BETA

DMR FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
DMR FAMILY FOUNDATION INC (EIN 20-0380136)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-03-04
IRS object ID
201630649349100708
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)
Return2016-03-04T17:04:10-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043296226PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DICICCO GULMAN & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 PRESIDENTIAL WAY SUITE 510AddressLine1Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200380136EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DMR FAMILY FOUNDATION INC FKA JDRBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATION INC C/O SRH LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDMRFBusinessNameControlTxt
Phone7814496650PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11215 CHESTNUT STREETAddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02464ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT CASEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7814496650PhoneNum
Signature2016-02-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDARLENE JARVIS CPAPreparerPersonNm
PTINP01403414PTIN
Phone7819375300PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$529,509FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$14,576DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,576DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$19,530NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$216,950GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$4,954TotalRevAndExpnssAmt
Total Net Invst Incm$14,576TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$735TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,959OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$89OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,994TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$89TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,752ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,752ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,746TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$89TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$36,752TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$47,700ExcessRevenueOverExpensesAmt
Net Investment Income$14,487NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$605CashBOYAmt
Cash EOY$6,861CashEOYAmt
Cash EOYFMV$6,861CashEOYFMVAmt
Acct Rcvbl$998AcctRcvblAmt
Acct Rcvbl EOY$998AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$998AcctRcvblEOYFMVAmt
Corporate Bonds BOY$582,580CorporateBondsBOYAmt
Corporate Bonds EOY$527,626CorporateBondsEOYAmt
Corporate Bonds EOYFMV$521,576CorporateBondsEOYFMVAmt
Other Investments BOY$74OtherInvestmentsBOYAmt
Other Investments EOY$74OtherInvestmentsEOYAmt
Other Investments EOYFMV$74OtherInvestmentsEOYFMVAmt
Total Assets BOY$583,259TotalAssetsBOYAmt
Total Assets EOY$535,559TotalAssetsEOYAmt
Total Assets EOYFMV$529,509TotalAssetsEOYFMVAmt
Accounts Payable BOY$151AccountsPayableBOYAmt
Accounts Payable EOY$151AccountsPayableEOYAmt
Total Liabilities BOY$151TotalLiabilitiesBOYAmt
Total Liabilities EOY$151TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$583,108RetainedEarningBOYAmt
Retained Earning EOY$535,408RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$583,108TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$535,408TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$583,259TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$535,559TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$583,108TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$47,700ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$535,408SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$535,408TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyJP MORGANPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2014-06-17AcquiredDt
Sold2015-08-25SoldDt
Gross Sales Price$216,950GrossSalesPriceAmt
Cost Or Other Basis$236,480CostOrOtherBasisAmt
Gain Or Loss-$19,530GainOrLossAmt
Gains Minus Excess Or Losses-$19,530GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$19,530CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$152,850AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$619,416NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.246765DistributionYr1Rt
Adjusted Qlfy Distri Yr2$135,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$481,911NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.280135DistributionYr2Rt
Adjusted Qlfy Distri Yr3$43,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$595,185NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.073087DistributionYr3Rt
Adjusted Qlfy Distri Yr4$263,270AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$751,143NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.350493DistributionYr4Rt
Adjusted Qlfy Distri Yr5$266,250AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$877,528NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.303409DistributionYr5Rt
Total Distribution1.253889TotalDistributionRt
Average Distribution0.250778AverageDistributionRt
Net Vl Noncharitable Assets$562,071NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$140,955AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$145NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$141,100AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$36,752QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$290InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$290SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$290TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$855EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$855TotalPaymentsAndCreditsAmt
Overpayment$565OverpaymentAmt
Applied To ES Tax$565AppliedToESTaxAmt
Refund$0RefundAmt

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 Line1STEPHEN N WILCHINSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7812374400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120 WILLIAM STREET SUITE 130AddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd
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 HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID M ROSENBERG
C/O SRH LLC 1215 CHESTNUT STREETNEWTONMA02464PRESIDENT AND DIRECTOR0.00$0$0$0
DAVID M ROSENBERG
C/O SRH LLC 1215 CHESTNUT STREETNEWTONMA02464TREASURER0.00$0$0$0
STEPHEN N WILCHINS
20 WILLIAM STREET SUITE 130WELLESLEYMA02481CLERK0.00$0$0$0
BETH H ROSENBERG
505 TREMONT STREET 906BOSTONMA02116DIRECTOR0.00$0$0$0
STEPHEN N WILCHINS
20 WILLIAM STREET SUITE 130WELLESLEYMA02481DIRECTOR0.00$0$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$563,454AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,176AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$570,630TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$570,630AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,559CashDeemedCharitableAmt
Net Vl Noncharitable Assets$562,071NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,104MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,104MinimumInvestmentReturnAmt
Tax Based On Investment Income$290TaxBasedOnInvestmentIncomeAmt
Total Tax$290TotalTaxAmt
Distributable Before Adj$27,814DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$27,814DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$27,814DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$36,752ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$36,752QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$36,752AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,814DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$223,490ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$226,701ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$14,104ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$110,904ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$122,561ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$697,760TotalExcessDistributionCyovAmt
Qualifying Distributions$36,752QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,814AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,938RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$706,698TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$223,490ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$483,208ExcessDistriCyovToNextYrAmt
Excess From Year4$226,701ExcessFromYear4Amt
Excess From Year3$14,104ExcessFromYear3Amt
Excess From Year2$110,904ExcessFromYear2Amt
Excess From Year1$122,561ExcessFromYear1Amt
Excess From Current Year$8,938ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID M ROSENBERGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE RASHI SCHOOL
8000 GREAT MEADOW RDDEDHAMMA02026N/APUBLIC CHARITYEDUCATION$25,000
H3MISSION INC
P O BOX 53202RIVERSIDECA92517N/APUBLIC CHARITYHUMANITARIAN RELIEF SERVICES$5,000
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUEBOSTONMA02215N/APUBLIC CHARITYMEDICAL RESEARCH$1,500
ONE FAMILY INC
800 SOUTH STREET SUITE 610WALTHAMMA02453N/APUBLIC CHARITYASSISTANCE FOR THE HOMELESS$1,250
MV YOUTH INC
P O BOX 65CHILMARKMA02535N/APUBLIC CHARITYEDUCATION$4,002
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,752TotalGrantOrContriPdDurYrAmt
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$14,576ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$19,530ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$4,954ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$4,954TotalIncomeProducingActyAmt

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$3,300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESMENT IN JP MORGAN SECURITIESBondNm
EOY Book Value$527,626EOYBookValueAmt
EOYFMV$521,576EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESMENT IN FREDERICK HEIGHTS INVESTORS, LLCAT COST$10$10
INVESTMENT IN SAWYER RP ADVISORS, LLCAT COST$64$64

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$89$89$0
INSURANCE$1,870$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MA INCOME TAX$35$0$0
FEDERAL TAX$700$0$0

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