HARVEY THOMAS TR UW FBO STUDENT AID: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HARVEY THOMAS TR UW FBO STUDENT AID (EIN 23-6215693)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-11
- IRS object ID
- 202302239349100420
- Schema version
- 2021v4.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-11T13:00:14-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236215693 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS EST HARVEY STUDENT AID TW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 8552416645 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6325 S RAINBOW BLVD STE 300 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | - | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8552416645 | PhoneNum |
| Signature | 2023-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA B STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2023-08-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $990,632 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $31,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,127 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $372,560 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,546 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $56,689 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,673 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,955 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,716 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,239 | CompOfcrDirTrstDsbrsChrtblAmt |
| 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 Rev And Expnss | $842 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $842 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,800 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,771 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $195 | 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 | $23,768 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,911 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,281 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,768 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,911 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,281 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,762 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,914 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,815 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,815 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $126,877 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $213,559 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $126,877 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $126,877 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $526,347 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $259,709 | CorporateBondsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $859,486 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $811,940 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,045,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,038,178 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $990,632 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,045,529 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,038,178 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,045,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,038,178 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,045,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,038,178 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,045,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,079 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,302 | OtherIncreasesAmt |
| Subtotal | $1,043,752 | SubtotalAmt |
| Other Decreases | $5,574 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,038,178 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 43.265 INV OPP DEVELOP MRKTS-R6 7038 | 2021-02-24 | 2021-10-20 | $2,327 | $2,337 | -$10 | -$10 | |
| 3.952 INV OPP DEVELOP MRKTS-R6 7038 | 2021-07-28 | 2021-10-20 | $213 | $206 | $7 | $7 | |
| 733.411 INV OPP DEVELOP MRKTS-R6 7038 | 2011-08-26 | 2021-10-20 | $39,450 | $22,912 | $16,538 | $16,538 | |
| 6807.875 METROPOLITAN WEST T/R BD-PLN #712 | 2015-05-27 | 2021-10-20 | $69,576 | $67,766 | $1,810 | $1,810 | |
| 2217.538 PIMCO HIGH YIELD FD-INST #108 | 2021-07-28 | 2021-10-20 | $20,047 | $20,180 | -$133 | -$133 | |
| 68. ISHARES RUSSELL 2000 ETF | 2021-03-26 | 2021-12-14 | $14,674 | $14,881 | -$207 | -$207 | |
| 12. ISHARES RUSSELL 2000 ETF | 2020-12-10 | 2021-12-14 | $2,590 | $2,257 | $333 | $333 | |
| 3. DODGE & COX STOCK FUND #145 | 2021-07-28 | 2022-01-21 | $730 | $749 | -$19 | -$19 | |
| 7. GOLDMAN ACTIVEBETA US LC ETF | 2021-10-20 | 2022-01-21 | $619 | $634 | -$15 | -$15 | |
| 43. ISHARES RUSSELL 2000 ETF | 2020-10-15 | 2022-01-21 | $8,587 | $7,582 | $1,005 | $1,005 | |
