AL A LAKE T W 3CB537000 NORWEST BANK OF DES MOINES NA TTEE: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AL A LAKE T W 3CB537000 NORWEST BANK OF DES MOINES NA TTEE (EIN 42-6101549)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202441359349100839
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T08:49:08-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420991212 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGAN - HANSEN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 NORTH ADAMS AVENUE | AddressLine1Txt |
| City | MASON CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 504011320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426101549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AL A LAKE T W 3CB537000 NORWEST | BusinessNameLine1Txt |
| Business Name Line2 | BANK OF DES MOINES NA TTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAKE | BusinessNameControlTxt |
| Phone | 6414232457 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAST STATE STREET | AddressLine1Txt |
| City | MASON CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLEAR LAKE BANK TRUST | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6414232457 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLEAR LAKE | PersonFirstNm |
| Person Last | BANK TRUST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 MONAGHAN CPA | PreparerPersonNm |
| PTIN | P01269083 | PTIN |
| Phone | 6414230574 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
| 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 | $166,182 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $123 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $123 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,809 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,809 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,149 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,149 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,081 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,081 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $608 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $152 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $456 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $805 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $258 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $547 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $52 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,485 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,420 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,013 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,309 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,309 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,794 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,420 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,322 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,713 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,661 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,793 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,093 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,093 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $135,818 | CorporateStockBOYAmt |
| Corporate Stock EOY | $129,805 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $163,089 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $137,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,898 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $166,182 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $137,611 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $132,898 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $137,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $132,898 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $137,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $132,898 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $137,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,713 | ExcessRevenueOverExpensesAmt |
| Subtotal | $132,898 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $132,898 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CLEAR LAKE BANK & TRUST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $11,155 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,006 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,149 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,149 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,149 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $79 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $79 | SubtotalAmt |
| Tax Based On Investment Income | $79 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $79 | TaxDueAmt |
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 | IA | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEAR LAKE BANK & TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6414232457 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAST STATE STREET | AddressLine1Txt |
| City | MASON CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50401 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 | CLEAR LAKE BANK TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAST STATE STREET | AddressLine1Txt |
| City | MASON CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $156,590 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,765 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $159,355 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $159,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $156,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,848 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,848 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $79 | TotalTaxAmt |
| Distributable Before Adj | $7,769 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,769 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,769 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,322 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,322 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,769 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,960 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,785 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,759 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,053 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,155 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,712 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,322 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,769 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,553 | RemainingDistriFromCorpusAmt |
| Total Corpus | $14,265 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,960 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,305 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,785 | ExcessFromYear4Amt |
| Excess From Year3 | $1,759 | ExcessFromYear3Amt |
| Excess From Year2 | $2,053 | ExcessFromYear2Amt |
| Excess From Year1 | $3,155 | ExcessFromYear1Amt |
| Excess From Current Year | $2,553 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CLEAR LAKE BANK TRUST ANNE FLYNN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAST STATE ST | AddressLine1Txt |
| City | MASON CITU | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6414232457 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETED APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | STUDENTS WHOSE ELEMENTARY EDUCATION WAS ACQUIRED AT LEAST IN PART AT JEFFERSON ELEMENTARY SCHOOL IN MASON CITY, IA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TRINITY LUTHERAN CHUCH | |||||||
| 213 N PENNSYLVANIA AVE | MASON CITY | IA | 50401 | NONE | PC | GENERAL DONATION | $3,098 |
| UNITED WAY OF NORTH CENTRAL IOWA | |||||||
| 2911 4TH ST SE | MASON CITY | IA | 50401 | NONE | PC | GENERAL DONATION | $775 |
| NATHAN ELSBERNDLUTHER COLLEGE | |||||||
| 700 COLLEGE DRIVE | DECORAH | IA | 52101 | NONE | COLLEGE SCHOLARSHIP | $500 | |
| BETH DEGRAWIOWA STATE UNIVERSITY | |||||||
| 210 BEARDSHEAR HALL | AMES | IA | 50011 | NONE | COLLEGE SCHOLARSHIP | $887 | |
| EMMA GARRETTCENTRAL COLLEGE | |||||||
| 812 UNIVERSITY ST | PELLA | IA | 50219 | NONE | COLLEGE SCHOLARSHIP | $500 | |
| BRITTA ELSBERNDLUTHER COLLEGE | |||||||
| 700 COLLEGE DRIVE | DECORAH | IA | 52101 | NONE | COLLEGE SCHOLARSHIP | $887 | |
| CONNOR DALENWARTBURG COLLEGE | |||||||
| 100 WARTBURG BLVD | WAVERLY | IA | 506770903 | NONE | COLLEGE SCHOLARSHIP | $500 | |
| GRETCHEN GARRETTUNI | |||||||
| 1227 W 27TH ST | CEDAR FALLS | IA | 50614 | NONE | COLLEGE SCHOLARSHIP | $387 | |
| JENNA BRAUNIOWA CENTRAL | |||||||
| 1 TRITON CIR | FORT DODGE | IA | 50501 | NONE | COLLEGE SCHOLARSHIP | $387 | |
| CONNOR DALENUNIVERSITY OF IOWA | |||||||
| 105 JESSUP HALL | IOWA CITY | IA | 52242 | NON | COLLEGE SCHOLARSHIP | $388 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,309 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,809 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,149 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,081 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,081 | TotalIncomeProducingActyAmt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CPA PREPARATION FEE | $685 | $228 | $457 |
| TAX PREPARATION FEE | $120 | $30 | $90 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL STOCK MKT INDEX | $34,972 | $74,580 |
| VANGUARD TOTAL INTERNATIONAL | $18,795 | $18,962 |
| VANGUARD TOTAL BOND MTK INDEX ADM | $76,038 | $69,547 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEE | CategoryTxt |
| Legal Fees | $608 | LegalFeesAmt |
| Net Investment Income | $152 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $456 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| COURT COSTS | $20 | $10 | $10 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $52 | Amt |
Comments