BLAIR AND ANNA ZIMMERMAN FOUNDATION TR 06192002: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BLAIR AND ANNA ZIMMERMAN FOUNDATION TR 06192002 (EIN 45-6367158)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2022-12-12
- IRS object ID
- 202223469349101002
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-12T11:00:33-06:00 | ReturnTs |
| Tax Period End | 2022-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT ST 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456367158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLAIR E & ANNA L ZIMMERMAN FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAI | BusinessNameControlTxt |
| Phone | 3303647421 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3303647421 | PhoneNum |
| Signature | 2022-12-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2022-12-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $828,259 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $13,389 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,389 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $7,356 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $7,356 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $6,108 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $69,163 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $226,667 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,163 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $143 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $90,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,908 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,558 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,279 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,279 | 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 | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | 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 | $29 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29 | 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 | $1,448 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,248 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,285 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,556 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,729 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,909 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,909 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,556 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,638 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,857 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,352 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $33 | CashEOYAmt |
| Cash EOYFMV | $33 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,545 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,287 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,287 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $501,002 | CorporateStockBOYAmt |
| Corporate Stock EOY | $535,877 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $635,729 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $410,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $410,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $179,210 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $933,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $959,197 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $828,259 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $933,547 | CapitalStockBOYAmt |
| Capital Stock EOY | $959,197 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $933,547 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $959,197 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $933,547 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $959,197 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $933,547 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,857 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $959,404 | SubtotalAmt |