| 151. ISHARES RUSSELL 2000 ETF | 2020-10-15 | 2022-04-25 | $28,774 | $24,379 | $4,395 | $4,395 | |
| 48. ISHARES CORE MSCI EMERGING ETF | 2021-07-27 | 2022-04-25 | $2,477 | $2,972 | -$495 | -$495 | |
| 42. ISHARES CORE MSCI EMERGING ETF | 2022-01-21 | 2022-04-25 | $2,168 | $2,540 | -$372 | -$372 | |
| 3. ISHARES CORE MSCI EMERGING ETF | 2021-02-25 | 2022-04-25 | $155 | $201 | -$46 | -$46 | |
| 18.62 MFS VALUE FUND-R6 4810 | 2021-10-20 | 2022-04-25 | $949 | $1,007 | -$58 | -$58 | |
| 565.955 MFS VALUE FUND-R6 4810 | 2011-08-26 | 2022-04-25 | $28,841 | $12,620 | $16,221 | $16,221 | |
| 2119. PIMCO COMMODITY REAL RET STRAT-I45 | 2021-07-28 | 2022-04-25 | $16,020 | $13,877 | $2,143 | $2,143 | |
| 1221. PGIM HIGH YIELD-Q 1067 | 2021-10-20 | 2022-04-25 | $6,105 | $6,789 | -$684 | -$684 | |
| 30.973 TOUCHSTONE SANDS EM GR-R6 #525 | 2021-10-20 | 2022-04-25 | $450 | $704 | -$254 | -$254 | |
| 347.41 TOUCHSTONE SANDS EM GR-R6 #525 | 2022-01-24 | 2022-04-25 | $5,044 | $6,114 | -$1,070 | -$1,070 | |
| 1333.693 TOUCHSTONE SANDS EM GR-R6 #525 | 2020-12-10 | 2022-04-25 | $19,365 | $28,181 | -$8,816 | -$8,816 | |
| 246. UNDISC MGRS BEHAV VAL - R6 | 2021-02-25 | 2022-04-25 | $20,753 | $18,487 | $2,266 | $2,266 | |
| 44. DELAWARE SMALL CAP CORE-R6 | 2022-04-26 | 2022-08-09 | $1,224 | $1,210 | $14 | $14 | |
| 84. ISHARES CORE S&P TOTAL U.S. ETF | 2021-10-20 | 2022-08-09 | $7,692 | $8,708 | -$1,016 | -$1,016 | |
| 368. ISHARES CORE MSCI EMERGING ETF | 2021-02-25 | 2022-08-09 | $18,128 | $24,628 | -$6,500 | -$6,500 | |
| 26. JENSEN QUALITY GROWTH-Y #6299 | 2021-10-20 | 2022-08-09 | $1,529 | $1,684 | -$155 | -$155 | |
| 220. PIMCO TOTAL RET FD-INST #35 | 2021-10-20 | 2022-08-09 | $2,004 | $2,255 | -$251 | -$251 | |
| 1289.208 PGIM HIGH YIELD-Q 1067 | 2021-10-20 | 2022-08-09 | $6,240 | $7,114 | -$874 | -$874 | |
| 6734.792 PGIM HIGH YIELD-Q 1067 | 2020-05-07 | 2022-08-09 | $32,596 | $34,377 | -$1,781 | -$1,781 | |
| 34. TOUCHSTONE MID CAP-R6 #355 | 2021-10-20 | 2022-08-09 | $1,515 | $1,632 | -$117 | -$117 | |
| 32. VANGUARD MIDCAP VIPER | 2021-10-20 | 2022-08-09 | $6,965 | $8,031 | -$1,066 | -$1,066 | |
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,753 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,546 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $608 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $608 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $608 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,292 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,292 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $684 | OverpaymentAmt |
| Applied To ES Tax | $608 | AppliedToESTaxAmt |
| Refund | $76 | 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 | WELLS FARGO BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8552416645 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST D4001-065 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | 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 | WELLS FARGO BANK NA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 W WT HARRIS BLVD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282881114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $16,955 | 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 | $958,629 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,779 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $999,408 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $999,408 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,991 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $984,417 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,221 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,221 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $608 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $608 | TotalTaxAmt |
| Distributable Before Adj | $48,613 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $86,982 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,595 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,595 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,281 | 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 | $49,281 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,595 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $122,489 | 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 | $49,281 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,281 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $73,208 | Taxable2Amt |
| Undistributed Income CY | $135,595 | 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 | WELLS FARGO BANK NA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST D4001-065 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3367478175 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RESIDENTS OF CHESTER COUNTY, ATTENDING POST-SECONDARY INSTITUTIONS. SCHOLARSHIPS ARE NOT AVAILABLE FOR GRADUATE STUDIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 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 |
