HARVEY THOMAS TR UW FBO STUDENT AID: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HARVEY THOMAS TR UW FBO STUDENT AID (EIN 23-6215693)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-02-09
- IRS object ID
- 202420409349101212
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-09T16:00:18-06:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236215693 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS EST HARVEY STUDENT AID TW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 8552416645 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6325 S RAINBOW BLVD STE 300 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | - | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8552416645 | PhoneNum |
| Signature | 2024-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA B STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2024-02-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $847,435 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $29,087 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,087 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,890 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $300,493 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $76 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $23,273 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,087 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,940 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,955 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,985 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,092 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,092 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,720 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,720 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $386 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $86 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $36,138 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,041 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,797 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $208,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $208,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $244,138 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,041 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $231,797 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$220,865 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,046 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,815 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,065 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,065 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $67,929 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $126,877 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $67,929 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $67,929 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $859,486 | OtherAssetsBOYAmt |
| Other Assets EOY | $678,285 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $714,441 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,038,178 | TotalAssetsBOYAmt |
| Total Assets EOY | $811,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $847,435 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,038,178 | CapitalStockBOYAmt |
| Capital Stock EOY | $811,279 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,038,178 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $811,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,038,178 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $811,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,038,178 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$220,865 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,500 | OtherIncreasesAmt |
| Subtotal | $818,813 | SubtotalAmt |
| Other Decreases | $7,534 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $811,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (124 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 140. BAIRD AGGREGATE BOND FUND-INST 72 | 2021-10-20 | 2022-10-20 | $1,294 | $1,593 | -$299 | -$299 | |
