ROGER MAND MICHELLE S MARINO CHAR FOUN: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROGER MAND MICHELLE S MARINO CHAR FOUN (EIN 04-6773605)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-22
- IRS object ID
- 201922959349100812
- 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
- Applied To Prior Year Election
- 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 | 2019-10-22T14:24:36-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205972245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARGENT WEALTH MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIFTH AVE 7TH FLOOR | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | 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 | 046773605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGER MAND MICHELLE S MARINO CHAR FOUN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROGE | BusinessNameControlTxt |
| Phone | 7812904900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 254 WESTFIELD STREET | AddressLine1Txt |
| City | DEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER M MARINO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812904900 | PhoneNum |
| Signature | 2019-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M DUCHESNEAU | PreparerPersonNm |
| PTIN | P00955846 | PTIN |
| Phone | 7812904900 | PhoneNum |
| Preparation | 2019-10-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.0.154.43 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-22 | IPDt |
| IP Tm | 14:24:32 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B95DAC9ED24F2DCA5DE2747351CB5CAE4842BA8C | 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 | $1,429,930 | 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 |
| Interest On Sav Rev And Expnss | $216 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $216 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,643 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,592 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $221,814 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,251,799 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $221,814 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $249,673 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $249,622 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $58,615 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $30,615 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $28,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $9,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,796 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,796 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,939 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,939 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,850 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $629,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $629,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $718,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,850 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $657,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$469,127 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,772 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $242,830 | CashBOYAmt |
| Cash EOY | $72,840 | CashEOYAmt |
| Cash EOYFMV | $72,840 | CashEOYFMVAmt |
| Corporate Stock BOY | $921,665 | CorporateStockBOYAmt |
| Corporate Stock EOY | $622,528 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $711,182 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $645,908 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $645,908 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $645,908 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,483 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,483 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,810,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,341,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,429,930 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,533,756 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,341,276 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$723,353 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,810,403 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,341,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,810,403 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,341,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,810,403 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$469,127 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,341,276 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,341,276 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB PORTFOLIO 1460 | P | 2018-01-01 | 2018-12-31 | $409,918 | $430,645 | -$20,727 | -$20,727 |
| SCHWAB PORTFOLIO 1460 | P | 2002-01-01 | 2018-12-31 | $350,255 | $262,343 | $87,912 | $87,912 |
