BURKEHAVEN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BURKEHAVEN FAMILY FOUNDATION (EIN 82-6746205)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-31
- IRS object ID
- 202543049349100024
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-31T09:32:45-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 826746205 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BURKEHAVEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURK | BusinessNameControlTxt |
| Phone | 6174190156 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1834 CENTRE ST 589 | AddressLine1Txt |
| City | WEST ROXBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02132 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRFAN ALIBHAI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174190156 | PhoneNum |
| Signature | 2025-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER CONSOLETTI ESQ | PreparerPersonNm |
| PTIN | P02060442 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2025-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,711,741 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $233 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $233 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $881,002 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $881,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,804,540 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,750,618 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,804,540 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,293 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29,293 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,715,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,715,068 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $237,153 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,858 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $225,295 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $14,718 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $736 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,982 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,253 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,690 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,707 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,707 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,058 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,733 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,860 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,860 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $85,746 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77,585 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,161 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $436,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $179,182 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $256,988 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,946,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,946,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,382,495 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $179,182 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,202,988 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$667,427 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,535,886 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $232,692 | CashBOYAmt |
| Cash EOY | $264,982 | CashEOYAmt |
| Cash EOYFMV | $264,982 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,757,811 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $416,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $416,528 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $27,720,955 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $27,352,790 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $35,670,866 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,310,765 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,422,195 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,359,365 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,022,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,456,495 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,711,741 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,032 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,747 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $49 