| 53. FIDELITY NEW MRKTS INC-Z #3323 | 2022-01-24 | 2023-01-24 | $633 | $732 | -$99 | -$99 | |
| 34. ISHARES CORE MSCI EMERGING ETF | 2021-02-25 | 2023-01-24 | $1,748 | $2,252 | -$504 | -$504 | |
| 40.029 T ROWE PR OVERSEAS STOCK-I #521 | 2022-01-24 | 2023-01-24 | $474 | $516 | -$42 | -$42 | |
| 110.971 T ROWE PR OVERSEAS STOCK-I #521 | 2021-07-28 | 2023-01-24 | $1,313 | $1,463 | -$150 | -$150 | |
| 210. TCW EMRG MRKTS INC-PLAN #5721 | 2022-01-24 | 2023-01-24 | $1,329 | $1,571 | -$242 | -$242 | |
| 6. VANGUARD MIDCAP VIPER | 2021-10-20 | 2023-01-24 | $1,292 | $1,506 | -$214 | -$214 | |
| 30.55 DELAWARE SMALL CAP CORE-R6 | 2023-01-25 | 2023-05-11 | $765 | $822 | -$57 | -$57 | |
| 683.984 DELAWARE SMALL CAP CORE-R6 | 2022-04-26 | 2023-05-11 | $17,134 | $18,810 | -$1,676 | -$1,676 | |
| 20. GOLDMAN ACTIVEBETA US LC ETF | 2021-10-20 | 2023-05-11 | $1,627 | $1,785 | -$158 | -$158 | |
| 32. ISHARES CORE S&P TOTAL U.S. ETF | 2021-10-20 | 2023-05-11 | $2,896 | $3,317 | -$421 | -$421 | |
| 23. JENSEN QUALITY GROWTH-Y #6299 | 2022-01-24 | 2023-05-11 | $1,331 | $1,390 | -$59 | -$59 | |
| 14.805 TOUCHSTONE MID CAP-R6 #355 | 2023-01-25 | 2023-05-11 | $666 | $661 | $5 | $5 | |
| 198.195 TOUCHSTONE MID CAP-R6 #355 | 2020-02-13 | 2023-05-11 | $8,921 | $8,414 | $507 | $507 | |
| 13. VANGUARD MIDCAP VIPER | 2022-10-20 | 2023-05-11 | $2,667 | $2,497 | $170 | $170 | |
| 289. VANGUARD MIDCAP VIPER | 2020-06-12 | 2023-05-11 | $59,294 | $69,345 | -$10,051 | -$10,051 | |
| 113. BAIRD AGGREGATE BOND FUND-INST 72 | 2021-10-20 | 2023-07-19 | $1,102 | $1,286 | -$184 | -$184 | |
| 14. DODGE & COX STOCK FUND #145 | 2021-07-28 | 2023-07-19 | $3,314 | $3,321 | -$7 | -$7 | |
| 86. FIDELITY NEW MRKTS INC-Z #3323 | 2015-10-21 | 2023-07-19 | $1,017 | $1,299 | -$282 | -$282 | |
| 8. GOLDMAN ACTIVEBETA US LC ETF | 2022-08-09 | 2023-07-19 | $715 | $653 | $62 | $62 | |
| 14. GOLDMAN ACTIVEBETA US LC ETF | 2023-01-24 | 2023-07-19 | $1,252 | $1,110 | $142 | $142 | |
| 61. GOLDMAN ACTIVEBETA US LC ETF | 2019-08-07 | 2023-07-19 | $5,455 | $3,711 | $1,744 | $1,744 | |
| 96. GLDMN SCHS GQP PRT INTL-R6 #4946 | 2023-05-12 | 2023-07-19 | $1,787 | $1,712 | $75 | $75 | |
| 230. ISHARES CORE S&P TOTAL U.S. ETF | 2021-02-25 | 2023-07-19 | $23,171 | $21,542 | $1,629 | $1,629 | |
| 22. ISHARES CORE MSCI EMERGING ETF | 2021-03-26 | 2023-07-19 | $1,114 | $1,399 | -$285 | -$285 | |
| 71. JENSEN QUALITY GROWTH-Y #6299 | 2022-04-26 | 2023-07-19 | $4,337 | $4,163 | $174 | $174 | |
| 76. PIMCO COMMODITY REAL RET STRAT-I45 | 2022-08-10 | 2023-07-19 | $1,018 | $1,489 | -$471 | -$471 | |
| 219. PGIM HIGH YIELD-Q 1067 | 2020-05-07 | 2023-07-19 | $1,018 | $1,077 | -$59 | -$59 | |
| 249. T ROWE PR OVERSEAS STOCK-I #521 | 2021-07-28 | 2023-07-19 | $3,110 | $3,282 | -$172 | -$172 | |
| 215. TCW EMRG MRKTS INC-PLAN #5721 | 2019-07-08 | 2023-07-19 | $1,337 | $1,826 | -$489 | -$489 | |
| 100. TOUCHSTONE MID CAP-R6 #355 | 2020-02-13 | 2023-07-19 | $4,968 | $3,968 | $1,000 | $1,000 | |
| 24. VANGUARD MIDCAP VIPER | 2020-06-12 | 2023-07-19 | $5,467 | $3,852 | $1,615 | $1,615 | |
| 2193.795 BAIRD AGGREGATE BOND FUND-INST 72 | 2021-10-20 | 2023-09-21 | $20,578 | $24,965 | -$4,387 | -$4,387 | |
| 1108.205 BAIRD AGGREGATE BOND FUND-INST 72 | 2021-10-20 | 2023-09-21 | $10,395 | $12,611 | -$2,216 | -$2,216 | |
| 16.92763 DODGE & COX STOCK FUND #145 | 2021-07-28 | 2023-09-21 | $3,876 | $4,016 | -$140 | -$140 | |
| 7.07237 DODGE & COX STOCK FUND #145 | 2021-07-28 | 2023-09-21 | $1,620 | $1,678 | -$58 | -$58 | |
| 173.30842 FIDELITY NEW MRKTS INC-Z #3323 | 2015-12-04 | 2023-09-21 | $1,986 | $2,561 | -$575 | -$575 | |
| 127.69158 FIDELITY NEW MRKTS INC-Z #3323 | 2015-10-21 | 2023-09-21 | $1,463 | $1,900 | -$437 | -$437 | |
| 15. GOLDMAN ACTIVEBETA US LC ETF | 2022-10-20 | 2023-09-21 | $1,283 | $1,098 | $185 | $185 | |
| 123. GOLDMAN ACTIVEBETA US LC ETF | 2019-08-07 | 2023-09-21 | $10,523 | $7,095 | $3,428 | $3,428 | |
