STRATEGY STUDIO / PUBLIC DATA EXPLORER

MARY M CARTOLANO TR: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MARY M CARTOLANO TR (EIN 25-6307654)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-03-04
IRS object ID
201440639349100604
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-03-04T08:37:56-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256307654EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY M CARTOLANOBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCARTBusinessNameControlTxt
Phone4127685898PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O PNC BANK 620 LIBERTY AVENUE NOAddressLine1
Address Line210 FLAddressLine2
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN ALRUTZPersonNm
Person TitleASSISTANT VICE PRESIDENTPersonTitleTxt
Phone4127685898PhoneNum
Signature2014-03-04SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization4947a1 Trtd PFYes (X)Organization4947a1TrtdPFInd
FMV Assets EOY$147,100FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,662DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,662DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,857NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$55,867GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,000CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$500OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$15,020TotalRevAndExpnssAmt
Total Net Invst Incm$13,663TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,661CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,578CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$83CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$294TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,955TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,578TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$83TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,865ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,865ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,820TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,578TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,948TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,200ExcessRevenueOverExpensesAmt
Net Investment Income$12,085NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,387SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,042SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,042SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$96,760OtherInvestmentsBOYAmt
Other Investments EOY$104,305OtherInvestmentsEOYAmt
Other Investments EOYFMV$143,058OtherInvestmentsEOYFMVAmt
Total Assets BOY$101,147TotalAssetsBOYAmt
Total Assets EOY$108,347TotalAssetsEOYAmt
Total Assets EOYFMV$147,100TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$100,358CapitalStockBOYAmt
Capital Stock EOY$107,472CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$789RetainedEarningBOYAmt
Retained Earning EOY$875RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$101,147TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$108,347TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$101,147TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$108,347TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$101,147TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,200ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$108,347SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$108,347TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALES OF PUBLICLY TRADED SECURITIES$55,384$44,867$10,517$10,517
CAPITAL GAINS DIVIDENDS$483$483$483P
FieldValueIRS element (for citing)
Capital Gain Net Income$11,000CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,005AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$127,286NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055034DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,752AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$126,070NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045625DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,196AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$118,074NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044006DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,761AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$106,157NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.063689DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,602AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$127,951NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.067229DistributionYr5Rt
Total Distribution0.275583TotalDistributionRt
Average Distribution0.055117AverageDistributionRt
Net Vl Noncharitable Assets$136,498NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,523AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$121NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,644AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,948QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$242InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$242SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$242TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$200TotalPaymentsAndCreditsAmt
Tax Due$42TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PNC BANKBusinessNameLine1
FieldValueIRS element (for citing)
Phone4127685898PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUE 10TH FLOORAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode
FieldValueIRS element (for citing)
NECT Filing In Lieu OF Form1041Yes (X)NECTFilingInLieuOFForm1041Ind
Tax Exempt Interest$0TaxExemptInterestAmt
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPNC BANKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$1,661CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$138,577AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$138,577TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$138,577AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,079CashDeemedCharitableAmt
Net Vl Noncharitable Assets$136,498NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,825MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,825MinimumInvestmentReturnAmt
Tax Based On Investment Income$242TaxBasedOnInvestmentIncomeAmt
Total Tax$242TotalTaxAmt
Distributable Before Adj$6,583DistributableBeforeAdjAmt
Recoveries Qualfied Distri$500RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,083DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,083DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,948ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,948QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,948AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,083DistributableAsAdjustedAmt
Undistributed Income PY$5,861UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$5,948QualifyingDistributionsAmt
Applied To Year1$5,861AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$87AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$6,996UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDIOCESE OF PITTSBURGHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12900 NOBLESTOWN ROADAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15205ZIPCode
FieldValueIRS element (for citing)
Recipient Phone4129215800RecipientPhoneNum
Form And Info And MaterialsLETTER FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsINDIVIDUALS WHO HAVE ENTERED THE PRIESTHOODRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONEPUBLIC CHARITYSCHOLARSHIP FOR JOSEPH S UZAR$1,000
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONEPUBLIC CHARITYSCHOLARSHIP FOR BRADLEY W ROMANTIC$1,000
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONEPUBLIC CHARITYSCHOLARSHIP FOR JONATHAN M TEENEY$1,000
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONEPUBLIC CHARITYSCHOLARSHIP FOR ANTHONY COSTANTINO$1,865
DUQUESNE UNIVERSITY
600 FORBES AVENUEPITTSBURGHPA15282NONEPUBLIC CHARITYSCHOLARSHIP FOR RYAN E DUNNING$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,865TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
DescSTOP PAYMENT ON 2012 DISTRIBUTIONDesc
Related Or Exempt Function Incm$500RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,662ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,857ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,520ExclusionAmt
Related Or Exempt Function Incm$500RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,020TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementSTOP PAYMENT ON CHECK #326737, DATED 11/15/2012RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS - FIXEDAT COST$44,849$45,353
MUTUAL FUNDS - EQUITYAT COST$59,456$97,705

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSTOP PAYMENT ON 2012 DISTRIBUTIONDesc
Revenue And Expenses Per Books$500RevenueAndExpensesPerBooksAmt
Adjusted Net Income$500AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BALANCE OF 2012 FEDERAL EXCISE TAX PAID$94$0$0
ESTIMATED 2013 EXCISE TAX PAID$200$0$0