JOHN E & SUE M JACKSON CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOHN E & SUE M JACKSON CHARITABLE TRUST (EIN 25-6019484)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-01
- IRS object ID
- 201211229349100801
- Schema version
- 2011v1.2
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-01T13:13:53-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256019484 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN E & SUE M JACKSON CHARITABLE TR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JACK | NameControl |
| Phone | 8006228036 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK NA PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JACKLYNN ANN BARRAS | Name |
| Title | TAX DIRECTOR | Title |
| Phone | 8006228036 | Phone |
| Date Signed | 2012-04-27 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8997030 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 177726 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 177726 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 40579 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 645271 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 40579 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 709 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 709 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 219014 | TotalRevenueAndExpenses |
| Total Net Investment Income | 219014 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 63602 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 31801 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 31801 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Rev And Expnss | 845 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 845 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5000 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3659 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 70147 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 35460 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 33346 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 337000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 337000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 407147 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 35460 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 370346 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -188133 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 183554 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 77311 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 266318 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 266318 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 7546868 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7199347 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8479506 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 300002 | InvestmentsOtherBOY |
| Investments Other EOY | 300001 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 251206 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 7924181 | TotalAssetsBOY |
| Total Assets EOY | 7765666 | TotalAssetsEOY |
| Total Assets EOYFMV | 8997030 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 7924181 | CapitalStockBOY |
| Capital Stock EOY | 7765666 | CapitalStockEOY |
| Total Net Assets BOY | 7924181 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7765666 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7924181 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7765666 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7924181 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -188133 | ExcessOfRevenueOverExpenses |
| Other Increases | 30206 | OtherIncreases |
| Subtotal | 7766254 | Subtotal |
| Other Decreases | 588 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7765666 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 483.72 OAKMNT CNTY CLUB PA NON INT BDS WORTHLESS | 2000-01-15 | 2011-07-29 | 1 | -1 | -1 | ||
| 1415.094 ASTON TAMRO SMALL CAP FUND CL I | 2007-02-23 | 2011-12-06 | 29561 | 439 | 439 | 30000 | |
| 500. APACHE CORP COM | 2009-02-17 | 2011-12-06 | 34313 | 14580 | 14580 | 48893 | |
| 2000. CELGENE CORP COM | 2008-08-26 | 2011-12-06 | 135020 | -10502 | -10502 | 124518 | |