| 296. GLDMN SCHS GQP PRT INTL-R6 #4946 | 2023-05-12 | 2023-09-21 | $5,331 | $5,278 | $53 | $53 | |
| 76. ISHARES CORE S&P TOTAL U.S. ETF | 2022-10-20 | 2023-09-21 | $7,282 | $6,432 | $850 | $850 | |
| 245. ISHARES CORE S&P TOTAL U.S. ETF | 2019-08-07 | 2023-09-21 | $23,473 | $18,403 | $5,070 | $5,070 | |
| 45.00024 ISHARES CORE MSCI EMERGING ETF | 2021-03-26 | 2023-09-21 | $2,152 | $2,861 | -$709 | -$709 | |
| 19.99976 ISHARES CORE MSCI EMERGING ETF | 2021-03-26 | 2023-09-21 | $956 | $1,271 | -$315 | -$315 | |
| 128.56498 JENSEN QUALITY GROWTH-Y #6299 | 2022-04-26 | 2023-09-21 | $7,515 | $7,539 | -$24 | -$24 | |
| 46.43502 JENSEN QUALITY GROWTH-Y #6299 | 2022-04-26 | 2023-09-21 | $2,714 | $2,723 | -$9 | -$9 | |
| 988.6458 PIMCO TOTAL RET FD-INST #35 | 2019-12-06 | 2023-09-21 | $8,146 | $10,286 | -$2,140 | -$2,140 | |
| 513.3542 PIMCO TOTAL RET FD-INST #35 | 2019-12-06 | 2023-09-21 | $4,230 | $5,349 | -$1,119 | -$1,119 | |
| 491.26754 PIMCO COMMODITY REAL RET STRAT-I45 | 2022-08-10 | 2023-09-21 | $6,681 | $9,624 | -$2,943 | -$2,943 | |
| 169.73246 PIMCO COMMODITY REAL RET STRAT-I45 | 2022-08-10 | 2023-09-21 | $2,308 | $3,325 | -$1,017 | -$1,017 | |
| 66. PIMCO ENHANCED SHORT MATURITY ETF | 2023-05-11 | 2023-09-21 | $6,599 | $6,555 | $44 | $44 | |
| 775.5 PGIM HIGH YIELD-Q 1067 | 2020-05-07 | 2023-09-21 | $3,536 | $3,815 | -$279 | -$279 | |
| 371.5 PGIM HIGH YIELD-Q 1067 | 2020-05-07 | 2023-09-21 | $1,694 | $1,828 | -$134 | -$134 | |
| 479.02158 T ROWE PR OVERSEAS STOCK-I #521 | 2021-07-28 | 2023-09-21 | $5,648 | $6,314 | -$666 | -$666 | |
| 320.97842 T ROWE PR OVERSEAS STOCK-I #521 | 2021-07-28 | 2023-09-21 | $3,784 | $4,230 | -$446 | -$446 | |
| 682.99132 TCW EMRG MRKTS INC-PLAN #5721 | 2018-07-12 | 2023-09-21 | $4,091 | $5,600 | -$1,509 | -$1,509 | |
| 466.00868 TCW EMRG MRKTS INC-PLAN #5721 | 2018-07-12 | 2023-09-21 | $2,791 | $3,728 | -$937 | -$937 | |
| 139. TOUCHSTONE MID CAP-R6 #355 | 2020-05-07 | 2023-09-21 | $6,558 | $4,734 | $1,824 | $1,824 | |
| 18.00051 VANGUARD LONG-TERM BOND ETF | 2023-01-24 | 2023-09-21 | $1,233 | $1,386 | -$153 | -$153 | |
| 23.99949 VANGUARD LONG-TERM BOND ETF | 2023-01-24 | 2023-09-21 | $1,644 | $1,847 | -$203 | -$203 | |
| 34. VANGUARD MIDCAP VIPER | 2020-06-12 | 2023-09-21 | $7,158 | $5,457 | $1,701 | $1,701 | |
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,278 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,890 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $237 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $237 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $908 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $908 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $671 | OverpaymentAmt |
| Applied To ES Tax | $240 | AppliedToESTaxAmt |
| Refund | $431 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8003523705 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST FL 5D4001-052 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WELLS FARGO BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N Main St FL 5D4001-052 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $15,940 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $904,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,982 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $955,955 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $955,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $941,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $237 | TotalTaxAmt |
| Distributable Before Adj | $46,844 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $60,448 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $107,292 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $107,292 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $231,797 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $231,797 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $107,292 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $137,238 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Total For Prior Years | $73,208 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $231,797 | QualifyingDistributionsAmt |
| Applied To Year1 | $137,238 | AppliedToYear1Amt |
| Applied To Prior Years | $73,208 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,351 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $85,941 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WELLS FARGO BANK NA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N Main St FL 5D4001-052 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8003523705 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RESIDENTS OF CHESTER COUNTY, ATTENDING POST-SECONDARY INSTITUTIONS. SCHOLARSHIPS ARE NOT AVAILABLE FOR GRADUATE STUDIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHEDULE ATTACHED | BusinessNameLine1Txt |
| Business Name Line2 | CENTER FOR SCHOLARSHIP ADMIN | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4320G WADE HAMPTON BLVD | AddressLine1Txt |
| City | TAYLORS | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29687 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | I | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIPS | GrantOrContributionPurposeTxt |
| Amt | $208,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $208,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,087 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $76 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,273 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,273 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,092 | Amt |
| Disbursements Charitable Prps | $1,092 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE ATTACHED | Desc |
| BOY Book Value | $859,486 | BOYBookValueAmt |
| EOY Book Value | $678,285 | EOYBookValueAmt |
| EOYFMV | $714,441 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $642 |
| WASH SALES ADJ. | $6,891 |
| ROUNDING | $1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $76 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF GRANTS PAID | Desc |
| Amt | $1,500 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (89 entries)
| Loan OriginalLoanOriginalAmt | NoteNoteDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|---|
| Daisy Ayllon | ||||
| $16,000 | 2008-08 | 266.67/MO ON 1ST DAY, 6TH MO AFTR GRAD/TERM FOR 60 | 0 | EDUCATION |
| Nereida Ayllon | ||||
| $2,000 | 2010-07 | 33.34/MO ON 1ST DAY, 6TH MO AFT GRAD/TERM | 0 | EDUCATION |
| Lindsay Bailey | ||||
| $7,000 | 2008-08 | 116.67/MO ON 1ST DAY, 6TH MO AFTR GRAD/TERM FOR 60 | 0 | EDUCATION |
| Edward Barron | ||||
| $4,000 | 2012-07 | 66.67/MO ON 1ST DAY , 6TH MO AFTER GRAD/TERM | 0 | EDUCATION |
| Bowman Lauren | ||||
| $5,000 | 2007-07 | 83.34/MOON 1ST DAY 6TH MO AFTER GRAD/TERM 60 MOS. | 0 | EDUCATION |
| Buckley Jacqueline | ||||
| $12,000 | 2011-07 | 200/MO 1 DAY, 6TH MOS A/F GRAD/END OF SCH 60 INSTA | 0 | EDUCATION |
| Carr Melissa | ||||
| $17,500 | 2006-07 | 291.66/MO 15 DAY, 6TH MO A/F GRAD/TERM FOR 60 INST | 0 | EDUCATION |
| Carr Michael | ||||
| $6,000 | 2010-07 | 100/MO ON 1 DAY 6TH MO AFTER GRAD/TERM | 0 | EDUCATION |
| CHIO YU-WEN | ||||
| $4,000 | 2012-07 | 66.67/MO 1ST DAY, 6TH MO | 0 | EDUCATION |
| COLLINS LAUREN | ||||
| $2,000 | 2005-08 | 60 MO INSTALL, 1 PAY 6 MOS A/F GRAD.TERM TIL PAID | 0 | EDUCATION |
| DEA BRIAN | ||||
| $1,500 | 2010-07 | 25/ MO 1ST DAY 6TH MOS A/F GRAD/TERM | 0 | EDUCATION |
| DEA KEVIN | ||||
| $1,500 | 2010-07 | 25/ MO 1ST DAY 6TH MOS A/F GRAD/TERM | 0 | EDUCATION |
| DECOLLI ALICIA | ||||
| $12,000 | 2009-07 | 200/MO 1ST DAY 6TH MOS A/F GRAD/TERM FOR 60 INSTAL | 0 | EDUCATION |
| DECOLLI DANIEL | ||||
| $5,500 | 2008-08 | 91.67/MO 1ST DAY 6TH MO A/F GRAD/TERM FOR 60 INSTA | 0 | EDUCATION |
| DECOLLI RACHEL | ||||
| $5,500 | 2008-08 | 91.67/MO 1ST DAY 6TH MO A/F GRAD/TERM FOR 60 INSTA | 0 | EDUCATION |
| DECOLLI RYAN | ||||
| $4,000 | 2012-07 | 66.67/MO 1ST DAY 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| DETTINGER ANTHONY | ||||
