DAFT FAM FOUNDATION TR UA121598: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DAFT FAM FOUNDATION TR UA121598 (EIN 58-6379765)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-03-20
- IRS object ID
- 201820799349100602
- Schema version
- 2017v2.2
- 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
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-20T10:35:34-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hamel Associates Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 Washington Ave | AddressLine1Txt |
| City | Chatham | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586379765 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAFT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAFT | BusinessNameControlTxt |
| Phone | 9736651400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Hamel AssociatesInc 24 Washingt | AddressLine1Txt |
| City | Chatham | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07928 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DELPHINE DAFT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9736651400 | PhoneNum |
| Signature | 2018-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY VAN HORN | PreparerPersonNm |
| PTIN | P00973140 | PTIN |
| Phone | 9736651400 | PhoneNum |
| Preparation | 2018-03-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,960,390 | 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 | $25,365 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,365 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,076 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,076 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $115,439 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $331,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $115,440 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,847 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,155 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,155 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $208,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $208,036 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,847 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $524 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $524 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $202 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $726 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $726 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $176,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $176,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $726 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $176,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $207,310 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,847 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $260,117 | CashBOYAmt |
| Cash EOY | $198,132 | CashEOYAmt |
| Cash EOYFMV | $198,132 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,255,116 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,266,423 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,176,401 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $518,203 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $569,353 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $585,857 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,033,436 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,033,908 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,960,390 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,033,436 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,033,908 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,033,436 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,033,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,033,436 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,033,908 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,033,436 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,809 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,064,245 | SubtotalAmt |
| Other Decreases | $30,337 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,033,908 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Schwab Securities-See Attached | P | 2017-01-01 | 2017-12-31 | $19,227 | $0 | $15,380 | $3,847 | $0 | $0 | $0 | $3,847 |
| Schwab Securities-See Attached | P | 2016-01-01 | 2017-12-31 | $311,810 | $0 | $200,217 | $111,593 | $0 | $0 | $0 | $111,593 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $115,440 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,847 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $209,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,751,678 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076135 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $228,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,822,657 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080775 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $282,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,940,055 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.096087 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $251,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,015,649 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083233 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $317,828 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,076,516 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.103308 | DistributionYr5Rt |
| Total Distribution | 0.439538 | TotalDistributionRt |
| Average Distribution | 0.087908 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,767,670 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $243,300 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,073 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $245,373 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $176,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,146 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,146 | SubtotalAmt |
| Tax Based On Investment Income | $4,146 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $66 | EsPenaltyAmt |
| Tax Due | $4,212 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | 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 | HAMEL ASSOCIATES INC | IndividualWithBooksNm |
| Phone | 9736651400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 Washington Ave | AddressLine1Txt |
| City | Chatham | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07928 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DELPHINE H DAFT | ||||||||
| c/o Hamel AssocInc 24 Washington Av | Chatham | NJ | 07928 | TRUSTEE | 0 | $0 | $0 | $0 |
| DOUGLAS N DAFT | ||||||||
| c/o Hamel AssocInc 24 Washington Av | Chatham | NJ | 07928 | DISTRIB COMMITTEE | 0 | $0 | $0 | $0 |
| DELPHINE H DAFT | ||||||||
| c/o Hamel AssocInc 24 Washington Av | Chatham | NJ | 07928 | DISTRIB COMMITTEE | 0 | $0 | $0 | $0 |
| ALEXANDRA LOUISE BONNER | ||||||||
| c/o Hamel AssocInc 24 Washington Av | Chatham | NJ | 07928 | DISTRIB COMMITTEE | 0 | $0 | $0 | $0 |
| NICHOLAS DAFT | ||||||||
| c/o Hamel AssocInc 24 Washington Av | Chatham | NJ | 07928 | DISTRIB COMMITTEE | 0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,702,966 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,851 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,809,817 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,809,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,147 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,767,670 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,384 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,384 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,146 | TotalTaxAmt |
| Distributable Before Adj | $134,238 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $134,238 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $134,238 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $176,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $176,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $176,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $134,238 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $319,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $251,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $141,363 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $228,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $209,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,148,863 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $176,500 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $176,500 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $134,238 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $134,238 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,191,125 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $184,762 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,006,363 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $251,000 | ExcessFromYear4Amt |
| Excess From Year3 | $141,363 | ExcessFromYear3Amt |
| Excess From Year2 | $228,000 | ExcessFromYear2Amt |
| Excess From Year1 | $209,500 | ExcessFromYear1Amt |
| Excess From Current Year | $176,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOUGLAS AND DELPHINE DAFT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Attached | AddressLine1Txt |
| City | Statement | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01267 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | Exempt | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | General | GrantOrContributionPurposeTxt |
| Amt | $176,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $176,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,365 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,076 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $115,439 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $205,880 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $205,880 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Schwab Securities | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $331,036 | GrossSalesPriceAmt |
| Basis | $215,597 | BasisAmt |
| Total Net | $115,439 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds - See Attached | BondNm |
| EOY Book Value | $569,353 | EOYBookValueAmt |
| EOYFMV | $585,857 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COCA COLA STOCK | $452,445 | $915,765 |
| Other Equities - See Attached | $813,978 | $1,260,636 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Basis adjustment of Coke Stock Sold | Desc |
| Amt | $30,337 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Service Fees | Desc |
| Revenue And Expenses Per Books | $202 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $202 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Refunfd | Desc |
| Revenue And Expenses Per Books | $2,155 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,155 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Withheld | CategoryTxt |
| Amt | $524 | Amt |
| Net Investment Income | $524 | NetInvestmentIncomeAmt |
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