | MA | 01776 | PUBLICCHARITY | GENERAL SUPPORT | $250 |
| PAN-MASS CHALLENGE | ||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | PUBLICCHARITY | GENERAL SUPPORT | $500 |
| THE BANCROFT HOUSE | ||||||
| MAIN STREET | FRANCONIA | NH | 03580 | PUBLICCHARITY | GENERAL SUPPORT | $100 |
| ST PAUL PARISH | ||||||
| 390 MAIN STREET | NORTH ANDOVER | MA | 01845 | PUBLICCHARITY | GENERAL SUPPORT | $50 |
| NEW ENGLAND CONSERVATORY | ||||||
| 290 HUNTINGTON AVE | BOSTON | MA | 02115 | PUBLICCHARITY | GENERAL SUPPORT | $3,250 |
| ST JUDES CHILDRENS HOSPITAL | ||||||
| 501 ST JUDES PLACE | MEMPHIS | TN | 38105 | PUBLICCHARITY | GENERAL SUPPORT | $250 |
| VOICE OF THE FAITHFUL | ||||||
| PO BOX 423 | NEWTON | MA | 02464 | PUBLICCHARITY | GENERAL SUPPORT | $750 |
| SUGAR HILL HISTORICAL MUSEUM | ||||||
| PO BOX 591 | SUGAR HILL | NH | 03586 | PUBLICCHARITY | GENERAL SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $117,984 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,223 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,864 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $88,087 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $88,087 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BJHC, PC ACCOUNTING AND TAX | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $2,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (36 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 24 ZOETIS INC | 2016-10 | Donated | 2018-01 | $1,845 | $1,240 | FMV | $605 |
| 8 ALPHABET INC | 2016-10 | Donated | 2018-01 | $9,405 | $6,924 | FMV | $2,481 |
| 55 MICROSOFT CORP | 2016-10 | Donated | 2018-01 | $5,087 | $2,887 | FMV | $2,200 |
| 25 PAYPAL HOLDINGS INC | 2016-10 | Donated | 2018-01 | $1,965 | $999 | FMV | $966 |
| 40 NESTLE SA | 2016-10 | Donated | 2018-02 | $3,316 | $3,114 | FMV | $202 |
| 155 NOVARTIS AG | 2016-10 | Donated | 2018-02 | $13,214 | $12,160 | FMV | $1,054 |
| 11 ZOETIS INC | 2016-10 | Donated | 2018-02 | $849 | $568 | FMV | $281 |
| 20 WASTE MANAGEMENT INC | 2016-10 | Donated | 2018-02 | $1,665 | $1,256 | FMV | $409 |
| 65 FLEETCORP TECHNOLOGIES INC | 2016-10 | Donated | 2018-02 | $13,469 | $11,346 | FMV | $2,123 |
| 30 MICROSOFT CORP | 2016-10 | Donated | 2018-02 | $2,796 | $1,732 | FMV | $1,064 |
| 25 PRAXAIR INC | 2016-10 | Donated | 2018-02 | $3,859 | $2,918 | FMV | $941 |
| 587.199 AKRE FOCUS FUND | 2017-07 | Purchased | 2018-02 | $20,000 | $16,806 | Cost | $3,194 |
| 727.273 LONGLEAF PARTNERS SM CAP FUND | 2016-10 | Donated | 2018-02 | $20,000 | $22,778 | FMV | -$2,778 |
| 35 MICROSOFT CORP | 2016-10 | Donated | 2018-04 | $3,377 | $2,310 | FMV | $1,067 |
| 5019.685 BBH LIMITED DURATION FUND | 2016-10 | Purchased | 2018-05 | $51,000 | $51,009 | Cost | -$9 |
| 40 PAYPAL HOLDINGS INC | 2016-10 | Donated | 2018-06 | $3,415 | $1,599 | FMV | $1,816 |
| 575 NIELSEN HOLDINGS PLC | 2016-10 | Donated | 2018-08 | $13,104 | $22,457 | FMV | -$9,353 |
| 4911.591 BBH LIMITED DURATION FUND | 2016-10 | Purchased | 2018-08 | $50,000 | $49,792 | Cost | $208 |
| 160 DENTSPLY SIRONA INC | 2016-10 | Donated | 2018-09 | $6,321 | $8,333 | FMV | -$2,012 |
| 5899.705 BBH LIMITED DURATION FUND | 2016-10 | Purchased | 2018-09 | $60,000 | $59,764 | Cost | $236 |
| 2300.633 SELECT VALUE REAL ESTATE SECURITIES | 2017-10 | Purchased | 2018-09 | $22,369 | $22,467 | Cost | -$98 |
| 260 DISCOVERY INC | 2016-10 | Donated | 2018-10 | $7,869 | $7,041 | FMV | $828 |
| 110 PRAXAIR INC | 2016-10 | Donated | 2018-10 | $17,980 | $13,297 | FMV | $4,683 |
