MARGARET E BAKER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET E BAKER FOUNDATION (EIN 31-6665686)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-06
- IRS object ID
- 201941279349100814
- Schema version
- 2018v3.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-06T23:00:31-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316665686 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER MARGARET E FOUNDATION OAG #01-3293 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAKE | BusinessNameControlTxt |
| Phone | 6143319547 | 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 | 6143319547 | PhoneNum |
| Signature | 2019-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOAK A PFAFF | PreparerPersonNm |
| PTIN | P00878518 | PTIN |
| Phone | 6142327288 | PhoneNum |
| Preparation | 2019-04-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.168.85.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EACBCAF8EF80355EA06DE51D93E6DEA1DBEEB8AE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 76FA02723459728514F03AC8FB471EF59C421283 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,496,013 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $62,023 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,023 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $223,176 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,141,750 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $223,176 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $651 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $651 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $285,850 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,850 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,683 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,342 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,342 | 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 | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,147 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $454 | 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 | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,580 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,171 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,717 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $149,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $149,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $181,860 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,171 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,997 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $103,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,679 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $183 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $42,632 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,059 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,059 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,596,782 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,671,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,161,572 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $277,576 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $290,886 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $276,382 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,917,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,020,934 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,496,013 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,917,173 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,020,934 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,917,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,020,934 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,917,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,020,934 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,917,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $103,990 | ExcessRevenueOverExpensesAmt |
| Other Increases | $847 | OtherIncreasesAmt |
| Subtotal | $2,022,010 | SubtotalAmt |
| Other Decreases | $1,076 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,020,934 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 480. AT&T INC | 1997-01-16 | 2018-06-28 | $15,444 | $10,934 | $4,510 | $4,510 | |
| 20. ALPHABET INC - CL A | 2016-10-11 | 2018-12-20 | $20,198 | $16,167 | $4,031 | $4,031 | |
| 125. AMGEN INC. | 2016-10-11 | 2018-04-03 | $20,945 | $20,500 | $445 | $445 | |