| SCHWAB PORTFOLIO 2346 | P | 2018-01-01 | 2018-12-31 | $160,568 | $172,790 | -$12,222 | -$12,222 |
| SCHWAB PORTFOLIO 3078 | P | 2018-01-01 | 2018-12-31 | $13,445 | $12,321 | $1,124 | $1,124 |
| SCHWAB PORTFOLIO 3078 | P | 2002-01-01 | 2018-12-31 | $239,176 | $99,887 | $139,289 | $139,289 |
| SCHWAB PORTFOLIO 6766 | P | 2002-01-01 | 2018-12-31 | $73,973 | $51,999 | $21,974 | $21,974 |
| CAPITAL GAINS DIVIDENDS | P | $4,464 | $4,464 | $4,464 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $221,814 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $436,282 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,743,174 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.250280 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $388,640 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,926,499 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.201734 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $300,399 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,295,757 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.130850 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $287,003 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,516,333 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.114056 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $408,305 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,220,814 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.183854 | DistributionYr5Rt |
| Total Distribution | 0.880774 | TotalDistributionRt |
| Average Distribution | 0.176155 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,998,514 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $352,048 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,888 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $353,936 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $657,950 | 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 | $1,888 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,888 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,888 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,864 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,864 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,976 | OverpaymentAmt |
| Applied To ES Tax | $2,976 | 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 | 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 | ARGENT WEALTH MANAGEMENT LLC | IndividualWithBooksNm |
| Phone | 7812904900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIFTH AVE 7TH FLOOR | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02453 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHELLE S MARINO | ||||||||
| 254 WESTFIELD STREET | DEDHAM | MA | 02026 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ROGER M MARINO | ||||||||
| 254 WESTFIELD STREET | DEDHAM | MA | 02026 | TRUSTEE | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DACE LINARTE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 254 WESTFIELD STREET | AddressLine1Txt |
| City | DEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $58,615 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $1,774,067 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $254,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,028,948 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,028,948 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,434 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,998,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,888 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,888 | TotalTaxAmt |
| Distributable Before Adj | $98,038 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $98,038 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $98,038 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $657,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $657,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,888 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $656,062 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,038 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $412,395 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $290,253 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $302,378 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $388,990 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $352,559 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,746,575 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $657,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $98,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $559,912 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,306,487 | 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 | $412,395 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,894,092 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $290,253 | ExcessFromYear4Amt |
| Excess From Year3 | $302,378 | ExcessFromYear3Amt |
| Excess From Year2 | $388,990 | ExcessFromYear2Amt |
| Excess From Year1 | $352,559 | ExcessFromYear1Amt |