| 600. GILEAD SCIENCES INC COM | 2009-02-17 | 2011-12-06 | 29429 | -5501 | -5501 | 23928 | |
| 800. HESS CORPORATION | 2010-09-27 | 2011-12-06 | 46184 | 2399 | 2399 | 48583 | |
| 4100. MARATHON OIL CORP COM | 2007-10-22 | 2011-12-06 | 133354 | -16260 | -16260 | 117094 | |
| 2050. MARATHON PETROLEUM CORP | 2007-10-22 | 2011-12-06 | 86652 | -15775 | -15775 | 70877 | |
| 1000. PHILIP MORRIS INTERNAT-W/I | 2008-08-26 | 2011-12-06 | 54838 | 20851 | 20851 | 75689 | |
| 2000. VIACOM INC | 2009-09-16 | 2011-12-06 | 55340 | 30899 | 30899 | 86239 | |
| CAPITAL GAIN DIVIDENDS | 219 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 40579 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 428367 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8298887 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051617 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 408811 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7250826 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.056381 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 537540 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9755035 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055104 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 645630 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 11999990 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053803 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 185449 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10485046 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.017687 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.234592 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046918 | AverageDistributionRatio |
| Net Noncharitable Assets | 9317800 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 437173 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1836 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 439009 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 370346 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3671 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3671 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3671 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1200 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 1200 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 2471 | TaxDue |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 |
| States Filed With | PA | StatesFiledWith |
| 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8006228036 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | 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 | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | true | UndistrIncome4942a2NotApplied |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| PNC BANK NA | ||||||
| PO BOX 94651 | CLEVELAND | OH | 441014651 | CO-TRUSTEE | 5 | 63602 |
| POLLY J TOWNSEND | ||||||
| 34 PROCTOR STREET | MANCHESTER | MA | 019441446 | CO-TRUSTEE | 1 | 0 |
| WILLIAM R JACKSON JR | ||||||
| 55 BURBANK LANE | YARMOUTH | ME | 040965927 | CO-TRUSTEE | 1 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 9459695 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9459695 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9459695 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 141895 | CashDeemedCharitable |
| Net Noncharitable Assets | 9317800 | NetNoncharitableAssets |
| Minimum Investment Return | 465890 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 465890 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3671 | TaxBasedOnInvestmentIncome |
| Total Tax | 3671 | TotalTax |
| Distributable Amount Before Adj | 462219 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 462219 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 462219 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 370346 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 370346 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 370346 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 462219 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 336975 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 370346 | QualifyingDistributions |