| $2,000 | 2007-06 | 33.34/MO 1ST DAY 6TH MO A/F GRAD/TERM FOR 60 INSTA | 0 | EDUCATION |
| DETTINGER MICHAELA | ||||
| $3,000 | 2012-07 | 50/MO 1ST DAY 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| DICK JACLYN | ||||
| $2,000 | 2004-07 | 33.33/MO 1ST DAY 6TH MO A/F GRAD/TERM FOR 60 INST | 0 | EDUCATION |
| FARWELL SARA | ||||
| $4,000 | 2012-07 | 66.67/MO 1ST DAY 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| FITZGERALD SHARON | ||||
| $4,000 | 2012-07 | 66.67/MO 1ST DAY 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| FLINN ALEXA | ||||
| $4,000 | 2010-07 | 66.67/MO 1ST DAY 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| GAYDOS GREGORY | ||||
| $4,000 | 2012-07 | 66.67/MO 1ST DAY 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| HALL LAURIE | ||||
| $6,000 | 1996-08 | DUE UPON DEMAND | 0 | EDUCATION |
| HARRIS TAMARA | ||||
| $2,000 | 2003-08 | /MO 1ST DAY 6TH MO A/F GRAD/TERM FOR 60TH INSTALL | 0 | EDUCATION |
| HEEMER LAURA | ||||
| $4,000 | 2006-07 | 5 YR TERM W/ MO INSTALL 1ST DUE 6 MOS A/F GRAD/TER | 0 | EDUCATION |
| HEEMER THOMAS | ||||
| $1,000 | 2007-07 | 16.67/MO 1ST DAY 6TH MO A/F GRAD/TERM FOR 60 INSTA | 0 | EDUCATION |
| HERMAN MP | ||||
| $2,500 | 2007-07 | 41.67/MO 1ST DAY 6TH MO A/F GRAD/TERM FOR 60 INSTA | 0 | EDUCATION |
| HERMAN SONIA | ||||
| $2,500 | 2007-07 | 41.67/MO /MO 1ST DAY 6TH MO A/F GRAD/TERM 60 INSTA | 0 | EDUCATION |
| HERNANDEZ LJ | ||||
| $5,000 | 2009-07 | 83.34/MO 1ST DAY 6TH MO A/F GRAD/TERM 60 INSTALL | 0 | EDUCATION |
| HURLEY MARK | ||||
| $11,353 | 2010-08 | 1 DAY OF 5TH MO A/F GRAD/TERM W/MO PMTS COMM 1ST | 0 | EDUCATION |
| HURLEY STEPHEN | ||||
| $13,500 | 2005-09 | 225/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 INS | 0 | EDUCATION |
| HURLEY SUSAN | ||||
| $5,500 | 2010-07 | 91.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| JACKSON ANDREW | ||||
| $4,000 | 2006-07 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| JACKSON ANGELA | ||||
| $8,000 | 2004-08 | 133.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| JACKSON GREGORY | ||||
| $10,000 | 2009-07 | 166.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM TIL PD | 0 | EDUCATION |
| KENNEDY BRIAN | ||||
| $8,000 | 2006-07 | 133.33/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM TIL PD | 0 | EDUCATION |
| KENNEDY CHRISTOPHER | ||||
| $6,000 | 2009-07 | 100/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 INS | 0 | EDUCATION |
| KENNEDY DANIEL | ||||
| $8,000 | 2005-08 | 133.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| KERWKKD CHRISTOPHER | ||||
| $1,000 | 2001-07 | 16.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| KERWOOD CHRIS | ||||
| $1,000 | 1999-07 | 16.66/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| KERWOOD CHRIS | ||||
| $1,000 | 1998-08 | 16.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| KERWOOD CHRISTOPHER | ||||
| $1,000 | 2000-10 | 16.66//MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| KERWOOD CHTISTOPHER | ||||
| $1,000 | 2002-08 | 33.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| KUHN JACQUELINE | ||||
| $5,500 | 2003-08 | 58.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| LABERT ALISA | ||||
| $14,500 | 2008-08 | 241.66/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| LOPEZ JANET | ||||
| $4,646 | 2010-07 | 77.44/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| MABON AUSTIN | ||||
| $4,000 | 2012-07 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| MABON CHARLOTTE | ||||
| $4,000 | 2012-07 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| MAGUIRE JAMES | ||||
| $9,500 | 2004-09 | MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 INS | 0 | EDUCATION |
| MARSH DAVID | ||||
| $4,000 | 2012-07 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| MCINERNEY BRIANNE | ||||
| $4,000 | 2012-07 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| MCMILLAN IMANI | ||||
| $4,000 | 2012-07 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| MILLER-DADAMIO LISA | ||||
