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PHILLIP AND SUSAN RAGON FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PHILLIP AND SUSAN RAGON FOUNDATION (EIN 05-0547000)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-06-27
IRS object ID
201711789349100606
Schema version
2016v3.0
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)
Return2017-06-27T11:31:04-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SEAPORT BLVDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050547000EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Phillip and Susan Ragon FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SUSAN M RAGONInCareOfNm
Business Name ControlPHILBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 380281AddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02238ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN RAGONPersonNm
Person TitleTrusteePersonTitleTxt
Phone6172253001PhoneNum
Signature2017-06-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM FLEMINGPreparerPersonNm
PTINP00368409PTIN
Phone6175307336PhoneNum
Preparation2017-06-19PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address155.201.188.2IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id04363820171785000001FederalOriginalSubmissionId
Federal Original Submission Id2017-06-27FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC8C50B8E098721012D46D0B68DEFBDB44A849093AtSubmissionCreationDeviceId
At Submission Filing Device IdC8C50B8E098721012D46D0B68DEFBDB44A849093AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$121,819,705FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$62,089,408ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,392DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,392DividendsNetInvstIncmAmt
Gross Sales Price$58,255,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$62,091,800TotalRevAndExpnssAmt
Total Net Invst Incm$2,392TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,700AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$1,000OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,000OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,700TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,700TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,924,123ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,924,123ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,927,823TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,700TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$8,925,123TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$53,163,977ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$68,748,389CashBOYAmt
Cash EOY$87,633,535CashEOYAmt
Cash EOYFMV$87,633,535CashEOYFMVAmt
US Government Obligations EOY$34,186,170USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$34,186,170USGovtObligationsEOYFMVAmt
Total Assets BOY$68,748,389TotalAssetsBOYAmt
Total Assets EOY$121,819,705TotalAssetsEOYAmt
Total Assets EOYFMV$121,819,705TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$68,748,389CapitalStockBOYAmt
Capital Stock EOY$121,819,705CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$68,748,389TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$121,819,705TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$68,748,389TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$121,819,705TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$68,748,389TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$53,163,977ExcessRevenueOverExpensesAmt
Subtotal$121,912,366SubtotalAmt
Other Decreases$92,661OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$121,819,705TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyBPB MUNI BOND SALESPropertyDesc
Gross Sales Price$58,255,000GrossSalesPriceAmt
Cost Or Other Basis$58,255,000CostOrOtherBasisAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$251,850AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,726,759NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.067579DistributionYr1Rt
Adjusted Qlfy Distri Yr2$207,100AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$692,967NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.29886DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,646,350AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,141,644NetVlNoncharitableAssetsYr3Amt
Distribution Yr35.821736DistributionYr3Rt
Adjusted Qlfy Distri Yr4$361,050AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,197,770NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.301435DistributionYr4Rt
Adjusted Qlfy Distri Yr5$406,885AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$658,603NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.6178DistributionYr5Rt
Total Distribution7.10741TotalDistributionRt
Average Distribution1.421482AverageDistributionRt
Net Vl Noncharitable Assets$43,520,620NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$61,863,778AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$61,863,778AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,925,123QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SUSAN M RAGONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6172253001PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 380281AddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02238ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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
PHILLIP T RAGON
PO BOX 380281CAMBRIDGEMA02238TRUSTEE0$0$0$0
SUSAN M RAGON
PO BOX 380281CAMBRIDGEMA02238TRUSTEE0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$31,680,500AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,502,871AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$44,183,371TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$44,183,371AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$662,751CashDeemedCharitableAmt
Net Vl Noncharitable Assets$43,520,620NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,176,031MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,176,031MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$2,176,031DistributableBeforeAdjAmt
Distributable Before Ded$2,176,031DistributableBeforeDedAmt
Distributable As Adjusted$2,176,031DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,925,123ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$8,925,123QualifyingDistributionsAmt
Adjusted Qualifying Distri$8,925,123AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,176,031DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$373,955ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$301,161ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,589,268ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$172,452ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$65,512ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,502,348TotalExcessDistributionCyovAmt
Qualifying Distributions$8,925,123QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$2,176,031AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,749,092RemainingDistriFromCorpusAmt
Total Corpus$14,251,440TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$373,955ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$13,877,485ExcessDistriCyovToNextYrAmt
Excess From Year4$301,161ExcessFromYear4Amt
Excess From Year3$6,589,268ExcessFromYear3Amt
Excess From Year2$172,452ExcessFromYear2Amt
Excess From Year1$65,512ExcessFromYear1Amt
Excess From Current Year$6,749,092ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPHILLIP T SUSAN M RAGONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Charles River Conservancy
Four Brattle StreetCambridgeMA02138N/APCTo carry on charitable organization's activities$25,000
Institute San Pablo Apostal
Carrera 24BBogota colombiaMA02210n/aNCTo carry on Charitable Organization's Activities. Organization is a school.$350,000
Massachusetts General Hospital
125 Nashua StreetBostonMA02114n/aPCto carry on charitable organization's activities$8,549,123
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,924,123TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,392ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,392ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,392TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
PHILLIP T RAGON
1PO BOX 380281CAMBRIDGEMA02238$31,044,704Yes (X)
SUSAN M RAGON
2PO BOX 380281CAMBRIDGEMA02238$31,044,704Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPWCCategoryTxt
Amt$2,700Amt
Net Investment Income$2,700NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK TAX VALUE DIFFERENCE/BOND PREM AMORDesc
Amt$92,661Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
MA FILING FEE$1,000$1,000
INVESTMENT FEES$131,660$131,660
MUNI FEE ALLOCATION-$131,660-$131,660

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