| Excess From Current Year | $559,912 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHELLE S MARINO | ContributingManagerNm |
| Contributing Manager | ROGER M MARINO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 15-40 CONNECTION INC | |||||||||||
| 53 OTIS STREET | WESTBOROUGH | MA | 01581 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $10,000 | ||||
| AFSP | |||||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $6,500 | ||||
| FISCAL ALLIANCE FOUNDATION INC | |||||||||||
| 18 TREMONT STREET SUITE 707 | BOSTON | MA | 02108 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $85,000 | ||||
| ANDOVER SCHOOL OF MONTESSORI | |||||||||||
| 400 SOUTH MAIN STREET | ANDOVER | MA | 01810 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $1,500 | ||||
| ARMENIAN MUSEUM OF AMERICA INC | |||||||||||
| 65 MAIN STREET | WATERTOWN | MA | 02472 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $150 | ||||
| BCCA SCHOLARSHIP FUND | |||||||||||
| 8700 BAY COLONY DRIVE | NAPLES | FL | 34108 | NONE | EXEMPT | TO SUPPORT EDUCATION | $1,000 | ||||
| BEST BUDDIES | |||||||||||
| 45 BROOMFIELD STREET | BOSTON | MA | 02108 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 | ||||
| BETH ISRAEL DEACONESS HOSPITAL | |||||||||||
| 148 CHESTNUT STREET | NEEDHAM | MA | 02492 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $35,000 | ||||
| BLOCK ISLAND CONSERVERTORY INC | |||||||||||
| 25 SPRING | BLOCK ISLAND | RI | 02807 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 | ||||
| BLOCK ISLAND MARITIME INSTITUTE | |||||||||||
| P O BOX 358 | BLOCK ISLAND | RI | 02807 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $500 | ||||
| BOSTON CHILDRENS HOSPITAL | |||||||||||
| 319 LONGWOOD AVENUE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT RESEARCH | $5,000 | ||||
| BOSTON FOUNDATION FOR SIGHT | |||||||||||
| 464 HILLSIDE AVENUE 205 | NEEDHAM | MA | 02494 | NONE | EXEMPT | TO SUPPORT RESEARCH | $1,000 | ||||
| BUILD | |||||||||||
| 2385 BAY ROAD | REDWOOD CITY | CA | 94063 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $10,000 | ||||
| CANINE COMPANIONS | |||||||||||
| 8150 CLACONA OCOEE ROAD | ORLANDO | FL | 32818 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $20,000 | ||||
| COMMISSION TO LIGHT COMMONWEALTH AVENUE | |||||||||||
| P O BOX 990648 | BOSTON | MA | 02199 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 | ||||
| CRISTO REY BOSTON HIGH SCHOOL | |||||||||||
| 100 SAVIN HILL AVENUE | BOSTON | MA | 02125 | NONE | EXEMPT | TO SUPPORT EDUCATION | $50,000 | ||||
| DANA FARBER CANCER INSTITUTE | |||||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT CANCER RESEARCH | $20,000 | ||||
| DEDHAM CIVIC PRIDE | |||||||||||
| 202 BONHAM ROAD | DEDHAM | MA | 02026 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 | ||||
| DEDHAM HISTORICAL SOCIETY | |||||||||||
| 612 HIGH STREET | DEDHAM | MA | 02026 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 | ||||
| DEDHAM POLICE SUPERIOR OFFICES ASSOCIATION | |||||||||||
| 600 HIGH STREET | DEDHAM | MA | 02026 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $2,000 | ||||
| DEDHAM SQUARE CIRCLE | |||||||||||
| P O BOX 593 | DEDHAM | MA | 02027 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 | ||||
| EMERALD NECKLACE CONSERVANCY | |||||||||||
| 125 THE FENWAY | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 | ||||
| ESSCO - MGH BREAST CANCER RESEARCH | |||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 | ||||
| GIBLIN FAMILY FOUNDATION | |||||||||||
| 259 TORNPIKE ROAD 110 | SOUTHBOROROUGH | MA | 01772 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 | ||||
| GRACE ACADEMY | |||||||||||
| 8521 67TH AVENUE | MARYSVILLE | WA | 98270 | NONE | EXEMPT | TO SUPPORT EDUCATION | $2,500 | ||||
| JHAMTSE INTERNATIONAL | |||||||||||
| 25 DUGGAN ROAD | ACTON | MA | 01720 | NONE | EXEMPT | TO SUPPORT HUMANITARIAN NEEDS | $10,000 | ||||
| LASELL COLLEGE | |||||||||||
| 1844 COMMONWEALTH AVE | AUBURNDALE | MA | 02466 | NONE | EXEMPT | TO SUPPORT EDUCATION | $8,000 | ||||
| NEW ENGLAND BAPTIST HOSPITAL | |||||||||||
| 125 PARKER HILL AVENUE | BOSTON | MA | 02120 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $2,500 | ||||
| NORTHEASTERN UNIVERSITY | |||||||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $77,000 | ||||
| PINE STREET INN | |||||||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 | ||||
| PROJECT STRETCH INC | |||||||||||
| 230 POND STREET | NATICK | MA | 01760 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $10,000 | ||||
| REVERE HIGH SCHOOL | |||||||||||
| 101 SCHOOL STREET | REVERE | MA | 02151 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $15,000 | ||||
| ROSIES PLACE | |||||||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 | ||||
| SCHOOL YEAR ABROAD | |||||||||||
| 430 SOUTH UNION STREET | LAWRENCE | MA | 01843 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $5,000 | ||||
