MARIE G DENNETT FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MARIE G DENNETT FOUNDATION INC (EIN 06-1060970)
- Tax period
- 2017-09-01 to 2018-08-31
- Filed
- 2019-01-09
- IRS object ID
- 201920099349100502
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-01-09T09:30:19-06:00 | ReturnTs |
| Tax Period End | 2018-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042689883 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 HIGH STREET 21ST FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061060970 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIE G DENNETT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 2035542435 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE TIDE MILL BUILDING 99 HARBOR RD | AddressLine1Txt |
| City | SOUTHPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06890 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNETT W GOODRICH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2035542435 | PhoneNum |
| Signature | 2019-01-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HILLARY BURR CPA | PreparerPersonNm |
| PTIN | P00910379 | PTIN |
| Phone | 6174399700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.97.84.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-08 | IPDt |
| IP Tm | 11:05:30 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0D2F31CD04DFD5BB8CDFA79F5BC7B18614252B47 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3C9F88A5152E54FF41C7DACDF3419BD19C2C3608 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,302,454 | 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 | $222,206 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $222,206 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $394,128 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $467,641 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $394,128 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $616,334 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $616,334 | 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 |
| Legal Fees Rev And Expnss | $8,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,000 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $21,098 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,098 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,120 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,293 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,119 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $977 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,337 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,391 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,977 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $332,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $332,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $389,337 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,391 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $336,977 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $226,997 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $585,943 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $336,990 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,362 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,362 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,172,452 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,573,112 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,250,092 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,509,442 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,625,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,302,454 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,509,440 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,625,474 | 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 | $4,509,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,625,474 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,509,442 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,625,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,509,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $226,997 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,736,437 | SubtotalAmt |
| Other Decreases | $110,963 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,625,474 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| ST CAPITAL GAIN (LOSS) | P | 2017-09-01 | 2018-08-31 | $73,513 | -$73,513 | -$73,513 | |
| LT CAPITAL GAIN (LOSS) | P | 2016-09-01 | 2018-08-31 | $465,129 | $465,129 | $465,129 | |
