JANE BALDWIN HOLBRITTER CHARITABLE TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JANE BALDWIN HOLBRITTER CHARITABLE TRUST (EIN 14-6197876)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-25
- IRS object ID
- 201311159349100206
- Schema version
- 2012v2.1
- 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
- Compensation Explanation
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-25T12:31:24-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRATT & ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 DELAWARE AVE | AddressLine1 |
| City | DELMAR | City |
| State | NY | State |
| ZIP Code | 120540416 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 146197876 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JANE BALDWIN HOLBRITTER | BusinessNameLine1 |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JANE | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 SPRING STREET ROAD | AddressLine1 |
| City | LOUDONVILLE | City |
| State | NY | State |
| ZIP Code | 12211 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGARET F HOLBRITTER | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2013-04-17 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS H PRATT JR | Name |
| Phone | 5184390761 | Phone |
| Date Prepared | 2013-04-17 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 593676 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 15027 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15027 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 15027 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 5267 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5267 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 5267 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 20294 | TotalRevenueAndExpenses |
| Total Net Investment Income | 20294 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 15027 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 2100 | AccountingFeesRevAndExpnss |
| Other Expenses Rev And Expnss | 164 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 2264 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 42780 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 42780 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 45044 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 42780 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -24750 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 20294 | NetInvestmentIncome |
| Adjusted Net Income | 15027 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 143 | CashBOY |
| Cash EOY | 2 | CashEOY |
| Cash EOYFMV | 2 | CashEOYFMV |
| Investments Other BOY | 716317 | InvestmentsOtherBOY |
| Investments Other EOY | 691708 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 593674 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 716460 | TotalAssetsBOY |
| Total Assets EOY | 691710 | TotalAssetsEOY |
| Total Assets EOYFMV | 593676 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 716460 | RetainedEarningsBOY |
| Retained Earnings EOY | 691710 | RetainedEarningsEOY |
| Total Net Assets BOY | 716460 | TotalNetAssetsBOY |
| Total Net Assets EOY | 691710 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 716460 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 691710 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 716460 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -24750 | ExcessOfRevenueOverExpenses |
| Subtotal | 691710 | Subtotal |
| Total Net Assets Fund Balances EOY | 691710 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 5267 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 34492 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 293837 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.117385 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 26302 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 278999 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.094273 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 42425 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 298717 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.142024 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 40230 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 241077 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.166876 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 23500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 321488 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.073098 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.593656 | TotalDistributionRatio |
| Average Distribution Ratio | 0.118731 | AverageDistributionRatio |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| One Percent Net Investment Income | 203 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 203 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 42780 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 203 | InvestmentIncomeExciseTax |
| Subtotal | 203 | Subtotal |
| Tax Based On Investment Income | 203 | TaxBasedOnInvestmentIncome |
