LEAH STONER STEVENS TRUST: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LEAH STONER STEVENS TRUST (EIN 34-6802427)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2009-10-15
- IRS object ID
- 201141179349101004
- Schema version
- 2010v3.2
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2009-10-15T15:15:33+05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346802427 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVENS LEAH STONER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEV | NameControl |
| Phone | 2162574714 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW L STUMP CTFA | Name |
| Title | TAX MANAGER | Title |
| Phone | 2162574714 | Phone |
| Date Signed | 2011-03-25 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT | X | NECT |
| FMV Assets EOY | 374298 | 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 | 8266 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8266 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -4444 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 105229 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 418 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 4240 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8266 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 3625 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 1813 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1813 | 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 Dsbrs Chrtbl Prps | 0 | 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 | 100 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 100 | 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 |
| Other Expenses Rev And Expnss | 140 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 140 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4565 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1913 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2653 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 15027 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 15027 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 19592 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1913 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 17680 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -15352 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6353 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 36402 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6922 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6922 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 192420 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 213351 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 253501 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 104452 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 97746 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 102588 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 12000 | InvestmentsOtherBOY |
| Investments Other EOY | 12000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 11287 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 345274 | TotalAssetsBOY |
| Total Assets EOY | 330019 | TotalAssetsEOY |
| Total Assets EOYFMV | 374298 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 345274 | CapitalStockBOY |
| Capital Stock EOY | 330019 | CapitalStockEOY |
| Total Net Assets BOY | 345274 | TotalNetAssetsBOY |
| Total Net Assets EOY | 330019 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 345274 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 330019 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 345274 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -15352 | ExcessOfRevenueOverExpenses |
| Other Increases | 239 | OtherIncreases |
| Subtotal | 330161 | Subtotal |
| Other Decreases | 142 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 330019 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (30 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 100. CALL ON MRO 4/17/2010 @ 35 | 2009-10-16 | 2010-01-15 | 307 | 46 | 261 | 261 |
| 100. CALL ON IVZ 4/17/10 @ 25.00 | 2009-10-16 | 2010-01-15 | 182 | 76 | 106 | 106 |
| 80. HEWLETT PACKARD CO COM | 2009-04-22 | 2010-01-21 | 4085 | 2804 | 1281 | 1281 |
| 180. KBR INC | 2008-08-28 | 2010-01-21 | 3639 | 4428 | -789 | -789 |
| 130. KROGER CO COM | 2010-01-21 | 2784 | 3569 | -785 | -785 | |
| 70. NOKIA CORP SPONSORED ADR | 2006-07-24 | 2010-01-21 | 900 | 1397 | -497 | -497 |
| 130. QUANTA SVCS INC COM | 2010-01-21 | 2429 | 3990 | -1561 | -1561 | |
| 20. ACE LIMITED ISIN CH0044328745 SEDOL B3BQMF6 | 2009-04-22 | 2010-01-21 | 966 | 892 | 74 | 74 |
| 60. ACE LIMITED ISIN CH0044328745 SEDOL B3BQMF6 | 2008-08-28 | 2010-01-21 | 2897 | 3082 | -185 | -185 |
| 100. CSX CORP COM | 1910-01-29 | 2010-06-16 | 5412 | 4369 | 1043 | 1043 |
| 90. CVS CORPORATION (DEL) COM | 2010-06-16 | 2868 | 2886 | -18 | -18 | |
| 40. CELGENE CORP COM | 2008-11-05 | 2010-06-16 | 2223 | 2541 | -318 | -318 |
| 30. DEERE & CO COM | 2006-05-02 | 2010-06-16 | 1785 | 1345 | 440 | 440 |
| 80. EQT CORPORATION | 2009-05-07 | 2010-06-16 | 3341 | 3007 | 334 | 334 |
| 40. EXELON CORP COM | 2008-05-20 | 2010-06-16 | 1648 | 3537 | -1889 | -1889 |
| 40. FIRSTENERGY CORP COM | 2008-11-05 | 2010-06-16 | 1524 | 2148 | -624 | -624 |
| 40. FRANKLIN RES INC COM | 2008-08-28 | 2010-06-16 | 3771 | 4114 | -343 | -343 |
| 100. ILLINOIS TOOL WORKS INC COM | 1910-01-29 | 2010-06-16 | 4653 | 4431 | 222 | 222 |
| 50. OMNICOM GROUP INC | 2008-06-04 | 2010-06-16 | 1947 | 2381 | -434 | -434 |
| 110. PHILIP MORRIS INTERNAT-W/I | 2010-06-16 | 5024 | 5747 | -723 | -723 | |
