BETA

CROZIER FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CROZIER FAMILY CHARITABLE FOUNDATION (EIN 04-3368611)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202621339349101792
Schema version
2025v4.1
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)
Return2026-05-13T10:23:01-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331374517PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 PRESIDENTIAL WAY SUITE 510AddressLine1Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043368611EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CROZIER FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O PRUDENCE S CROZIERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCROZBusinessNameControlTxt
Phone7812373963PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line141 RIDGE HILL FARM ROADAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02482ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPRUDENCE S CROZIERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7812373963PhoneNum
Signature2026-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH E WULFPreparerPersonNm
PTINP00428958PTIN
Phone7819375300PhoneNum
Preparation2026-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,457,076FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$41,513DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,513DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,417NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$553,843GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,417CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$43,930TotalRevAndExpnssAmt
Total Net Invst Incm$43,930TotalNetInvstIncmAmt
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$1,671AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,671AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,562OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,562OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$513TaxesRevAndExpnssAmt
Taxes Net Invst Incm$64TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,746TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,297TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$57,580ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,580ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$67,326TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,297TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$57,580TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,396ExcessRevenueOverExpensesAmt
Net Investment Income$34,633NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,030CashBOYAmt
Cash EOY$50,116CashEOYAmt
Cash EOYFMV$50,116CashEOYFMVAmt
Corporate Stock BOY$274,669CorporateStockBOYAmt
Corporate Stock EOY$248,575CorporateStockEOYAmt
Corporate Stock EOYFMV$897,347CorporateStockEOYFMVAmt
Corporate Bonds BOY$425,228CorporateBondsBOYAmt
Corporate Bonds EOY$174,886CorporateBondsEOYAmt
Corporate Bonds EOYFMV$174,883CorporateBondsEOYFMVAmt
Other Investments BOY$79,926OtherInvestmentsBOYAmt
Other Investments EOY$334,240OtherInvestmentsEOYAmt
Other Investments EOYFMV$334,240OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$490OtherAssetsEOYAmt
Other Assets EOYFMV$490OtherAssetsEOYFMVAmt
Total Assets BOY$790,853TotalAssetsBOYAmt
Total Assets EOY$808,307TotalAssetsEOYAmt
Total Assets EOYFMV$1,457,076TotalAssetsEOYFMVAmt
Grants Payable EOY$40,850GrantsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$40,850TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$790,853NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$767,457NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$790,853TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$767,457TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$790,853TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$808,307TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$790,853TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,396ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$767,457SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$767,457TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BANK OF AMERICA NAP$450,000$450,028-$28-$28
BANK OF AMERICA NAP$103,843$101,398$2,445$2,445
FieldValueIRS element (for citing)
Capital Gain Net Income$2,417CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$481InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$481SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$481TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$481TaxDueAmt

