BETA

DOWNS FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
DOWNS FOUNDATION (EIN 04-3541593)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201541349349100994
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)
Return2015-05-14T10:30:36-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 South StreetAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043541593EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DOWNS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% FREDERICK S DOWNS JRInCareOfNm
Business Name ControlDOWNBusinessNameControlTxt
Phone5087852556PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o FREDERICK S DOWNS JRAddressLine1Txt
Address Line2206 CLAYBROOK ROAD SuiteAddressLine2Txt
CityDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02030ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFREDERICK S DOWNS JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5087852556PhoneNum
Signature2015-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTARA D'AGOSTINOPreparerPersonNm
PTINP01245482PTIN
Phone5087852556PhoneNum
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$287,151FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,213DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,170DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$66,452NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$61,628GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61,628CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,459OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,393OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$74,124TotalRevAndExpnssAmt
Total Net Invst Incm$69,191TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,225AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,612AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$1,582InterestRevAndExpnssAmt
Interest Net Invst Incm$1,582InterestNetInvstIncmAmt
Taxes Rev And Expnss$1,431TaxesRevAndExpnssAmt
Taxes Net Invst Incm$236TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$70TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$327OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$327OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,565TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,757TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$70TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$158,565TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,757TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$150,070TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$84,441ExcessRevenueOverExpensesAmt
Net Investment Income$64,434NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$194,405SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,036SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,036SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$343,266OtherInvestmentsBOYAmt
Other Investments EOY$249,115OtherInvestmentsEOYAmt
Other Investments EOYFMV$249,115OtherInvestmentsEOYFMVAmt
Total Assets BOY$537,671TotalAssetsBOYAmt
Total Assets EOY$287,151TotalAssetsEOYAmt
Total Assets EOYFMV$287,151TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$537,671UnrestrictedBOYAmt
Unrestricted EOY$287,151UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$537,671TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$287,151TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$537,671TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$287,151TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$537,671TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$84,441ExcessRevenueOverExpensesAmt
Subtotal$453,230SubtotalAmt
Other Decreases$166,079OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$287,151TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$61,628CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$116,035AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$427,547NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.271397DistributionYr1Rt
Adjusted Qlfy Distri Yr2$95,035AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$324,564NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.292808DistributionYr2Rt
Adjusted Qlfy Distri Yr3$211,035AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$425,813NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.495605DistributionYr3Rt
Adjusted Qlfy Distri Yr4$226,262AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$527,924NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.428588DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,396,737AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$597,883NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.336138DistributionYr5Rt
Total Distribution3.824536TotalDistributionRt
Average Distribution0.764907AverageDistributionRt
Net Vl Noncharitable Assets$384,275NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$293,935AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$644NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$294,579AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$150,070QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,289InvestmentIncomeExciseTaxAmt
Subtotal$1,289SubtotalAmt
Tax Based On Investment Income$1,289TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$1,289TaxDueAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
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 AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FREDERICK S DOWNS JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5087852556PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1206 CLAYBROOK ROADAddressLine1Txt
CityDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02030ZIPCd
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

FieldValueIRS element (for citing)
PersonFREDERICK S DOWNS JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o FREDERICK S DOWNS JRAddressLine1Txt
CityDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02030ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$296,191AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$93,936AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$390,127TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$390,127AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,852CashDeemedCharitableAmt
Net Vl Noncharitable Assets$384,275NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,214MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,214MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,289TaxBasedOnInvestmentIncomeAmt
Total Tax$1,289TotalTaxAmt
Distributable Before Adj$17,925DistributableBeforeAdjAmt
Distributable Before Ded$17,925DistributableBeforeDedAmt
Distributable As Adjusted$17,925DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$150,070ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$150,070QualifyingDistributionsAmt
Adjusted Qualifying Distri$150,070AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,925DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,366,916ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$200,739ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$191,856ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$80,278ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$95,778ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,935,567TotalExcessDistributionCyovAmt
Qualifying Distributions$150,070QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$17,925AppliedToCurrentYearAmt
Remaining Distri From Corpus$132,145RemainingDistriFromCorpusAmt
Total Corpus$2,067,712TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,366,916ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$700,796ExcessDistriCyovToNextYrAmt
Excess From Year4$200,739ExcessFromYear4Amt
Excess From Year3$191,856ExcessFromYear3Amt
Excess From Year2$80,278ExcessFromYear2Amt
Excess From Year1$95,778ExcessFromYear1Amt
Excess From Current Year$132,145ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFREDERICK S DOWNS JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION
580 MASSIE ROADCHARLOTTESVILLEVA22903NONEUNRESTRICTED$50,000
FRIENDS OF WOODSTOCK SCHOOL
724 2ND STMUKILTEOWA98275NONEUNRESTRICTED$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,000TotalGrantOrContriPdDurYrAmt

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)
Exclusion14ExclusionCd
Exclusion$46ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$43UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$6,124ExclusionAmt
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 VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$4,824UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$61,628ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescORDINARY AND OTHER INCOME FROM K-1 INVESTMENTDesc
Business900099BusinessCd
Unrelated Business Taxbl Incm$66UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$1,393ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$4,933UnrelatedBusinessTaxblIncmAmt
Exclusion$69,191ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$74,124TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryKPMG LLPCategoryTxt
Amt$5,225Amt
Net Investment Income$2,612NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT IN PAR GROUP LPCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$249,115BookValueAmt
EOYFMV$249,115EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED DECREASE IN FAIR MARKET VALUEDesc
Amt$166,079Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPORTFOLIO DEDUCTIONS VIA K-1Desc
Revenue And Expenses Per Books$327RevenueAndExpensesPerBooksAmt
Net Investment Income$327NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ORDINARY INCOME FROM K-1 INVESTMENT-$5
OTHER INCOME FROM K-1 INVESTMENT$1,464$1,393

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$1,120
FOREIGN TAXES$241$236
MASS FORM PC$70$70

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