| Other Decreases | $207 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $959,197 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 371.82 AIM INVT FDS INVESCO INVT FDS | 2014-10-24 | 2021-10-20 | $20,000 | $14,058 | $5,942 | $5,942 | |
| 289.39 AIM INVT FDS INVESCO INVT FDS | 2014-10-24 | 2021-12-01 | $14,611 | $10,942 | $3,669 | $3,669 | |
| 50. ACTIVISION BLIZZARD INC | 2020-06-03 | 2021-08-20 | $4,138 | $3,515 | $623 | $623 | |
| 46. APPLE COMPUTER | 2020-06-03 | 2021-08-20 | $6,777 | $3,747 | $3,030 | $3,030 | |
| 25. AUTOMATIC DATA PROCESSING | 2019-04-22 | 2021-12-01 | $5,695 | $4,046 | $1,649 | $1,649 | |
| 25. BAXTER INTERNATIONAL INC | 2012-02-07 | 2021-08-20 | $1,874 | $769 | $1,105 | $1,105 | |
| 25. BAXTER INTERNATIONAL INC | 2012-02-07 | 2021-10-20 | $1,998 | $769 | $1,229 | $1,229 | |
| 50. BAXTER INTERNATIONAL INC | 2012-02-07 | 2021-12-01 | $3,774 | $1,538 | $2,236 | $2,236 | |
| 25. BERKSHIRE HATHAWAY CL-B | 2021-08-20 | $7,096 | $4,974 | $2,122 | $2,122 | ||
| 30. CAPITAL ONE FINANCIAL CORP W/1 | 2021-10-20 | 2022-06-14 | $3,178 | $5,068 | -$1,890 | -$1,890 | |
| 18. CAPITAL ONE FINANCIAL CORP W/1 | 2019-01-17 | 2022-06-14 | $1,907 | $1,501 | $406 | $406 | |
| 16. COSTCO WHOLESALE CORP | 2019-01-15 | 2021-10-20 | $7,479 | $3,374 | $4,105 | $4,105 | |
| 25. DOW INC | 2021-10-20 | 2022-06-14 | $1,460 | $1,484 | -$24 | -$24 | |
| 25. FACEBOOK INC CL-A | 2019-01-15 | 2021-10-20 | $8,567 | $3,738 | $4,829 | $4,829 | |
| 807.32 FEDERATED TOTAL RETURN SERS INC | 2019-08-09 | 2021-12-01 | $9,115 | $8,913 | $202 | $202 | |
| 463.82 GOLDMAN SACHS TR | 2019-08-09 | 2021-10-20 | $5,459 | $5,000 | $459 | $459 | |
| 25. HOME DEPOT INC. | 2012-02-27 | 2021-10-20 | $8,959 | $1,178 | $7,781 | $7,781 | |
| 5. LOCKHEED MARTIN (COMMON STOCK) | 2021-08-20 | $1,770 | $1,424 | $346 | $346 | ||
| 15. LOCKHEED MARTIN (COMMON STOCK) | 2021-10-20 | $5,563 | $4,130 | $1,433 | $1,433 | ||
| 14. LULULEMON ATHLETICA INC | 2020-06-03 | 2021-08-20 | $5,514 | $4,516 | $998 | $998 | |
| 25. M & T BANK CORP | 2019-08-09 | 2022-06-14 | $4,088 | $3,831 | $257 | $257 | |
| 25. NIKE INC CL B | 2016-01-20 | 2021-08-20 | $4,143 | $1,430 | $2,713 | $2,713 | |
| 25. NIKE INC CL B | 2016-01-20 | 2021-12-01 | $4,201 | $1,430 | $2,771 | $2,771 | |
| 5. NORTHROP GRUMMAN CORP W/1 RT/SH | 2019-01-17 | 2021-08-20 | $1,798 | $1,316 | $482 | $482 | |
| 15. NORTHROP GRUMMAN CORP W/1 RT/SH | 2021-10-20 | $5,962 | $3,887 | $2,075 | $2,075 | ||
| 10. O'REILLY AUTOMOTIVE INC | 2019-04-22 | 2021-08-20 | $6,023 | $3,982 | $2,041 | $2,041 | |
| 10. PARKER HANNIFIN CORP | 2019-08-09 | 2021-10-20 | $2,954 | $1,651 | $1,303 | $1,303 | |
| 230. REGIONS FINL CORP NEW | 2021-08-20 | 2022-06-14 | $4,400 | $4,540 | -$140 | -$140 | |
| 65. ROSS STORES INC | 2020-06-03 | 2021-08-20 | $7,776 | $6,501 | $1,275 | $1,275 | |
| 503.86 TOUCHSTONE FDS GROUP TR | 2020-06-03 | 2021-12-01 | $24,266 | $19,142 | $5,124 | $5,124 | |
| 11. UNITEDHEALTH GROUP INC | 2019-04-22 | 2022-06-14 | $5,041 | $2,481 | $2,560 | $2,560 | |
| 502. VANGUARD TAX-MANAGED INTL FD | 2020-06-03 | 2021-12-01 | $24,904 | $20,045 | $4,859 | $4,859 | |
| 25. WAL-MART STORES, INC. | 2019-04-22 | 2021-08-20 | $3,752 | $2,584 | $1,168 | $1,168 | |
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,425 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,163 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,145 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,145 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,145 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $216 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $216 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $929 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3303647421 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | 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 | HUNTINGTON NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $12,558 | 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 | $873,358 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,829 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $897,187 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $897,187 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,458 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $883,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,186 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,186 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,145 | TotalTaxAmt |