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $96 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,081 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,843 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,018,142 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $31,452,652 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,018,142 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,452,652 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,022,223 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,456,495 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,018,142 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$667,427 | ExcessRevenueOverExpensesAmt |
| Other Increases | $101,937 | OtherIncreasesAmt |
| Subtotal | $31,452,652 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,452,652 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $9,494,700 | $7,946,078 | $1,548,622 | $1,548,622 | |
| CAPITAL GAINS DIVIDENDS | $255,918 | $255,918 | $255,918 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,804,540 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,249 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,249 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,249 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,101 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $65,101 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29,852 | OverpaymentAmt |
| Applied To ES Tax | $29,852 | 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 |
| Org Report Or Register State | NH | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174190156 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1834 CENTRE ST 589 | AddressLine1Txt |
| City | WEST ROXBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02132 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| IRFAN ALIBHAI | ||||||||
| 1834 CENTRE STREET 589 | WEST ROXBURY | MA | 02132 | PRESIDENT | 40.00 | $237,153 | $0 | $0 |
| CAROL WALLACE | ||||||||
| 1834 CENTRE STREET 589 | WEST ROXBURY | MA | 02132 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL JEWCZYN | ||||||||
| 1834 CENTRE STREET 589 | WEST ROXBURY | MA | 02132 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY INVESTMENT ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOSTON | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $60,707 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $36,469,433 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,143,167 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,612,600 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,612,600 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $564,189 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,048,411 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,852,421 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,852,421 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,249 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,249 | TotalTaxAmt |
| Distributable Before Adj | $1,817,172 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,817,172 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,817,172 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,202,988 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,202,988 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,817,172 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $862,877 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,263,453 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,126,330 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,202,988 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,817,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,385,816 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,512,146 | 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 | $3,512,146 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $862,877 | ExcessFromYear2Amt |
| Excess From Year1 | $1,263,453 | ExcessFromYear1Amt |
| Excess From Current Year | $1,385,816 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL WALLACE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (196 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVENUE NW | WASHINTON | DC | 20009 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| LIFTING HANDS INTERNATIONAL | |||||||
| 963 E HUDSON AVENUE | SALT LAKE CITY | UT | 84106 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| WEST CENTRAL BEHAVIORAL HEALTH | |||||||
| 85 MECHANIC STREET SUITE C2-1 BOX | LEBANON | NH | 03766 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | A-10 |
| LAS MARGARITAS FOUNDATION | |||||||
| PO BOX 1995 | CLIFFSIDE PARK | NJ | 07010 | PC | GENERAL CHARITABLE SUPPORT | $25,000 | |
| KIDS CLOTHES CLUB | |||||||
| 108 UPLAND ROAD | BROOKLINE | MA | 02445 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NETWORK OF ENGAGED INTERNATIONAL DONORS | |||||||
| 131 DARTMOUTH STREET 3RD FLOOR | BOSTON | MA | 02116 | PC | GENERAL CHARITABLE SUPPORT | $1,500 | |
| MIDDLESEX HOSPITAL | |||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| THE FELLS | |||||||
| 456 ROUTE 103A PO BOX 276 | NEWBURY | NH | 03255 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| NORTHERN STAGE COMPANY | |||||||
| 76 GATES STREET | HARTFORD | VT | 05001 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| LEAGUE OF NH CRAFTSMEN | |||||||
| 49 SOUTH MAIN STREET SUITE 100 | CONCORD | NH | 03301 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| GIRLS INC OF NEW HAMPSHIRE | |||||||
| 1711 S WILLOW ST UNIT 5 | MANCHESTER | NH | 03103 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| GOT LUNCH | |||||||
| 20 CHURCH ST | NEWPORT | NH | 03773 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| INTEGRATED REFUGEE & IMMIGRANT SERVICES | |||||||
| 235 NICOLL STREET | NEW HAVEN | CT | 06511 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| BROOKLINE EDUCATION FOUNDATION | |||||||
| PO BOX 470652 | BROOKLINE | MA | 02447 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| THE SASAMANI FOUNDATION | |||||||
| PO BOX 315 | OLD MYSTIC | CT | 06372 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| HIGH HOPES THERAPEUTIC RIDING | |||||||
| 36 TOWN WOODS ROAD | OLD LYME | CT | 06371 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| GEORGIA AQUARIUM | |||||||
| 225 BAKER STREET NORTHWEST | ATLANTA | GA | 30313 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| TRI-TOWN YOUTH SERVICES BUREAU INC | |||||||
| PO BOX 897 56 HIGH STREET | DEEP RIVER | CT | 06417 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| WILDLIFE CONSERVATION SOCIETY - BRONX ZOO | |||||||
| 2300 SOUTHERN BOULEVARD | THE BRONX | NY | 10460 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| SHORELINE SOUP KITCHENS & PANTRIES | |||||||
| PO BOX 804 | ESSEX | CT | 06426 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| TOWN OF CHESTER - PARKS AND RECREATION | |||||||
| 203 MIDDLESEX AVE | CHESTER | CT | 06412 | PC | GENERAL CHARITABLE SUPPORT | $4,000 | |
| HK RECREATION DEPARTMENT | |||||||
| 91 LITTLE CITY RD PO BOX 569 | HIGGANUM | CT | 06441 | PC | GENERAL CHARITABLE SUPPORT | $7,500 | |
| KALAMAZOO COLLEGE | |||||||
| 1200 ACADEMY ST | KALAMAZOO | MI | 49006 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NASHUA SOUP KITCHEN AND SHELTER INC | |||||||
| PO BOX 3116 | NASHUA | NH | 030613116 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| SPOONFULS | |||||||
| 189 WELLS AVENUE SUITE 100 | NEWTON | MA | 02459 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| DIGDEEP | |||||||
| PO BOX 26779 | LOS ANGELES | CA | 90026 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| THE PHOENIX | |||||||
| 54 NEWMARKET SQUARE | BOSTON | MA | 02118 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| NIS'TO INCORPORATED | |||||||
| 215 WEST PINE ST | SISSETON | SD | 57262 | PC | GENERAL CHARITABLE SUPPORT | $12,500 | |
| TURNING POINTS NETWORK | |||||||
| 11 SCHOOL STREET | CLAREMONT | NH | 03743 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT ROAD | LAGUNA HILLS | CA | 92653 | PC | GENERAL CHARITABLE SUPPORT | $75,000 | |
| MIDDLESEX HOSPITAL | |||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | PC | GENERAL CHARITABLE SUPPORT | $110,000 | |
| ROSLINDALE FOOD COLLECTIVE | |||||||
| 319 KITTREDGE STREET | BOSTON | MA | 02131 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVENUE NW | WASHINTON | DC | 20009 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| LIFTING HANDS INTERNATIONAL | |||||||
| 963 E HUDSON AVENUE | SALT LAKE CITY | UT | 84106 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| GLOBAL REFUGE | |||||||
| PO BOX 17467 | BALTIMORE | MD | 212971467 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| REFUGEE PROTECTION INTERNATIONAL | |||||||
| PO BOX 624 | BELMONT | MA | 02478 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| NEW ENGLAND HEALING SPORTS ASSOCIATION | |||||||
| 180 MOUNT SUNAPEE ROAD 2135 | NEWBURY | NH | 03255 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| BUILDING ONE COMMUNITY - THE CENTER FOR IMMIGRANT OPPORTUNITY | |||||||
| 417 SHIPPAN AVENUE | STAMFORD | CT | 06902 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| LA COLABORATIVA INC | |||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| HAND IN HAND MANO EN MANO | |||||||
| 2 MAPLE STREET | MILBRIDGE | ME | 04658 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS INC | |||||||
| 670 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| CENTRAL VERMONT REFUGEE ACTION NETWORK INC | |||||||
| PO BOX 910 | MONTPELIER | VT | 05601 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| HAVENLY | |||||||
| 25 TEMPLE STREET | NEW HAVEN | CT | 06510 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| BERKSHIRE IMMIGRANT CENTER INC | |||||||
| 67 EAST ST | PITTSFIELD | MA | 01201 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| REFUGEE AND IMMIGRANT ASSISTANCE CENTER INC | |||||||
| 31 HEATH STREET | BOSTON | MA | 02130 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| THE WELCOME PROJECT | |||||||
| 530 MYSTIC AVENUE | SOMERVILLE | MA | 02145 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| IMMIGRANTS LIKE US INC | |||||||
| 300 BOYLSTON STREET | BOSTON | MA | 02116 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| HOPE ACTS | |||||||
| 14 SHERMAN STREET | PORTLAND | ME | 04101 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| TREE STREET YOUTH | |||||||
| 144 HOWE STREET | LEWISTON | ME | 04240 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| MAINE IMMIGRANT & REFUGEE SERVICES | |||||||
| 57 BIRCH STREET | LEWISTON | ME | 04240 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| BUILDING COMMUNITY IN NEW HAMPSHIRE | |||||||
| 1045 ELM STREET | MANCHESTER | NH | 03101 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| ORGANIZATION FOR REFUGEE AND IMMIGRANT SUCCESS | |||||||
| 434 LAKE AVENUE | MANCHESTER | NH | 03103 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| ASSOCIATION OF AFRICANS LIVING IN VERMONT | |||||||
| PO BOX 5496 | BURLINGTON | VT | 05402 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| MERCY CONNECTIONS INC | |||||||
| 255 SOUTH CHAMPLAIN STREET | BURLINGTON | VT | 05401 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| COMMUNITY ASYLUM SEEKERS PROJECT INC | |||||||
| PO BOX 1355 | BRATTLEBORO | VT | 05302 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NORTHERN STAGE COMPANY | |||||||
| 76 GATES STREET | HARTFORD | VT | 05001 | PC | GENERAL CHARITABLE SUPPORT | $200,000 | |
| SHINING HOPE FOR COMMUNITIES INC | |||||||
| 222 BROADWAY FLOOR 22 | NEW YORK | NY | 10038 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| WOMEN'S REFUGEE CARE | |||||||
| 570 BROAD STREET SUITE 103 | PROVIDENCE | RI | 02907 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| REFUGEE DREAM CENTER | |||||||
| 747 BROAD STREET | PROVIDENCE | RI | 02907 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| SEPSIS ALLIANCE | |||||||
| 3180 UNIVERSITY AVENUE | SAN DIEGO | CA | 92104 | PC | GENERAL CHARITABLE SUPPORT | $4,000 | |
| BROWN LEDGE CAMP | |||||||
| 71 BROWNLEDGE ROAD | COLCHESTER | VT | 05446 | PC | GENERAL CHARITABLE SUPPORT | $4,000 | |
| MATTHEW HOUSE | |||||||
| 2820 SOUTH ALMA SCHOOL ROAD SUITE | CHANDLER | AZ | 85286 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | 18-223 |
| WEST CENTRAL BEHAVIORAL HEALTH | |||||||
| 85 MECHANIC STREET SUITE C2-1 BOX | LEBANON | NH | 03766 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | A-10 |
| THE KWEK SOCIETY | |||||||
| 3469 N EDISON ST | ARLINGTON | VA | 22207 | PC | GENERAL CHARITABLE SUPPORT | $25,000 | |
| THE KWEK SOCIETY | |||||||
| 3469 N EDISON ST | ARLINGTON | VA | 22207 | PC | GENERAL CHARITABLE SUPPORT | $3,000 | |
| BAKER SCHOOL EXTENDED DAY | |||||||
| 205 BEVERLY ROAD | BROOKLINE | MA | 02467 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| SHELTERBOX | |||||||
| 101 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| NEW HAMPSHIRE AUDUBON | |||||||
| 84 SILK FARM ROAD | CONCORD | NH | 03301 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT ROAD | LAGUNA HILLS | CA | 92653 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| BAKER SCHOOL EXTENDED DAY | |||||||
| 205 BEVERLY ROAD | BROOKLINE | MA | 02467 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| VERMONT INSTITUTE OF NATURAL SCIENCE | |||||||
| VINS NATURE CENTER PO BOX 1281 | QUECHEE | VT | 05059 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| NEW HAMPSHIRE PUBLIC RADIO | |||||||
| 2 PILLSBURY STREET 6TH FLOOR | CONCORD | NH | 03301 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| NEW HAMPSHIRE FOOD BANK | |||||||
| 700 EAST INDUSTRIAL PARK DRIVE | MANCHESTER | NH | 03109 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| CENTER FOR THE ARTS NEW HAMPSHIRE | |||||||
| PO BOX 872 | NEW LONDON | NH | 03257 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| NEW HAMPSHIRE WOMEN'S FOUNDATION | |||||||
| 18 LOW AVENUE SUITE 205 | CONCORD | NH | 03301 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| SOUTH CONGREGATIONAL CHURCH | |||||||
| 20 CHURCH ST | NEWPORT | NH | 03773 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| GAYLORD REHABILITATION HOSPITAL | |||||||
| 50 GAYLORD FARM ROAD | WALLINGFORD | CT | 06492 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT ROAD | LAGUNA HILLS | CA | 92653 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| VOTEAMERICA | |||||||
| 14 HUDSON AVE SUITE 403 | GLENS FALLS | NY | 12801 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| VOTEORG | |||||||
| 4096 PIEDMONT AVENUE | OAKLAND | CA | 94611 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| DONORS CHOOSE | |||||||
| 134 WEST 37TH STREET | NEW YORK | NY | 10018 | PC | GENERAL CHARITABLE SUPPORT | $12,500 | |
| DONORS CHOOSE | |||||||
| 134 WEST 37TH STREET | NEW YORK | NY | 10018 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| NEW LONDON HOSPITAL | |||||||
| 273 COUNTY RD | NEW LONDON | NH | 03257 | PC | GENERAL CHARITABLE SUPPORT | $100,000 | |
| BAKER SCHOOL EXTENDED DAY | |||||||
| 205 BEVERLY ROAD | BROOKLINE | MA | 02467 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| MEMORY KEEPERS MEDICAL DISCOVERY TEAM UNIVERSITY OF MINNESOTA MEDICAL SCHOO | |||||||
| 624 EAST 1ST STREET SUITE 201 | DULUTH | MN | 55805 | PC | GENERAL CHARITABLE SUPPORT | $15,000 | |
| NEW HAMPSHIRE FOOD BANK | |||||||
| 700 EAST INDUSTRIAL PARK DRIVE | MANCHESTER | NH | 03109 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| DONORS CHOOSE | |||||||
| 134 WEST 37TH STREET | NEW YORK | NY | 10018 | PC | GENERAL CHARITABLE SUPPORT | $81,500 | |
| THE ALS ASSOCIATION | |||||||
| 1300 WILSON BOULEVARD SUITE 600 | ARLINGTON | VA | 22209 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| VOTEAMERICA | |||||||
| 14 HUDSON AVE SUITE 403 | GLENS FALLS | NY | 12801 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| CONNECTICUT CHILDRENS MEDICAL CENTER FOUNDATION | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| CRADLES TO CRAYONS | |||||||
| 281 NEWTONVILLE AVENUE | NEWTON | MA | 02460 | PC | GENERAL CHARITABLE SUPPORT | $8,000 | |
| NEW ENGLAND AQUARIUM | |||||||
| CENTRAL WHARF | BOSTON | MA | 02110 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| PROTECT DEMOCRACY PROJECT | |||||||
| 2020 PENNSYLVANIA AVENUE NW 163 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| ZOO NEW ENGLAND | |||||||
| ONE FRANKLIN PARK ROAD | BOSTON | MA | 02121 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| KALAMAZOO COMMUNITY FOUNDATION | |||||||
| 402 EAST MICHIGAN AVENUE | KALAMAZOO | MI | 49007 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| AGA KHAN FOUNDATION USA | |||||||
| 1825 K ST NW SUITE 901 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| THE KELSEY | |||||||
| 1 SANSOME STREET | SAN FRANCISCO | CA | 94104 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| WGBH | |||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| WUMB RADIO | |||||||
| 100 MORRISSEY BOULEVARD | BOSTON | MA | 02125 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| WIKIMEDIA FOUNDATION | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| PALESTINE CHILDREN'S RELIEF FUND | |||||||
| PO BOX 861716 | LOS ANGELES | CA | 90086 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| CARE USA | |||||||
| 151 ELLIS STREET NORTHEAST | ATLANTA | GA | 30303 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| ISLAMIC RELIEF USA | |||||||
| 3655 WHEELER AVENUE | ALEXANDRIA | VA | 22304 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| CHARITY NAVIGATOR | |||||||
