MELVIN AND ZORA RASH CHARITABLE TR: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MELVIN AND ZORA RASH CHARITABLE TR (EIN 30-6355670)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-27
IRS object ID
202341789349100624
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)
Return2023-06-27T14:42:04-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561394660PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NELSON & COMPANY PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 52179AddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27717ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN306355670EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MELVIN AND ZORA RASHKIS CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O INVESTORS TRUST COMPANYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMELVBusinessNameControlTxt
Phone9199452563PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1121 N COLUMBIA STREETAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGINGER ROUSEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9199452563PhoneNum
Signature2023-06-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGINGERPersonFirstNm
Person LastROUSEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER P CREDLEPreparerPersonNm
PTINP00117909PTIN
Phone9194908585PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$1,283,903FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$32,994DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,994DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$97,060NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$465,016GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$97,060CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$446OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$446OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$130,500TotalRevAndExpnssAmt
Total Net Invst Incm$130,500TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$13,835CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,918CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$402LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,050AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,662TaxesRevAndExpnssAmt
Taxes Net Invst Incm$281TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,007TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,257TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$69,495ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$69,495ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$88,502TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,257TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$69,495TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$41,998ExcessRevenueOverExpensesAmt
Net Investment Income$122,243NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$50,715CashBOYAmt
Cash EOY$60,696CashEOYAmt
Cash EOYFMV$60,696CashEOYFMVAmt
Corporate Stock BOY$592,179CorporateStockBOYAmt
Corporate Stock EOY$618,892CorporateStockEOYAmt
Corporate Stock EOYFMV$960,013CorporateStockEOYFMVAmt
Corporate Bonds BOY$274,307CorporateBondsBOYAmt
Corporate Bonds EOY$279,727CorporateBondsEOYAmt
Corporate Bonds EOYFMV$263,194CorporateBondsEOYFMVAmt
Total Assets BOY$917,201TotalAssetsBOYAmt
Total Assets EOY$959,315TotalAssetsEOYAmt
Total Assets EOYFMV$1,283,903TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$917,201RetainedEarningBOYAmt
Retained Earning EOY$959,315RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$917,201TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$959,315TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$917,201TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$959,315TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$917,201TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$41,998ExcessRevenueOverExpensesAmt
Other Increases$116OtherIncreasesAmt
Subtotal$959,315SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$959,315TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
INVESTORS TRUST COMPANY (LONG TERM)P$70,567$82,829-$12,262-$12,262
INVESTORS TRUST COMPANY (SHORT TERM)P$392,619$285,091$107,528$107,528
SPDR GOLD SHARESP$36$36$0$0
CAPITAL GAINS DIVIDENDSP$1,794$1,794$1,794
FieldValueIRS element (for citing)
Capital Gain Net Income$97,060CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,699InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,699SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,699TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,360EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,360TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Tax Due$340TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGINGER CLARK ROUSE INVESTORS TRUSTIndividualWithBooksNm
Phone9199452563PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1121 N COLUMBIA STREETAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonINVESTORS TRUST COMPANYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1121 N COLUMBIA STREETAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP275143502ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$13,835CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,280,409AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$58,263AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,338,672TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,338,672AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,080CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,318,592NetVlNoncharitableAssetsAmt
Minimum Investment Return$65,930MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$65,930MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,699TaxBasedOnInvestmentIncomeAmt
Total Tax$1,699TotalTaxAmt
Distributable Before Adj$64,231DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$64,231DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$64,231DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$69,495ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$69,495QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$64,231DistributableAsAdjustedAmt
Undistributed Income PY$69,495UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$69,495QualifyingDistributionsAmt
Applied To Year1$69,495AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$64,231UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHAPEL HILL - CARRBORO PUBLIC SCHOOL FOUNDATION
PO BOX 877CARRBORONC27510NONEPCTO FURTHER CHARITABLE PURPOSE OF RECIPIENT$17,374
JUDEA REFORM CONGREGATION RELIGIOUS SCHOOL
1933 WEST CORNWALLIS ROADDURHAMNC27705NONEPCTO FURTHER CHARITABLE PURPOSE OF RECIPIENT$17,374
MEL & ZORA RASHKIS ELEMENTARY SCHOOL
750 S MERRITT MILL ROADCHAPEL HILLNC275162828NONEPCTO FURTHER CHARITABLE PURPOSE OF RECIPIENT$17,374
SANDRA E LERNER JEWISH COMMUNITY SCHOOL
1935 WEST CORNWALLIS ROADDURHAMNC27705NONEPCTO FURTHER CHARITABLE PURPOSE OF RECIPIENT$17,373
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$69,495TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,994ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$446ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$97,060ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$130,500ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$130,500TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$2,100Amt
Net Investment Income$1,050NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME - TAXABLEBondNm
EOY Book Value$279,727EOYBookValueAmt
EOYFMV$263,194EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$618,892EOYBookValueAmt
EOYFMV$960,013EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$402LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$8RevenueAndExpensesPerBooksAmt
Net Investment Income$8NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSETTLEMENT PROCEEDSDesc
Revenue And Expenses Per Books$446RevenueAndExpensesPerBooksAmt
Net Investment Income$446NetInvestmentIncomeAmt
Adjusted Net Income$446AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR ADJUSTMENTDesc
Amt$116Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$281$281$0
FEDERAL EXCISE TAXES$2,381$0$0

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