| Distributable Before Adj | $43,041 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,041 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,041 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,638 | 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 | $56,638 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,041 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $10,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,580 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,080 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,638 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,041 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,597 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,677 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,677 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $10,500 | ExcessFromYear2Amt |
| Excess From Year1 | $7,580 | ExcessFromYear1Amt |
| Excess From Current Year | $13,597 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| VILLAGE OF BOLIVAR | ||||||||
| 109 NORTH CANAL STREET | BOLIVAR | OH | 44612 | NONE | GOVT | REST AREAS & FENCING BY | $6,500 | |
| SALVATION ARMY | ||||||||
| 809 EMMET AVE NW | NEW PHILADELPHIA | OH | 44663 | NONE | PC | NEW MULTI-PURPOSE MONITORS | $2,000 | |
| First United Methodist Church | ||||||||
| 201 WEST HIGH | New Philadelphia | OH | 44663 | NONE | PC | GENERAL SUPPORT | $7,634 | |
| Mineral City Area Historical Society | ||||||||
| PO BOX 74 | Mineral City | OH | 446560074 | NONE | PC | GENERAL SUPPORT | $2,690 | |
| TUSCARAWAS COUNTY LITERACY COALITION | ||||||||
| PO BOX 1173 | NEW PHILADELPHIA | OH | 44663 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| HARCATUS TRI-COUNTY CAO | ||||||||
| 225 FAIR AVE NE | NEW PHILA | OH | 446632837 | NONE | PC | GENERAL SUPPORT | $4,536 | |
| Ohio Outdoor Historical Drama | ||||||||
| PO BOX 450 | New Phila | OH | 446630450 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Tuscarawas County Humane Society | ||||||||
| 1432 TALL TIMBER RD NE | New Phila | OH | 446637022 | NONE | PC | GENERAL SUPPORT | $8,330 | |
| BIG BROTHERS BIG SISTERS OF EAST | ||||||||
| 1260 MONROE ST NW | NEW PHILADELPHIA | OH | 44663 | NONE | PC | GENERAL OPERATING | $6,500 | CENTRAL OHIO |
| CAMP TUSCAZOAR | ||||||||
| 6066 BOY SCOUT RD NE | DOVER | OH | 44622 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| DOVER PUBLIC LIBRARY | ||||||||
| 525 N WALNUT ST | DOVER | OH | 44622 | NONE | GOVT | 3 COMPUTERS FOR TEEN ROOM | $719 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,909 | 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 | $13,389 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $6,108 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $69,163 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $143 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $88,803 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $88,803 | 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 PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (83 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 74340W103 PROLOGIS INC | $2,566 | $4,640 |
| 550021109 LULULEMON ATHLETICA | ||
| 464287804 ISHARES TR | $13,038 | $16,762 |
| 023135106 AMAZON COM INC | $8,936 | $13,495 |
| 254687106 DISNEY WALT CO | $3,791 | $3,289 |
| 28176E108 EDWARDS LIFESCIENCES | $4,024 | $7,541 |
| 478160104 JOHNSON JOHNSON | $6,475 | $8,726 |
| 666807102 NORTHROP GRUMMAN COR | ||
| 778296103 ROSS STORES INC | ||
| 92826C839 VISA INC | $7,979 | $10,606 |
