GREENSPAN FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
GREENSPAN FOUNDATION (EIN 02-6008379)
Tax period
2024-06-01 to 2025-05-31
Filed
2026-03-31
IRS object ID
202600909349100900
Schema version
2024v5.2
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)
Return2026-03-31T11:01:51-04:00ReturnTs
Tax Period End2025-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 WESTMINSTER ST SUITE 800AddressLine1Txt
CityProvidenceCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02903ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN026008379EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GREENSPAN FOUNDATION 5223318BusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone6174411548PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 HIGH ST OLIVER ST TWR STE 901AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJILL G SCHIFFMANPersonNm
Person TitleCO - TRUSTEEPersonTitleTxt
Phone6174411548PhoneNum
Signature2026-03-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD RALEIGHPreparerPersonNm
PTINP00382844PTIN
Phone4014573839PhoneNum
Preparation2026-03-23PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,836,037FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$79,497DividendsRevAndExpnssAmt
Dividends Net Invst Incm$75,747DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$182,641NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,023,652GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$182,641CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$262,138TotalRevAndExpnssAmt
Total Net Invst Incm$258,388TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$6,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,670AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,335AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,335AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$27,017OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$27,017OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$5,053TaxesRevAndExpnssAmt
Taxes Net Invst Incm$75TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$2,664OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,664OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$47,404TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,091TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,335TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$187,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$187,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$234,654TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,091TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$194,585TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,484ExcessRevenueOverExpensesAmt
Net Investment Income$223,297NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,488CashBOYAmt
Cash EOY$6,060CashEOYAmt
Cash EOYFMV$6,060CashEOYFMVAmt
Sav And Temp Cash Invst BOY$178,486SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$73,912SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$73,912SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY$1,502,809CorporateStockBOYAmt
Corporate Stock EOY$1,663,256CorporateStockEOYAmt
Corporate Stock EOYFMV$2,899,675CorporateStockEOYFMVAmt
Corporate Bonds BOY$915,792CorporateBondsBOYAmt
Corporate Bonds EOY$886,470CorporateBondsEOYAmt
Corporate Bonds EOYFMV$856,390CorporateBondsEOYFMVAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,602,575TotalAssetsBOYAmt
Total Assets EOY$2,629,698TotalAssetsEOYAmt
