PARK SCHOOL CHARITABLE TRUST IN MEMORY OF IDA & ISAAC STRAUSS: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PARK SCHOOL CHARITABLE TRUST IN MEMORY OF IDA & ISAAC STRAUSS (EIN 65-6372447)
- Tax period
- 2021-05-01 to 2022-04-30
- Filed
- 2022-08-01
- IRS object ID
- 202202139349100475
- Schema version
- 2021v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-01T15:00:22-05:00 | ReturnTs |
| Tax Period End | 2022-04-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656372447 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARK SCHOOL CHARITABLE TRUST IN MEMORY OF IDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARK | BusinessNameControlTxt |
| Phone | 3126306000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORTHERN TRUST COMPANY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3126306000 | PhoneNum |
| Signature | 2022-07-29 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,210,011 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $32,394 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,395 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,213 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $185,514 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,213 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $91,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,608 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,145 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,036 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,109 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,757 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,018 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,417 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,304 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,374 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,197 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,197 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,614 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,304 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,571 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,993 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,304 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,622 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,523 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,523 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $786,900 | CorporateStockBOYAmt |
| Corporate Stock EOY | $744,913 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $882,007 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $252,097 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $322,617 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $293,722 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $31,787 | OtherAssetsBOYAmt |
| Other Assets EOY | $29,086 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $31,759 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,075,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,099,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,210,011 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,075,406 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,099,139 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,075,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,099,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,075,406 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,099,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,075,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,993 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,099,399 | SubtotalAmt |
| Other Decreases | $260 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,099,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 208. APPLE COMPUTER INC | 2006-07-24 | 2021-07-19 | $29,537 | $456 | $29,081 | $29,081 | |
| 75.87 MFO DFA INTL SMALL CO PORTFOLIO FUND | 2018-10-02 | 2021-06-30 | $1,719 | $1,544 | $175 | $175 | |
| 36.66 MFO DFA INTL SMALL CO PORTFOLIO FUND | 2018-10-02 | 2021-08-16 | $855 | $746 | $109 | $109 | |
| 288.64 MFO DFA INTL SMALL CO PORTFOLIO FUND | 2021-01-21 | 2022-03-02 | $5,802 | $5,915 | -$113 | -$113 | |
| 52.24 MFO DFA INTL SMALL CO PORTFOLIO FUND | 2018-10-02 | 2022-03-14 | $1,010 | $1,063 | -$53 | -$53 | |
| 70. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2020-02-20 | 2021-07-19 | $2,513 | $2,164 | $349 | $349 | |
| 119. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2020-11-12 | 2021-12-23 | $4,649 | $3,352 | $1,297 | $1,297 | |
| 363. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | 2021-02-18 | 2022-03-02 | $16,364 | $12,978 | $3,386 | $3,386 | |
| 473. MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | 2019-08-15 | 2021-08-16 | $27,650 | $24,391 | $3,259 | $3,259 | |
| 55.72 MFB NORTHN MID CAP INDEX FD FD | 2018-10-01 | 2021-06-30 | $1,371 | $1,147 | $224 | $224 | |
| 36.51 MFB NORTHN MID CAP INDEX FD FD | 2020-12-17 | 2021-12-23 | $846 | $761 | $85 | $85 | |
| 441.27 MFB NORTHN INTL EQTY INDEX FD | 2019-01-17 | 2021-06-30 | $6,460 | $4,955 | $1,505 | $1,505 | |
| 86.99 MFB NORTHN INTL EQTY INDEX FD | 2019-01-17 | 2021-07-19 | $1,246 | $977 | $269 | $269 | |
| 152.57 MFB NORTHN INTL EQTY INDEX FD | 2019-01-17 | 2021-08-16 | $2,299 | $1,713 | $586 | $586 | |
| 2317.28 MFB NORTHN INTL EQTY INDEX FD | 2021-02-18 | 2022-03-02 | $30,866 | $29,459 | $1,407 | $1,407 | |
| 484.36 MFB NORTHN INTL EQTY INDEX FD | 2019-01-17 | 2022-03-14 | $6,156 | $5,439 | $717 | $717 | |
| 1018.83 MFB NORTHERN FUNDS BD INDEX FD | 2020-06-19 | 2021-08-16 | $11,166 | $11,482 | -$316 | -$316 | |
| 177.12 MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2020-02-20 | 2021-06-30 | $2,024 | $2,036 | -$12 | -$12 | |
| 63.65 MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD | 2019-12-12 | 2021-07-19 | $733 | $721 | $12 | $12 | |
| 209.3 MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2019-01-17 | 2021-07-19 | $2,997 | $2,346 | $651 | $651 | |
| 132.05921 MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2021-01-21 | 2022-03-14 | $1,482 | $2,010 | -$528 | -$528 | |
| 580.56079 MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2021-01-21 | 2022-03-14 | $6,514 | $8,550 | -$2,036 | -$2,036 | |
| 1258.69 MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD | 2021-01-21 | 2022-04-08 | $15,205 | $18,174 | -$2,969 | -$2,969 | |
| 95.05 MFB NORTHERN FDS STK INDEX FD | 2020-12-17 | 2021-12-23 | $4,921 | $3,954 | $967 | $967 | |
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,809 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,213 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,186 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,186 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,186 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $314 | OverpaymentAmt |
| Applied To ES Tax | $314 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORTHERN TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126306000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORTHERN TRUST COMPANY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $16,145 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,330,138 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,330,138 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,330,138 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,952 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,310,186 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,509 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,509 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,186 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,186 | TotalTaxAmt |
| Distributable Before Adj | $64,323 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,323 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,323 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,571 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $59,571 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,323 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,197 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,571 | QualifyingDistributionsAmt |
| Applied To Year1 | $46,197 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,374 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $50,949 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PARK SCHOOL OF BALTIMORE | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2425 OLD COURT RD | AddressLine1Txt |
| City | BROOKLANDVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $46,197 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,197 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,394 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,213 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $91,607 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,607 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATIOBN FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHMENTS | BondNm |
| EOY Book Value | $322,617 | EOYBookValueAmt |
| EOYFMV | $293,722 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHMENTS | StockNm |
| EOY Book Value | $744,913 | EOYBookValueAmt |
| EOYFMV | $882,007 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE ATTACHMENTS | Desc |
| BOY Book Value | $31,787 | BOYBookValueAmt |
| EOY Book Value | $29,086 | EOYBookValueAmt |
| EOYFMV | $31,759 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT | Desc |
| Amt | $260 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IL ATTORNEY GENERAL FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $239 | $0 | $0 |
| ESTIMATED TAXES | $1,500 | $0 | $0 |
| FOREIGN TAXES | $1,018 | $1,018 | $0 |