STRATEGY STUDIO / PUBLIC DATA EXPLORER

MORRIS FINGERSH SCHOLARSHIP TRUST FUND: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MORRIS FINGERSH SCHOLARSHIP TRUST FUND (EIN 51-0214040)
Tax period
2019-04-01 to 2020-03-31
Filed
2020-08-10
IRS object ID
202032239349100413
Schema version
2019v5.0
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

FieldValueIRS element (for citing)
Return2020-08-10T11:00:13-05:00ReturnTs
Tax Period End2020-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12100 ONE PPG PLACEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN510214040EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORRIS FINGERSH SCHOLARSHIP TRUST FDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFINGBusinessNameControlTxt
Phone8168607711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1UMB BANK NA P O BOX 415044 M/SAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP641416692ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRANDON JONESPersonNm
Person TitleVice PresidentPersonTitleTxt
Phone8168607711PhoneNum
Signature2020-07-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC W COURSEYPreparerPersonNm
PTINP00387963PTIN
Phone4126445302PhoneNum
Preparation2020-07-23PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$231,762FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,979DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,979DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,617NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,185GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,617CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$7,596TotalRevAndExpnssAmt
Total Net Invst Incm$7,596TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$3,601CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,801CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,801CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$800AccountingFeesChrtblPrpsAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$190TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$4,591TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,801TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,601TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,841TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,801TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$20,851TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,245ExcessRevenueOverExpensesAmt
Net Investment Income$5,795NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,154SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,139SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,139SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY$179,725OtherInvestmentsBOYAmt
Other Investments EOY$174,913OtherInvestmentsEOYAmt
Other Investments EOYFMV$213,623OtherInvestmentsEOYFMVAmt
Total Assets BOY$200,879TotalAssetsBOYAmt
Total Assets EOY$193,052TotalAssetsEOYAmt
Total Assets EOYFMV$231,762TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$200,879CapitalStockBOYAmt
Capital Stock EOY$193,052CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$200,879TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$193,052TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$200,879TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$193,052TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$200,879TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,245ExcessRevenueOverExpensesAmt
Other Increases$7,501OtherIncreasesAmt
Subtotal$193,135SubtotalAmt
Other Decreases$83OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$193,052TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
819. RIVERPARK STRATEGIC INCOME FUND I2019-03-062020-01-13$7,437$7,568-$131-$131
CAPITAL GAIN DIVIDENDS$1,748P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,617CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,623AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$250,664NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050358DistributionYr1Rt
Adjusted Qlfy Distri Yr2$14,096AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$251,085NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05614DistributionYr2Rt
Adjusted Qlfy Distri Yr3$12,305AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$245,527NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050117DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,858AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$243,375NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044614DistributionYr4Rt
Adjusted Qlfy Distri Yr5$15,030AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$251,736NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059705DistributionYr5Rt
Total Distribution0.260934TotalDistributionRt
Average Distribution0.052187AverageDistributionRt
Net Vl Noncharitable Assets$243,727NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$12,719AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$58NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$12,777AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$20,851QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$58InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$58SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$58TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$216EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$216TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$158OverpaymentAmt
Applied To ES Tax$60AppliedToESTaxAmt
Refund$98RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1UMB BANK NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8168607711PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11010 GRAND 3RD FLRAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64106ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonUMB BANK N APersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11010 GRANDAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64106ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2AverageHrsPerWkDevotedToPosRt
Compensation$3,601CompensationAmt
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
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$239,394AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,045AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$247,439TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$247,439AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,712CashDeemedCharitableAmt
Net Vl Noncharitable Assets$243,727NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,186MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,186MinimumInvestmentReturnAmt
Tax Based On Investment Income$58TaxBasedOnInvestmentIncomeAmt
Total Tax$58TotalTaxAmt
Distributable Before Adj$12,128DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$12,128DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$12,128DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,851ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$20,851QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$58PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$20,793AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,128DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,604ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$137ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,779ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$304ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,824TotalExcessDistributionCyovAmt
Qualifying Distributions$20,851QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,128AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,723RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$13,547TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,604ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,943ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$137ExcessFromYear3Amt
Excess From Year2$1,779ExcessFromYear2Amt
Excess From Year1$304ExcessFromYear1Amt
Excess From Current Year$8,723ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTRUSTEE MORRIS FINGERSH SCHOLARSHIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 419692AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64141ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8168607711RecipientPhoneNum
Form And Info And MaterialsWRITTEN APPLICATION BY STUDENT (NO FORM)FormAndInfoAndMaterialsTxt
Submission DeadlinesJUNE 1SubmissionDeadlinesTxt
Restrictions On AwardsLIMITED TO STUDENTS AT HYMAN BRAND HEBREW ACADEMYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1HYMAN BRAND HEBREW ACADEMYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15901 COLLEGE BLVDAddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeSCHOLARSHIPGrantOrContributionPurposeTxt
Amt$18,250Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,979ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,617ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,596ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,596TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEE (NON-ALLOCCategoryTxt
Amt$800Amt
Disbursements Charitable Prps$800DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$83Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
MUTUAL FUND TIMING ADJUSTMENT$161
VANGUARD INSTITUTIONAL INDEX REVERSAL$7,340

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL ESTIMATES - INCOMECategoryTxt
Amt$190Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt