JULIA B MORAN TR UW: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JULIA B MORAN TR UW (EIN 23-6642828)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202421349349103092
- Schema version
- 2023v5.0
- 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
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T15:01:29-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236642828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIA MORAN TUW 47F053012 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORA | BusinessNameControlTxt |
| Phone | 7172912726 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3215 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176043215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FULTON BANK NA | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7172912726 | PhoneNum |
| Signature | 2024-04-16 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $370,074 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,856 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,856 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,364 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,062 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $49 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $49 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,905 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,117 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,117 | CompOfcrDirTrstNetInvstIncmAmt |
| 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 |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $69 | 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 | $4,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,186 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,186 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,186 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,645 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,719 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,964 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,620 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,620 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $335,914 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $353,216 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $358,454 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $375,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $364,836 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $370,074 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $375,878 | CapitalStockBOYAmt |
| Capital Stock EOY | $364,836 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $375,878 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $364,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $375,878 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $364,836 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $375,878 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,645 | ExcessRevenueOverExpensesAmt |
| Other Increases | $603 | OtherIncreasesAmt |
| Subtotal | $364,836 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $364,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20.953 EDGEWOOD GROWTH FUND INSTL CL | 2022-06-16 | 2023-02-16 | $732 | $739 | -$7 | -$7 | |
| 263.336 EDGEWOOD GROWTH FUND INSTL CL | 2022-01-31 | 2023-02-16 | $9,201 | $13,152 | -$3,951 | -$3,951 | |
| 5.477 GQG PARTNERS EMERGING MARKETS EQ FD INSTL SHS | 2020-09-15 | 2023-04-28 | $74 | $86 | -$12 | -$12 | |
| 11.427 CALAMOS MARKET NEUTRAL INC FD I SHARES | 2020-09-15 | 2023-02-16 | $161 | $156 | $5 | $5 | |
| 1.962 CALAMOS MARKET NEUTRAL INC FD I SHARES | 2020-09-15 | 2023-04-28 | $28 | $27 | $1 | $1 | |
| 37.984 CAUSEWAY INTL VALUE FD INSTL SHS | 2019-01-31 | 2023-02-16 | $667 | $554 | $113 | $113 | |
| 21.689 CAUSEWAY INTL VALUE FD INSTL SHS | 2019-01-31 | 2023-04-28 | $411 | $316 | $95 | $95 | |
| 63.34 DIAMOND HILL SH DUR SECURITIZED BD I SHS | 2022-04-29 | 2023-02-16 | $603 | $619 | -$16 | -$16 | |
| 18.671 DIAMOND HILL SH DUR SECURITIZED BD I SHS | 2022-04-29 | 2023-04-28 | $177 | $182 | -$5 | -$5 | |
| 2190.522 DIAMOND HILL SH DUR SECURITIZED BD I SHS | 2022-04-29 | 2023-08-23 | $20,941 | $21,401 | -$460 | -$460 | |
| 1.101 DIAMOND HILL LONG SHORT FD CL I | 2015-06-30 | 2023-02-16 | $29 | $27 | $2 | $2 | |
| 5.209 FPA CRESCENT FUND INSTL CL | 2017-07-31 | 2023-02-16 | $186 | $179 | $7 | $7 | |
| 1399.659 FEDERATED STRAT VAL DIVID FD INSTL CL -662 | 2022-06-16 | 2023-02-16 | $8,230 | $8,216 | $14 | $14 | |
| 295.427 FEDERATED STRAT VAL DIVID FD INSTL CL -662 | 2022-09-30 | 2023-02-16 | $1,737 | $1,598 | $139 | $139 | |
| 114.566 FEDERATED TOTAL RETURN BD FD INSTL CL -328 | 2010-09-30 | 2023-04-28 | $1,109 | $1,297 | -$188 | -$188 | |
| .773 GS INTL SM CAP INSIGHT FD INSTL SHS | 2019-01-31 | 2023-02-16 | $9 | $9 | |||
| .426 GS INTL SM CAP INSIGHT FD INSTL SHS | 2019-01-31 | 2023-04-28 | $5 | $5 | |||
| 10.643 GS ABSOLUTE RETURN TR CL I | 2020-09-15 | 2023-02-16 | $96 | $102 | -$6 | -$6 | |
| 1.207 GS ABSOLUTE RETURN TR CL I | 2020-09-15 | 2023-04-28 | $11 | $12 | -$1 | -$1 | |
| 10.239 GOLDMAN SACHS GQG PARTNERS INTL OPPORT INSTL SHS | 2020-09-15 | 2023-04-28 | $184 | $176 | $8 | $8 | |
| 6.997 T ROWE PRICE INSTL LARGE CAP GRTH FD | 2018-06-29 | 2023-04-28 | $377 | $289 | $88 | $88 | |
| 2.722 JOHN HANCOCK III DISCP VAL MID CAP FD CL I | 2018-04-30 | 2023-02-16 | $72 | $64 | $8 | $8 | |
| 88.571 LORD ABBETT SHT DUR INCOME FD CL I | 2015-06-30 | 2023-02-16 | $341 | $392 | -$51 | -$51 | |
| 30.052 LORD ABBETT SHT DUR INCOME FD CL I | 2015-06-30 | 2023-04-28 | $116 | $133 | -$17 | -$17 | |
| 25.54 MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES | 2020-09-15 | 2023-04-28 | $130 | $147 | -$17 | -$17 | |
| 13.807 MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES | 2023-02-16 | 2023-10-24 | $68 | $70 | -$2 | -$2 | |