| 2544.146 SELECT VALUE REAL ESTATE SECURITIES | 2018-01 | Purchased | 2018-10 | $22,800 | $24,846 | Cost | -$2,046 |
| 1615 QURATE RETAIL INC | 2016-10 | Donated | 2018-11 | $38,841 | $31,799 | FMV | $7,042 |
| 25 LIBERTY GLOBAL PLC | 2016-10 | Donated | 2018-11 | $645 | $787 | FMV | -$142 |
| 10 DIAGEO PLC | 2016-10 | Donated | 2018-11 | $1,423 | $1,120 | FMV | $303 |
| 25 UNILEVER NV | 2016-10 | Donated | 2018-11 | $1,376 | $994 | FMV | $382 |
| 480 WELLS FARGO & CO | 2016-10 | Donated | 2018-11 | $25,692 | $21,686 | FMV | $4,006 |
| 84 DENTSPLY SIRONA INC | 2016-10 | Donated | 2018-11 | $3,114 | $4,375 | FMV | -$1,261 |
| 195 NOVARTIS AG | 2016-10 | Donated | 2018-11 | $17,339 | $15,298 | FMV | $2,041 |
| 5 HENRY SCHEIN INC | 2016-10 | Donated | 2018-11 | $435 | $408 | FMV | $27 |
| 12015.049 BBH LIMITED DURATION FUND | 2016-10 | Donated | 2018-11 | $122,000 | $121,712 | FMV | $288 |
| 401.177 AKRE FOCUS FUND | 2016-11 | Purchased | 2018-11 | $15,000 | $11,169 | Cost | $3,831 |
| 541.397 SELECT VALUE REAL ESTATE SECURITIES | 2018-01 | Purchased | 2018-11 | $4,716 | $5,287 | Cost | -$571 |
| 165 WELLS FARGO & CO | 2016-10 | Donated | 2018-12 | $7,311 | $7,455 | FMV | -$144 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 115 BROWN FORMAN CORP CLASS B | $5,282 | $5,472 |
| 84 DOLLAR GENERAL | $8,583 | $9,079 |
| 788 QURATE RETAIL INC. | $15,516 | $15,382 |
| 525 LIBERTY GLOBAL PLC | $16,174 | $10,836 |
| 148 DIAGEO PLC | $16,579 | $20,986 |
| 120 NESTLE SA | $9,342 | $9,715 |
| 250 UNILEVER NV | $9,935 | $13,450 |
| 605 KROGER CO | $13,124 | $16,638 |
| 225 BERKSHIRE HATHAWAY INC | $32,371 | $45,941 |
| 625 US BANCORP | $27,433 | $28,563 |
| 405 WELLS FARGO & CO | $18,298 | $18,662 |
| 342 NOVARTIS AG | $26,829 | $29,347 |
| 249 HENRY SCHEIN INC | $20,308 | $19,551 |
| 235 ZOETIS INC | $12,138 | $20,102 |
| 230 PERRIGO CO PLC | $20,268 | $8,913 |
| 280 COPART INC | $14,300 | $13,378 |
| 105 WASTE MANAGEMENT INC | $6,592 | $9,344 |
| 135 ALLEGION PLC | $11,171 | $10,761 |
| 136 FLEETCOR TECHNOLOGIES INC | $23,766 | $25,258 |
| 85 KLA-TENOR CORP | $8,489 | $7,607 |
| 152 PAYPAL HOLDINGS INC | $6,075 | $12,782 |
| 235 QUALCOMM INC | $14,203 | $13,374 |
| 605 SABRE CORP | $12,886 | $13,092 |
| 150 CELANESE CORP | $9,987 | $13,496 |
| 110 LINDE PLC COM | $17,980 | $17,164 |
| 34 ALPHABET INC | $29,427 | $35,529 |
| 966 COMCAST | $31,593 | $32,892 |
| 565 DISCOVERY INC | $15,210 | $13,040 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6634.19 GQG PART EMERG MKTS ER-INT | $82,200 | $74,436 |
| 6012.95 ALPS SERIES TRUST CLARKSTON PARTNERS FUND FOUNDERS | $65,000 | $66,383 |
| 3625.31 LONGLEAF PARTNERS SMALL CAP FUND | $113,545 | $80,119 |
| 18261 BBH INTERNATIONAL EQUITY FUND | $270,000 | $238,854 |
| 25939.95 BBH LIMITED DURATION FUND | $262,772 | $262,512 |
| 30285.64 BBH INCOME FUND | $300,400 | $302,251 |
| 6202.57 AKRE FOCUS FUND | $157,025 | $215,787 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $90 | $0 | $0 | $90 |
| FILING FEES | $60 | $0 | $0 | $60 |
| TELEPHONE/INTERNET | $1,417 | $0 | $0 | $1,417 |
| OFFICE SUPPLIES | $972 | $0 | $0 | $972 |
| EQUIPMENT REPAIRS | $200 | $0 | $0 | $200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROWN BROTHERS HARRIMAN INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $13,609 | Amt |
| Net Investment Income | $13,609 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,673 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments