VHF FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VHF FOUNDATION INC (EIN 94-3435406)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202543169349100004
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T20:04:45-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943435406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VHF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VHFF | BusinessNameControlTxt |
| Phone | 6175843091 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 OAKDALE RD | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024611813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joan Leegant | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 6175843091 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| 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 | $2,527,812 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,665 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,665 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,665 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $35,421 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,959 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $35,421 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $563,529 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $143,289 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $5,614 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,614 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,614 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $189,989 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $188,527 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $46,700 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $30,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,603 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,603 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $24,603 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,624 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,624 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $54,603 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $179,624 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,624 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $54,603 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,365 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,903 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $321 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $346,900 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $225,239 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $225,239 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Prepaid Expenses BOY | $3,043 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,043 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,043 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $44,278 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $168,184 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $54,597 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $809,928 | CorporateStockBOYAmt |
| Corporate Stock EOY | $701,865 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,944,849 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $190,740 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $306,923 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $247,868 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $51,895 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,394,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,405,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,527,812 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $2,035,908 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $2,035,908 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$641,019 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$630,654 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,394,889 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,405,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,394,889 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,405,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,394,889 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,365 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,405,254 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,405,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Public Traded Securities | PropertyDesc |
| Gross Sales Price | $563,529 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $420,240 | CostOrOtherBasisAmt |
| Gain Or Loss | $143,289 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $143,289 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $143,289 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,861 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,861 | SubtotalAmt |
| Tax Based On Investment Income | $1,861 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,858 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,858 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | 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 | Allen Katzoff | IndividualWithBooksNm |
