BETA

SANDS FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SANDS FAMILY FOUNDATION (EIN 04-3493760)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201541339349100804
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)
Return2015-05-13T08:22:18-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043101268PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH T BARINELLI CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 GROVE ST SUITE 430AddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02482ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043493760EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANDS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANDBusinessNameControlTxt
Phone7818560500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line132 CONANT ROADAddressLine1Txt
CityWESTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02493ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonO JACKSON SANDS IIIPersonNm
Person TitleMANAGERPersonTitleTxt
Phone7812390200PhoneNum
Signature2015-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH T BARINELLI CPAPreparerPersonNm
PTINP01206303PTIN
Phone7812399696PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$666,654FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,852DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,852DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,932NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$178,188GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,932CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,626OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$38,416TotalRevAndExpnssAmt
Total Net Invst Incm$33,790TotalNetInvstIncmAmt
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$1,275AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,198OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,198OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$475TaxesRevAndExpnssAmt
Taxes Net Invst Incm$475TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,983TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,673TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,483TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,673TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,933ExcessRevenueOverExpensesAmt
Net Investment Income$27,117NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,297SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,192SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,192SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$547,078CorporateStockBOYAmt
Corporate Stock EOY$546,116CorporateStockEOYAmt
Corporate Stock EOYFMV$647,462CorporateStockEOYFMVAmt
Total Assets BOY$554,375TotalAssetsBOYAmt
Total Assets EOY$565,308TotalAssetsEOYAmt
Total Assets EOYFMV$666,654TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$554,375RetainedEarningBOYAmt
Retained Earning EOY$565,308RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$554,375TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$565,308TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$554,375TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$565,308TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$554,375TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,933ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$565,308SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$565,308TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO - PUBLICLY TRADED SECURITIESP$13,219$12,411$808$808
MERRILL LYNCH - PUBLICLY TRADED SECURITIESP$164,820$154,845$9,975$9,975
Capital Gains DividendsP$149$149$149
FieldValueIRS element (for citing)
Capital Gain Net Income$10,932CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$566,272NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042382DistributionYr1Rt
Adjusted Qlfy Distri Yr2$19,300AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$504,352NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038267DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$360,004NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040277DistributionYr3Rt
Adjusted Qlfy Distri Yr4$27,921AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$317,860NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.087841DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,673AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$281,853NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059155DistributionYr5Rt
Total Distribution0.267922TotalDistributionRt
Average Distribution0.053584AverageDistributionRt
Net Vl Noncharitable Assets$631,531NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$33,840AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$271NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$34,111AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$19,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$542InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$542SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$542TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$11EsPenaltyAmt
Tax Due$553TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
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 Line1O JACKSON SANDS IIIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7812390200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line132 CONANT RDAddressLine1Txt
CityWESTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02493ZIPCd
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
O JACKSON SANDS III
32 CONANT ROADWESTONMA02493TRUSTEE0.00$0$0$0
ARRIA W SANDS
32 CONANT ROADWESTONMA02493TRUSTEE0.00$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$627,903AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,245AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$641,148TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$641,148AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,617CashDeemedCharitableAmt
Net Vl Noncharitable Assets$631,531NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,577MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,577MinimumInvestmentReturnAmt
Tax Based On Investment Income$542TaxBasedOnInvestmentIncomeAmt
Total Tax$542TotalTaxAmt
Distributable Before Adj$31,035DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,035DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,035DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$19,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$19,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,035DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$7,943ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$2,314ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$10,257TotalExcessDistributionCyovAmt
Qualifying Distributions$19,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,500AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$10,257ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$10,257ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,278UndistributedIncomeCYAmt
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)
Contributing ManagerO JACKSON SANDS IIIContributingManagerNm
Contributing ManagerARRIA W SANDSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WILLIAMS COLLEGE
75 PARK STWILLIAMSTOWNMA01267NONEPCGENERAL FUND$1,000
WILLIAMSTOWN FILM FESTIVAL
BOX 81WILLIAMSTOWMMA01267NONEPCGENERAL FUND$500
ST CHRISTOPHER SCHOOL
711 ST CHRISTOHER RDRICHMONDVA23226NONEPCGENERAL FUND$750
OUIMET SCHOLARSHIP FUND
300 ARNOLD PALMER BLVDNORTONMA02766NONEPCGENERAL FUND$500
PLANNED PARENHOOD LEAGUE OF MA
1055 COMMONWEALTH AVEBOSTONMA02215NONEPCGENERAL FUND$2,500
MONADNOCK CONSERVANCY
PO BOX 337KEENENH03431NONEPCGENERAL FUND$500
MONADNOCK FAMILY SERVICES
64 MAIN ST SUITE 201KEENENH03431NONEPCGENERAL FUND$250
EMMANUAL CHURCH
EAST HARRISVILLE RDDUBLINNH03444NONEPCGENERAL FUND$3,000
DUBLIN COMMUNITY CENTER
1123 MAIN STDUBLINNH03444NONEPCGENERAL FUND$100
ALTZHEIMERS ASSOCIATION
225 N MICHIGAN AVECHICAGOIL60601NONEPCGENERAL FUND$500
EPIPHANY SCHOOL
154 CENTRE STDORCHESTERMA02124NONEPCGENERAL FUND$1,000
NOBLES & GREENOUGH
10 CAMPUS DRIVEDEDHAMMA02026NONEPCGENERAL FUND$7,500
GOOD SPORTS
1515 HANCOCK STQUINCYMA02169NONEPCGENERAL FUND$1,000
CHILDRENS LITERACY FOUNDATION
PO BOX 993HANOVERNH03775NONEPCGENERAL FUND$100
JOHN MARSHALL FOUNDATION
PO BOX 1875RICHMONDVA23218NONEPCGENERAL FUND$100
CORNOCPIA PROJECT
42 MAIN STPETERBOROUGHNH03458NONEPCGENERAL FUND$100
WESTON GOLF CLUB CHRISTMAS FUND
275 MEADOWBROOK RDWESTONMA02493NONEPCGENERAL FUND$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,852ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,626ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,932ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$38,416ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,416TotalIncomeProducingActyAmt

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)
CategoryTAX PREPERATION AND ACCOUNTINGCategoryTxt
Amt$1,275Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MARKETABLE SECURITIES$522,494$621,238
MUTUAL FUNDS$23,622$26,224

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMASSACHUSETTS FILING FEESDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNON DIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$4,626RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$4,626AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$6,198Amt
Net Investment Income$6,198NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX ON INVESTMENT INCOMECategoryTxt
Amt$475Amt
Net Investment Income$475NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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