JAMES H AND IRENE M HUNTER: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JAMES H AND IRENE M HUNTER (EIN 35-6867332)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-10
IRS object ID
201522229349100702
Schema version
2014v5.0
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)
Return2015-08-10T15:08:13-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356867332EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES H AND IRENE M HUNTER CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone6172798052PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O RIDGEWAY PARTNERS10 POST OFFICEAddressLine1Txt
Address Line2SQ NO 960AddressLine2Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN W HUNNEWELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6172798052PhoneNum
Signature2015-07-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS A JOHNSONPreparerPersonNm
PTINP00631152PTIN
Phone7815478800PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,974,328FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$890,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$230,952DividendsRevAndExpnssAmt
Dividends Net Invst Incm$230,952DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,975NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,621,415GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,975CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,142,927TotalRevAndExpnssAmt
Total Net Invst Incm$252,927TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$62,227CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$46,671CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$11,814OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,814OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$74,541TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,814TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$46,671TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$778,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$778,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$853,241TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,814TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$825,371TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$289,686ExcessRevenueOverExpensesAmt
Net Investment Income$241,113NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$347,453CashBOYAmt
Cash EOY$344,820CashEOYAmt
Cash EOYFMV$344,820CashEOYFMVAmt
Corporate Bonds BOY$11,375,212CorporateBondsBOYAmt
Corporate Bonds EOY$11,667,531CorporateBondsEOYAmt
Corporate Bonds EOYFMV$11,629,508CorporateBondsEOYFMVAmt
Total Assets BOY$11,722,665TotalAssetsBOYAmt
Total Assets EOY$12,012,351TotalAssetsEOYAmt
Total Assets EOYFMV$11,974,328TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$11,722,665UnrestrictedBOYAmt
Unrestricted EOY$12,012,351UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$11,722,665TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,012,351TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,722,665TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,012,351TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,722,665TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$289,686ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,012,351SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,012,351TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFIRST REPUBLICPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2012-12-31AcquiredDt
Sold2014-12-31SoldDt
Gross Sales Price$4,621,415GrossSalesPriceAmt
Cost Or Other Basis$4,599,440CostOrOtherBasisAmt
Gain Or Loss$21,975GainOrLossAmt
Gains Minus Excess Or Losses$21,975GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$21,975CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$521,960AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,197,409NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046614DistributionYr1Rt
Adjusted Qlfy Distri Yr2$558,199AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,377,631NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049061DistributionYr2Rt
Adjusted Qlfy Distri Yr3$98,965AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,498,981NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.009426DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,105,235NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.105101TotalDistributionRt
Average Distribution0.026275AverageDistributionRt
Net Vl Noncharitable Assets$11,700,214NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$307,423AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,411NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$309,834AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$825,371QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,411InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,411SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,411TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,915EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,915TotalPaymentsAndCreditsAmt
Overpayment$3,504OverpaymentAmt
Applied To ES Tax$3,504AppliedToESTaxAmt
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$8,890$0$0
SUSAN W HUNNEWELL
C/O RIDGEWAY PARTNERS LLC 10 POSTOFFICE SQUARE 960BOSTONMA02109TRUSTEE7.00$53,337$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$11,550,639AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$327,751AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,878,390TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,878,390AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$178,176CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,700,214NetVlNoncharitableAssetsAmt
Minimum Investment Return$585,011MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$585,011MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,411TaxBasedOnInvestmentIncomeAmt
Total Tax$2,411TotalTaxAmt
Distributable Before Adj$582,600DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$582,600DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$582,600DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$825,371ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$825,371QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,411PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$822,960AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$582,600DistributableAsAdjustedAmt
Undistributed Income PY$551,459UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$825,371QualifyingDistributionsAmt
Applied To Year1$551,459AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$273,912AppliedToCurrentYearAmt
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$308,688UndistributedIncomeCYAmt
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 (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DORSET THEATRE FESTIVAL
104 CHENEY ROADDORSETVT05251NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$25,000
HABITAT FOR HUMANITY BENNINGTON CHAPTER
PO BOX 1159MANCHESTERVT05254NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$150,000
HIGHER GROUND INC
906 MAIN STREETWILLIAMSTOWNMA01267NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$42,000
NORTH ADAMS PUBLIC LIBRARY
74 CHURCH STREETNORTH ADAMSMA01247NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$7,000
NORTHSHIRE CIVIC CENTER
PO BOX 835MANCHESTERVT05255NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$60,000
ONE WORLD CONVERSATION CENTER
PO BOX 4715BENNINGTONVT05201NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$19,700
PEOPLE'S HEALTH CLINIC
553 NORTH MAINE STREETBARREVT05641NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$25,000
SOUTHERN VERMONT COLLEGE
982 MANSION DRIVEBENNINGTONVT05201NONESCHOOLGENERAL SUPPORT GRANT$105,000
THE BART FOUNDATION INC
PO BOX 267ADAMSMA01220NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$300,000
THE GREENWOOD SCHOOL
14 GREEDWOOD LANEPUTNEYVT05346NONESCHOOLGENERAL SUPPORT GRANT$20,000
WILLIAMSTOWN YOUTH CENTER
66 SCHOOL STREETWILLIAMSTOWNMA02167NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$778,700TotalGrantOrContriPdDurYrAmt
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$230,952ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,975ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$252,927ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$252,927TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O RIDGEWAY ADVISORS 10 POST OFFICAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Total Contributions$890,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$11,667,531EOYBookValueAmt
EOYFMV$11,629,508EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGMENT FEESCategoryTxt
Amt$11,814Amt
Net Investment Income$11,814NetInvestmentIncomeAmt
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$0DisbursementsCharitablePrpsAmt

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