GEORGE A & CAROLYNN B MITCHELL CHARITABLE TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE A & CAROLYNN B MITCHELL CHARITABLE TR (EIN 34-7099166)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202301359349104425
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T14:37:14-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6603 SUMMIT DRIVE | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 347099166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE A & CAROLYNN B MITCHELL | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST U/A DTD 7/27/99 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 3307570085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1364 MEADOWOOD CIRCLE | AddressLine1Txt |
| City | POLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44514 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYNN B MITCHELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3307570085 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROLYNN | PersonFirstNm |
| Person Last | MITCHELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK TUROCY | PreparerPersonNm |
| PTIN | P01758847 | PTIN |
| Phone | 3307588613 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $177,099 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,299 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$284 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,147 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,697 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,682 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $796 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,233 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,233 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,029 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,233 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$332 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,682 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $105,742 | CashBOYAmt |
| Cash EOY | $104,514 | CashEOYAmt |
| Cash EOYFMV | $104,514 | CashEOYFMVAmt |
| Corporate Stock BOY | $71,718 | CorporateStockBOYAmt |
| Corporate Stock EOY | $72,614 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $72,585 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $177,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $177,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $177,099 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $177,460 | RetainedEarningBOYAmt |
| Retained Earning EOY | $177,128 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $177,460 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $177,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $177,460 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $177,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $177,460 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$332 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $177,128 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $177,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM COVERED #658-02100 | P | 2022-01-01 | 2022-12-31 | $2,352 | $2,392 | -$40 | -$40 |
| SCHWAB ST US TREASURY ETF WASH | P | 2022-05-11 | 2022-09-27 | $48 | $49 | -$1 | -$1 |
| NONCOVERED #658-02100 | P | 2022-01-01 | 2022-12-31 | $1,493 | $1,493 | $0 | $0 |
| LONG TERM COVERED #658-02100 | P | 2021-01-01 | 2022-12-31 | $19,926 | $20,146 | -$220 | -$220 |
| VANGUARD ST CORPORATE BONDWASH | P | 2019-01-16 | 2022-04-12 | $78 | $78 | $0 | $0 |
| VANGUARD INTRMDIATE-TERM CORP BOND/WASH | P | 2019-01-16 | 2022-05-11 | $81 | $84 | -$3 | -$3 |
| ISHARES INC CORE MSCI EMERGING/WASH | P | 2019-01-16 | 2022-09-27 | $44 | $50 | -$6 | -$6 |
| ISHARES TR CORE MSCI EAT ETF | P | 2018-01-30 | 2022-05-11 | $125 | $139 | -$14 | -$14 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$284 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $23 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CAROLYNN B MITCHELL | IndividualWithBooksNm |
| Phone | 3307570085 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1364 MEADOWOOD CIRCLE | AddressLine1Txt |
| City | POLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GEORGE A MITCHELL | ||||||||
| 1364 MEADOWOOD CIRCLE | POLAND | OH | 44514 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLYNN B MITCHELL | ||||||||
| 1364 MEADOWOOD CIRCLE | POLAND | OH | 44514 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $72,599 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $176,959 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $176,959 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,654 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $174,305 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,715 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,715 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23 | TotalTaxAmt |
| Distributable Before Adj | $8,692 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,692 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,692 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,233 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,233 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,692 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,170 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,940 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $6,110 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,233 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,233 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,110 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,110 | 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 | $349 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE A MITCHELL | ContributingManagerNm |
| Contributing Manager | CAROLYNN B MITCHELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| 10501 EUCLID AVE | CLEVELAND | OH | 44106 | TO PROVIDE OPERATING FUNDS | $175 | |
| ANGELS FOR ANIMALS INC | ||||||
| 4750 WEST SOUTH RANGE RD | CANFIELD | OH | 44406 | TO PROVIDE OPERATING FUNDS | $150 | |
| ASPCA | ||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | TO PROVIDE OPERATING FUNDS | $25 | |
| HUMANE SOCIETY OF US | ||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20002 | TO PROVIDE OPERATING FUNDS | $100 | |
| MARCH OF DIMES | ||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | TO PROVIDE OPERATING FUNDS | $100 | |
| WOUNDED WARRIOR PROJECT | ||||||
| 600 RIVER AVE SUITE 400 | PITTSBURGH | PA | 15212 | TO PROVIDE OPERATING FUNDS | $50 | |
| MFPA | ||||||
| 2070 PEACHTREE INDUSTRIAL COURT | ATLANTA | GA | 30341 | TO PROVIDE OPERATING FUNDS | $43 | SUITE 101 |
| SMILE TRAIN | ||||||
| 633 THIRD AVENUE 9TH FL | NEW YORK | NY | 10017 | TO PROVIDE OPERATING FUNDS | $50 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | TO PROVIDE OPERATING FUNDS | $200 | |
| ST JUDE'S CHILDREN RESEARCH HOSPITAL | ||||||
| 100 WEST VALENCIA MESA DR 205 | FULLERTON | CA | 92835 | TO PROVIDE OPERATING FUNDS | $35 | |
| WORLD WILDLIFE | ||||||
| 1250 TWENTY-FOURTH ST NW PO BOX | WASHINGTON | DC | 200907180 | TO PROVIDE OPERATING FUNDS | $120 | 97180 |
| FIREFIGHTERS AND EMS | ||||||
| PO BOX 65960 | WASHINGTON | DC | 20035 | TO PROVIDE OPERATING FUNDS | $80 | |
| ANGELS FOR EASTER SEALS | ||||||
| 299 EDWARDS ST | YOUNGSTOWN | OH | 445021599 | TO PROVIDE OPERATING FUNDS | $400 | |
| HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20008 | TO PROVIDE OPERATING FUNDS | $500 | |
| YORK AVENUE CHURCH OF GOD | ||||||
| 872 YORK AVENUE SW | WARREN | OH | 44485 | TO PROVIDE OPERATING FUNDS | $100 | |
| THE LEAGUE OF LAW ENFORCEMENT | ||||||
| 10521 JUDICIAL DR SUITE 200 | FAIRFAX | VA | 22030 | TO PROVIDE OPERATING FUNDS | $50 | |
| NATIONAL COALITION FOR DISABLED VETERANS | ||||||
| 1 EAST ERIE ST SUITE 525 4426 | CHICAGO | IL | 60611 | TO PROVIDE OPERATING FUNDS | $15 | |
| UNITED POLICE FUND | ||||||
| 1625 DONNA DR | VIRGINIA BEACH | VA | 23451 | TO PROVIDE OPERATING FUNDS | $15 | |
| NATIONAL POLICE AND TROOPERS ASSOCIATION | ||||||
| 5632 BEE RIDGE RD STE 200 | SARASOTA | FL | 342331506 | TO PROVIDE OPERATING FUNDS | $25 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,233 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,682 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$284 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,682 | ExclusionAmt |
| Related Or Exempt Function Incm | -$284 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,398 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENTS ENABLE THE CHARITABLE TRUST TO ENSURE INCOME IS AVAILABLE |
| 4 | FOR FUTURE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $72,614 | EOYBookValueAmt |
| EOYFMV | $72,585 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $796 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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