BETA

SCH FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SCH FOUNDATION (EIN 31-1533904)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202321359349101622
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

FieldValueIRS element (for citing)
Return2023-05-15T09:45:37-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WESTERN RESERVE TRUST COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 SUPERIOR AVE E STE 1701AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441142614ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311533904EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MARK F SWARYInCareOfNm
Business Name ControlSCHFBusinessNameControlTxt
Phone2166357705PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 SUPERIOR AVE E Suite 1701AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK F SWARYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2163822000PhoneNum
Signature2023-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARK FPersonFirstNm
Person LastSWARYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOMINIC M FRAGAPANEPreparerPersonNm
PTINP01825932PTIN
Phone2163822000PhoneNum
Preparation2023-05-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$910,730FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$20,058DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,058DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$31,664NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,395GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,666CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,032OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,404OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$53,754TotalRevAndExpnssAmt
Total Net Invst Incm$53,128TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$18,209OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,966OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$9,243OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$469TaxesRevAndExpnssAmt
Taxes Net Invst Incm$109TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,878TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,075TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,443TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,378TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,075TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$52,943TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,624ExcessRevenueOverExpensesAmt
Net Investment Income$44,053NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,789CashBOYAmt
Cash EOY$5,727CashEOYAmt
Cash EOYFMV$5,727CashEOYFMVAmt
Corporate Stock BOY$372,137CorporateStockBOYAmt
Corporate Stock EOY$263,762CorporateStockEOYAmt
Corporate Stock EOYFMV$803,860CorporateStockEOYFMVAmt
Corporate Bonds EOY$74,915CorporateBondsEOYAmt
Corporate Bonds EOYFMV$61,964CorporateBondsEOYFMVAmt
Other Assets EOY$24,732OtherAssetsEOYAmt
Other Assets EOYFMV$39,179OtherAssetsEOYFMVAmt
Total Assets BOY$377,926TotalAssetsBOYAmt
Total Assets EOY$369,136TotalAssetsEOYAmt
Total Assets EOYFMV$910,730TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$522,660CapitalStockBOYAmt
Capital Stock EOY$522,660CapitalStockEOYAmt
Retained Earning BOY-$144,734RetainedEarningBOYAmt
Retained Earning EOY-$153,524RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$377,926TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$369,136TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$377,926TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$369,136TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$377,926TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,624ExcessRevenueOverExpensesAmt
Other Increases$1,316OtherIncreasesAmt
Subtotal$370,618SubtotalAmt
Other Decreases$1,482OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$369,136TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWABP2021-01-012022-12-31$40,263$8,729$31,534$31,534
CAPITAL GAIN DIVIDENDSP$132
FieldValueIRS element (for citing)
Capital Gain Net Income$31,666CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$612InvestmentIncomeExciseTaxAmt
Subtotal$612SubtotalAmt
Tax Based On Investment Income$612TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$360EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$360TotalPaymentsAndCreditsAmt
Tax Due$252TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARK F SWARYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2166357705PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1600 SUPERIOR AVE E SUITE 1701AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMARK F SWARYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 SUPERIOR AVE EAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$877,689AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,829AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$882,518TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$882,518AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,238CashDeemedCharitableAmt
Net Vl Noncharitable Assets$869,280NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,464MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,464MinimumInvestmentReturnAmt
Tax Based On Investment Income$612TaxBasedOnInvestmentIncomeAmt
Total Tax$612TotalTaxAmt
Distributable Before Adj$42,852DistributableBeforeAdjAmt
Distributable Before Ded$42,852DistributableBeforeDedAmt
Distributable As Adjusted$42,852DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,943ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$52,943QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,852DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr5$1,485ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$531ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,250ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,777ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$8,043TotalExcessDistributionCyovAmt
Qualifying Distributions$52,943QualifyingDistributionsAmt
Applied To Current Year$42,852AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,091RemainingDistriFromCorpusAmt
Total Corpus$18,134TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,485ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$16,649ExcessDistriCyovToNextYrAmt
Excess From Year4$531ExcessFromYear4Amt
Excess From Year3$1,250ExcessFromYear3Amt
Excess From Year2$4,777ExcessFromYear2Amt
Excess From Current Year$10,091ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOLDEN FORESTS & GARDENS
9550 SPERRY ROADKIRTLANDOH44094UNRELATEDPCGENERAL$11,500
MUSICAL ARTS ASSOCIATION - CLEVELAND ORCHESTRA
11001 EUCLID AVECLEVELANDOH44106UNRELATEDPCGENERAL$13,500
THE CLEVELAND MUSEUM OF ART
11150 EAST BOULEVARDCLEVELANDOH44106UNRELATEDPCGENERAL$13,500
LAKEVIEW CEMETERY FOUNDATION
12316 EUCLID AVECLEVELANDOH44106UNRELATEDPCGENERAL$2,500
EDWINS LEADERSHIP & RESTAURANT INSTITUTE
13101 SHAKER SQUARECLEVELANDOH44120UNRELATEDPCGENERAL$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,058ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$31,664ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
NONDIVIDEND DISTRIBUTIONS01$422
ENTERPRISE PRODUCTS01$1,404
FEDERAL OVERPAYMENT01$206

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$53,754ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,754TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationOHIO REQUIRES CHARITABLE ORGANIZATIONS TO FILE AN ANNUAL REPORT WITH THE OHIO ATTORNEY GENERAL'S OFFICE IN LIEU OF A COPY OF THE FORM 990-PF. THE REQURIED ANNUAL REPORT WAS FILED WITH THE OHIO ATTORNEY GENERAL'S OFFICE BY THE FOUNDATION.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$74,915EOYBookValueAmt
EOYFMV$61,964EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITIES$247,119$778,322
EQUITY FUNDS$16,643$25,538

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescALTERNATIVEDesc
EOY Book Value$24,732EOYBookValueAmt
EOYFMV$39,179EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
NET PARTNERSHIP INCOME, NOT ON BOOKS$1,406
BOOK TO TAX DIFFERENCE$76

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOHIO ANNUAL REPORTDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAX OVERPAYMENT$206
ENTERPRISE PRODUCTS - ORDINARY INCOME$1,406$1,406
NONDIVIDEND DISTRIBUTIONS$422
ENTERPRISE PRODUCTS - S. 1231-$2-$2

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPARTNERSHIP DISTRIBUTIONSDesc
Amt$1,316Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
TRUSTEE FEES$6,838$6,838
TAX PREPARATION FEES$2,405$2,405
INVESTMENT MANAGEMENT FEES$8,966$8,966

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$360
FOREIGN TAXES$109$109

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