| Phone | 6179656994 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 OAKDALE RD | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024611813 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Allen Katzoff | ||||||||
| 126 Oakdale Rd | Newton | MA | 02461 | President,Director | 2.00 | $6,000 | $0 | $0 |
| Joan Leegant | ||||||||
| 126 Oakdale Rd | Newton | MA | 02461 | Treasurer Director | 4.00 | $24,000 | $0 | $0 |
| Eliezer Katzoff | ||||||||
| 126 Oakdale Rd | Newton | MA | 02461 | Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,491,348 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,491,348 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,491,348 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,453,978 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,699 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,699 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,861 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $1,861 | TotalTaxAmt |
| Distributable Before Adj | $120,838 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,838 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,838 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $140,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,838 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $31,681 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,517 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,822 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,448 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,825 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $105,293 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $140,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $120,838 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,162 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $124,455 | 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 |
| Excess Distri Cyov To Next Yr | $124,455 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,517 | ExcessFromYear4Amt |
| Excess From Year3 | $18,822 | ExcessFromYear3Amt |
| Excess From Year2 | $20,448 | ExcessFromYear2Amt |
| Excess From Year1 | $12,825 | ExcessFromYear1Amt |
| Excess From Current Year | $19,162 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| The Good People Fund | ||||||||
| 384 Wyoming Avenue | Millburn | NJ | 07041 | No Relationship | PC | Humanitarian work | $10,000 | |
| Digger Foods | ||||||||
| 63 Pleasant Street | Sharon | MA | 02067 | No Relationship | PC | Hunger relief | $10,000 | |
| New Israel Fund | ||||||||
| PO Box 70358 | Philadelphia | PA | 19176 | No Relationship | PC | Hunger relief | $25,000 | |
| Fresh Start Furniture Bank | ||||||||
| 16 Brent Drive | Hudson | MA | 01749 | No Relationship | PC | Humanitarian work | $10,000 | |
| Healthy Waltham | ||||||||
| 510 Moody Street | Waltham | MA | 02453 | No Relationship | PC | Hunger relief | $10,000 | |
| The Food Drivve | ||||||||
| 23 Sargent Street | Melrose | MA | 02176 | No Relationship | PC | Hunger relief | $10,000 | |
| Beantown Baby Diaper Bank | ||||||||
| 27 Nickerson Road | Lexington | MA | 02421 | No Relationship | PC | Humanitarian | $10,000 | |
| Pope Memorial SPCA | ||||||||
| 94 Silk Farm Road | Concord | NH | 03301 | No Relationship | PC | Humanitarian | $5,000 | |
| Welcoming Alliance | ||||||||
| 210 Park Ave | Worcester | MA | 01609 | No Relationship | PC | Humanitarian | $10,000 | Suite 306 |
| Welcome Home | ||||||||
| P O Box 590351 | Newton Centre | MA | 02459 | No Relationship | PC | Humanitarian | $10,000 | |
| Needham Community Council | ||||||||
| 570 Hillside Avenue | Needham | MA | 02494 | No Relationship | PC | Food relief | $7,500 | |
| Newton Food Pantry | ||||||||
| 1000 Commonwealth Avenue | Newton | MA | 02459 | No Relationship | PC | Food relief | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,421 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $143,289 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| $0 | 18 | $5,614 | $0 |
| $0 | $0 | $0 | |
| $0 | $0 | $0 | |
| $0 | $0 | $0 | |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $184,324 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $184,324 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (46 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|
| Lockheed Martin | |||||||
| Lockheed Martin | 2021-02 | Purchase | 2024-01 | $27,389 | $21,471 | $0 | $0 |
| Otis Worldwide | |||||||
| Otis Worldwide | 2020-05 | Purchase | 2024-01 | $33,146 | $19,147 | $0 | $0 |
| Alphabet Inc | |||||||
| Alphabet Inc | 2015-08 | Purchase | 2024-03 | $12,736 | $1,884 | $0 | $0 |
| Colgate Palmolive | |||||||
| Colgate Palmolive | 2014-12 | Purchase | 2024-03 | $50,000 | $50,000 | $0 | $0 |
| Bristol Myers Squibb | |||||||
| Bristol Myers Squibb | 2018-11 | Purchase | 2024-04 | $29,485 | $36,563 | $0 | $0 |
| Honeywell | |||||||
| Honeywell | 2020-03 | Purchase | 2024-04 | $38,139 | $27,571 | $0 | $0 |
| MONGODB INC | |||||||
| MONGODB INC | 2023-02 | Purchase | 2024-06 | $16,335 | $19,299 | $0 | $0 |
| Broadcom | |||||||
| Broadcom | 2018-09 | Purchase | 2024-07 | $22,559 | $3,559 | $0 | $0 |
| US Treasury Bills | |||||||
| US Treasury Bills | 2024-09 | Purchase | 2024-10 | $54,068 | $53,780 | $0 | $0 |