Total Assets EOYFMV$3,836,037TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,602,575CapitalStockBOYAmt
Capital Stock EOY$2,629,698CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,602,575TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,629,698TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,602,575TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,629,698TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,602,575TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,484ExcessRevenueOverExpensesAmt
Other Increases$1,444OtherIncreasesAmt
Subtotal$2,631,503SubtotalAmt
Other Decreases$1,805OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,629,698TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (92 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
29. ADOBE INC2018-06-132024-10-16$14,530$7,444$7,086$7,086
25. ADOBE INC2018-06-132025-01-21$10,914$6,417$4,497$4,497
100000. ADOBE INC 3.25% 01 FEB 20252015-03-262025-02-03$100,000$100,000
100. ADVANCED MICRO DEVICES2024-10-162025-04-11$9,228$15,571-$6,343-$6,343
77. AGILENT TECHNOLOGIES INC2023-12-132025-01-21$11,741$10,287$1,454$1,454
94. ALPHABET INC-CL A2011-07-222025-01-21$18,694$1,452$17,242$17,242
37. AMAZON.COM, INC2024-05-312025-01-21$8,536$6,466$2,070$2,070
74. AMERICAN EXPRESS CO2020-06-052025-01-21$23,546$8,138$15,408$15,408
42. AMERICAN EXPRESS CO2020-06-052025-04-11$10,366$4,379$5,987$5,987
42. ARISTA NETWORKS INC2023-08-232024-10-16$16,872$7,843$9,029$9,029
577.193 CAUSEWAY INTL VAL-INST2023-06-262025-01-21$11,071$10,618$453$453
112. CHART INDUSTRIES INC2023-12-132025-01-21$24,446$16,363$8,083$8,083
178. DONALDSON CO INC2024-02-272024-09-27$13,171$11,919$1,252$1,252
33. EXXON MOBIL CORP2022-09-062024-12-02$3,867$3,143$724$724
135. EXXON MOBIL CORP2022-09-062025-01-21$15,056$12,858$2,198$2,198
116. EXXON MOBIL CORP2022-09-062025-03-18$13,145$10,313$2,832$2,832
11. META PLATFORMS INC-CLASS A2025-01-212025-04-11$5,931$6,782-$851-$851
75000. FEDERAL FARM CR BKS 5.95% 07 DEC 20322022-12-012024-08-21$75,000$75,000
194.55 FIDELITY ADV FOC EMR MRK-I2022-05-242025-01-21$6,107$5,272$835$835
96. HONEYWELL INTL INC2016-04-142024-09-27$20,030$10,503$9,527$9,527
121. HONEYWELL INTL INC2016-04-142025-03-18$25,416$13,238$12,178$12,178
765. ISHARES 10-20 YEAR TREASURY2023-07-192025-03-12$78,364$84,851-$6,487-$6,487
863. ISHARES MSCI EAFE GROWTH ETF2024-02-142025-01-21$86,720$85,031$1,689$1,689
20. ISHARES MSCI EMR MRK EX CHNA2024-02-142025-01-21$1,136$1,116$20$20
72. JP MORGAN CHASE & CO2018-06-272024-09-16$14,830$7,514$7,316$7,316
616. JPMORGAN EQUITY PREMIUM INCO2022-08-222024-08-07$34,551$35,410-$859-$859
231. MERCK & CO. INC.2024-02-072024-12-17$23,168$29,516-$6,348-$6,348
45. MICROSOFT CORP2012-06-262025-01-21$19,282$1,359$17,923$17,923
159. NESTLE S A ADR2023-06-232024-10-16$15,419$19,237-$3,818-$3,818
153. NOVARTIS AG SPONSORED ADR2021-08-042024-12-02$15,996$13,330$2,666$2,666
105. NVIDIA CORP2024-08-072025-01-21$14,818$10,879$3,939$3,939
33. PALO ALTO NETWORKS INC2023-06-232024-08-07$10,230$6,512$3,718$3,718
38. PALO ALTO NETWORKS INC2017-07-102025-01-21$6,968$873$6,095$6,095
112. PROGRESSIVE CORP2023-07-252024-09-16$29,020$13,831$15,189$15,189
108. SALESFORCE INC2016-02-292024-08-07$26,307$7,372$18,935$18,935
6. SERVICENOW INC2020-04-022025-01-21$6,589$1,546$5,043$5,043
5173.006 VANGUARD GNMA FUND-ADM2023-11-062024-10-07$48,368$45,471$2,897$2,897
4991.206 VANGUARD GNMA FUND-ADM2023-06-262024-10-07$46,668$46,583$85$85
50. VERISK ANALYTICS INC2021-03-242024-09-27$13,252$8,859$4,393$4,393