| 110. STAPLES INC COM | 2010-06-16 | 2465 | 2680 | -215 | -215 | |
| 40. TARGET CORP | 2009-04-22 | 2010-06-16 | 2178 | 1592 | 586 | 586 |
| 80. TEVA PHARMA INDS ADR 1 ADR REPRESENTS 10 SHS | 2009-05-07 | 2010-06-16 | 4381 | 3552 | 829 | 829 |
| 2366.513 VANGUARD FIXED INCOME SECS FD SHORT TERM BD PORTFOLIO | 2008-08-06 | 2010-06-16 | 25274 | 24706 | 568 | 568 |
| 80. VERIZON COMMUNICATIONS COM | 2009-05-07 | 2010-06-16 | 2327 | 2387 | -60 | -60 |
| 160. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2010-06-16 | 3123 | 3906 | -783 | -783 | |
| 100. NABORS INDUSTRIES LTD SHS | 2008-08-22 | 2010-06-16 | 2152 | 3570 | -1418 | -1418 |
| 25. AMAZON.COM INC COM | 2010-06-16 | 2010-12-20 | 4581 | 3191 | 1390 | 1390 |
| 80. CHESAPEAKE ENERGY CORP COM | 2008-08-22 | 2010-12-20 | 2020 | 3851 | -1831 | -1831 |
| 100. MARATHON OIL CORP COM | 2005-09-20 | 2010-12-20 | 3602 | 3448 | 154 | 154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -4444 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 8976 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 313196 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.028659 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 10153 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 374969 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.027077 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.055736 | TotalDistributionRatio |
| Average Distribution Ratio | 0.018579 | AverageDistributionRatio |
| Net Noncharitable Assets | 346685 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 6441 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 64 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 6505 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 17680 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 64 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 64 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 64 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 100 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 100 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Overpayment | 36 | Overpayment |
| Amount Credited To Next Year | 36 | AmountCreditedToNextYear |
| 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 | OH | 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 Person Name | PNC BANK NA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2162574714 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | X | NECTFilingInLieuOFForm1041 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PNC BANK NA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 94651 | AddressLine1 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 44101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2 | AvgHoursPerWkDevotedToPosition |
| Compensation | 3625 | Compensation |
| 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 | 351964 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 351964 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 351964 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5279 | CashDeemedCharitable |
| Net Noncharitable Assets | 346685 | NetNoncharitableAssets |
| Minimum Investment Return | 17334 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 17334 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 64 | TaxBasedOnInvestmentIncome |
| Total Tax | 64 | TotalTax |
| Distributable Amount Before Adj | 17270 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 17270 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 17270 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 17680 | 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 | 17680 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 64 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 17616 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 17270 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 14982 | 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 | 17680 | QualifyingDistributions |
| Applied To Year1 | 14982 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2698 | 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 | 14572 | 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) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEGE OF WOOSTER | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1189 BEAL AVENUE | AddressLine1 |
| City | WOOSTER | City |
| State | OH | State |
| ZIP Code | 446912393 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationship |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL SUPPORT | PurposeOfGrantOrContribution |
| Amount | $15,027 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 15027 | 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 | $8,266 | 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 |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$4,444 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | P/Y TAX REFUND | Description |
| Exclusion | $418 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,240 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4240 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POSTED SUBSEQ YR TAXED CURR YR | Description |
| Amount | $142 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE FILING FEE | 100 | 0 | 100 |
| COURT COSTS | 40 | 0 | 40 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTED CURR YR TAXED PRIOR YR | $208 |
| FEE REBATE | $29 |
| ROUNDING ADJUSTMENT | $2 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $3 | 3 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $51 | 51 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $46 | 46 | 0 |