| 125. AMGEN INC. | 2017-06-05 | 2018-04-03 | $20,945 | $20,106 | $839 | $839 | |
| 100. APPLE COMPUTER | 2012-04-25 | 2018-09-17 | $22,012 | $8,737 | $13,275 | $13,275 | |
| 115. APPLE COMPUTER | 2018-12-20 | $17,919 | $9,875 | $8,044 | $8,044 | ||
| 150. AUTOMATIC DATA PROCESSING | 2006-03-23 | 2018-06-28 | $20,128 | $5,548 | $14,580 | $14,580 | |
| 600. BALL CORP W/1 RT/SH | 2014-03-04 | 2018-09-17 | $26,382 | $16,767 | $9,615 | $9,615 | |
| . BANK AMER CORP COM | 2018-04-06 | $1,091 | $1,091 | $1,091 | |||
| 125. BERKSHIRE HATHAWAY INC CL B | 2014-03-04 | 2018-09-17 | $27,017 | $14,656 | $12,361 | $12,361 | |
| 266. CDK GLOBAL INC | 2018-04-03 | $16,761 | $4,062 | $12,699 | $12,699 | ||
| 330. CVS CORP | 2012-05-01 | 2018-06-28 | $21,711 | $14,824 | $6,887 | $6,887 | |
| 170. CELGENE CORP | 2016-12-01 | 2018-06-28 | $13,046 | $20,220 | -$7,174 | -$7,174 | |
| 425. CHURCH & DWIGHT CO INC | 2014-03-04 | 2018-04-03 | $20,822 | $14,654 | $6,168 | $6,168 | |
| 400. CISCO SYSTEMS, INC. | 2008-08-14 | 2018-04-03 | $16,493 | $9,912 | $6,581 | $6,581 | |
| 475. CISCO SYSTEMS, INC. | 2018-09-17 | $22,420 | $11,480 | $10,940 | $10,940 | ||
| 425. CISCO SYSTEMS, INC. | 2011-01-06 | 2018-12-20 | $17,807 | $8,886 | $8,921 | $8,921 | |
| 1004.963 DFA US SMALL CAP PORTFOLIO | 2018-04-03 | $35,194 | $35,000 | $194 | $194 | ||
| 1131.626 DFA US SMALL CAP PORTFOLIO | 2016-11-21 | 2018-04-03 | $39,630 | $38,000 | $1,630 | $1,630 | |
| 275. EASTMAN CHEMICAL CO | 2017-11-15 | 2018-12-20 | $18,956 | $24,689 | -$5,733 | -$5,733 | |
| 180. EMERSON ELECTRIC CO | 2007-06-01 | 2018-01-18 | $13,230 | $8,795 | $4,435 | $4,435 | |
| 150. EXXON MOBIL CORP COM | 2018-12-20 | $10,227 | $3,057 | $7,170 | $7,170 | ||
| 3111.307 FEDERATED SHORT-INTERMEDIATE TOTAL RETUR | 2018-01-18 | $31,860 | $33,770 | -$1,910 | -$1,910 | ||
| 3080.082 FEDERATED INSTITUTIONAL HIGH YIELD BOND | 2016-10-11 | 2018-04-03 | $30,000 | $30,554 | -$554 | -$554 | |
| 200. GENUINE PARTS COMPANY | 1999-05-03 | 2018-12-20 | $18,608 | $6,277 | $12,331 | $12,331 | |
| 250. GILEAD SCIENCES INC | 2014-03-04 | 2018-09-17 | $18,218 | $20,725 | -$2,507 | -$2,507 | |
| 275. GILEAD SCIENCES INC | 2014-03-04 | 2018-12-20 | $17,498 | $22,798 | -$5,300 | -$5,300 | |
| 1181.102 GOLDMAN SACHS INFLATION PROTECTED SECURI | 2017-01-03 | 2018-12-20 | $12,000 | $12,366 | -$366 | -$366 | |
| 250. J P MORGAN CHASE & CO | 1996-11-27 | 2018-01-18 | $28,294 | $6,333 | $21,961 | $21,961 | |
| 200. J P MORGAN CHASE & CO | 1996-11-27 | 2018-06-28 | $21,004 | $5,066 | $15,938 | $15,938 | |
| 175. THE KRAFT HEINZ CO | 2017-06-05 | 2018-09-17 | $10,161 | $16,307 | -$6,146 | -$6,146 | |
| 150. MARRIOTT INTL INC NEW | 2018-06-28 | 2018-09-17 | $19,458 | $18,853 | $605 | $605 | |
| 621.987 AMERICAN FUNDS - NEW WORLD FUND - R6 | 2018-06-28 | $40,000 | $33,485 | $6,515 | $6,515 | ||
| 300. NUCOR CORP | 2018-04-03 | 2018-09-17 | $18,956 | $18,297 | $659 | $659 | |
| 300. ORACLE CORP | 2008-08-14 | 2018-01-18 | $15,055 | $7,023 | $8,032 | $8,032 | |
| 550. ORACLE CORP | 2008-08-14 | 2018-06-28 | $24,156 | $12,876 | $11,280 | $11,280 | |
| 150. PNC FINANCIAL CORP | 2016-10-11 | 2018-01-18 | $23,010 | $13,542 | $9,468 | $9,468 | |
| 250. PNC FINANCIAL CORP | 2016-10-11 | 2018-12-20 | $28,182 | $22,569 | $5,613 | $5,613 | |
| 150. PHILLIPS 66 | 2000-05-25 | 2018-12-20 | $12,454 | $1,963 | $10,491 | $10,491 | |
| 1992.914 PRUDENTIAL JENNISON MID-CAP GROWTH FUND | 2016-11-21 | 2018-04-03 | $76,388 | $75,000 | $1,388 | $1,388 | |
| 1107.466 PRUDENTIAL JENNISON MID-CAP GROWTH FUND | 2018-04-03 | $42,449 | $45,000 | -$2,551 | -$2,551 | ||
| 60. REGENERON PHARMACEUTICALS | 2018-04-03 | 2018-06-28 | $20,497 | $19,788 | $709 | $709 | |
| 400. SCHLUMBERGER LTD. | 2014-03-04 | 2018-09-17 | $24,309 | $36,878 | -$12,569 | -$12,569 | |
| 400. SOUTHERN CO | 2008-08-14 | 2018-01-18 | $17,772 | $14,856 | $2,916 | $2,916 | |
| 500. TUPPERWARE CORP | 2003-01-21 | 2018-12-20 | $16,319 | $7,628 | $8,691 | $8,691 | |
| 240. US BANCORP DEL NEW | 2008-01-18 | 2018-04-03 | $11,983 | $7,188 | $4,795 | $4,795 | |
| 385. US BANCORP DEL NEW | 2008-01-18 | 2018-12-20 | $17,491 | $11,531 | $5,960 | $5,960 | |
| 100. UNITED TECHNOLOGIES CORP | 2018-04-03 | 2018-12-20 | $10,908 | $12,390 | -$1,482 | -$1,482 | |
| 200. UNITED TECHNOLOGIES CORP | 2017-09-06 | 2018-12-20 | $21,816 | $22,012 | -$196 | -$196 | |
| 425. VIACOM INC CLASS B | 2014-03-04 | 2018-09-17 | $12,741 | $36,919 | -$24,178 | -$24,178 | |
