BONNEY FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BONNEY FAMILY FOUNDATION INC (EIN 01-0568837)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-08
IRS object ID
201421289349100032
Schema version
2013v3.0
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)
Return2014-05-08T10:25:07-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043064987PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FLANIGAN COTILLO & MAINZER LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11881 WORCESTER ROAD SUITE 200AddressLine1
CityFRAMINGHAMCity
StateMAState
ZIP Code017015406ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010568837EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BONNEY FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBONNBusinessNameControlTxt
Phone9784409165PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1391 CONCORD ROADAddressLine1
CitySUDBURYCity
StateMAState
ZIP Code01776ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALISON BONNEYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9784409165PhoneNum
Signature2014-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL B MAINZERPreparerPersonNm
PTINP00170531PTIN
Phone5086261991PhoneNum
Preparation2014-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$605,935FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$251,885ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,932DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,932DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,723NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,723GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,723CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$266,540TotalRevAndExpnssAmt
Total Net Invst Incm$14,655TotalNetInvstIncmAmt
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$1,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,850AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,244OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,244OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$149TaxesRevAndExpnssAmt
Taxes Net Invst Incm$149TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss-$33OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm-$33OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,210TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,210TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,210TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,210TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$261,330ExcessRevenueOverExpensesAmt
Net Investment Income$9,445NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$76,243SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$323,006SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$323,006SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$198,123OtherAssetsBOYAmt
Other Assets EOY$212,690OtherAssetsEOYAmt
Other Assets EOYFMV$282,929OtherAssetsEOYFMVAmt
Total Assets BOY$274,366TotalAssetsBOYAmt
Total Assets EOY$535,696TotalAssetsEOYAmt
Total Assets EOYFMV$605,935TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$750,000CapitalStockBOYAmt
Capital Stock EOY$750,000CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$475,634RetainedEarningBOYAmt
Retained Earning EOY-$214,304RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$274,366TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$535,696TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$274,366TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$535,696TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$274,366TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$261,330ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$535,696SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$535,696TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$9,723GrossSalesPriceAmt
Gain Or Loss$9,723GainOrLossAmt
Gains Minus Excess Or Losses$9,723GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$9,723CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$290,194NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$59,880AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$272,464NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.219772DistributionYr2Rt
Adjusted Qlfy Distri Yr3$50,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$274,288NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.182290DistributionYr3Rt
Adjusted Qlfy Distri Yr4$49,996AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$249,302NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.200544DistributionYr4Rt
Adjusted Qlfy Distri Yr5$106,467AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$401,031NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.265483DistributionYr5Rt
Total Distribution0.868089TotalDistributionRt
Average Distribution0.173618AverageDistributionRt
Net Vl Noncharitable Assets$450,801NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$78,267AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$94NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$78,361AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$189InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$189SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$189TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$355EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$355TotalPaymentsAndCreditsAmt
Overpayment$166OverpaymentAmt
Applied To ES Tax$166AppliedToESTaxAmt
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
Individual With BooksALISON G BONNEYIndividualWithBooksNm
Phone9784409165PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1391 CONCORD ROADAddressLine1
CitySUDBURYCity
StateMAState
ZIP Code01776ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL W BONNEY
391 CONCORD ROADSUDBURYMA01776PRESIDENT1.00$0$0$0
ALISON G BONNEY
391 CONCORD ROADSUDBURYMA01776TREASURER/CLERK1.00$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$258,041AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$199,625AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$457,666TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$457,666AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,865CashDeemedCharitableAmt
Net Vl Noncharitable Assets$450,801NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,540MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,540MinimumInvestmentReturnAmt
Tax Based On Investment Income$189TaxBasedOnInvestmentIncomeAmt
Total Tax$189TotalTaxAmt
Distributable Before Adj$22,351DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$22,351DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$22,351DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

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

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,351DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$86,481ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$37,539ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$36,553ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$46,497ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$207,070TotalExcessDistributionCyovAmt
Qualifying Distributions$0QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$22,351ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$22,351ExcessDistributionCyovAppCYAmt
Total Corpus$184,719TotalCorpusAmt
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$64,130ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$120,589ExcessDistriCyovToNextYrAmt
Excess From Year4$37,539ExcessFromYear4Amt
Excess From Year3$36,553ExcessFromYear3Amt
Excess From Year2$46,497ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL W BONNEYContributingManagerNm
Contributing ManagerALISON G BONNEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
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$4,932ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,723ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,655ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,655TotalIncomeProducingActyAmt

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 PersonMICHAEL ALISON BONNEYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1391 CONCORD ROADAddressLine1
CitySUDBURYCity
StateMAState
ZIP Code01776ZIPCode
FieldValueIRS element (for citing)
Total Contributions$251,885TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$1,850Amt
Net Investment Income$1,850NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMUTUAL FUNDSDesc
BOY Book Value$198,123BOYBookValueAmt
EOY Book Value$212,690EOYBookValueAmt
EOYFMV$282,929EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBOND AMORTIZATION/ACCRETIONDesc
Revenue And Expenses Per Books-$33RevenueAndExpensesPerBooksAmt
Net Investment Income-$33NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEECategoryTxt
Amt$3,244Amt
Net Investment Income$3,244NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$114$114$0
MASS TAX$35$35$0

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