MONTERA ENDOWED SCHOLARSHIP FUND: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MONTERA ENDOWED SCHOLARSHIP FUND (EIN 20-1859199)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-11
- IRS object ID
- 201433159349100713
- Schema version
- 2013v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T08:42:28-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNN HENRITZE MALINE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 W OAK ST STE 1100 | AddressLine1 |
| City | FORT COLLINS | City |
| State | CO | State |
| ZIP Code | 805212733 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201859199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montera Endowed Scholarship Fund | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 9704541357 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 Oak Avenue | AddressLine1 |
| City | Eaton | City |
| State | CO | State |
| ZIP Code | 80615 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard A Montera | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dean Dunn | PreparerPersonNm |
| PTIN | P00212124 | PTIN |
| Phone | 9702142638 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $589,194 | 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 |
| Dividends Rev And Expnss | $8,183 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,183 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,692 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $233,675 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,692 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $56,875 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,875 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $50 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $50 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $605 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,846 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,923 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,923 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,551 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,023 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,023 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,168 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,168 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,023 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,191 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,844 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,039 | CashBOYAmt |
| Cash EOY | $18,509 | CashEOYAmt |
| Cash EOYFMV | $18,509 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,689 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,685 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,685 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $381,215 | CorporateStockBOYAmt |
| Corporate Stock EOY | $360,905 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $569,000 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $393,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $381,099 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $589,194 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $607,466 | CapitalStockBOYAmt |
| Capital Stock EOY | $607,466 | CapitalStockEOYAmt |
| Retained Earning BOY | -$213,523 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$226,367 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $393,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $381,099 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $393,943 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $381,099 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $393,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,844 | ExcessRevenueOverExpensesAmt |
| Subtotal | $381,099 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $381,099 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,692 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,497 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,756 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $528,526 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.14333 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,075 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $525,972 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05148 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,080 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $478,824 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04611 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,911 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $418,918 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04276 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,106 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $534,193 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05261 | DistributionYr5Rt |
| Total Distribution | 0.33629 | TotalDistributionRt |
| Average Distribution | 0.06726 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $550,980 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,058 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $539 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,597 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $66,191 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $539 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $539 | SubtotalAmt |
| Tax Based On Investment Income | $539 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,685 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,685 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,146 | OverpaymentAmt |
| Applied To ES Tax | $1,146 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montera Endowed Scholarship Fu | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9704541357 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 Oak Avenue | AddressLine1 |
| City | Eaton | City |
| State | CO | State |
| ZIP Code | 80615 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Richard A Montera | ||||||
| 134 Oak Avenue | Eaton | CO | 80615 | President | 1.00 | $0 |
| Richard L Monfort | ||||||
| 134 Oak Avenue | Eaton | CO | 80615 | Sec/Treas | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $539,994 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $559,371 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $559,371 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $550,980 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $539 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $539 | TotalTaxAmt |
| Distributable Before Adj | $27,010 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,010 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,010 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,191 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $66,191 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $539 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,652 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,010 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $8,851 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,075 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,338 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $86,264 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,191 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,010 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,181 | RemainingDistriFromCorpusAmt |
| Total Corpus | $125,445 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $125,445 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $8,851 | ExcessFromYear3Amt |
| Excess From Year2 | $27,075 | ExcessFromYear2Amt |
| Excess From Year1 | $50,338 | ExcessFromYear1Amt |
| Excess From Current Year | $39,181 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Richard A Montera | ContributingManagerNm |
| Contributing Manager | Richard L Monfort | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Dave Evans | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 Oak Avenue | AddressLine1 |
| City | Eaton | City |
| State | CO | State |
| ZIP Code | 80615 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9704541357 | RecipientPhoneNum |
| Form And Info And Materials | Provided by employer to which the program relates. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants provided under an employer-related program to children of employees of the employer to which the program relates pursuant to Rev. Proc. 76-47. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Colorado State University | |||||||
| 1062 Campus Delivery | Fort Collins | CO | 80523 | None | Public | General Purpose | $22,500 |
| Univ Neb-Omaha on behalf of Taylor | |||||||
| 6506 University Dr South | Omaha | NE | 68182 | None | Public | Scholarship | $5,000 |
| Aims CC on behalf of Steven Pierce | |||||||
| 5401 W 20th Street | Greeley | CO | 80634 | None | Public | Scholarship | $1,910 |
| Unv N Colo on behalf of Steven Weig | |||||||
| 5401 W 20th Street | Greeley | CO | 80634 | None | Public | Scholarship | $5,000 |
| Aims CC on behalf of Michelle Wicke | |||||||
| 5401 W 20th Street | Greeley | CO | 80634 | None | Public | Scholarship | $4,846 |
| Univ North CO on behalf of Shay Sti | |||||||
| 2901 South 27th Avenue | Greeley | CO | 80634 | None | Public | Scholarship | $5,000 |
| Univ North CO on behalf of Justin M | |||||||
| 2901 South 27th Avenue | Greeley | CO | 80634 | None | Public | Scholarship | $5,000 |
| Colorado State University - Heath L | |||||||
| 1062 Campus Delivery | Fort Collins | CO | 80523 | None | Public | Scholarship | $5,000 |
| Aims CC on behalf of Seth Weigandt | |||||||
| 5401 W 20th Street | Greeley | CO | 80634 | None | Public | Scholarship | $1,822 |
| Bridgerland Applied Tech Ryan Keith | |||||||
| 1301 North 600 West | Logan | UT | 84321 | None | Public | Scholarship | $7,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,168 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,183 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,692 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56,875 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,875 | 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 | Accounting Fees | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Management Fees | Desc |
| Revenue And Expenses Per Books | $5,846 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,923 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,923 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $100 | $50 | $50 |
| Taxes | $505 |