JAMES H AND IRENE M HUNTER: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JAMES H AND IRENE M HUNTER (EIN 35-6867332)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-30
IRS object ID
201641829349100209
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)
Return2016-06-30T10:38:53-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Line1800 SOUTH STREET SUITE 300AddressLine1Txt
CityWALTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02453ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-06-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBORAH A HOPKINSPreparerPersonNm
PTINP00167843PTIN
Phone7815478800PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,486,826FMVAssetsEOYAmt
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$240,683DividendsRevAndExpnssAmt
Dividends Net Invst Incm$240,683DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$43,826NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,703,309GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$196,857TotalRevAndExpnssAmt
Total Net Invst Incm$240,683TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$61,245CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$15,311CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$45,934CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,629OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,629OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$500TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$81,874TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,190TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50,684TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$614,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$614,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$695,874TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,190TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$664,684TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$499,017ExcessRevenueOverExpensesAmt
Net Investment Income$209,493NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$344,820CashBOYAmt
Cash EOY$90,763CashEOYAmt
Cash EOYFMV$90,763CashEOYFMVAmt
Corporate Bonds BOY$11,667,531CorporateBondsBOYAmt
Corporate Bonds EOY$11,422,571CorporateBondsEOYAmt
Corporate Bonds EOYFMV$11,396,063CorporateBondsEOYFMVAmt
Total Assets BOY$12,012,351TotalAssetsBOYAmt
Total Assets EOY$11,513,334TotalAssetsEOYAmt
Total Assets EOYFMV$11,486,826TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$12,012,351UnrestrictedBOYAmt
Unrestricted EOY$11,513,334UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$12,012,351TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,513,334TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,012,351TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,513,334TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,012,351TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$499,017ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,513,334SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,513,334TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFIRST REPUBLICPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2013-12-31AcquiredDt
Sold2015-12-31SoldDt
Gross Sales Price$3,703,309GrossSalesPriceAmt
Cost Or Other Basis$3,747,135CostOrOtherBasisAmt
Gain Or Loss-$43,826GainOrLossAmt
Gains Minus Excess Or Losses-$43,826GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$43,826CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$822,960AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,700,214NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.070337DistributionYr1Rt
Adjusted Qlfy Distri Yr2$521,960AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,197,409NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046614DistributionYr2Rt
Adjusted Qlfy Distri Yr3$558,199AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,377,631NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049061DistributionYr3Rt
Adjusted Qlfy Distri Yr4$98,965AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$10,498,981NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.009426DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,105,235NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.175438TotalDistributionRt
Average Distribution0.035088AverageDistributionRt
Net Vl Noncharitable Assets$11,454,789NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$401,926AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,095NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$404,021AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$664,684QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,095InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,095SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,095TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,504EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,504TotalPaymentsAndCreditsAmt
Overpayment$1,409OverpaymentAmt
Applied To ES Tax$1,409AppliedToESTaxAmt
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 ContributorsYes (1)NewSubstantialContributorsInd
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 960AddressLine1Txt
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$6,504$0$0
SUSAN W HUNNEWELL
C/O RIDGEWAY PARTNERS LLC 10 POSTOFFICE SQUARE 960BOSTONMA02109TRUSTEE7.00$54,741$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$11,350,962AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$278,265AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,629,227TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,629,227AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$174,438CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,454,789NetVlNoncharitableAssetsAmt
Minimum Investment Return$572,739MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$572,739MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,095TaxBasedOnInvestmentIncomeAmt
Total Tax$2,095TotalTaxAmt
Distributable Before Adj$570,644DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$570,644DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$570,644DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$664,684ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$664,684QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,095PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$662,589AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$570,644DistributableAsAdjustedAmt
Undistributed Income PY$308,688UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$664,684QualifyingDistributionsAmt
Applied To Year1$308,688AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$355,996AppliedToCurrentYearAmt
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$214,648UndistributedIncomeCYAmt
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 (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BARRINGTON STAGE COMPANY
30 UNION STREETPITTSFIELDMA01201NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$35,000
HABITAT FOR HUMANITY BENNINGTON CHAPTER
PO BOX 1159MANCHESTERVT05254NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$430,000
HIGHER GROUND INC
906 MAIN STREETWILLIAMSTOWNMA01267NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$19,000
ONE WORLD CONVERSATION CENTER
PO BOX 4715BENNINGTONVT05201NONEPUBLIC 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$75,000
WILLIAMSTOWN YOUTH CENTER
66 SCHOOL STREETWILLIAMSTOWNMA02167NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$614,000TotalGrantOrContriPdDurYrAmt
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$240,683ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$43,826ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$196,857ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$196,857TotalIncomeProducingActyAmt

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$8,500Amt
Net Investment Income$4,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,250DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$11,422,571EOYBookValueAmt
EOYFMV$11,396,063EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGMENT FEESCategoryTxt
Amt$11,629Amt
Net Investment Income$11,629NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IRENE M HUNTER 2004 TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O RIDGEWAY ADVISORS 10 POSTAddressLine1Txt
Address Line2OFFICE SQ 960AddressLine2Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCOMMONWEALTH OF MACategoryTxt
Amt$500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

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