| Applied To Year1 | 336975 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 33371 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 428848 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SHAUN BYRNE PNC BANK NA | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 PNC PLAZA 620 LIBERTY AVE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4127688248 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATION SHOULD BE SUBMITTED IN THE FORM OF A LETTER REQUEST INDICATING THE PURPOSE OF THE CONTRIBUTION. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (78 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CONGRESS FOR TRUTH INC | ||||||||
| PO BOX 12765 | PENSACOLA | FL | 32591 | NONE | PUBLIC | GENERAL SUPPORT | $5,035 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 36 AMESBURY ROAD | HAVERHILL | MA | 018302802 | NONE | PUBLIC | GENERAL SUPPORT | $1,343 | YANKEE CLIPPER COUNCIL |
| THE HOWARD CENTER | ||||||||
| 934 NORTH MAIN STREET | ROCKFORD | IL | 611037061 | NONE | PUBLIC | GENERAL SUPPORT | $1,343 | |
| HOLLINS UNIVERSITY | ||||||||
| PO BOX 9625 | ROANOKE | VA | 240201625 | NONE | PUBLIC | GENERAL SUPPORT | $1,678 | |
| MERCATUS CENTER AT GEORGE MASON | ||||||||
| 3301 NORTH FAIRFAX DR SUITE 450 | ARLINGTON | VA | 22201 | NONE | PUBLIC | GENERAL SUPPORT | $3,357 | UNIVERSITY |
| NATIONAL INSTITUTE - LABOR RELATION | ||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | PUBLIC | GENERAL SUPPORT | $1,678 | |
| SOUTHEASTERN LEGAL FOUNDATION INC | ||||||||
| 6100 LAKE FORREST DR NW SUITE 520 | ATLANTA | GA | 30328 | NONE | PUBLIC | GENERAL SUPPORT | $6,713 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 110 ELDEN STREET | HERNDON | VA | 20170 | NONE | PUBLIC | GENERAL SUPPORT | $5,035 | |
| MEDIA RESEARCH CENTER | ||||||||
| 325 SOUTH PATRICK STREET | ALEXANDRIA | VA | 223143580 | NONE | PUBLIC | GENERAL SUPPORT | $6,713 | |
| NATIONAL RIGHT TO WORK LEGAL DEF | ||||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | PUBLIC | GENERAL SUPPORT | $6,713 | FDN |
| PRISON FELLOWSHIP MINISTRIES | ||||||||
| PO BOX 1550 | MERRIFIELD | VA | 221161550 | NONE | PUBLIC | GENERAL SUPPORT | $1,343 | |
| AMERICAN FAMILY ASSOCIATION | ||||||||
| PO DRAWER 2440 | TUPELO | MS | 38803 | NONE | PUBLIC | GENERAL SUPPORT | $1,678 | |
| AMERICA'S FUTURE | ||||||||
| 1512 21ST STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL SUPPORT | $1,678 | |
| CLARE BOOTHE LUCE POLICY INSTITUTE | ||||||||
| 112 ELDEN STREET SUITE P | HERNDON | VA | 20170 | NONE | PUBLIC | GENERAL SUPPORT | $5,035 | |
| CONCERNED WOMEN FOR AMERICA | ||||||||
| 1015 FIFTEENTH STREET ROOM 1100 | WASHINGTON | DC | 20005 | NONE | PUBLIC | GENERAL SUPPORT | $1,678 | |
| CORAL RIDGE MINISTRIES | ||||||||
| 2831 WEST CYPRESS CREEK ROAD | FT LAUDERDALE | FL | 33309 | NONE | PUBLIC | GENERAL SUPPORT | $1,678 | |
| AVOCA MUSEUM & HISTORICAL SOCIETY | ||||||||
| 1514 MAIN STREET | ALTAVISTA | VA | 24517 | NONE | PUBLIC | GENERAL SUPPORT | $3,357 | |
| CAMPUS CRUSADE FOR CHRIST INTER'L | ||||||||
| 100 LAKE HART DRIVE 2100 | ORLANDO | FL | 328320100 | NONE | PUBLIC | GENERAL SUPPORT | $671 | |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | GENERAL SUPPORT | $6,713 | |
| CENTER FOR AMERICAN UNITY | ||||||||
| 29 SOUTH CHESTNUT ST PO BOX 910 | WARRENTON | VA | 20188 | NONE | PUBLIC | GENERAL SUPPORT | $1,678 | |
| CITIZENS AGAINST GOVERNMENT WASTE | ||||||||
| 1301 CONNECTICUT AVE NW SUITE 400 | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL SUPPORT | $671 | FD |
| AMERICAN CENTER FOR LAW & JUSTICE | ||||||||
| PO BOX 90555 | WASHINGTON | DC | 200900555 | NONE | PUBLIC | GENERAL SUPPORT | $3,357 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | PUBLIC | GENERAL SUPPORT | $1,678 | |
| PUBLIC SERVICE RESEARCH FOUNDATION | ||||||||
| 320-D MAPLE AVENUE EAST | VIENNA | VA | 22180 | NONE | PUBLIC | GENERAL SUPPORT | $1,343 | |
| THE HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 200024999 | NONE | PUBLIC | GENERAL SUPPORT | $13,426 | |
| ALLIANCE DEFENSE FUND | ||||||||
| 15100 N 90 STREET | SCOTTSDALE | AZ | 85260 | NONE | PUBLIC | GENERAL SUPPORT | $3,357 | |
| PIONEER INSTITUTE | ||||||||
| 85 DEVONSHIRE STREET 8TH FLOOR | BOSTON | MA | 02109 | NONE | PUBLIC | GENERAL SUPPORT | $8,391 | |
| FREEDOM WORKS | ||||||||