| 299 MARKET STREET SUITE 250 | SADDLE BROOK | NJ | 07663 | PC | GENERAL CHARITABLE SUPPORT | $500 | |
| PROJECT HOPE | |||||||
| 1220 19TH STREET NORTHWEST SUITE | WASHINGTON | DC | 20036 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | 800 |
| CORE | |||||||
| 910 NORTH HILL STREET | LOS ANGELES | CA | 90012 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NOVA UKRAINE | |||||||
| 963 MEARS COURT | STANFORD | CA | 94305 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| GLOBAL REFUGE | |||||||
| PO BOX 17467 | BALTIMORE | MD | 212971467 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| ANERA | |||||||
| 111 14TH STREET NORTHWEST SUITE 400 | WASHINGTON | DC | 20004 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| HOUSEHOLD GOODS | |||||||
| 530 MAIN STREET | ACTON | MA | 01720 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| CARE USA | |||||||
| 151 ELLIS STREET NORTHEAST | ATLANTA | GA | 30303 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| SUNAPEE HISTORICAL SOCIETY | |||||||
| PO BOX 501 | SUNAPEE | NH | 03782 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| SHANTI BHAVAN CHILDREN'S PROJECT | |||||||
| 141 HAWKINS PLACE PMB 192 | BOONTON | NJ | 07005 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| PROJECT SUNAPEE | |||||||
| PO BOX 602 | SUNAPEE | NH | 03782 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| CRISTO REY BROOKLYN HIGH SCHOOL | |||||||
| 710 EAST 37TH STREET | BROOKLYN | NY | 11203 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| AGA KHAN FOUNDATION USA | |||||||
| 1825 K ST NW STE 901 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| FIREKEEPERS INTERNATIONAL | |||||||
| PO BOX 10 | MOHAWK | TN | 37810 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| AUSBON SARGENT LAND PRESERVATION TRUST | |||||||
| PO BOX 2040 71 PLEASANT STREET | NEW LONDON | NH | 03257 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| HARTFORD STAGE COMPANY | |||||||
| 50 CHURCH STREET | HARTFORD | CT | 06103 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| LIBRARY ARTS CENTER | |||||||
| 58 N MAIN STREET | NEWPORT | NH | 03773 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| THE LIVERY - SUNAPEE HERITAGE ALLIANCE | |||||||
| PO BOX 72 | SUNAPEE | NH | 03782 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| LAKE SUNAPEE PROTECTIVE ASSOCIATION | |||||||
| PO BOX 683 | SUNAPEE | NH | 03782 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| LAKE SUNAPEE PROTECTIVE ASSOCIATION | |||||||
| PO BOX 683 | SUNAPEE | NH | 03782 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| SHINING HOPE FOR COMMUNITIES INC | |||||||
| 222 BROADWAY FLOOR 22 | NEW YORK | NY | 10038 | PC | GENERAL CHARITABLE SUPPORT | $25,000 | |
| FRIENDS OF THE ABBOTT LIBRARY | |||||||
| 11 SOONIPI CIRCLE | SUNAPEE | NH | 03782 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| NEW LONDON HOSPITAL | |||||||
| 273 COUNTY RD | NEW LONDON | NH | 03257 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NIS'TO INCORPORATED | |||||||
| 215 WEST PINE ST | SISSETON | SD | 57262 | PC | GENERAL CHARITABLE SUPPORT | $12,500 | |
| TURNING POINTS NETWORK | |||||||
| 11 SCHOOL STREET | CLAREMONT | NH | 03743 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT ROAD | LAGUNA HILLS | CA | 92653 | PC | GENERAL CHARITABLE SUPPORT | $75,000 | |
| CHESTER ELEMENTARY SCHOOL PTO | |||||||
| 23 RIDGE ROAD | CHESTER | CT | 06412 | PC | GENERAL CHARITABLE SUPPORT | $4,000 | |
| NEWPORT MONTESSORI SCHOOL | |||||||
| 96 PINE STREET | NEWPORT | NH | 03773 | PC | GENERAL CHARITABLE SUPPORT | $15,000 | |
| DONORS CHOOSE | |||||||
| 134 WEST 37TH STREET | NEW YORK | NY | 10018 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| NOVYI SOKIL PLAST UKRAINIAN SCOUTING ORGANIZATION USA | |||||||
| 2301 SCHOOL STREET | NORTH COLLINS | NY | 14111 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| GIRLS INC OF NEW HAMPSHIRE | |||||||
| 1711 S WILLOW ST UNIT 5 | MANCHESTER | NH | 03103 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| SPOONFULS | |||||||
| 189 WELLS AVENUE SUITE 100 | NEWTON | MA | 02459 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| DIGDEEP | |||||||
| PO BOX 26779 | LOS ANGELES | CA | 90026 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| GREENLIGHT FUND | |||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | PC | GENERAL CHARITABLE SUPPORT | $100,000 | |
