JAMES H AND IRENE M HUNTER: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JAMES H AND IRENE M HUNTER (EIN 35-6867332)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-13
IRS object ID
201712869349100316
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)
Return2017-10-13T12:58:54-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050409384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAHN LITWIN RENZA & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line199 SUMMER STREET SUITE 520AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356867332EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES H AND IRENE M HUNTERBusinessNameLine1Txt
Business Name Line2CHARITABLE TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone6172798052PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1RIDGEWAY PTRS10 POST OFFICE SQAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN W HUNNEWELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6172798052PhoneNum
Signature2017-09-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYASMIN CAUSERPreparerPersonNm
PTINP00436854PTIN
Phone6172368098PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.117.160.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-09-27IPDt
IP Tm10:05:57IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1D8E37549A420F474A8E74E493201D450E942558AtSubmissionCreationDeviceId
At Submission Filing Device IdDAD62FAB3C9B02C0F0C16B19E3E8778F82D530CEAtSubmissionFilingDeviceId
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$11,250,860FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$236,070DividendsRevAndExpnssAmt
Dividends Net Invst Incm$236,070DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$37,512NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,424,427GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,512CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$273,582TotalRevAndExpnssAmt
Total Net Invst Incm$273,582TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$60,885CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$15,221CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$45,664CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,625AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$875AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,498OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,498OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$781TaxesRevAndExpnssAmt
Taxes Net Invst Incm$781TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$76,664TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,125TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$46,539TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$445,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$445,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$521,664TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,125TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$491,539TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$248,082ExcessRevenueOverExpensesAmt
Net Investment Income$243,457NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$90,763CashBOYAmt
Cash EOY$375,007CashEOYAmt
Cash EOYFMV$375,007CashEOYFMVAmt
Corporate Bonds BOY$11,422,571CorporateBondsBOYAmt
Corporate Bonds EOY$10,892,210CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,875,853CorporateBondsEOYFMVAmt
Total Assets BOY$11,513,334TotalAssetsBOYAmt
Total Assets EOY$11,267,217TotalAssetsEOYAmt
Total Assets EOYFMV$11,250,860TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$11,513,334UnrestrictedBOYAmt
Unrestricted EOY$11,267,217UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$11,513,334TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,267,217TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,513,334TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,267,217TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,513,334TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$248,082ExcessRevenueOverExpensesAmt
Other Increases$1,965OtherIncreasesAmt
Subtotal$11,267,217SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,267,217TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIRST REPUBLICP2016-12-31$1,074,673$1,070,400$4,273$4,273
FIRST REPUBLICP2016-12-31$1,073,181$1,042,397$30,784$30,784
FIRST REPUBLICP2016-12-31$1,276,573$1,274,118$2,455$2,455
FieldValueIRS element (for citing)
Capital Gain Net Income$37,512CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$662,589AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,454,789NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057844DistributionYr1Rt
Adjusted Qlfy Distri Yr2$822,960AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,700,214NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.070337DistributionYr2Rt
Adjusted Qlfy Distri Yr3$521,960AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,197,409NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046614DistributionYr3Rt
Adjusted Qlfy Distri Yr4$558,199AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$11,377,631NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049061DistributionYr4Rt
Adjusted Qlfy Distri Yr5$98,965AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$10,498,981NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.009426DistributionYr5Rt
Total Distribution0.233282TotalDistributionRt
Average Distribution0.046656AverageDistributionRt
Net Vl Noncharitable Assets$11,280,208NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$526,289AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,435NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$528,724AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$491,539QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,869InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,869SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,869TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,120EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,120TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Tax Due$2,750TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SUSAN HUNNEWELL CO RIDGEWAY PARTNERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6172798052PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 POST OFFICE SQUARE 960NAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DURANT A HUNTER
C/O RIDGEWAY PARTNERS LLC 10 POSTOFFICE SQUARE 960BOSTONMA02109TRUSTEE1.00$8,698$0$0
SUSAN W HUNNEWELL
C/O RIDGEWAY PARTNERS LLC 10 POSTOFFICE SQUARE 960BOSTONMA02109TRUSTEE7.00$52,187$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,117,047AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$334,941AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,451,988TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,451,988AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$171,780CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,280,208NetVlNoncharitableAssetsAmt
Minimum Investment Return$564,010MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$564,010MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,869TaxBasedOnInvestmentIncomeAmt
Total Tax$4,869TotalTaxAmt
Distributable Before Adj$559,141DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$559,141DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$559,141DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$491,539ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$491,539QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$491,539AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$559,141DistributableAsAdjustedAmt
Undistributed Income PY$214,648UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$491,539QualifyingDistributionsAmt
Applied To Year1$214,648AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$276,891AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$282,250UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DORSET THEATRE FESTIVAL
104 CHENEY ROADDORSETVT05251NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$30,000
PARTNERSHIP FOR NORTH ADAMS INC
121 MAS MOCA WAYNORTH ADAMSMA01247NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$15,000
PINE COBBLE SCHOOL
163 GALE ROADWILLIAMSTOWNMA01267NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$25,000
SOUTHERN VERMONT COLLEGE
982 MANSION DRIVEBENNINGTONVT05201NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$50,000
THE BENNINGTON MUSEUM
75 MAIN STREETBENNINGTONVT05201NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$75,000
WESTON PLAYHOUSE
703 MAIN STREETWESTONVT05161NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$445,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$236,070ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$37,512ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$273,582ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$273,582TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,500Amt
Net Investment Income$2,625NetInvestmentIncomeAmt
Disbursements Charitable Prps$875DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$10,892,210EOYBookValueAmt
EOYFMV$10,875,853EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN AND LOSSDesc
Amt$1,965Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGMENT FEESCategoryTxt
Amt$11,498Amt
Net Investment Income$11,498NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMONWEALTH OF MA$70$70$0
US TREASURY$711$711$0

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