H B ALEXANDER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- H B ALEXANDER FOUNDATION (EIN 23-6242501)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202013189349101256
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T09:10:00-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251644159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN SCHULTZ SHERIDAN & FRITZ | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 GRANDVIEW AVE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 170111706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236242501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H B ALEXANDER FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SAGEWORTH TRUST CO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HBAL | BusinessNameControlTxt |
| Phone | 7177358000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 SANTA BARBARA DRIVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GENE P OTTO | PersonNm |
| Person Title | VP SAGEWORTH TRUST | PersonTitleTxt |
| Phone | 7179036611 | PhoneNum |
| Signature | 2020-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH T CAWLEY | PreparerPersonNm |
| PTIN | P00033498 | PTIN |
| Phone | 7177617171 | PhoneNum |
| Preparation | 2020-10-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.235.177.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 09:10:00 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9E65F868B2B2BE41766EAB985D0905ED590AB670 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8AFD18675209C6D0D631DC47BF9D747B2EA0D46C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,072,451 | 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 | $1,083 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,083 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,273 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,273 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,664 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $549,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,005 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $105,020 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,361 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $13,796 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,796 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,242 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $16,288 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,046 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,288 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,046 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,315 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,767 | CashBOYAmt |
| Cash EOY | $14,767 | CashEOYAmt |
| Cash EOYFMV | $14,767 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $57,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,789 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,789 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $830,681 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $863,156 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $999,895 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $900,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $935,712 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,072,451 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $900,980 | CapitalStockBOYAmt |
| Capital Stock EOY | $957,632 | CapitalStockEOYAmt |
| Retained Earning EOY | -$21,920 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $900,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $935,712 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $900,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $935,712 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $900,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,732 | ExcessRevenueOverExpensesAmt |
| Subtotal | $935,712 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $935,712 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,005 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $61,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,069,914 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057014 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,076,048 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060406 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,058 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,020,485 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061792 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $68,389 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,088,962 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062802 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $61,166 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,127,928 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054229 | DistributionYr5Rt |
| Total Distribution | 0.296243 | TotalDistributionRt |
| Average Distribution | 0.059249 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,009,121 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,789 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $73 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $59,862 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $54,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $146 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $146 | SubtotalAmt |
| Tax Based On Investment Income | $146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $820 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $820 | TotalPaymentsAndCreditsAmt |
| Overpayment | $674 | OverpaymentAmt |
| Applied To ES Tax | $674 | AppliedToESTaxAmt |
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 |
| 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 |
| Individual With Books | SAGEWORTH TRUST COMPANY | IndividualWithBooksNm |
| Phone | 7177358000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 SANTA BARBARA DRIVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM H ALEXANDER | ||||||||
| 3300 N THIRD ST | HARRISBURG | PA | 17110 | DIR/V. CHAIR | 000.00 | $0 | $0 | $0 |
| MARION C ALEXANDER | ||||||||
| 3300 N THIRD ST | HARRISBURG | PA | 17110 | DIR/CHAIRPER | 000.00 | $0 | $0 | $0 |
| ELIZABETH A SCHLUTER | ||||||||
| 3300 N THIRD ST | HARRISBURG | PA | 17110 | DIR/SECRETAR | 000.00 | $0 | $0 | $0 |
| GENE P OTTO | ||||||||
| 1861 SANTA BARBARA DR | LANCASTER | PA | 17601 | VP SAGEWORTH | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $955,658 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,830 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,024,488 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,024,488 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,367 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,009,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,456 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,456 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $146 | TotalTaxAmt |
| Distributable Before Adj | $50,310 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,310 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,310 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $54,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $54,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,310 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,788 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,329 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,584 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,579 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,319 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $52,599 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $50,310 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,690 | RemainingDistriFromCorpusAmt |
| Total Corpus | $56,289 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,788 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,501 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,329 | ExcessFromYear4Amt |
| Excess From Year3 | $12,584 | ExcessFromYear3Amt |
| Excess From Year2 | $11,579 | ExcessFromYear2Amt |
| Excess From Year1 | $8,319 | ExcessFromYear1Amt |
| Excess From Current Year | $3,690 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE SUPPLEMENTARY INFORMATON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 SANTA BARBARA DR | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7177358000 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SCHEDULE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 SANTA BARBARA DR | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $54,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,083 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,273 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,005 | ExclusionAmt |
| Related Or Exempt Function Incm | $82,659 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,361 | ExclusionAmt |
| Related Or Exempt Function Incm | $82,659 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,020 | 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 | SAGEWORTH TAX LETTER FEE | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SAGEWORTH | AssetDesc |
| Acquired | 2015-04 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2019-12 | SoldDt |
| Gross Sales Price | $547,968 | GrossSalesPriceAmt |
| Basis | $465,309 | BasisAmt |
| Total Net | $82,659 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $863,156 | BookValueAmt |
| EOYFMV | $999,895 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SAGEWORTH TRUST INVESTMENT MGT. | CategoryTxt |
| Amt | $13,796 | Amt |
| Net Investment Income | $13,796 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $1,242 | Amt |