| 601 PENNSYLVANIA AVE NW NORTH BLDG | WASHINGTON | DC | 200042601 | NONE | PUBLIC | GENERAL SUPPORT | $2,685 | |
| FREE CONGRESS RESEARCH & EDUC FDN | ||||||||
| 717 SECOND STREET | WASHINGTON | DC | 20002 | NONE | PUBLIC | GENERAL SUPPORT | $3,357 | |
| FREEDOM ALLIANCE | ||||||||
| 22570 MARKEY COURT | DULLES | VA | 20166 | NONE | PUBLIC | GENERAL SUPPORT | $1,007 | |
| BILL OF RIGHTS INSTITUTE | ||||||||
| 200 NORTH GLEBE ROAD SUITE 200 | ARLINGTON | VA | 22203 | NONE | PUBLIC | GENERAL SUPPORT | $1,678 | |
| FUND FOR AMERICAN STUDIES | ||||||||
| 1706 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | NONE | PUBLIC | GENERAL SUPPORT | $1,343 | |
| HILLSDALE COLLEGE | ||||||||
| 33 EAST COLLEGE MOSS HALL | HILLSDALE | MI | 49242 | NONE | PUBLIC | GENERAL SUPPORT | $2,685 | |
| FOUNDATION FOR ECONOMIC EDUCATION | ||||||||
| 30 SOUTH BROADWAY | IRVINGTONONHUDSON | NY | 10533 | NONE | PUBLIC | GENERAL SUPPORT | $3,357 | |
| EAGLE FORUM EDUC & LEGAL DEF FDN | ||||||||
| 7800 BONHOMME AVENUE | ST LOUIS | MO | 63105 | NONE | PUBLIC | GENERAL SUPPORT | $6,713 | |
| CARNEGIE LIBRARY OF PITTSBURGH | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 152134080 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 | |
| EXTRA MILE EDUCATION FOUNDATION | ||||||||
| 111 BOULEVARD OF THE ALLIES | PITTSBURGH | PA | 152221618 | NONE | PUBLIC | GENERAL SUPPORT | $17,500 | |
| GREATER PGH COMMUNITY FOOD BANK | ||||||||
| 1 NORTH LINDEN STREET | DUQUESNE | PA | 15110 | NONE | PUBLIC | GENERAL SUPPORT | $7,000 | |
| GREATER PGH LITERACY COUNCIL | ||||||||
| 100 SHERIDAN SQUARE 4TH FLOOR | PITTSBURGH | PA | 15206 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| LIGHT OF LIFE RESCUE MISSION | ||||||||
| PO BOX 6823 | PITTSBURGH | PA | 152120823 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| PITTSBURGH PUBLIC THEATER | ||||||||
| OREILLY THEATER 621 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| STRONG WOMEN STRONG GIRLS INC | ||||||||
| 2934 SMALLMAN STREET 2ND FLOOR | PITTSBURGH | PA | 15201 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| NATIONAL AVIARY | ||||||||
| ALLEGHENY COMMONS WEST | PITTSBURGH | PA | 152125248 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| MAKE A WISH FOUNDATION OF | ||||||||
| 707 GRANT STREET | PITTSBURGH | PA | 15219 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | PITTSBURGH FOUNDATION |
| COMMUNITY HUMAN SERVICES CORPORATIO | ||||||||
| 374 LAWN STREET | PITTSBURGH | PA | 15213 | NONE | PUBLIC | GENERAL SUPPORT | $7,000 | |
| CARNEGIE INSTITUTE | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| THE NEIGHBORHOOD ACADEMY | ||||||||
| 5231 PENN AVENUE SUITE 200 | PITTSBURGH | PA | 15224 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| BOY SCOUTS OF AMERICA PINE TREE | ||||||||
| 131 JOHNSON ROAD | PORTLAND | ME | 04102 | NONE | PUBLIC | GENERAL SUPPORT | $1,343 | |
| DAVID HOROWITZ FREEDOM CENTER | ||||||||
| 14148 MAGNOLIA BLVD | SHERMAN OAKS | CA | 91423 | NONE | PUBLIC | GENERAL SUPPORT | $1,678 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | PUBLIC | GENERAL SUPPORT | $6,713 | |
| LUDWIG VON MISES INSTITUTE FOR | ||||||||
| 518 WEST MAGNOLIA | AUBURN | AL | 36832 | NONE | PUBLIC | GENERAL SUPPORT | $2,014 | AUSTRIAN ECONOMICS INC |
| RUTHERFORD INSTITUTE | ||||||||
| PO BOX 7482 | CHARLOTTESVILLE | VA | 22906 | NONE | PUBLIC | GENERAL SUPPORT | $1,678 | |
| WASHINGTON LEGAL FOUNDATION | ||||||||
| 2009 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL SUPPORT | $6,713 | |
| GUIDEPOSTS FOUNDATION INC | ||||||||
| 39 SEMINARY HILL RD | CARMEL | NY | 10512 | NONE | PUBLIC | GENERAL SUPPORT | $671 | |
| FOUNDATION OF THE MASSACHUSETTS | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | PUBLIC | GENERAL SUPPORT | $1,678 | EYE AND EAR INFIRMARY INC |
| HISTORICAL SOCIETY OF WESTERN PENNS | ||||||||
| 1212 SMALLMAN STREET | PITTSBURGH | PA | 15222 | NONE | PUBLIC | GENERAL SUPPORT | $336 | |
| MAINE HERITAGE POLICY CENTER | ||||||||
| PO BOX 7829 | PORTLAND | ME | 04112 | NONE | PUBLIC | GENERAL SUPPORT | $6,713 | |
| THE HOMEWOOD CEMETERY HISTORICAL | ||||||||
| 1634 DALLAS AVE | PITTSBURG | PA | 15217 | NONE | PUBLIC | GENERAL SUPPORT | $836 | FUND |
| MARS HOME FOR YOUTH | ||||||||