| SCHULTZ'S GUEST HOUSE | |||||||||||
| 302 FIFTH AVE 11TH FL | NEW YORK | NY | 10001 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $10,000 | ||||
| SUMMIT MONTESSORI SCHOOL | |||||||||||
| 283 PLEASANT STREET | FRAMINGHAM | MA | 01701 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $60,000 | ||||
| THE BINA FARM | |||||||||||
| 66 CHARLES STREET | BOSTON | MA | 02144 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 | ||||
| THE HUNDRED CLUB OF MASS INC | |||||||||||
| 17 GLOUCESTER STREET | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 | ||||
| THE JOEY FUND CYSTIC FIBROSIS FUND | |||||||||||
| 220 N MAIL STREET | NATICK | MA | 01760 | NONE | EXEMPT | TO SUPPORT RESEARCH | $2,500 | ||||
| TUFTS MEDICAL CENTER | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | NONE | EXEMPT | TO SUPPORT RESEARCH | $87,500 | ||||
| MUSEUM OF FINE ARTS | |||||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT THE ARTS | $6,000 | ||||
| GULF SHORE PLAYHOUSE | |||||||||||
| 755 6TH AVE S | NAPLES | FL | 34102 | NONE | EXEMPT | TO SUPPORT THE ARTS | $4,400 | ||||
| THE HOLE IN THE WALL GANG CAMP | |||||||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 | ||||
| WALK FOR HUNGERPROJECT BREAD | |||||||||||
| 145 BORDER STREET | EAST BOSTON | MA | 021281903 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 | ||||
| BARNSTABLE CLEAN WATER | |||||||||||
| 864 MAIN STREET | OSTERVILLE | MA | 02655 | NONE | EXEMPT | TO SUPPORT CONSERVATION | $500 | ||||
| CAMP HARBOR VEIW | |||||||||||
| 200 CLARENDON ST | BOSTON | MA | 02116 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $10,000 | ||||
| COURTHOUSE ARTS | |||||||||||
| NONE | EXEMPT | TO SUPPORT THE ARTS | $500 | DWYER SQUARE | BALLINACOR | TINAHELY | EI | ||||
| GENESIS FUND | |||||||||||
| 40 SECOND AVE | WALTHAM | MA | 02451 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $3,000 | ||||
| BROWN UNIVERSITY | |||||||||||
| 45 PROSPECT STREET | PROVIDENCE | RI | 02912 | NONE | EXEMPT | TO SUPPORT EDUCATION | $250 | ||||
| THE IMMIGRANT LEARNING CENTER | |||||||||||
| 442 MAIN STREET | MALDEN | MA | 02148 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $2,000 | ||||
| WONDERFUND | |||||||||||
| 600 WASHINGTON STREET | BOSTON | MA | 02111 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $5,000 | ||||
| PRXPR | |||||||||||
| 417 WOLFS LANE | PELHAM | NY | 10803 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 | ||||
| ROGER M MARINO FOUNDATION | |||||||||||
| 693 HIGHLAND STREET | HOLLISTON | MA | 01746 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $50,000 | ||||
| FIDELCO GUIDE DOG FOINDATION INC | |||||||||||
| 103 VISION WAY | BLOOMFIELD | CT | 06002 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 | ||||
| WE CHARITY | |||||||||||
| 300 W ADAMS | CHICAGO | IL | 60606 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 | ||||
| THE CENTER FOR TEEN EMPOWERMENT | |||||||||||
| 384 WARREN STREET | BOSTON | MA | 02119 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 | ||||
| ONE WORLD CHILDREN'S FUND | |||||||||||
| 3108 GLENDALE BOULEVARD | LOS ANGELES | CA | 90039 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 | ||||
| GLOBAL LINKS | |||||||||||
| 3571 E SUNSET RD | LAS VEGAS | NV | 89120 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 | ||||
| THE 5 GYRES INSTITUTE | |||||||||||
| 5792 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 | ||||
| SAMARITAN'S FEET | |||||||||||
| 1836 CENTER PARK DR | CHARLOTTE | NC | 28217 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 | ||||
| AMERICAN BIRD CONSERVANCY | |||||||||||
| 4249 LOUDOUN AVE | THE PLAINS | VA | 201982237 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $629,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $216 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,643 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $221,814 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $249,673 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $249,673 | 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 | 7 | LineNumberTxt |
| Relationship Statement | NON DIVIDEND DISTRIBUTIONS | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2),THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB INVESTMENT PORTFOLIO | StockNm |
| EOY Book Value | $622,528 | EOYBookValueAmt |
| EOYFMV | $711,182 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PEARL DANFORTH | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $645,908 | BookValueAmt |
| EOYFMV | $645,908 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING FEES | $3,172 | $3,172 | $0 |
| INVESTMENT FEES | $11,727 | $11,727 | $0 |
| ANNUAL REPORT | $35 | $35 | $0 |
| INTEREST | $5 | $5 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $9,500 | Amt |
| Net Investment Income | $9,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,022 | $1,022 | $0 |
| PAYROLL TAXES | $4,774 | $4,774 | $0 |
Comments