| 1987-08 | 50/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 INS | 0 | EDUCATION | |
| MONTANI MATTHEW | ||||
| $2,000 | 2004-08 | 33.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| MORBY LAUREN | ||||
| $7,000 | 2008-08 | 116.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| MORENO SANDRA | ||||
| $1,000 | 2010-07 | 16.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| MULLINEAUX ZACHARY | ||||
| $2,000 | 2012-07 | 33.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| PAYNE CHRISTINE | ||||
| $9,500 | 2007-07 | 158.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| PAYNE NATALIE | ||||
| $11,500 | 2006-07 | /MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 INS | 0 | EDUCATION |
| PEDRICK IV JOHN | ||||
| $1,000 | 2007-07 | 16.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| PERRY TERRANCE | ||||
| $9,500 | 2006-08 | 158.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| PHILLIPS EDWARD | ||||
| $6,000 | 2011-07 | 100/MO ON 1ST DAY, 6TH MO A/F GRAD/END SCH 60 INS | 0 | EDUCATION |
| PHILLIPS MEGHAN C | ||||
| $8,000 | 2009-07 | 133.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| ROBERTSON JULIA M | ||||
| $4,000 | 2006-08 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SALACH JAZMINE | ||||
| $2,000 | 2012-07 | 33.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| SALACH MICHAEL | ||||
| $2,000 | 2012-07 | 33.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SAMMARTINO CHRISTIAN | ||||
| $5,000 | 2011-07 | 83.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SARIAN MEGAN | ||||
| $5,500 | 2009-07 | 91.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SAYLOR AMANDA | ||||
| $5,000 | 2005-08 | 83.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SCHNEIDER AMANDA | ||||
| $8,000 | 2004-08 | 133.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| SCHWEMLER TIMOTHY | ||||
| $4,000 | 2012-07 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SHARPE JACLYN | ||||
| $14,500 | 2006-07 | 241.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| SHARPE KELLY | ||||
| $8,500 | 2006-07 | 141.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| SHAVER LISA | ||||
| $2,000 | 2005-08 | 33.33/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SHAVER LISA | ||||
| $2,000 | 2004-07 | 33.33/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SHAVER RYAN | ||||
| $2,000 | 2004-07 | 33.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SHAVER RYAN | ||||
| $2,000 | 2003-08 | 33.33/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SHAVERM RYAN | ||||
| $2,000 | 2005-08 | 33.33/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SOLOMON RACHEL O | ||||
| $10,000 | 2010-07 | 166.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| SOLOMAN STEPHANIE | ||||
| $11,687 | 2006-07 | 194.78/MO ON 15T DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| STECKEL KIERSTEN | ||||
| $4,000 | 2009-07 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| STECKEL TIERA | ||||
| $2,000 | 33.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION | |
| STURM ANNE | ||||
| $10,000 | 2009-07 | 166.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM TIL PD | 0 | EDUCATION |
| STURM BENJAMIN | ||||
| $3,500 | 2007-06 | 58.34/MO ON 1ST MATURES 04/01/2014 | 0 | EDUCATION |
| STRUM PETER | ||||
| $7,000 | 2007-07 | 116.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| TWYMAN JHONDA | ||||
| $3,000 | 2001-07 | REPMT BEG 6 MO A/F GRAD/TERM FR SCH PAY 60 INS TIL | 0 | EDUCATION |
| WALSH DANIEL | ||||
| $3,000 | 2012-07 | 50/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| WOMER RYAN | ||||
| $13,500 | 2010-07 | 225/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHOLARSHIP ADMIN FEES | CategoryTxt |
| Amt | $18,720 | Amt |
| Disbursements Charitable Prps | $18,720 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $63 | $63 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $300 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $23 | $23 | $0 |
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