| 75. BROADCOM LTD | 2016-10-11 | 2018-01-18 | $19,958 | $12,733 | $7,225 | $7,225 | |
| 100. BROADCOM LTD | 2016-10-11 | 2018-04-03 | $23,347 | $16,978 | $6,369 | $6,369 | |
| CAPITAL GAIN DIVIDENDS | $18,480 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $223,176 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,332 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,450,435 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057268 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $144,763 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,466,520 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058691 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $225,538 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,569,619 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087771 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $139,982 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,690,111 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052036 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $143,824 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,526,902 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056917 | DistributionYr5Rt |
| Total Distribution | 0.312683 | TotalDistributionRt |
| Average Distribution | 0.062537 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,714,313 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $169,745 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,737 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $172,482 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $160,997 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,474 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,474 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,474 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,543 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,543 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $41 | EsPenaltyAmt |
| Tax Due | $1,972 | 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 | 6144804962 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 S HIGH STREET - HC0534 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43287 | 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 | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $22,683 | 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 | $2,723,145 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,755,648 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,755,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,335 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,714,313 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,474 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,474 | TotalTaxAmt |
| Distributable Before Adj | $130,242 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $130,242 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $130,242 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,997 | 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 | $160,997 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $160,997 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,242 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,526 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,551 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $98,641 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,709 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,531 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $178,958 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,997 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $130,242 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,755 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $209,713 | 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 | $19,526 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $190,187 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,551 | ExcessFromYear4Amt |
| Excess From Year3 | $98,641 | ExcessFromYear3Amt |
| Excess From Year2 | $24,709 | ExcessFromYear2Amt |
| Excess From Year1 | $22,531 | ExcessFromYear1Amt |