| CLASS ACTION SETTLEMENT | P | 2016-01-01 | 2017-12-31 | $2,512 | $2,512 | $2,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $394,128 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $314,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,620,054 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047507 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $347,224 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,134,810 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056599 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $350,947 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,548,248 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053594 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $316,299 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,434,301 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049158 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $294,516 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,102,886 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048258 | DistributionYr5Rt |
| Total Distribution | 0.255116 | TotalDistributionRt |
| Average Distribution | 0.051023 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,979,598 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $356,120 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,859 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $361,979 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $336,977 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,719 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,719 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,719 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,496 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,496 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,777 | OverpaymentAmt |
| Applied To ES Tax | $1,777 | 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 | CT | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RAMSEY W GOODRICH | IndividualWithBooksNm |
| Phone | 2033498375 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CARTER MORSE GOODRICH 99 | AddressLine1Txt |
| Address Line2 | HARBOUR ROAD | AddressLine2Txt |
| City | SOUTHPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06890 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| DENNETT W GOODRICH | |||||||||
| FOX HILL VILLAGE 475 10 LONGWOOD | DRIVE | WESTWOOD | MA | 02090 | PRESIDENT, CHAIRMAN, TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOHN A GOODRICH | |||||||||
| 155 EAST 72ND STREET | NEW YORK | NY | 10021 | VICE PRESIDENT, TRUSTEE | 0.00 | $0 | $0 | $0 | |
| RAMSEY W GOODRICH | |||||||||
| 10 WOOD HOUSE ROAD | FAIRFIELD | CT | 06824 | SECRETARY, TREASURER, TRUSTEE | 0.00 | $0 | $0 | $0 | |
| LANGDON P COOK | |||||||||
| 195 WEST OLD MILL ROAD | GREENWICH | CT | 06830 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| RICHARD H RAMSEY | |||||||||
| 205 SUNSET DRIVE | GREENSBORO | NC | 27408 | TRUSTEE | 0.00 | $0 | $0 | $0 | |
| RICHARD L RAMSEY | |||||||||
| 205 HILL POINT ROAD | RICHMOND | VA | 23233 | VICE PRESIDENT, 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 | $6,908,398 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,085,886 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,085,886 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $106,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,979,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $348,980 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $348,980 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,719 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,719 | TotalTaxAmt |
| Distributable Before Adj | $337,261 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $337,261 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $337,261 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $336,977 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $336,977 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $336,977 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $337,261 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $10,608 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,995 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,451 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $93,054 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $336,977 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $336,977 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $284 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $284 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $92,770 | 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 | $92,770 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,324 | ExcessFromYear4Amt |
| Excess From Year3 | $36,995 | ExcessFromYear3Amt |
| Excess From Year2 | $45,451 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS - NEW CANAAN CHAPTER | ||||||||
| 51 MAIN ST | NEW CANAAN | CT | 06840 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 | |
| AVON OLD FARMS SCHOOL | ||||||||
| 500 OLD FARMS RD | AVON | CT | 06001 | NOT RELATED | 501(C)(3) | DONALD PIERPONT HEADMASTER'S CHAIR, CLASS OF '59 | $4,000 | |
| BACKPACK BEGINNINGS | ||||||||
| 3707-D ALLIANCE DR | GREENSBORO | NC | 27407 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 | |
| CARNEGIE HALL SOCIETY | ||||||||
| 881 7TH AVE | NEW YORK | NY | 100193210 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| COLLEGIATE SCHOOL | ||||||||
| 103 N MORELAND ROAD | RICHMOND | VA | 23229 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| CONNECTICUT CHALLENGE | ||||||||
| 1300 POST ROAD | FAIRFIELD | CT | 06824 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| DUKE UNIVERSITY | ||||||||
| C/O ALUMNI DEVELOPMENT RECORDS PO | DURHAM | NC | 27708 | NOT RELATED | 501(C)(3) | ANNUAL FUND | $2,000 | BOX 90581 |
| FAIRFIELD COUNTY COMMUNITY FOUNDATION | ||||||||
| C/O THE PATTERSON CLUB1118 CROSS | FAIRFIELD | CT | 06824 | NOT RELATED | 501(C)(3) | PATTERSON CLUB SCHOLARSHIP FUND | $2,500 | HIGHWAY |
| FAIRFIELD THEATRE COMPANY | ||||||||
| 70 SANFORD ST | FAIRFIELD | CT | 06824 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,500 | |
| FAMILY SERVICE OF THE PIEDMONT | ||||||||
| 315 E WASHINGTON ST | GREENSBORO | NC | 27401 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 | |
| FRANCIS OUIMET SCHOLARSHIP FUND | ||||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | NOT RELATED | 501(C)(3) | PRISCILLA D. RAMSEY SCHOLARSHIP FUND | $25,000 | |
| GETTYSBURG COLLEGE | ||||||||
| 300 N WASHINGTON ST | GETTYSBURG | PA | 17325 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 | |
| GIRL SCOUTS OF EASTERN MASSACHUSETTS | ||||||||
| 95 BERKELEY ST | BOSTON | MA | 02116 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| GOLF FIGHTS CANCER | ||||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02461 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| GOLF FOR ALL | ||||||||
| PO BOX 81246 | WELLESLEY HILLS | MA | 02481 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| GOOCHLAND FREE CLINIC & FAMILY SERVICES | ||||||||
| 2999 RIVER RD W | GOOCHLAND | VA | 23063 | NOT RELATED | 501(C)(3) | CAPITAL CAMPAIGN | $7,500 | |
| GREENSBORO DAY SCHOOL | ||||||||
| 5401 LAWNDALE DR | GREENSBORO | NC | 27455 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| GREENSBORO SCIENCE CENTER | ||||||||
| 4301 LAWNDALE DR | GREENSBORO | NC | 27455 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| GREENSBORO URBAN MINISTRY | ||||||||
| 305 W GATE CITY BLVD | GREENSBORO | NC | 27406 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 | |
| GROW ASSOCIATES | ||||||||
| 101 WALES AVENUE | AVON | MA | 02322 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| GTCC FOUNDATION | ||||||||
| 601 E MAIN ST PO BOX 309 | JAMESTOWN | NC | 27282 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| HARLEM ACADEMY | ||||||||
| 1330 5TH AVE | NEW YORK | NY | 10026 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| HENRICO CASA | ||||||||
| 3001 HUNGARY SPRING RD SUITE A | RICHMOND | VA | 23228 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| HOLY TRINITY EPISCOPAL CHURCH | ||||||||
| 607 N GREENE ST | GREENSBORO | NC | 27401 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| JACOB'S LADDER | ||||||||
| PO BOX 555 | URBANNA | VA | 23175 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| MASSACHUSETTS GOLF ASSOCIATION | ||||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE, FIRST TEE | $10,000 | |
| MCINTIRE SCHOOL OF COMMERCE FOUNDATION | ||||||||
| 125 RUPPEL DR | CHARLOTTESVILLE | VA | 22903 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 | |
| MCV FOUNDATION | ||||||||
| 1228 E BROAD ST BOX 980234 | RICHMOND | VA | 23298 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10021 | NOT RELATED | 501(C)(3) | SHARON CHAIKIN MEMORIAL FUND | $4,000 | |
| METROPOLITAN OPERA ASSOCIATION | ||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $35,000 | |
| MISS PORTER'S SCHOOL | ||||||||
| 60 MAIN ST | FARMINGTON | CT | 06032 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| NEW CANAAN LIBRARY | ||||||||
| 151 MAIN ST | NEW CANAAN | CT | 06840 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 | |
| NEW CANAAN VOLUNTEER FIRE DEPARTMENT | ||||||||
| 60 MAIN ST | NEW CANAAN | CT | 06840 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 | |
| NIGHTINGALE-BAMFORD SCHOOL | ||||||||
| 20 E 92ND ST | NEW YORK | NY | 10128 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| NOBLES & GREENOUGH SCHOOL | ||||||||
| 10 CAMPUS DR | DEDHAM | MA | 02026 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 | |
| OPEN PATHS COUNSELING CENTER | ||||||||
| 5731 W SLAUSON AVE 175 | CULVER CITY | CA | 90230 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK | ||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 100236970 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $6,000 | |
| POMFRET SCHOOL | ||||||||
| PO BOX 128 | POMFRET | CT | 062580128 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 | |
| SCHOOLS OF THE SACRED HEART - SAN FRANCISCO | ||||||||
| 2222 BROADWAY ST | SAN FRANCISCO | CA | 94115 | NOT RELATED | 501(C)(3) | RUSSELL R. MILLER ENDOWED SCHOLARSHIP | $1,000 | |
| SEAL-NSW FAMILY FOUNDATION | ||||||||
| 300 CARLSBAD VILLAGE DR SUITE | CARLSBAD | CA | 92008 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,500 | 108A-361 |
| ST BERNARD'S SCHOOL | ||||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $4,000 | |