| US Treasury Bills | |||||||
| US Treasury Bills | 2024-08 | Purchase | 2024-10 | $44,964 | $44,678 | $0 | $0 |
| Abbott Laboratories | |||||||
| Abbott Laboratories | 2017-01 | Purchase | 2024-10 | $4,195 | $1,424 | $0 | $0 |
| Abbvie Inc | |||||||
| Abbvie Inc | 2021-12 | Purchase | 2024-10 | $2,816 | $2,000 | $0 | $0 |
| Advanced Micro Devices | |||||||
| Advanced Micro Devices | 2023-04 | Purchase | 2024-10 | $5,771 | $3,295 | $0 | $0 |
| Alphabet Inc | |||||||
| Alphabet Inc | 2005-11 | Purchase | 2024-10 | $10,405 | $648 | $0 | $0 |
| Amazon | |||||||
| Amazon | 2015-08 | Purchase | 2024-10 | $3,139 | $406 | $0 | $0 |
| Apple Inc | |||||||
| Apple Inc | 2022-11 | Purchase | 2024-10 | $6,879 | $4,495 | $0 | $0 |
| Berkshire Hathaway | |||||||
| Berkshire Hathaway | 2022-03 | Purchase | 2024-10 | $4,161 | $3,209 | $0 | $0 |
| Blackstone Inc | |||||||
| Blackstone Inc | 2019-10 | Purchase | 2024-10 | $2,655 | $692 | $0 | $0 |
| Broadcom | |||||||
| Broadcom | 2018-09 | Purchase | 2024-10 | $7,116 | $979 | $0 | $0 |
| Chevron | |||||||
| Chevron | 2023-02 | Purchase | 2024-10 | $3,897 | $4,455 | $0 | $0 |
| Eaton Corp | |||||||
| Eaton Corp | 2023-05 | Purchase | 2024-10 | $3,421 | $1,696 | $0 | $0 |
| Ferguson Enterprises | |||||||
| Ferguson Enterprises | 2024-01 | Purchase | 2024-10 | $4,867 | $4,771 | $0 | $0 |
| GE Vernova | |||||||
| GE Vernova | 2024-05 | Purchase | 2024-10 | $2,472 | $1,452 | $0 | $0 |
| Hitachi Ltd | |||||||
| Hitachi Ltd | 2024-04 | Purchase | 2024-10 | $2,165 | $1,629 | $0 | $0 |
| Home Depot Inc | |||||||
| Home Depot Inc | 2018-11 | Purchase | 2024-10 | $5,576 | $2,792 | $0 | $0 |
| Intercontinental Exchange Inc | |||||||
| Intercontinental Exchange Inc | 2024-09 | Purchase | 2024-10 | $1,813 | $1,736 | $0 | $0 |
| Johnson & Johnson | |||||||
| Johnson & Johnson | 2021-10 | Purchase | 2024-10 | $3,792 | $3,600 | $0 | $0 |
| JP Morgan Chase | |||||||
| JP Morgan Chase | 2016-08 | Purchase | 2024-10 | $5,602 | $1,654 | $0 | $0 |
| Lilly Eli & Co | |||||||
| Lilly Eli & Co | 2020-03 | Purchase | 2024-10 | $8,992 | $1,287 | $0 | $0 |
| Linde PLC | |||||||
| Linde PLC | 2019-11 | Purchase | 2024-10 | $4,778 | $2,089 | $0 | $0 |
| Mastercard Inc | |||||||
| Mastercard Inc | 2011-11 | Purchase | 2024-10 | $7,710 | $553 | $0 | $0 |
| Microsoft Corp | |||||||
| Microsoft Corp | 2016-03 | Purchase | 2024-10 | $13,582 | $1,753 | $0 | $0 |
| Morgan Stanley | |||||||
| Morgan Stanley | 2020-12 | Purchase | 2024-10 | $2,238 | $1,233 | $0 | $0 |
| Netflix | |||||||
| Netflix | 2023-11 | Purchase | 2024-10 | $2,981 | $1,738 | $0 | $0 |
| Northrop Grumman | |||||||
| Northrop Grumman | 2024-01 | Purchase | 2024-10 | $2,585 | $2,145 | $0 | $0 |
| Nvidia Corp | |||||||
| Nvidia Corp | 2020-03 | Purchase | 2024-10 | $9,302 | $430 | $0 | $0 |
| Pepsico | |||||||
| Pepsico | 2020-04 | Purchase | 2024-10 | $1,906 | $1,370 | $0 | $0 |
| Procter and Gamble Co | |||||||
| Procter and Gamble Co | 2019-08 | Purchase | 2024-10 | $2,031 | $1,406 | $0 | $0 |
| Service Now Inc | |||||||
| Service Now Inc | 2020-04 | Purchase | 2024-10 | $2,715 | $1,056 | $0 | $0 |
| Southern Co | |||||||
| Southern Co | 2023-11 | Purchase | 2024-10 | $2,436 | $1,780 | $0 | $0 |
| Stryker Corporation | |||||||
| Stryker Corporation | 2017-10 | Purchase | 2024-10 | $3,631 | $1,476 | $0 | $0 |
| Thermo Fisher Scientific | |||||||
| Thermo Fisher Scientific | 2015-05 | Purchase | 2024-10 | $5,140 | $1,192 | $0 | $0 |
| Vertex Pharmaceuticals | |||||||
| Vertex Pharmaceuticals | 2022-10 | Purchase | 2024-10 | $2,812 | $1,793 | $0 | $0 |
| Waste Management Inc | |||||||
| Waste Management Inc | 2016-07 | Purchase | 2024-10 | $9,321 | $2,986 | $0 | $0 |
| Canadian National Railway | |||||||
| Canadian National Railway | 2022-02 | Purchase | 2024-11 | $25,000 | $25,537 | $0 | $0 |
| Ferguson Enterprises | |||||||
| Ferguson Enterprises | 2024-01 | Purchase | 2024-12 | $46,806 | $51,531 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $306,923 | EOYBookValueAmt |
| EOYFMV | $247,868 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate stocks | StockNm |
| EOY Book Value | $701,865 | EOYBookValueAmt |
| EOYFMV | $1,944,849 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $44,278 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $54,597 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $168,184 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $54,597 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unclassified | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $51,895 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustments to income | Desc |
| Revenue And Expenses Per Books | $5,614 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,614 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,614 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management | CategoryTxt |
| Amt | $24,603 | Amt |
| Net Investment Income | $24,603 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,603 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes paid | CategoryTxt |
| Amt | $21 | Amt |
| Net Investment Income | $21 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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