184. WAL-MART STORES INC2024-03-052025-01-21$17,073$11,088$5,985$5,985
53. ZOETIS INC2024-05-032025-03-18$8,696$8,901-$205-$205
150. ZOETIS INC2024-02-072025-03-18$24,612$28,520-$3,908-$3,908
18. EATON CORP PLC2022-02-142025-01-21$6,409$2,729$3,680$3,680
30. LINDE PLC2023-06-232025-01-21$13,277$7,365$5,912$5,912
54. APTIV PLC2023-12-132024-06-25$3,936$4,356-$420-$420
145. APTIV PLC2023-06-012024-06-25$10,568$14,756-$4,188-$4,188
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
CAPITAL GAIN DIVIDENDS$9,728P
FieldValueIRS element (for citing)
Capital Gain Net Income$182,641CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,104InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,104SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,104TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,080EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$4,080TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$976OverpaymentAmt
Applied To ES Tax$976AppliedToESTaxAmt
Refund$0RefundAmt

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 LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNHOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EASTERN BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6174411548PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1125 HIGH ST STE 901 BOS-301AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns0MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Jill G Schiffman
PO Box 5555HanoverNH03755President, Treasurer, Secretary1$10,000
Barbara Jacobson
1700 Oak AvenueMenio ParkCA94025Assistant Treasurer1$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,701,347AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$171,472AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,872,819TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,872,819AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$58,092CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,814,727NetVlNoncharitableAssetsAmt
Minimum Investment Return$190,736MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$190,736MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,104TaxBasedOnInvestmentIncomeAmt
Total Tax$3,104TotalTaxAmt
Distributable Before Adj$187,632DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$187,632DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$187,632DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$194,585ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$194,585QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$187,632DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$13,182ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,822ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,432ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,829ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,343ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$75,608TotalExcessDistributionCyovAmt
Qualifying Distributions$194,585QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$187,632AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,953RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$82,561TotalCorpusAmt
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$13,182ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$69,379ExcessDistriCyovToNextYrAmt
Excess From Year4$11,822ExcessFromYear4Amt
Excess From Year3$12,432ExcessFromYear3Amt
Excess From Year2$9,829ExcessFromYear2Amt
Excess From Year1$28,343ExcessFromYear1Amt
