JUDGE JOHN ROBERT BROWN SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2015
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- Organization
- JUDGE JOHN ROBERT BROWN SCHOLARSHIP FOUNDATION (EIN 76-0397472)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-12
- IRS object ID
- 201621039349100907
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-12T16:42:38-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760521525 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES DIFRANCESCO & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 WESLAYAN ST STE 370 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760397472 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDGE JOHN R BROWN SCHOLARSHIP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDG | BusinessNameControlTxt |
| Phone | 7135234270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 WESLAYAN ST STE 370 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275735 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERA BROWN | PersonNm |
| Person Title | CHAIRMAN/PRESIDENT | PersonTitleTxt |
| Phone | 5128259134 | PhoneNum |
| Signature | 2016-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES DIFRANCESCO | PreparerPersonNm |
| PTIN | P00445933 | PTIN |
| Phone | 7135234270 | PhoneNum |
| Preparation | 2016-04-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,334,855 | 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 | $676 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $676 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $676 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,044 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,044 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,044 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,780 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,148 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,780 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,500 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,720 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,593 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,797 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,796 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $123 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $73 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,789 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,993 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,796 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,789 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,993 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,796 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,289 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,507 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,720 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,079 | CashBOYAmt |
| Cash EOY | $72,965 | CashEOYAmt |
| Cash EOYFMV | $72,965 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,278,140 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,291,187 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,261,890 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,366,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,364,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,334,855 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,366,219 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,364,152 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,366,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,364,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,366,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,364,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,366,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,289 | ExcessRevenueOverExpensesAmt |
| Other Increases | $304 | OtherIncreasesAmt |
| Subtotal | $1,364,234 | SubtotalAmt |
| Other Decreases | $82 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,364,152 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FROST BANK | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2011-12-16 | AcquiredDt |
| Sold | 2015-10-23 | SoldDt |
| Gross Sales Price | $32,044 | GrossSalesPriceAmt |
| Cost Or Other Basis | $29,368 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,676 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,676 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,780 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,344,396 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.014877 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $1,321,241 | NetVlNoncharitableAssetsYr2Amt |
| Adjusted Qlfy Distri Yr3 | $37,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,139,750 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032463 | DistributionYr3Rt |
| Total Distribution | 0.047340 | TotalDistributionRt |
| Average Distribution | 0.023670 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,330,665 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,497 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $195 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $31,692 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,796 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $390 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $390 | SubtotalAmt |
| Tax Based On Investment Income | $390 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $390 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | VERA BROWN | IndividualWithBooksNm |
| Phone | 7139659861 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2414 INWOOD DR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770193312 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| VERA BROWN | |||||||||
| 3000 WESLAYAN ST | STE 370 | HOUSTON | TX | 770275735 | CHAIRMAN/PRE | 0.00 | $0 | $0 | $0 |
| STEPHEN SUSMAN | |||||||||
| 3000 WESLAYAN ST | STE 370 | HOUSTON | TX | 770275735 | VICE PRESIDE | 0.00 | $0 | $0 | $0 |
| KENNETH ENGERRAND | |||||||||
| 3000 WESLAYAN ST | STE | HOUSTON | TX | 770275735 | SECRETARY | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE SCHOLARSHIPS TO INDIVIDUALS WHO SHOW AN EXCELLENCE IN LEGAL WRITING. | Description1Txt |
| Expenses1 | $20,000 | Expenses1Amt |
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 | $1,270,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,522 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,350,929 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,350,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,264 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,330,665 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,533 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,796 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,796 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $21,796 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $21,796 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $21,796 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,796 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,720 | CurrentYearAmt |
| Year1 | $20,803 | Year1Amt |
| Year2 | $21,146 | Year2Amt |
| Year3 | $25,325 | Year3Amt |
| Total | $85,994 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,912 | CurrentYearAmt |
| Year1 | $17,683 | Year1Amt |
| Year2 | $17,974 | Year2Amt |
| Year3 | $21,526 | Year3Amt |
| Total | $73,095 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $21,796 | CurrentYearAmt |
| Year1 | $20,000 | Year1Amt |
| Year3 | $37,000 | Year3Amt |
| Total | $78,796 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $21,796 | CurrentYearAmt |
| Year1 | $20,000 | Year1Amt |
| Year3 | $37,000 | Year3Amt |
| Total | $78,796 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,364,152 | CurrentYearAmt |
| Year1 | $1,366,219 | Year1Amt |
| Year2 | $1,360,787 | Year2Amt |
| Year3 | $1,323,506 | Year3Amt |
| Total | $5,414,664 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,364,152 | CurrentYearAmt |
| Year1 | $1,366,219 | Year1Amt |
| Year2 | $1,360,787 | Year2Amt |
| Year3 | $1,323,506 | Year3Amt |
| Total | $5,414,664 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VERA BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 WESLAYAN ST | AddressLine1Txt |
| Address Line2 | STE 370 | AddressLine2Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7135234270 | RecipientPhoneNum |
| Recipient Email Address | NONE | RecipientEmailAddressTxt |
| Form And Info And Materials | COPY OF LEGAL PAPER THAT APPLICANT WANTS TO BE JUDGED ON. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE IS NO SUBMISSION DEADLINE SINCE THIS IS A YEAR-ROUND PROCESS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | BOARD SELECTS RECIPIENTS BASED ON AN EXCELLENCE IN LEGAL WRITING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| LEANNE WELDS | |||||
| 47-09 SKILLMAN AVE APT D6 | SUNNYSIDE | NY | 11104 | SCHOLARSHIP | $10,000 |
| STEPHEN MAYER | |||||
| 36 S 9TH STREET APT 403 | MINNEAPOLIS | MN | 55402 | SCHOLARSHIP | $5,000 |
| SMITH MONSON | |||||
| 1766 S 1900 EAST | SALT LAKE CITY | UT | 84108 | SCHOLARSHIP | $1,000 |
| KATHERINE MADDOX DAVIS | |||||
| 1311 BRIARVISTA WAY NE | ATLANTA | GA | 30329 | SCHOLARSHIP | $1,000 |
| WILLIAM SHOTZBARGER | |||||
| 1098 SOUTHHAMPTON RD | PHILADELPHIA | PA | 19116 | SCHOLARSHIP | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $676 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,044 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,780 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,500 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,593 | Amt |
| Net Investment Income | $1,797 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,796 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| IRS TAX PAYMENT | $61 |
| PRIOR PERIOD ADJUSTMENT | $21 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $52 | $52 |
| SUPPLIES | $21 | $21 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON TAXABLE DISTRIBUTIONS | Desc |
| Amt | $304 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - FOREIGN TAXES PAID | CategoryTxt |
| Amt | $123 | Amt |
| Net Investment Income | $123 | NetInvestmentIncomeAmt |