| 552982720 MFS SER TR XIII | $30,000 | $29,272 |
| 921943858 VANGUARD FTSE DEVELO | ||
| 071813109 BAXTER INTERNATIONAL | ||
| 084670702 BERKSHIRE HATHAWAY C | ||
| 30303M102 FACEBOOK INC CL-A | ||
| 65339F101 NEXTERA ENERGY INC | $3,246 | $5,069 |
| 871829107 SYSCO CORP | $3,736 | $5,349 |
| 38144N841 GOLDMAN SACHS INFLAT | ||
| 592905749 METROPOLITAN WEST FD | $10,000 | $8,994 |
| 032654105 ANALOG DEVICES INC | $4,889 | $8,598 |
| 053015103 AUTOMATIC DATA PROCE | ||
| 437076102 HOME DEPOT INC | $1,178 | $7,524 |
| 55261F104 MT BANK CORP | ||
| 654106103 NIKE INC | $2,861 | $5,746 |
| 742718109 PROCTER GAMBLE CO/T | $3,068 | $4,862 |
| 92939U106 WEC ENERGY GROUP INC | $3,151 | $3,633 |
| G1151C101 ACCENTURE PLC-CL A | $1,451 | $7,657 |
| 31428Q739 FEDERATED TOTAL RETU | $41,087 | $38,628 |
| 00143W859 INVESCO OPPENHEIMER | ||
| 89155T649 TOUCHSTONE MID CAP F | ||
| 007903107 ADVANCED MICRO DEVIC | $3,339 | $5,952 |
| 09247X101 BLACKROCK INC | $3,289 | $4,015 |
| 452308109 ILLINOIS TOOL WKS IN | $2,798 | $10,388 |
| 46625H100 JPMORGAN CHASE CO | $7,514 | $8,652 |
| 67066G104 NVIDIA CORP | $7,751 | $15,983 |
| 931142103 WAL MART STORES INC | ||
| H1467J104 CHUBB LTD | $3,451 | $4,339 |
| 40168W483 GUGGENHEIM FDS TR | $25,000 | $24,322 |
| 025816109 AMERICAN EXPRESS CO | $4,931 | $7,701 |
| 097023105 BOEING CO | $2,935 | $2,708 |
| 166764100 CHEVRON CORP NEW | $4,970 | $8,353 |
| 22822V101 CROWN CASTLE INTL CO | $3,515 | $4,517 |
| 539830109 LOCKHEED MARTIN CORP | ||
| 67103H107 O'REILLY AUTOMOTIVE | ||
| 701094104 PARKER-HANNIFIN CORP | ||
| 31420B847 FEDERATED HERMES INS | $14,975 | $13,314 |
| 22160K105 COSTCO WHOLESALE COR | $1,898 | $4,872 |
| 337738108 FISERV INC | $5,606 | $7,926 |
| 882508104 TEXAS INSTRS INC | $5,738 | $8,945 |
| 91324P102 UNITEDHEALTH GROUP I | $3,157 | $7,593 |
| 14040H105 CAPITAL ONE FINANCIA | ||
| 46120E602 INTUITIVE SURGICAL I | $5,794 | $6,905 |
| 713448108 PEPSICO INC | $2,479 | $5,249 |
| 773903109 ROCKWELL AUTOMATION | $1,542 | $2,553 |
| 91913Y100 VALERO ENERGY CORP N | $2,316 | $11,077 |
| 543916688 LORD ABBETT INVT TR | $30,000 | $28,349 |
| 72201F623 PIMCO FDS | $15,000 | $10,430 |
| 922031836 VANGUARD FIXED INCOM | $49,758 | $47,882 |
| 00507V109 ACTIVISION BLIZZARD | ||
| 02079K305 ALPHABET INCORPORATI | $5,374 | $11,632 |
| 037833100 APPLE INC | $11,892 | $23,726 |
| 532457108 ELI LILLY CO | $3,057 | $6,594 |
| 594918104 MICROSOFT CORP | $8,682 | $21,056 |
| 43300A203 HILTON WORLDWIDE HLD | $3,543 | $3,202 |
| 46138E511 INVESCO EXCHANGE-TRA | $5,297 | $4,584 |
| 060505104 BANK AMER CORP | $7,565 | $5,984 |
| 723787107 PIONEER NAT RES CO | $3,795 | $4,739 |
| 169656105 CHIPOTLE MEXICAN GRI | $5,363 | $4,693 |
| 171340102 CHURCH & DWIGHT CO I | $4,155 | $4,223 |
| 957663503 WESTERN ASSET FDS IN | $5,000 | $4,265 |
| 053484101 AVALONBAY CMNTYS INC | $3,437 | $3,209 |
| 444859102 HUMANA INC | $4,988 | $5,784 |
| 744320102 PRUDENTIAL FINL INC | $5,863 | $5,499 |
| 824348106 SHERWIN WILLIAMS CO | $4,490 | $3,629 |
| 936793744 WASATCH FDS TR | $10,000 | $6,724 |
| 149123101 CATERPILLAR INC | $2,897 | $2,974 |
| 922031737 VANGUARD FIXED INCOM | $15,928 | $14,552 |
| 235851102 DANAHER CORP | $7,058 | $6,412 |
| 244199105 DEERE CO | $3,454 | $3,432 |
| 88160R101 TESLA INC | $5,656 | $6,240 |
| 61756E461 MORGAN STANLEY INSTL | $25,000 | $17,513 |
| 09857L108 BOOKING HLDGS INC | $4,151 | $3,871 |
| 92646A831 VICTORY PORTFOLIOS | $20,000 | $18,776 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RE3000081 61.82 ACRES FT LAURE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $410,000 | BookValueAmt |
| EOYFMV | $179,210 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJUSTMENT | Desc |
| Amt | $207 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING/TAX PAYMENT | $200 | $0 | $200 |
| Rent and Royalty Expense | $1,248 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $143 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $27 | $27 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2 | $2 | $0 |