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 BooksPRUDENCE S CROZIERIndividualWithBooksNm
Phone7812373963PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line141 RIDGE HILL FARM RDAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024827311ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PRUDENCE S CROZIER
41 RIDGE HILL FARM RDWELLESLEYMA02482TRUSTEE1.00$0$0$0
VERY REV ABIGAIL CROZIER NESTLEHUTT
1737 CHESTNUT STREET 1000PHILADELPHIAPA19103TRUSTEE1.00$0$0$0
MATTHEW E CROZIER
108 BARRETTS HILL ROADCONCORDMA01742TRUSTEE1.00$0$0$0
PATIENCE W CROZIER
196 KENT ROADWABANMA02468TRUSTEE1.00$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$1,427,986AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,134AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,436,120TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,436,120AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,542CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,414,578NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,729MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,729MinimumInvestmentReturnAmt
Tax Based On Investment Income$481TaxBasedOnInvestmentIncomeAmt
Total Tax$481TotalTaxAmt
Distributable Before Adj$70,248DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$70,248DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$70,248DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$57,580ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$57,580QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$70,248DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$4,697ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,697TotalExcessDistributionCyovAmt
Qualifying Distributions$57,580QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$57,580AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$4,697ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,697ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$7,971UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRIENDS OF THE NANTUCKET HISTORICAL ASSOCIATION
PO BOX 1016NANTUCKETMA02554PCCHARITABLE$5,000
ST ANDREW'S EPISCOPAL CHURCH
79 DENTON ROADWELLESLEYMA02482PCCHARITABLE$2,850
BOSTON EPISCOPAL CHARITABLE SOCIETY
PO BOX 170027BOSTONMA021170037PCCHARITABLE$380
ST PETER'S CHURCH IN THE GREAT VALLEY
2475 ST PETERS ROADMALVERNPA19355PCCHARITABLE$5,000
WELLESLEY COLLEGE
106 CENTRAL STREETWELLESLEYMA02481PCCHARITABLE$5,000
NANTUCKET HISTORICAL ASSOCIATION
PO BOX 1016NANTUCKETMA02554PCCHARITABLE$1,500
NANTUCKET SAFE HARBOR FOR ANIMALS
PO BOX 2844NANTUCKETMA02584PCCHARITABLE$500
CATHEDRAL CHURCH OF ST PAUL
138 TREMONT STREETBOSTONMA021111318PCCHARITABLE$200
FRIENDS OF THE LOBKOWICZ COLLECTION
PO BOX 814DOVERMA02030PCCHARITABLE$500
152 COMMONWEALTH FOUNDATION
152 COMMONWEALTH AVENUEBOSTONMA02116PCCHARITABLE$500
ARTISTS ASSOCIATION OF NANTUCKET
24 AMELIA DRIVENANTUCKETMA02554PCCHARITABLE$1,000
NANTUCKET LAND AND WATER COUNCIL
6 ASH LANENANTUCKETMA02554PCCHARITABLE$1,500
WBUR
890 COMMONWEALTH AVENUEBOSTONMA02215PCCHARITABLE$100
OCEAN STATE MEDIA GROUP
50 PARK LANEPROVIDENCERI02907PCCHARITABLE$200
METROPOLITAN OPERA
30 LINCOLN CENTERNEW YORKNY10023PCCHARITABLE$150
WGBH EDUCATIONAL FOUNDATION
PO BOX 55875BOSTONMA022055875PCCHARITABLE$100
THE WINSOR SCHOOL
103 PILGRIM ROADBOSTONMA02215PCCHARITABLE$500
BARBARA HARRIS CAMP & CONFERENCE CENTER
108 WALLY STONE LANE PO BOX 2024GREENFIELDNH03047PCCHARITABLE$100
PHI BETA KAPPA SOCIETY
1606 NEW HAMPSHIRE AVE NWWASHINGTONDC20009PCCHARITABLE$2,000
HARVARD GRADUATE SCHOOL FUND
1350 MASSACHUSETTS AVENUE SUITE 350CAMBRIDGEMA02138PCCHARITABLE$2,500
EPISCOPAL CHURCH FOUNDATION
475 RIVERSIDE DRIVE SUITE 750NEW YORKNY10115PCCHARITABLE$1,000
DANA FARBER CANCER INSTITUTE PRESIDENT'S CIRCLE
10 BROOKLINE PLACE WEST 5TH FLOORBROOKLINEMA024457226PCCHARITABLE$2,500
EPISCOPAL CATHEDRAL OF PHILADELPHIA
3717 CHESTNUT STREET SUITE 200PHILADELPHIAPA19104PCCHARITABLE$2,500
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STREETNANTUCKETMA02554PCCHARITABLE$2,500
NEWTON WELLESLEY HOSPITAL
2014 WASHINGTON STREETNEWTONMA02462PCCHARITABLE$1,000
MASSACHUSETTS GENERAL HOSPITAL DEVELOPMENT OFFICE
125 NASHUA STREET SUITE 450BOSTONMA021141101PCCHARITABLE$5,000
GLBTQ LEGAL ADVOCATES AND DEFENDERS
18 TREMONT STREET SUITE 950BOSTONMA02108PCCHARITABLE$2,500
NANTUCKET PERFORMING ARTS CENTER
5 NORTH WATER STREETNANTUCKETMA02554PCCHARITABLE$1,000
MCLEAN HOSPITAL SCOTT L RAUCH ENDOWED CHAIR DEVELOPMENT OFFICE
115 MILL STREET MS 126BELMONTMA024781064PCCHARITABLE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,580TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,513ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,417ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$43,930ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$43,930TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,671Amt
Net Investment Income$1,671NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$174,886EOYBookValueAmt
EOYFMV$174,883EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$248,575EOYBookValueAmt
EOYFMV$897,347EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCASH EQUIVALENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$334,240BookValueAmt
EOYFMV$334,240EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$490EOYBookValueAmt
EOYFMV$490EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$7,562Amt
Net Investment Income$7,562NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$449$0$0
FOREIGN TAXES$29$29$0
MASSACHUSETTS ANNUAL REPORT FILING FEE$35$35$0

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