| ST LAWRENCE UNIVERSITY | ||||||||
| 23 ROMODA DR | CANTON | NY | 136171475 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,500 | |
| ST MARK EPISCOPAL CHURCH - NEW CANAAN | ||||||||
| 111 OENOKE RIDGE RD | NEW CANAAN | CT | 06840 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $7,000 | |
| ST MARK'S SCHOOL | ||||||||
| 25 MARLBORO RD | SOUTHBOROUGH | MA | 01772 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE, ANNUAL FUND | $13,000 | |
| ST PAUL'S SCHOOL | ||||||||
| 325 PLEASANT ST | CONCORD | NH | 033012591 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 | |
| STOUGHTON ASSOCIATION FOR EXCEPTIONAL CITIZENS | ||||||||
| PO BOX 153 | STOUGHTON | MA | 02072 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| STRATFORD HALL | ||||||||
| 483 GREAT HOUSE RD | STRATFORD | VA | 22558 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| SUPPORTIVE LIVING INC | ||||||||
| 400 W CUMMINGS PARK SUITE 6100 | WOBURN | MA | 01801 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| THE BARNABAS NETWORK | ||||||||
| 838 WINSTON ST | GREENSBORO | NC | 27405 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 | |
| THE DARDEN SCHOOL FOUNDATION | ||||||||
| 100 DARDEN BLVD | CHARLOTTESVILLE | VA | 22903 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 | |
| THE EPISCOPAL SCHOOL | ||||||||
| 35 E 69TH ST | NEW YORK | NY | 10021 | NOT RELATED | 501(C)(3) | ANNUAL FUND | $2,000 | |
| THE FESSENDEN SCHOOL | ||||||||
| 250 WALTHAM ST | NEWTON | MA | 02465 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE, ATHLETIC FIELD | $21,000 | |
| THE NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| THE PENN FUND - UNIVERSITY OF PENNSYLVANIA | ||||||||
| SUITE 300 2929 WALNUT ST | PHILADELPHIA | PA | 191045099 | NOT RELATED | 501(C)(3) | THE PENN FUND | $2,000 | |
| THE SOCIETY OF THE FOUR ARTS | ||||||||
| 2 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 | |
| THE SPENCE SCHOOL | ||||||||
| 22 E 91ST ST | NEW YORK | NY | 10128 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 | |
| TUFTS WILDLIFE CLINIC | ||||||||
| 200 WESTBORO RD | NORTH GRAFTON | MA | 01536 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $10,000 | |
| UNITED WAY OF GREATER GREENSBORO | ||||||||
| 1500 YANCEYVILLE ST | GREENSBORO | NC | 27405 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 | |
| UNIVERSITY OF DENVER | ||||||||
| 2050 E EVANS AVENUE SUITE 046 | DENVER | CO | 80208 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 | |
| UNIVERSITY OF NORTH CAROLINA AT GREENSBORO | ||||||||
| 1400 SPRING GARDEN ST | GREENSBORO | NC | 27412 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $1,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 601 FRANKLIN BUILDING 3451 WALNUT | PHILADELPHIA | PA | 191046285 | NOT RELATED | 501(C)(3) | CLASS OF 1963 | $2,000 | ST |
| UP RVA | ||||||||
| 4609 WYTHE AVE | RICHMOND | VA | 23226 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| VIRGINIA CENTER FOR THE CREATIVE ARTS | ||||||||
| 154 SAN ANGELO DR | AMHERST | VA | 24521 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | ||||||||
| 200 N BLVD | RICHMOND | VA | 232204007 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $15,000 | |
| WAVENY CARE CENTER | ||||||||
| 3 FARM RD | NEW CANAAN | CT | 06840 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $5,000 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $3,000 | |
| WOODBERRY FOREST SCHOOL | ||||||||
| 402 WOODBERRY STATION | WOODBERRY FOREST | VA | 22989 | NOT RELATED | 501(C)(3) | AMICI FUND | $7,000 | |
| WORLD PEDIATRIC PROJECT | ||||||||
| 7201 GLEN FOREST DR | RICHMOND | VA | 23226 | NOT RELATED | 501(C)(3) | SURGICAL TEAMS | $14,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NOT RELATED | 501(C)(3) | CHARITABLE PURPOSE | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $332,000 | 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 | $222,206 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $394,128 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $616,334 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $616,334 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $4,573,112 | EOYBookValueAmt |
| EOYFMV | $7,250,092 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SMITH & GRANT LLP | CategoryTxt |
| Legal Fees | $8,000 | LegalFeesAmt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECONCILIATION - BEGINNING COST BASIS | Desc |
| Amt | $110,963 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WIRE FEES | $30 | $0 | $30 |
| INSURANCE | $708 | $0 | $708 |
| MISCELLANEOUS EXPENSES | $381 | $0 | $239 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| BOY Book Value | $2 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MOORS & CABOT | CategoryTxt |
| Amt | $21,098 | Amt |
| Net Investment Income | $21,098 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $5,293 | $5,293 | $0 |
| FEDERAL TAX | $21,827 | $0 | $0 |
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