| Tax Due | 203 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MARGARET HOLBRITTER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5188691987 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 SPRING STREET ROAD | AddressLine1 |
| City | LOUDONVILLE | City |
| State | NY | State |
| ZIP Code | 12211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MARGARET F HOLBRITTER | ||||||||
| 64 SPRING STREET ROAD | LOUDONVILLE | NY | 12211 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| ELEANOR H NASNER | ||||||||
| 64 SPRING STREET ROAD | LOUDONVILLE | NY | 12211 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 203 | TaxBasedOnInvestmentIncome |
| Total Tax | 203 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 42780 | ExpensesAndContributions |
| Qualifying Distributions | 42780 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 203 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 42577 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 40350 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 42425 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 26400 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 34650 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 143825 | TotalExcessDistriCarryover |
| Qualifying Distributions | 42780 | QualifyingDistributions |
| Remaining Distri From Corpus | 42780 | RemainingDistriFromCorpus |
| Total Corpus | 186605 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 186605 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 40350 | ExcessFromYear4 |
| Excess From Year3 | 42425 | ExcessFromYear3 |
| Excess From Year2 | 26400 | ExcessFromYear2 |
| Excess From Year1 | 34650 | ExcessFromYear1 |
| Excess From Current Year | 42780 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|---|
| ALBANY RURAL CEMETERY | |||||||||
| ALBANY RURAL CEMETERY | CEMETERY AVE | CEMETERY AVE | ALBANY | NY | 12204 | SUPPORT | CHARITABLE | CHARITABLE | $500 |
| FAMILIES IN NEED OF ASSIS | |||||||||
| FAMILIES IN NEED OF ASSISTANCE | BROOKLINE AVE | BOOKLINE AVE | ALBANY | NY | 12203 | SUPPORT | CHARITABLE | CHARITABLE | $4,000 |
| SHIH-TZU RESCUE | |||||||||
| 4474 WESTON RD 175 | DAVIE | FL | 33331 | SUPPORT | CHARITABLE | CHARITABLE | $2,500 | ||
| LAMPLIGHTER FOUNDATION | |||||||||
| LAMPLIGHTER FOUNDATION | 1438 SHERIDAN AVE | 1438 SHERIDAN AVE | CODY | WY | 82414 | SUPPORT | CHARITABLE | CHARITABLE | $1,000 |
| MOHAWK HUDSON HUMANE SOCI | |||||||||
| MOHAWK HUDSON HUMANE SOCIETY | 3 OAKLAND AVE | 3 OAKLAND AVE | MENANDS | NY | 12204 | SUPPORT | CHARITABLE | CHARITABLE | $2,750 |
| RONALD MCDONALD HOUSE | |||||||||
| RONALD MCDONALD HOUSE | 139 SOUTH LAKE | 139 SOUTH LAKE AVE | ALBANY | NY | 12208 | SUPPORT | CHARITABLE | CHARITABLE | $11,750 |
| THE ALBANY ACADEMIES | |||||||||
| THE ALBANY ACADMIES | 135 ACADEMY ROAD | 135 ACADEMY ROAD | ALBANY | NY | 12208 | SUPPORT | CHARITABLE | CHARITABLE | $2,500 |
| ST PETERS HOSPITAL FOUNDATION | |||||||||
| 314 S MANNING BLVD | ALBANY | NY | 12208 | SUPPORT | CHARITABLE | CHARITABLE | $7,000 | ||
| ALBANY LAW SCHOOL | |||||||||
| 80 NEW SCOTLAND AVE | 80 NEW SCOTLAND AVE | ALBANY | NY | 12208 | SUPPORT | CHARITABLE | CHARITABLE | $200 | |
| SENIOR SERVICES OF ALBANY | |||||||||
| 25 DELAWARE AVE | 25 DELAWARE AVE | ALBANY | NY | 12210 | CHARITABLE | CHARITABLE | CHARITABLE | $1,100 | |
| THE EDDY VILLAGE | |||||||||
| 421 COLUMBIA ST | 421 COLUMBIA ST | COHOES | NY | 12047 | SUPPORT | CHARITABLE | CHARITABLE | $100 | |
| SMILE TRAIN | |||||||||
| 41 MADISON AVE | 41 MADISON AVE | NEW YORK | NY | 10010 | SUPPORT | CHARITABLE | CHARITABLE | $1,000 | |
| REGIONAL FOOD BANK OF NORTHEAST NY | |||||||||
| 965 ALBANY SHAKER ROAD | 965 ALBANY SHAKER ROAD | ALBANY | NY | 12210 | SUPPORT | CHARITABLE | CHARITABLE | $1,880 | |
| ALBANY INSTITUTE OF HIST & ART | |||||||||
| 125 WASHINGTON AVE | 125 WASHINGTON AVE | ALBANY | NY | 12208 | SUPPORT | CHARITABLE | CHARITABLE | $1,000 | |
| RUSSELL REFUGE | |||||||||
| PO BOX 725 | PO BOX 725 | RHINEBECK | NY | 12572 | SUPPORT | CHARITABLE | CHARITABLE | $2,500 | |
| MAKE A WISH | |||||||||
| 1 MUSTANG DRIVE | 1 MUSTANG DRIVE | COHOES | NY | 12047 | SUPPORT | CHARITABLE | CHARITABLE | $1,000 | |
| ANIMAL RESCUE OF WASHINGTON | |||||||||
| 1380 MONROE ST NW 326 | 1380 MONROE ST NW 326 | WASHINGTON | DC | 20010 | SUPPORT | CHARITABLE | CHARITABLE | $1,500 | |
| LAKE PLACID CENTER FOR THE ARTS | |||||||||
| 17 ALGONQUIN DR | 17 ALGONQUIN DR | LAKE PLACID | NY | 12946 | SUPPORT | CHARITABLE | CHARITABLE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 42780 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,027 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 5267 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,027 | ExclusionAmount |
| Related Or Exempt Function Income | 5267 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 20294 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,100 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| MARGARET F HOLBRITTER |
| ELEANOR H NASNER |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| ANNUITY CONTRACT - POLARIS | 193027 | 112814 |
| STOCKS & MUTUAL FUNDS | 498681 | 480860 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| FEES & TAXES PAID | 164 |