Excess From Current Year$6,953ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEASTERN BANKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1125 HIGH ST STE 901 BOS-301AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6033695107RecipientPhoneNum
Form And Info And MaterialsWRITTEN APPLICATIONS AND ORGANIZATIONAL BACKGROUNDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
SECOND HARVEST OF SILICON VALLEY
750 CURTNER AVESAN JOSECA95125NONEPCGENERAL OPERATING$1,000
NHPR
2 PILLSBURY ST STE 600ConcordNH03301NONEPCGENERAL OPERATING$1,000
CURRIER MUSEUM OF ART
150 ASH STManchesterNH03104NONEPCGENERAL OPERATING$1,000
VOLUNTEER FLORIDA FOUNDATION
1545 RAYMOND DIEHL RD STE 250TallahasseeFL32308NONEPCGENERAL OPERATING$1,000
HARMONY ARK EDUCATION FOUNDATION
1935 BOHEMIAN HIGHWAYOCCIDENTALCA95465NONEPCGENERAL OPERATING$3,000
Girls at Work
200 BEDFORD STREETManchesterNH03101NONEPCGENERAL OPERATING$2,000
Hawaii Community Foundation Maui Stron
827 FORT STREET MALLHonoluluHI96813NONEPCGENERAL OPERATING$1,000
4ocean Foundation
3600 FAU BLVDBoca RatonFL33431NONEPCGENERAL OPERATING$1,000
Chabad at Rice University
1950 DRYDEN ROADHoustonTX77030NONEPCGENERAL OPERATING$1,000
Visions for Creative Housing Solutions
8 SUNRISE FARM LANEEnfieldNH03748NONEPCGENERAL OPERATING$2,000
VNH
PO BOX 881BrattleboroVT05302NONEPCGENERAL OPERATING$1,000
Upper Valley Trails Alliance
326 MAIN STREETNorwichVT05055NONEPCGENERAL OPERATING$2,000
Valley of the Moon Children's Foundation
PO BOX 11671Santa RosaCA95406NONEPCGENERAL OPERATING$1,000
Northern Forest Center
18 NORTH MAIN ST SUITE 204ConcordNH03301NONEPCGENERAL OPERATING$1,000
New Horizons
122 MARKET STManchesterNH03101NONEPCGENERAL OPERATING$1,000Families in Transition
White Horse Black Mountain
105 MONTREAT RDBlack MountainNC28711NONEPCGENERAL OPERATING$1,000Community Support Fund
NAACP & NAACP Empowerment Programs
4805 MOUNT HOPE DRIVEBaltimoreMD21215NONEPCGENERAL OPERATING$1,000Attn Scott Yanish
Humane Society of Sonoma County
5345 HIGHWAY 12 WESTSanta RosaCA95407NONEPCGENERAL OPERATING$1,000
Adirondack Center for Loon Conservatio
PO BOX 195Ray BrookNY12977NONEPCGENERAL OPERATING$1,000
Colby Women's Rugby at Colby College
173 MAIN STREETWatervilleME04901NONEPCGENERAL OPERATING$1,000c/o Colby College
Democrashe
4135 CHARLENE DRLos AngelesCA90043NONEPCGENERAL OPERATING$1,000Sara Jakle Ed
Propublica
155 AVENUE OF THE AMERICASNew YorkNY10013NONEPCGENERAL OPERATING$1,000Attn Development
Martin de Porress
225 POTRERO AVENUESan FranciscoCA94103NONEPCGENERAL OPERATING$1,000MDP Foundation
COLBY SAWYER COLLEGE ANNUAL FUND
541 MAIN STNew LondonNH032579958NONEPCGENERAL OPERATING$6,000
NEW LONDON HOSPITAL
273 COUNTY RDNew LondonNH032577700NONEPCGENERAL OPERATING$1,000
THE WEBSTER HOUSE
135 WEBSTER STREETManchesterNH03104NONEPCGENERAL OPERATING$2,000
LEAGUE OF NH CRAFTSMEN
49 S MAIN STREET SUITE 100ConcordNH03301NONEPCGENERAL OPERATING$2,000
MOORE CENTER SERVICES GARDEN PARTY
195 MCGREGOR ST SUITE 400ManchesterNH03102NONEPCGENERAL OPERATING$500SPONSORSHIP
CAMPAIGN FOR LEGAL SERVICES
117 NORTH STATE STConcordNH03301NONEPCGENERAL OPERATING$1,000CO
NH HUMANITIES
117 PLEASANT STConcordNH03301NONEPCGENERAL OPERATING$2,000
WISE
38 BANK STREETLebanonNH03766NONEPCGENERAL OPERATING$1,000
UPPER VALLEY JEWISH Community PROJECT
5 OCCOM RIDGEHanoverNH03755NONEPCGENERAL OPERATING$1,000
Amoskeag Health
145 HOLLIS STREET 2ND FLOORManchesterNH03101NONEPCGENERAL$1,000
CIRCLE PROGRAM
85 MAIN ST POBOX 815PlymouthNH03264NONEPCGENERAL OPERATING$1,000
PPNNE
128 LAKESIDE AVE SUITE 301BurlingtonVT05401NONEPCGENERAL OPERATING$6,000