| 2028.535 MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES | 2021-10-29 | 2023-10-24 | $10,021 | $11,669 | -$1,648 | -$1,648 | |
| 81.524 PIMCO TOTAL RETURN FUND INSTL CL -35 | 2011-08-31 | 2023-04-28 | $706 | $889 | -$183 | -$183 | |
| 41.031 PIMCO INVT GRADE CREDIT BD FD INST CL-56 | 2023-02-16 | 2023-04-28 | $366 | $360 | $6 | $6 | |
| 6.22 PIMCO INCOME FD INSTL SHS | 2015-10-30 | 2023-04-28 | $65 | $74 | -$9 | -$9 | |
| 6.676 PRINCIPAL MID CAP FD INSTL CL | 2018-06-29 | 2023-02-16 | $228 | $188 | $40 | $40 | |
| 23.077 T ROWE PRICE INSTL FLOATING RATE FD | 2021-04-30 | 2023-02-16 | $216 | $225 | -$9 | -$9 | |
| 45.218 SMEAD VALUE FUND Y SHS | 2017-10-31 | 2023-02-16 | $3,144 | $1,875 | $1,269 | $1,269 | |
| .925 TIAA-CREF LG CAP VAL IDX FD INSTL CL | 2019-01-31 | 2023-02-16 | $21 | $17 | $4 | $4 | |
| 2.594 TIAA-CREF LG CAP GRTH IDX FD INSTL CL | 2019-01-31 | 2023-04-28 | $111 | $77 | $34 | $34 | |
| 26.804 UMB VALUE FD CL L -1368 | 2019-06-28 | 2023-04-28 | $2,002 | $1,628 | $374 | $374 | |
| 4.893 VANGUARD DIVIDEND GRTH FD INV CL -57 | 2023-02-16 | 2023-04-28 | $176 | $171 | $5 | $5 | |
| 1.459 VANGUARD MID CAP VAL IDX FD ADM CL | 2019-06-28 | 2023-02-16 | $109 | $84 | $25 | $25 | |
| 5.476 VANGUARD SM CAP GRTH IDX FD ADM CL | 2022-06-16 | 2023-02-16 | $435 | $362 | $73 | $73 | |
| 42.377 VANGUARD SM CAP GRTH IDX FD ADM CL | 2022-06-16 | 2023-04-28 | $3,183 | $2,803 | $380 | $380 | |
| .679 VANGUARD INSTL INDEX FD -94 | 2019-06-28 | 2023-02-16 | $233 | $181 | $52 | $52 | |
| 103.465 VANGUARD EMRG MKTS STK IDX FD ADM CL | 2023-02-16 | 2023-09-28 | $3,373 | $3,523 | -$150 | -$150 | |
| 3.088 VANGUARD EMRG MKTS STK IDX FD ADM CL | 2023-04-28 | 2023-09-28 | $101 | $103 | -$2 | -$2 | |
| 2.128 VANGUARD SMALL CAP INDEX FD ADM CL | 2021-01-29 | 2023-02-16 | $207 | $203 | $4 | $4 | |
| 3.698 VICTORY TRIVALENT INTL SMALL CAP FD I SHS | 2019-01-31 | 2023-02-16 | $51 | $46 | $5 | $5 | |
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,619 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,364 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $121 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $121 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $179 | OverpaymentAmt |
| Applied To ES Tax | $179 | AppliedToESTaxAmt |
| Refund | $0 | 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 | FULTON BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7172912726 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN SQUARE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | 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 | FULTON BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3215 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $4,117 | 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 | $341,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,173 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $358,255 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $358,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $352,881 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,644 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,644 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $121 | TotalTaxAmt |
| Distributable Before Adj | $17,523 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,523 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,523 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,000 | 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 | $18,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,523 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,879 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | 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 | $18,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,879 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $121 | 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 | $17,402 | 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 | TERRY GRIFFIN - STUDENT SERV COORDI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3223 NORTH BROAD STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2157072952 | RecipientPhoneNum |
| Recipient Email Address | terry.griffin@temple.edu | RecipientEmailAddressTxt |
| Form And Info And Materials | CONTACT THE STUDENT SERVICES COORDINATOR | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT THE STUDENT SERVICES COORDINATOR | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT THE STUDENT SERVICES COORDINATOR | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| STUDENT 1 | ||||||||
| TEMPLE UNIVERSITY | PO BOX 828799 | PHILADELPHIA | PA | 191828799 | NONE | I | EDUCATION SCHOLARSHIP | $9,000 |
| STUDENT 2 | ||||||||
| TEMPLE UNIVERSITY | PO BOX 828799 | PHILADELPHIA | PA | 191828799 | NONE | I | EDUCATION SCHOLARSHIP | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,000 | 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 | $12,856 | 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 | -$2,364 | 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 | REFUNDED MUTUAL FD | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $49 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,541 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,541 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS - SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $353,216 | BookValueAmt |
| EOYFMV | $358,454 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDED MUTUAL FD FEES | Desc |
| Revenue And Expenses Per Books | $49 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $49 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUST. - MUTUAL FUND RECEIPTS/DISBURSEMENTS | Desc |
| Amt | $603 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $55 | $55 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $14 | $14 | $0 |
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