GRIDLEY FAM FOUNDATION TR: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
GRIDLEY FAM FOUNDATION TR (EIN 04-3528697)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201831349349100943
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T08:51:14-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN041433295PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEMENWAY & BARNES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line175 STATE STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021091466ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043528697EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GRIDLEY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGRIDBusinessNameControlTxt
Phone6172277940PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1HEMENWAY BARNES PO BOX 961209AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021961209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRACY A HOOVERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6172277940PhoneNum
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD L TOUGAS EA MBAPreparerPersonNm
PTINP01082429PTIN
Phone6172277940PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,339,445FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$57,115DividendsRevAndExpnssAmt
Dividends Net Invst Incm$57,115DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$57,115TotalRevAndExpnssAmt
Total Net Invst Incm$57,115TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,235AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,235AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$22,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$550OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$50OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$500OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,785TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,285TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$158,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$158,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$183,385TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,285TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$159,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$126,270ExcessRevenueOverExpensesAmt
Net Investment Income$54,830NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,468,296CashBOYAmt
Cash EOY$2,239,134CashEOYAmt
Cash EOYFMV$2,239,134CashEOYFMVAmt
Sav And Temp Cash Invst BOY$16,570SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,611SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,611SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$3,099,151CorporateStockEOYAmt
Corporate Stock EOYFMV$3,092,700CorporateStockEOYFMVAmt
Total Assets BOY$5,484,866TotalAssetsBOYAmt
Total Assets EOY$5,345,896TotalAssetsEOYAmt
Total Assets EOYFMV$5,339,445TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,388,450CapitalStockBOYAmt
Capital Stock EOY$1,388,450CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,096,416RetainedEarningBOYAmt
Retained Earning EOY$3,957,446RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,484,866TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,345,896TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,484,866TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,345,896TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,484,866TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$126,270ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,358,596SubtotalAmt
Other Decreases$12,700OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,345,896TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$150,485AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,451,764NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043597DistributionYr1Rt
Adjusted Qlfy Distri Yr2$157,066AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,599,117NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043640DistributionYr2Rt
Adjusted Qlfy Distri Yr3$130,864AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,163,160NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041371DistributionYr3Rt
Adjusted Qlfy Distri Yr4$133,772AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,690,264NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049724DistributionYr4Rt
Adjusted Qlfy Distri Yr5$138,191AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,756,115NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050140DistributionYr5Rt
Total Distribution0.228472TotalDistributionRt
Average Distribution0.045694AverageDistributionRt
Net Vl Noncharitable Assets$5,380,910NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$245,875AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$548NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$246,423AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$159,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,097InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,097SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,097TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,311EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,311TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$10,214OverpaymentAmt
Applied To ES Tax$10,214AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCURTIS D GRIDLEY TRACY A HOOVERIndividualWithBooksNm
Phone3167336485PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1151 N ROCK ISLAND 2DAddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67202ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CURTIS D GRIDLEY
151 N ROCK ISLAND 2DWICHITAKS67202TRUSTEE0.00$0$0$0
TRACY A HOOVER
151 N ROCK ISLAND 2DWICHITAKS67202TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,092,700AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,370,153AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,462,853TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,462,853AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$81,943CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,380,910NetVlNoncharitableAssetsAmt
Minimum Investment Return$269,046MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$269,046MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,097TaxBasedOnInvestmentIncomeAmt
Total Tax$1,097TotalTaxAmt
Distributable Before Adj$267,949DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$267,949DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$267,949DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$159,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$159,100QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$159,100AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$267,949DistributableAsAdjustedAmt
Undistributed Income PY$157,354UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$159,100QualifyingDistributionsAmt
Applied To Year1$157,354AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,746AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$266,203UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCURTIS D GRIDLEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUBS OF SOUTH CENTRAL KANSAS
2400 N OPPORTUNITY DRWICHITAKS67219NONEPUBLIC CHARITYEDUCATION$1,500
DARTMOUTH COLLEGE
10 NORTH MAIN STREETHANOVERNH03755NONEPUBLIC CHARITYEDUCATION$35,000
EXPLORATION PLACE
300 NORTH MCLEAN BLVDWICHITAKS67203NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
HABITAT FOR HUMANITY
240 COMMERCIAL STREETBOSTONMA02109NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
JUDY CAMILLA LAROQUE FUND
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
KANSAS FOOD BANK
1919 EAST DOUGLASWICHITAKS67211NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
KCEC
1845 FAIRMOUNT CAMPUS BOX 203WICHITAKS672600203NONEPUBLIC CHARITYGENERAL SUPPORT$1,350
KMUW - RADIO
3317 EAST 17TH STREETWICHITAKS67203NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
KPTS - PUBLIC TELEVISION
320 WEST 21ST STREET NORTHWICHITAKS67203NONEPUBLIC CHARITYGENERAL SUPPORT$4,400
LINDA HALL LIBRARY
5109 CHERRY STREETKANSAS CITYMO641102498NONEPUBLIC CHARITYEDUCATION$5,000
LIONELL HAMPTON JAZZ FESTIVAL
UNIVERSITY OF IDAHOMOSCOWID83843NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
MAKEICT
1500 E DOUGLAS AVENUEWICHITAKS67214NONEPUBLIC CHARITYEDUCATION$5,000
ORPHEUM THEATER WICHITA
200 N BROADWAY ST 102WICHITAKS67202NONEPUBLIC CHARITYGENERAL SUPPORT$3,850
VIOLA DA GAMBA SOCIETY OF AMERICA
PO BOX 582628MINNEAPOLISMN554582628NONEPUBLIC CHARITYGENERAL SUPPORT$50,000
WELLESLEY COLLEGE
106 CENTRAL STREETWELLESLEYMA02481NONEPUBLIC CHARITYEDUCATION$5,000
WICHITA ART MUSEUM
1400 MUSEUM BLVDWICHITAKS67203NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
WICHITA PUBLIC LIBRARY FOUNDATION
223 S MAIN STWICHITAKS67202NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
WICHITA STATE ULRICH MUSEUM
FAIRMOUNT STREETWICHITAKS67260NONEPUBLIC CHARITYEDUCATION$10,750
WICHITA YMCA
402 N MARKETWICHITAKS67202NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
BARTLETT ARBORETUM LEGACY FOUNDATION
301 N LINE STREETBELLE PLAINEKS67013NONEPUBLIC CHARITYGENERAL SUPPORT$2,750
SOCELIFE
417 E GILBERTWICHITAKS67211NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
SPOKANE NORDIC SKI ASSOCIATION
PO BOX 501SPOKANEWA99210NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
VIOLA DA GAMBA SOCIETY OF NEW ENGLAND
PO BOX 192BELMONTMA02478NONEPUBLIC CHARITYGENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$158,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57,115ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$57,115ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57,115TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryHEMENWAY & BARNESCategoryTxt
Amt$2,235Amt
Net Investment Income$2,235NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVANGUARD SHORT TERM CORP BOND ETFStockNm
EOY Book Value$3,099,151EOYBookValueAmt
EOYFMV$3,092,700EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$12,700Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMONWEALTH OF MASSACHUSETTS$500$0$500
MISCELLANEOUS$50$50$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2016 FORM 990-PF EXTENSIONCategoryTxt
Amt$22,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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