UPPER VALLEY HAVEN
713 HARTFORD AVEWhite River JctVT05001NONEPCGENERAL OPERATING$3,000
GOOD NEIGHBOR HEALTH CLINIC
70 NORTH MAIN STWhite River JunctionVT05001NONEPCGENERAL OPERATING$2,000
THE SHARON ACADEMY
POBOX 207SHARONMA05065NONEPCGENERAL OPERATING$3,000
CASTING FOR RECOVERY
POBOX 1123 3738 MAIN STManchesterVT05254NONEPCGENERAL OPERATING$1,000
VITAL COMMUNITIES
195 N MAIN STWHITE RIVER JUNCTIONVT05001NONEPCGENERAL OPERATING$2,000
SMITH COLLEGE FUND
POBOX 340029BostonMA022410429NONEPCGENERAL OPERATING$5,000
JEWISH WOMEN'S ARCHIVE
1 HARVARD ST SUITE 200BrooklineMA02445NONEPCGENERAL OPERATING$1,000
YMCA CAMP CONISTON
POBOX 185GranthamNH03753NONEPCGENERAL OPERATING$6,000
NORTHERN STAGE
POBOX 4287White River JctVT05001NONEPCGENERAL OPERATING$1,000
ACCELERATED CURE FOR MS
460 TOTTENHAM POND RD SUITE 140WalthamMA024519827NONEPCGENERAL OPERATING$1,000
COMPASSIONATE CARE ALS
POBOX 1052West FalmouthMA02574NONEPCGENERAL OPERATING$1,000
NATURAL RESOURCES DEFENSE COUNCIL INC
40 W 20TH STNEW YORKNY10011NONEPCGENERAL OPERATING$1,000
ANTI-DEFAMATION LEAGUE
40 COURT STREETBostonMA021082202NONEPCGENERAL OPERATING$1,000
ALS ASSOCIATION
1275 K STREETWashingtonDC20005NONEPCGENERAL OPERATING$1,000
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVEDALLASTX75231NONEPCGENERAL OPERATING$1,000
NATIONAL MS - NO CA CHAPTER
1700 OWEN ST - SUITE 190San FranciscoCA94158NONEPCGENERAL OPERATING$3,500
THE WILD CENTER
45 MUSEUM DRIVETupper LakeNY12986NONEPCGENERAL OPERATING$5,000
AUSBON SARGENT LAND PRESERVATION
71 PLEASANT STREETNEWLONDONNH03257NONEPCGENERAL OPERATING$1,000
GOOD BEGINNINGS OF THE UPPER VALLEY
POBOX 5054West LebanonNH03784NONEPCGENERAL OPERATING$500
DARTMOUTH HEALTH
1 MEDICAL CENTER DRLEBANONNH03756NONEPCGENERAL$5,000FRIENDS OF DARTMOUTH CANCER CENTER
OCEAN CONSERVANCY
1300 19TH STREET NW NO 8TH FLWashingtonDC20036NONEPCGENERAL$2,000
GRAFTON COUNTY SENIOR CITIZENS COUNCIL
10 CAMPBELL STREETLEBANONNH03766NONEPCGENERAL$2,000
PALACE THEATRE TRUST
80 HANOVER STManchesterNH03101NONEPCGENERAL OPERATING$750
MONTSHIRE MUSEUM OF SCIENCE
1 MONTSHIRE DRIVENorwichVT05055NONEPCGENERAL OPERATING$2,000
MAYHEW PROGRAM
POBOX 120BristolNH03222NONEPCGENERAL OPERATING$1,000
Muttville
PO BOX 410207San FranciscoCA94141NONEPCGENERAL$1,000
EVERYTOWN FOR GUN SAFETY SUPPORT FUND
PO BOX 3886New YorkNY10163NONEPCGENERAL$4,000
WORLD CENTRAL KITCHEN
65NEW YORK AVEN NWWASHINGTONDC20001NONEPCGENERAL OPERATING$5,000
BOYS & GIRLS CLUB OF NNH
POBOX 111LittletonNH03561NONEPCGENERAL OPERATING$1,000
UCSF Foundation
PO BOX 45339SAN FRANCISCOCA941450339NONEPCGENERAL$1,000
NEW LONDON BARN PLAYHOUSE
POBOX 9New LondonNH03257NONEPCGENERAL OPERATING$2,000
HILGOS FOUNDATION
406 WOODLAND RDHighland ParkIL60035NONEPFGENERAL OPERATING$1,000
GRASSROOT SOCCER
POBOX 712NorwichVT05055NONEPCGENERAL OPERATING$1,000
UPPER VALLEY SNOW SPORTS FOUNDATION
160 WHALEBACK MOUNTAIN ROADEnfieldNH03748NONEPCGENERAL OPERATING$5,000
HIMELE
1296 AUWAIKU STKailuaHI96734NONEPCGENERAL OPERATING$1,000
SHARE OUR STRENGTH
1030 15TH STREET NW NO 1100WWashingtonDC20005NONEPFGENERAL$2,000
AMERICAN RED CROSS
POBOX 9632ManchesterNH031089632NONEPCGENERAL OPERATING$2,000
HOMES FOR OUR TROOPS
6 MAIN STTauntonMA02780NONEPCGENERAL OPERATING$1,000
Reading is Fundamental
750 FIRST STREET NEWASHINGTONDC20002NONEPCGENERAL$1,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 97166WASHINGTONDC200907166NONEPCGENERAL$2,000
AMERICAN FURNITURE MASTERS INSTITUTE
NH PRISON OUTREACH PROGRAMManchesterNH03108NONEPCGENERAL OPERATING$2,000
