GLASTAD CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GLASTAD CHARITABLE TR (EIN 65-6239371)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-22
- IRS object ID
- 202101129349101535
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-22T17:30:40-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270249502 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gilbert & Calabrese LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 181 Route 206 | AddressLine1Txt |
| City | Flanders | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656239371 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Glastad Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLAS | BusinessNameControlTxt |
| Phone | 9735254797 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 Joyce Drive | AddressLine1Txt |
| City | Succasunna | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07876 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joyce Everswick | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2021-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Joyce | PersonFirstNm |
| Person Last | Everswick | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael S Gilbert CPA | PreparerPersonNm |
| PTIN | P00434805 | PTIN |
| Phone | 9734481099 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $682,423 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,076 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,076 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,948 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $39,026 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,026 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $271 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $271 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $185 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,956 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,956 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,956 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,956 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,070 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,070 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,363 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,639 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,639 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $378,265 | CorporateStockBOYAmt |
| Corporate Stock EOY | $359,247 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $651,784 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $384,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $389,886 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $682,423 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $59,143 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $59,331 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $59,143 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,331 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $498,163 | CapitalStockBOYAmt |
| Capital Stock EOY | $498,163 | CapitalStockEOYAmt |
| Retained Earning BOY | -$172,678 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$167,608 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $325,485 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $330,555 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $384,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $389,886 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $325,485 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,070 | ExcessRevenueOverExpensesAmt |
| Subtotal | $330,555 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $330,555 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-06-30 | AcquiredDt |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $41,929 | GrossSalesPriceAmt |
| Cost Or Other Basis | $18,981 | CostOrOtherBasisAmt |
| Gain Or Loss | $22,948 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $22,948 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,948 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $515 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $515 | SubtotalAmt |
| Tax Based On Investment Income | $515 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $515 | TaxDueAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | Joyce Everswick | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9735254797 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 Joyce Drive | AddressLine1Txt |
| City | Succasunna | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07876 | 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 | false | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Joyce Everswick | ||||||
| 56 Joyce Drive | Succasunna | NJ | 07876 | Trustee | 0.00 | $0 |
| Mark Everswick | ||||||
| 4398 Eakern Circle NE | Monticello | MN | 55362 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $629,547 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,577 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $644,124 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $644,124 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,662 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $634,462 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,723 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,723 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $515 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $515 | TotalTaxAmt |
| Distributable Before Adj | $31,208 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,208 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,208 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $32,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $32,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,208 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,358 | UndistributedIncomePYAmt |
| Qualifying Distributions | $32,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,358 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,642 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $29,566 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Joyce Everswick | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Sabine Creek Ranch | |||||||
| 576 Sabine Creek Road | Royce City | TX | 75189 | None | PC | General support | $500 |
| Allegro Organizational Solutions | |||||||
| 5535 Memorial Drive Ste F-811 | Houston | TX | 77007 | None | PC | General support | $1,500 |
| CRU | |||||||
| 100 Lake Hart Drive | Orlando | FL | 32832 | None | PC | General support | $2,000 |
| SIM USA | |||||||
| PO Box 7900 | Charlotte | NC | 28241 | None | PC | General support | $900 |
| Team Giving | |||||||
| PO Box 1683 | Carol Stream | IL | 60132 | None | PC | General support | $4,000 |
| Team Giving | |||||||
| PO Box 1683 | Carol Stream | IL | 60132 | None | PC | General support | $4,000 |
| Teach Beyond | |||||||
| PO Box 610 | Downers Grove | IL | 60515 | None | PC | General support | $1,200 |
| Christar | |||||||
| 1500 International Parkway Ste 300 | Richardson | TX | 75081 | None | PC | General support | $3,000 |
| Student Mobilization | |||||||
| PO Box 567 | Conway | AR | 72033 | None | PC | General support | $900 |
| Center Point Bible Institute | |||||||
| 3021 Ridgeview Road | Caddo Mills | TX | 75135 | None | PC | General support | $4,000 |
| Wheaton Academy | |||||||
| 900 Prince Crossing Road | West Chicago | IL | 60185 | None | PC | General support | $2,000 |
| Global Service Network | |||||||
| 844 56th Street | Brooklyn | NY | 11220 | None | PC | General support | $2,000 |
| Baylor Foundation | |||||||
| 3500 Gaston Ave | Dallas | TX | 75246 | None | PC | General support | $2,000 |
| Love God Greatly | |||||||
| 1 Darrr Road | Heath | TX | 75032 | None | PC | General support | $2,000 |
| TEAM | |||||||
| PO Box 1683 | Carol Stream | IL | 60183 | None | PC | General Support | $1,000 |
| Epiphany Lutheran | |||||||
| 113 S Hillside Ave | Succasunna | NJ | 07876 | None | PC | General Support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,076 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,948 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,078 | ExclusionAmt |
| Related Or Exempt Function Incm | $22,948 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,026 | TotalIncomeProducingActyAmt |
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 | Gilbert & Calabrese LLC | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Morgan Stanley fees | Desc |
| Revenue And Expenses Per Books | $185 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $185 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign tax withheld | $153 | $153 |
| Form 990-PF taxes | $118 | $118 |