| 521 ROUTE 228 | MARS | PA | 16046 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 | |
| THE NEW RISING SUN | ||||||||
| 213 GRANT AVE PO BOX 5804 | PITTSBURGH | PA | 15209 | NONE | PUBLIC | GENERAL PUPOSE | $5,000 | |
| CHILDREN'S MUSEUM OF PITTSBURGH | ||||||||
| 10 CHILDRENS WAY | PITTSBURGH | PA | 15212 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 | |
| UNITED CEREBRAL PALSY FOUNDATION | ||||||||
| 4638 CENTRE AVE | PITTSBURGH | PA | 15213 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 | |
| ZOOLOGICAL SOCIETY OF PITTSBURGH | ||||||||
| ONE WILD PLACE | PITTSBURGH | PA | 15206 | NONE | PUBLIC | CONSERVATION EDUCATION PROGRAM | $5,000 | |
| SPINA BIFIDA ASSOC OF WESTERN PA | ||||||||
| 1158 DUTILH ROAD | MARS | PA | 16046 | NONE | PUBLIC | RESIDENTIAL SERVICES PROGRAM | $5,000 | |
| TICKETS FOR KIDS FOUNDATION | ||||||||
| 139 FREEPORT ROAD SUITE 100 | PITTSBURGH | PA | 15215 | NONE | PUBLIC | TICKET DISTRIBUTION PROGRAM | $5,000 | |
| THE COMMON GROUND PROJECT | ||||||||
| 4733 5TH AVE | BEAVER FALLS | PA | 15010 | NONE | PUBLIC | LESSONS OF THE CIVIL RIGHTS MOVEMENT | $20,000 | |
| WOMEN'S CENTER & SHELTER OF | ||||||||
| PO BOX 9024 | PITTSBURGH | PA | 15224 | NONE | PUBLIC | EMERGENCY SHELTER | $5,000 | GREATER PITTSBURGH |
| YOUNG MEN'S CHRISTIAN ASSOCIATION | ||||||||
| 420 FORT DUQUESNE BLVD STE 625 | PITTSBURGH | PA | 15222 | NONE | PUBLIC | SPECIAL NEEDS CAMP | $10,000 | OF PITTSBURGH |
| NORTH HILLS COMMUNITY OUTREACH | ||||||||
| 1975 FERGUSON ROAD | ALLISON PARK | PA | 15101 | NONE | PUBLIC | EMERGENCY ASSISTANCE | $7,000 | |
| JEWISH FAMILY AND CHILDREN'S SERVIC | ||||||||
| 5743 BARTLETT STREET | PITTSBURGH | PA | 15217 | NONE | PUBLIC | CAREER SERVICES PROGRAM | $5,000 | |
| JUDICIAL WATCH | ||||||||
| 425 3RD STREET SW STE 400 | WASHINGTON | DC | 20024 | NONE | PUBLIC | GENERAL SUPPORT | $3,357 | |
| INSTITUTE FOR FOREIGN POLICY | ||||||||
| 675 MASS AVE 10TH FLOOR | CAMBRIDGE | MA | 02139 | NONE | PUBLIC | GENERAL PURPOSE | $3,357 | |
| AMERICANS FOR PROSPERITY FDN | ||||||||
| 2111 WILSON BLVD STE 350 | ARLINGTON | VA | 22201 | NONE | PUBLIC | GENERAL PURPOSE | $1,678 | |
| PITTSBURGH PRESBYTERY | ||||||||
| 901 ALLEGHENY AVENUE | PITTSBURGH | PA | 15233 | NONE | PUBLIC | SCHOLARSHIPS | $3,357 | |
| THE CENTER FOR AMERICAN AND | ||||||||
| 5201 DEMOCRACY DR | PLANO | TX | 75024 | NONE | PUBLIC | GENERAL PURPOSE | $1,678 | INTERNATIONAL LAW |
| AMERICAN UNITY LEGAL DEFENSE FUND | ||||||||
| PO BOX 420 | WARRENTON | VA | 20188 | NONE | PUBLIC | GENERAL PURPOSE | $3,357 | |
| SPECIAL OLYMPICS PENNSYLVANIA | ||||||||
| 150 PLEASANT DRIVE STE 214 | ALIQUIPPA | PA | 15001 | NONE | PUBLIC | 2012 WINTER GAMES | $5,500 | |
| PARENTS TELEVISION COUNCIL INC | ||||||||
| 707 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PUBLIC | GENERAL PURPOSE | $1,678 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 337000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $177,726 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $709 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $40,579 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $219,014 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 219014 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
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 | PNC BANK, NA | Category |
| Amount | $700 | Amount |
| Disbursements Charitable Prps | 700 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItem |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | Category |
| Amount | $845 | Amount |
| Disbursements Charitable Prps | 845 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTED SUBSEQ YR,TAXED CURR YR | $12 |
| BASIS ADJUSTMENT | $576 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTED CURR YR, TAXED PRIOR YR | $568 |
| CORRECTION OF PRIOR YR FEES | $28,989 |
| NONDIVIDEND DISTRIBUTIONS | $648 |
| ROUNDING ADJUSTMENT | $1 |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $269 | 269 | 0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $141 | 0 | 0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,200 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3,276 | 3276 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $114 | 114 | 0 |