KRUPP FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
KRUPP FAMILY FOUNDATION (EIN 04-3812871)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-25
IRS object ID
201611469349100101
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-25T08:35:18-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 BLVD SUITE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043812871EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KRUPP FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% GEORGE KRUPPInCareOfNm
Business Name ControlKRUPBusinessNameControlTxt
Phone6175237722PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE BEACON STREET Suite 21200AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE KRUPPPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6175237722PhoneNum
Signature2016-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK GRAZIANOPreparerPersonNm
PTINP00218274PTIN
Phone6175237722PhoneNum
Preparation2016-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,532,840FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$34InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$46,302DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,302DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$73,474NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$148,099GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$73,474CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$119,810TotalRevAndExpnssAmt
Total Net Invst Incm$119,810TotalNetInvstIncmAmt
Taxes Rev And Expnss$4,990TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$66,153OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$144OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$71,143TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$144TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$161,143TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$144TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$90,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$41,333ExcessRevenueOverExpensesAmt
Net Investment Income$119,666NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$240,646CashBOYAmt
Cash EOY$86,383CashEOYAmt
Cash EOYFMV$86,383CashEOYFMVAmt
Sav And Temp Cash Invst BOY$35,122SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,396SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,396SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,876,822OtherInvestmentsBOYAmt
Other Investments EOY$2,424,061OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,424,061OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,152,590TotalAssetsBOYAmt
Total Assets EOY$2,532,840TotalAssetsEOYAmt
Total Assets EOYFMV$2,532,840TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,152,590CapitalStockBOYAmt
Capital Stock EOY$2,532,840CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$3,152,590TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,532,840TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,152,590TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,532,840TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,152,590TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$41,333ExcessRevenueOverExpensesAmt
Other Increases$32,469OtherIncreasesAmt
Subtotal$3,143,726SubtotalAmt
Other Decreases$610,886OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,532,840TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmt
4732 SHS TIFF MULTI ASSET FUND - REDEMPTION2015-06-02$74,625$74,625
CAPITAL GAIN DIVIDENDSP$73,474
FieldValueIRS element (for citing)
Capital Gain Net Income$73,474CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$265,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,901,666NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.091499DistributionYr1Rt
Adjusted Qlfy Distri Yr2$496,989AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,970,002NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.167336DistributionYr2Rt
Adjusted Qlfy Distri Yr3$498,544AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,873,716NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.173484DistributionYr3Rt
Adjusted Qlfy Distri Yr4$498,888AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,017,345NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.16534DistributionYr4Rt
Adjusted Qlfy Distri Yr5$490,574AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,959,569NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.165759DistributionYr5Rt
Total Distribution0.763418TotalDistributionRt
Average Distribution0.152684AverageDistributionRt
Net Vl Noncharitable Assets$2,630,604NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$401,651AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,197NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$402,848AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$90,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,393InvestmentIncomeExciseTaxAmt
Subtotal$2,393SubtotalAmt
Tax Based On Investment Income$2,393TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,500EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$1,000AppliedToEsTaxAmt
Total Payments And Credits$5,500TotalPaymentsAndCreditsAmt
Overpayment$3,107OverpaymentAmt
Applied To ES Tax$3,107AppliedToESTaxAmt

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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GEORGE KRUPPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6175237722PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BEACON STREET SUITE 21200AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GEORGE KRUPP
ONE BEACON STREET SUITE 21200BOSTONMA02108TRUSTEE0$0
LIZBETH KRUPP
ONE BEACON STREET SUITE 21200BOSTONMA02108TRUSTEE0$0
LAWRENCE I SILVERSTEIN
150 FEDERAL STREETBOSTONMA02110TRUSTEE0$0
MICHAEL KRUPP
ONE BEACON STREET SUITE 21200BOSTONMA02108TRUSTEE0$0
DANIEL KRUPP
ONE BEACON STREET SUITE 21200BOSTONMA02108TRUSTEE0$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$2,628,464AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,200AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,670,664TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,670,664AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,060CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,630,604NetVlNoncharitableAssetsAmt
Minimum Investment Return$131,530MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$131,530MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,393TaxBasedOnInvestmentIncomeAmt
Total Tax$2,393TotalTaxAmt
Distributable Before Adj$129,137DistributableBeforeAdjAmt
Distributable Before Ded$129,137DistributableBeforeDedAmt
Distributable As Adjusted$129,137DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$90,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$90,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$90,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$129,137DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$345,448ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$350,245ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$357,770ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$354,511ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$124,282ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,532,256TotalExcessDistributionCyovAmt
Qualifying Distributions$90,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$90,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$39,137ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$39,137ExcessDistributionCyovAppCYAmt
Total Corpus$1,493,119TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$306,311ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,186,808ExcessDistriCyovToNextYrAmt
Excess From Year4$350,245ExcessFromYear4Amt
Excess From Year3$357,770ExcessFromYear3Amt
Excess From Year2$354,511ExcessFromYear2Amt
Excess From Year1$124,282ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGEORGE KRUPPContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BETH ISRAEL DEACONNESS MEDICAL CENTERBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1330 BROOKLINE AVENUEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02215ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeTO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE.GrantOrContributionPurposeTxt
Amt$90,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NONEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1NONEAddressLine1Txt
CityNONECityNm
State AbbreviationMAStateAbbreviationCd
ZIP99999ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeNONEGrantOrContributionPurposeTxt
Amt$0Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business522100BusinessCd
Unrelated Business Taxbl Incm$34UnrelatedBusinessTaxblIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business522100BusinessCd
Unrelated Business Taxbl Incm$46,302UnrelatedBusinessTaxblIncmAmt
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 VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$73,474UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
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)
Unrelated Business Taxbl Incm$119,810UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$119,810TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemTIFF MUTUAL FUNDCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,424,061BookValueAmt
EOYFMV$2,424,061EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (4 entries)

DescDescAmtAmt
PRIOR PERIOD CONTRIBUTION CLEARED$232,750
LOAN TO GEORGE PAID OFF$200,000
UNREALIZED LOSS - TIFF$177,761
REDEMPTION FEE - TIFF$375

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEES CITIZENS BANK$144$144
GRANT MANAGEMENT FEES$66,009

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc
NOndividend Distributions
FED TAX REFUND

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
CONTRIBUTIONS PAID NOT CLEARED$15,000
EXPENSES PAID NOT CLEARED$500
NON-DIVIDEND DISTRIBUTIONS$16,969

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
MA STATE FEE$125
FEDERAL TAXES$4,865

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