LUCILE PACKARD CHILDREN'S HOSPITAL
400 HAMILTON AVE SUITE 340Palo AltoCA94301NONEPCGENERAL OPERATING$1,000
Moonrise Therapeutics
PO BOX 96TAFTSVILLEVT05073NONEPCGENERAL$2,000
WAYPOINT
464 CHESTNUT STManchesterNH03105NONEPCGENERAL OPERATING$500
AVA-Gallery and Art Center
11 BANK STREETLebanonNH03766NONEPCGENERAL OPERATING$1,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE WAY GOLDEN GATESan FranciscoCA94118NONEPCGENERAL OPERATING$2,500
STANFORD UNIVERSITY CANCER DISCOVERY FUN
PO BOX 20466STANFORDCA94309NONEPCGENERAL OPERATING$2,000
PENINSULA VOLUNTEERS INC
800 MIDDLE AVEMenlo ParkCA94025NONEPCGENERAL OPERATING$1,000
AVENIDAS ROSE KLEINER SENIOR DAY
270 ESCUELA AVENUEMountain ViewCA94040NONEPCGENERAL OPERATING$1,000HEALTH CENTER
BOYS & GIRLS CLUB OF THE PENINSULA
401 PIERCE ROADMENLO PARKCA94025NONEPCGENERAL OPERATING$1,000
EXPLORATORIUM
PIER 17 SUITE 100San FranciscoCA94111NONEPCGENERAL OPERATING$1,000
MEALS ON WHEELS OF SAN FRANCISCO
1375 FAIRFAX AVENUESan FranciscoCA94124NONEPCGENERAL OPERATING$1,000
RONALD MCDONALD HOUSE OF STANFORD
520 SAND HILL RDPalo AltoCA943042001NONEPCGENERAL OPERATING$1,000
SECOND HARVEST FOOD BANKS
PO BOX 1240San JoseCA951081240NONEPCGENERAL OPERATING$2,000OF SAN MATEO & SANTA CLARA COUNTIES
California PACIFIC MEDICAL CENTER
2015 STEINER STSan FranciscoCA94115NONEPCGENERAL OPERATING$1,500FOUNDATION NICU
EASTSIDE PREP SCHOOL
1041 MYRTLE STREET EASTPalo AltoCA94303NONEPCGENERAL OPERATING$3,000
GIANTS COMMUNITY FUND
24 WILLIE MAYS PLAZASan FranciscoCA94107NONEPCGENERAL OPERATING$1,000
Sonrisas Dental Health
430 N EL CAMINO REALSAN MATEOCA94401NONEPCGENERAL$1,000
HAWAII PREPARATORY ACADEMY
65-1692 KOHALA MOUNTAIN ROADKAMUELAHI96743NONEPCGENERAL OPERATING$3,000
TEMPLE ADATH YESHURUN
450 KIMBER ROADSYRACUSENY13224NONEPCGENERAL OPERATING$6,000
NEW HAMPSHIRE WOMEN'S FOUNDATION
18 LOW AVE SUITE 205CONORDNH03301NONEPCGENERAL OPERATING$4,000
WILLING HANDS
198 CHURCH STREETNorwichVT05055NONEPCGENERAL OPERATING$1,500
JEWISH FEDERATION OF NEW HAMPSHIRE
66 HANOVER STMANCHESTERNH03101NONEPCGENERAL OPERATING$10,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 616TH FLOORNEW YORKNY10006NONEPCGENERAL OPERATING$1,000
PENDRAGON THEATRE
15 BRANDY BRKSaranac LakeNY12983NONEPCGENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$187,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$79,497ExclusionAmt
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 IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$182,641ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$262,138ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$262,138TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

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)
CategoryTAX PREPARATION FEE (NON-ALLOCCategoryTxt
Amt$2,670Amt
Net Investment Income$1,335NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,335DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ROUNDING$1,002
JUNE 2025 TRANSACTION POSTED IN MAY 2025$803

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT & ACCOUNTING FEES (ALLOC$2,658$2,658$0
ADR FEES$6$6$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMAY 2024 TRANSACTION POSTED IN JUNE 2024Desc
Amt$1,444Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMNT MNGMNT FEES (NON-DED$27,011$27,011
ADR FEES$6$6

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE INCOME TAXES - PRINCIPAL$75$75$0
FEDERAL TAX PAYMENT - PRIOR YE$898$0$0
FEDERAL ESTIMATES - PRINCIPAL$4,080$0$0

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