| Excess From Current Year | $30,755 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK MEMORIAL HOME | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 KEWBURY ROAD | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $149,280 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $149,280 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,023 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $223,176 | 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 | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $651 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $285,850 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,850 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | 0 | RelationshipStatementTxt |
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 | $550 | Amt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $275 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEDERATED SHORT-INTERMEDIATE T | ||
| FEDERATED TOTAL RETURN BOND FU | $47,608 | $42,571 |
| FEDERATED INSTITUTIONAL HIGH | $9,644 | $8,915 |
| GOLDMAN SACHS INFLATION PROTEC | $13,634 | $13,243 |
| LORD ABBETT SHORT DURATION | $105,000 | $101,431 |
| PIMCO INCOME FD | $90,000 | $85,899 |
| PIMCO LONG DURATION TOTAL RETU | $25,000 | $24,323 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $22,215 | $23,403 |
| APPLE INC | $12,135 | $25,238 |
| AUTOMATIC DATA PROCESSING | $23,119 | $85,228 |
| BALL CORP W/1 PFD STK PUR RT/S | ||
| BAXTER INTERNATIONAL INC W/1 R | $23,449 | $41,138 |
| BERKSHIRE HATHAWAY INC CL B | $32,243 | $56,150 |
| CDK GLOBAL INC | ||
| CVS HEALTH CORPORATION | $12,128 | $17,690 |
| CHURCH & DWIGHT CO INC W/1 RT/ | $26,722 | $50,964 |
| CISCO SYSTEMS | ||
| CLOROX CO | $4,211 | $54,720 |
| EMERSON ELECTRIC CO | $28,420 | $34,655 |
| EXXON MOBIL CORP | $11,700 | $34,095 |
| FISERV INC | $13,220 | $78,634 |
| GENUINE PARTS CO W/1 RT/SH | $9,416 | $28,806 |
| GILEAD SCIENCES INC | ||
| ILLINOIS TOOL WORKS | $20,346 | $50,676 |
| ISHARES MSCI EAFE ETF | $109,116 | $105,804 |
| JP MORGAN CHASE&CO | $20,922 | $53,691 |
| JOHNSON & JOHNSON | $16,223 | $34,198 |
| MERCK & CO INC | $16,785 | $64,949 |
| ORACLE CORPORATION | ||
| PARKER HANNIFIN CORP | $25,396 | $40,268 |
| PHILLIPS 66 | $3,925 | $25,845 |
| SCHLUMBERGER LTD | ||
| SIMON PROPERTY GROUP INC | $5,014 | $29,398 |
| SOUTHERN CO | ||
| TJX COMPANIES INC | $36,952 | $53,688 |
| TUPPERWARE CORP TUPPERWARE BRA | ||
| U S BANCORP | ||
| ALPHABET INC - CL A | $40,918 | $52,248 |
| AMGEN INC | ||
| CELGENE CORP | ||
| DFA US SMALL CAP PORTFOLIO | ||
| M & T BANK CORP | $33,999 | $31,489 |
| NEXTERA ENERGY INC | $45,538 | $60,837 |
| AMERICAN FUNDS-NEW WORLD FUND- | $112,015 | $101,109 |
| PNC FINANCIAL SERVICES | ||
| PRUDENTIAL JENNISON MID CAP | ||
| THERMO FISHER SCIENTIFIC INC 1 | $20,924 | $33,569 |
| VIACOM INC CLASS B | ||
| BROADCOM LTD | ||
| ANALOG DEVICES | $42,011 | $42,915 |
| CAPITAL ONE FINANCIAL CORP | $34,619 | $29,480 |
| COSTCO WHOLESALE | $21,040 | $26,482 |
| DOWDUPONT INC | $13,457 | $18,237 |
| EOG RESOURCES INC | $36,045 | $29,651 |
| EASTMAN CHEMICAL | ||
| FACEBOOK INC-A | $24,940 | $26,218 |
| KRAFT HEINZ CO | ||
| NIKE INC CL B | $21,268 | $29,656 |
| UNITED TECHNOLOGIES CORP | ||
| AMAZON.COM INC | $38,457 | $30,039 |
| AMERICAN EXPRESS | $28,746 | $28,596 |
| ANTHEM INC | $38,134 | $39,395 |
| CONSOLIDATED EDISON INC | $20,017 | $19,115 |
| DOLLAR TREE INC | $25,758 | $27,096 |
| EDWARDS LIFESCIENCES CORP | $29,350 | $30,634 |
| HARTFORD MID CAP FD Y | $150,000 | $121,905 |
| LOCKHEED MARTIN CORP | $17,048 | $17,020 |
| MFS NEW DISCOVERY VALUE FD | $90,000 | $76,960 |
| MFS GLOBAL REAL ESTATE FD | $25,000 | $24,714 |
| MICROSOFT CORP | $30,009 | $30,471 |
| NORTHROP GRUMMAN CORP | $35,897 | $26,939 |
| NUVEEN EQUITY MARKET NEUTRAL F | $50,000 | $49,863 |
| OREILLY AUTOMOTIVE INC | $45,647 | $51,650 |
| PROLOGIS INC | $20,231 | $17,616 |
| UNITED HEALTH GROUP INC | $19,827 | $18,684 |
| VISA INC CL A | $21,512 | $23,090 |
| ARTISAN INTL VALUE FD | $30,000 | $25,003 |
| HP INC | $15,156 | $12,276 |
| CHUBB LTD | $20,769 | $19,377 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2018 INCOME POSTED IN 2019 | $1,070 |
| ROUNDING | $6 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE ATTORNEY GENERAL FILING | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $651 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $651 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2017 INCOME POSTED IN 2018 | Desc |
| Amt | $847 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $5,150 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,543 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $454 | $454 | $0 |