| GREENLIGHT FUND | |||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | PC | GENERAL CHARITABLE SUPPORT | $100,000 | |
| GREENLIGHT FUND | |||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | PC | GENERAL CHARITABLE SUPPORT | $20,000 | |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| PO BOX 193 | NEW BRUNSWICK | NJ | 089030193 | PC | GENERAL CHARITABLE SUPPORT | $12,000 | |
| KEYS | |||||||
| PO BOX 532 | NEW CANAAN | CT | 06840 | PC | GENERAL CHARITABLE SUPPORT | $4,500 | |
| BAKER SCHOOL PTO | |||||||
| 205 BEVERLY RD | BROOKLINE | MA | 02467 | PC | GENERAL CHARITABLE SUPPORT | $500 | |
| EAST HAMPTON ROTARY FOUNDATION | |||||||
| PO BOX 358 | EAST HAMPTON | CT | 06424 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| TEAM RUBICON | |||||||
| 5230 PACIFIC CONCOURSE DRIVE | LOS ANGELES | CA | 90045 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| UPREACH THERAPEUTIC EQUESTRIAN CENTER | |||||||
| 153 PAIGE HILL ROAD | GOFFSTOWN | NH | 03045 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| AGA KHAN FOUNDATION USA | |||||||
| 1825 K ST NW SUITE 901 | WASHINGTON | DC | 20006 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| ORGANIZATION FOR REFUGEE AND IMMIGRANT SUCCESS | |||||||
| 434 LAKE AVENUE | MANCHESTER | NH | 03103 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| CULTIVATING COMMUNITY | |||||||
| 52 MAYO STREET | PORTLAND | ME | 04101 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| JUSTICE RESOURCE INSTITUTE | |||||||
| 160 GOULD STREET | NEEDHAM | MA | 02494 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| AKAKA FOUNDATION PILINA AINA | |||||||
| 60 NOWELO STREET | HILO | HI | 96720 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| THE FOUNTAIN FUND | |||||||
| 233 4TH STREET NORTHWEST | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| ACLU OF NORTH CAROLINA LEGAL FOUNDATION | |||||||
| PO BOX 28004 | RALEIGH | NC | 27611 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| HARTFORD YOUTH SCHOLARS | |||||||
| 133 ALLEN PLACE | HARTFORD | CT | 06106 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| HOMEBOY INDUSTRIES INC | |||||||
| 130 BRUNO STREET | LOS ANGELES | CA | 90012 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| BEAUTIFUL DAY | |||||||
| 66 BENEFIT STREET | PROVIDENCE | RI | 02904 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| ACLU FOUNDATION OF PENNSYLVANIA | |||||||
| PO BOX 60173 | PHILADELPHIA | PA | 19102 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| THE FOUNTAIN FUND | |||||||
| 233 4TH STREET NORTHWEST | CHARLOTTESVILLE | VA | 22903 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| CHARLES RIVER CHURCH 2024 | |||||||
| 1195 CENTRE STREET | BOSTON | MA | 02130 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| MISSISSIPPI REPRODUCTIVE FREEDOM FUND VIA ACTBLUE CHARITIES | |||||||
| 9450 SOUTHWEST GEMINI DRIVE | BEAVERTON | OR | 97008 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| LIFTING HANDS INTERNATIONAL | |||||||
| 963 E HUDSON AVENUE | SALT LAKE CITY | UT | 84106 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| SHELTERBOX | |||||||
| 101 INNOVATION PLACE | SANTA BARBARA | CA | 93108 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NASHUA SOUP KITCHEN AND SHELTER INC | |||||||
| PO BOX 3116 | NASHUA | NH | 030613116 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| MSPCAANGELL | |||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| ZOO NEW ENGLAND | |||||||
| ONE FRANKLIN PARK ROAD | BOSTON | MA | 02121 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| NORTH AMERICAN TRADITIONAL INDIGENOUS FOOD SYSTEMS | |||||||
| MIDTOWN GLOBAL MARKET 920 E LAKE | MINNEAPOLIS | MN | 55407 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | STREET 107 |
| BOSTON AREA RAPE CRISIS CENTER | |||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| DIGDEEP | |||||||
| PO BOX 26779 | LOS ANGELES | CA | 90026 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| CENTROS SOR ISOLINA FERR | |||||||
| 4903 STREET ROBERTO COLLADO FINAL | PONCE | PR | 00716 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| GIRLS INC OF NEW HAMPSHIRE | |||||||
| 1711 S WILLOW ST UNIT 5 | MANCHESTER | NH | 03103 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| NOVYI SOKIL PLAST UKRAINIAN SCOUTING ORGANIZATION USA | |||||||
| 2301 SCHOOL STREET | NORTH COLLINS | NY | 14111 | PC | GENERAL CHARITABLE SUPPORT | $25,000 | |
| WILMOT VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 33 | WILMOT | NH | 03287 | PC | GENERAL CHARITABLE SUPPORT | $10,000 | |
| CONEJO VALLEY VILLAGE | |||||||
| PO BOX 3162 | WESTLAKE VILLAGE | CA | 91359 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| GREENLIGHT FUND | |||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | PC | GENERAL CHARITABLE SUPPORT | $50,000 | |
| KEARSARGE AREA COUNCIL ON AGING | |||||||
| 37 PLEASANT STREET | NEW LONDON | NH | 03257 | PC | GENERAL CHARITABLE SUPPORT | $25,000 | |
| SUNFLOWER TRUST VIA GLOBAL GIVING | |||||||
| 1 THOMAS CIRCLE NORTHWEST SUITE 800 | WASHINGTON | DC | 20005 | PC | GENERAL CHARITABLE SUPPORT | $15,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| SOUTH CONGREGATIONAL CHURCH | |||||||
| 20 CHURCH ST | NEWPORT | NH | 03773 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| THE AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL CHARITABLE SUPPORT | $4,500 | |
| WOMEN HELPING WOMEN | |||||||
| 215 E 9TH ST 7TH FLOOR | CINCINNATI | OH | 45202 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| MAIN STREET VENTURES | |||||||
| 1311 VINE STREET | CINCINNATI | OH | 45202 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| LAKE SUNAPEE PROTECTIVE ASSOCIATION | |||||||
| PO BOX 683 | SUNAPEE | NH | 03782 | PC | GENERAL CHARITABLE SUPPORT | $6,500 | |
| LIBRARY ARTS CENTER | |||||||
| 58 N MAIN STREET | NEWPORT | NH | 03773 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| WATSI | |||||||
| 548 MARKET STREET | SAN FRANCISCO | CA | 94104 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| ALWAYS DREAM FOUNDATION | |||||||
| 125 RAILROAD AVE SUITE 203 | DANVILLE | CA | 94526 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| MIDDLESEX HOSPITAL | |||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | PC | GENERAL CHARITABLE SUPPORT | $7,500 | |
| NEW HAMPSHIRE PBS | |||||||
| 268 MAST ROAD | DURHAM | NH | 03824 | PC | GENERAL CHARITABLE SUPPORT | $2,500 | |
| LANGUAGE AND LEARNING FOUNDATION USA INC | |||||||
| 175 MICHIGAN COURT | BLOOMINGDALE | IL | 60108 | PC | GENERAL CHARITABLE SUPPORT | $1,000 | |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | PC | GENERAL CHARITABLE SUPPORT | $5,000 | |
| KEE CHA-E-NAR CORPORATION | |||||||
| PO BOX 1027 | KLAMATH | CA | 95548 | PC | GENERAL CHARITABLE SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,946,000 | 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 | $233 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $881,002 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,293 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,804,540 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,685,775 | ExclusionAmt |
| Related Or Exempt Function Incm | $29,293 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,715,068 | 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 | INCOME FROM PARTNERSHIP K-1S | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,253 | Amt |
| Net Investment Income | $1,563 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,690 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND FUNDS | BondNm |
| EOY Book Value | $27,352,790 | EOYBookValueAmt |
| EOYFMV | $35,670,866 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,422,195 | BookValueAmt |
| EOYFMV | $3,359,365 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES & SOFTWARE | $3,603 | $0 | $0 | $3,603 |
| RESEARCH SERVICES | $4,552 | $0 | $0 | $4,552 |
| MISCELLANEOUS INVESTMENT DEDUCTIONS FROM K-1S | $77,585 | $77,585 | $0 | $0 |
| FILING FEES | $6 | $0 | $0 | $6 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PTP K-1S | Desc |
| Revenue And Expenses Per Books | $29,293 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29,293 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $101,937 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $49 | BOYBookValueAmt |
| EOY Book Value | $96 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY | CategoryTxt |
| Amt | $60,707 | Amt |
| Net Investment Income | $60,707 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $26,733 | $26,733 | $0 | $0 |
| MA FILING FEE | $250 | $0 | $0 | $0 |
| NH FILING FEE | $75 | $0 | $0 | $0 |
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