|---|---|---|---|---|---|---|---|---|
| MIRANDA ADLER CO PENNSYLVANIA STATE UNI | ||||||||
| VERSITY | 122 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | NONE | I | SCHOLARSHIP | $500 |
| JAZIB AHMAD CO UNIVERSITY OF MICHIGAN | ||||||||
| 2500 STUDENT ACTIVITIES BUILDING | ANN ARBOR | MI | 48109 | NONE | I | SCHOLARSHIP | $500 | |
| JOSHUA ARNOLD CO UNIVERSITY OF DELAWARE | ||||||||
| 30 LOVETT AVE | NEWARK | DE | 19716 | NONE | I | SCHOLARSHIP | $500 | |
| JORDAHN ARTIS CO MILLERSVILLE UNIVERSIT | ||||||||
| PO BOX 1002 | MILLERVILLE | PA | 17551 | NONE | I | SCHOLARSHIP | $1,000 | |
| MEGAN BAKER CO CARNEGIE MELLON UNIVERSI | ||||||||
| 5000 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | I | SCHOLARSHIP | $500 | |
| WILLIAM BLAZIEK CO UNIVERSITY OF PENNSY | ||||||||
| LVANIA | RM 140 FRANKLIN BLDG | PHILADELPHIA | PA | 19104 | NONE | I | SCHOLARSHIP | $1,000 |
| RYAN CAMMARATA CO UNIVERSITY OF | ||||||||
| LOUISVILLE | STUDENT FINANCIAL AID OFFICE | LOUISVILLE | KY | 40292 | NONE | I | SCHOLARSHIP | $1,000 |
| LUIS CORREA CO WEST CHESTER UNIVERS | ||||||||
| ITY | E O BULL CENTER RM 138 | WEST CHESTER | PA | 19383 | NONE | I | SCHOLARSHIP | $500 |
| KATELYN DEPAULA CO UNIVERSITY OF PENN | ||||||||
| RM 140 FRANKLIN BLDG | PHILADELPHIA | PA | 19104 | NONE | I | SCHOLARSHIP | $500 | |
| DYLAN DEVLETIAN CO UNIVERSITY OF NOTRE | ||||||||
| DAME | 115 MAIN BUILDING | NOTRE DAME | IN | 46556 | NONE | I | SCHOLARSHIP | $500 |
| LAUREN DEVLETIAN CO DARTMOUTH COLLEGE | ||||||||
| 6024 MCNUTT HALL | HANOVER | NH | 03755 | NONE | I | SCHOLARSHIP | $500 | |
| RYAN DEVLETIAN CO SYRACUSE UNIVERSITY | ||||||||
| 900 SOUTH CROUSE AVE | SYRACUSE | NY | 13244 | NONE | I | SCHOLARSHIP | $1,500 | |
| HADY DIAB CO PENNSYLVANIA STATE | ||||||||
| UNIVERSITY | 122 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | NONE | I | SCHOLARSHIP | $1,750 |
| KAITLYN DOWLIN CO MILLERSVILLE UNIVERSI | ||||||||
| TY OF PENNSYLVANIA | PO BOX 1002 | MILLERSVILLE | PA | 17551 | NONE | I | SCHOLARSHIP | $500 |
| SAMANTHA DUNLAP CO OHIO STATE UNIVERSIT | ||||||||
| PO BOX 1822646 | COLUMBUS | OH | 43218 | NONE | I | SCHOLARSHIP | $500 | |
| MORGAN ERNST CO SUSQUEHANNAH UNIVERSITY | ||||||||
| 514 UNIVERSITY AVE | SELINSGROVE | PA | 17870 | NONE | I | SCHOLARSHIP | $500 | |
| ISABELLA FERRANTO CO PENNSYLVANIA STATE | ||||||||
| UNIVERSITY | 122 SHIELDS BLDG | UNIVERSITY PARK | PA | 16802 | NONE | I | SCHOLARSHIP | $500 |
| MARA GRIGORE CO PENNSYLVANIA STATE | ||||||||
| UNIVERSITY | 122 SHIELDS BLDG | UNIVERSITY PARK | PA | 16802 | NONE | I | SCHOLARSHIP | $500 |
| KENDAL HART CO TEMPLE UNIVERSITY | ||||||||
| 1803 N BROAD ST | PHILADELPHIA | PA | 19122 | NONE | I | SCHOLARSHIP | $500 | |
| CAROLINA HERNANDEZ CO WEST CHESTER | ||||||||
| UNIVERSITY | E O BULL CENTER RM 138 | WEST CHESTER | PA | 19383 | NONE | I | SCHOLARSHIP | $1,500 |
| JORDAN HIGGINS CO SHENANDOAH UNIVERSITY | ||||||||
| 1460 UNIVERSITY DR | WINCHESTER | VA | 22601 | NONE | I | SCHOLARSHIP | $500 | |
| CHARLA HOLAHAN CO WEST CHESTER UNIVERSI | ||||||||
| E O BULL CENTER RM 138 | WEST CHESTER | PA | 19383 | NONE | I | SCHOLARSHIP | $1,500 | |
| ZAKIR HOSSAIN CO SWARTHMORE COLLEGE | ||||||||
| 500 COLLEGE AVE | SWARTHMORE | PA | 19081 | NONE | I | SCHOLARSHIP | $500 | |
| AMARIAH HUDSON CO BLOOMSBURG | ||||||||
| UNIVERSITY | 400 EAST SECOND ST | BLOOMSBURG | PA | 17815 | NONE | I | SCHOLARSHIP | $500 |
| SAVANNAH JEFFERY CO WHEATON COLLEGE | ||||||||
| 501 COLLEGE AVE | WHEATON | IL | 60187 | NONE | I | SCHOLARSHIP | $750 | |
| CELIA KERR CO UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 400204 | CHARLOTTESVILLE | VA | 22904 | NONE | I | SCHOLARSHIP | $500 | |
| TALIA KLINE CO WEST CHESTER UNIVERSITY | ||||||||
| 25 UNIVERSITY AVE | WEST CHESTER | PA | 19363 | NONE | I | SCHOLARSHIP | $500 | |
| BRIDGET KOWALSKI CO WEST CHESTER UNIVER | ||||||||
| SITY | 25 UNIVERSITY AVE | WEST CHESTER | PA | 19363 | NONE | I | SCHOLARSHIP | $500 |
| SHANDIA LEWIS BOOKER CO UNIVERSITY | ||||||||
| OF FLORIDA | PO BOX 114025 | GAINESVILLE | FL | 32611 | NONE | I | SCHOLARSHIP | $500 |
| ZACHARY LINEMAN CO ROCHESTER INSTITUTE | ||||||||
| OF TECHNOLOGY | 1 LOMB MEMORIAL DR | ROCHESTER | NY | 14623 | NONE | I | SCHOLARSHIP | $500 |
| HAYLEY MAGANA CO VILLANOVA UNIVERSITY | ||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | I | SCHOLARSHIP | $1,000 | |
| SAMAR MOAHMOOD CO WEST CHESTER | ||||||||
| UNIVERSITY | EO BULL CENTER RM 138 | WEST CHESTER | PA | 19383 | NONE | I | SCHOLARSHIP | $500 |
| BAILEE MALLON CO UNIVERSITY OF DELAWARE | ||||||||
| 224 HULIHEN HALL | NEWARK | DE | 19716 | NONE | I | SCHOLARSHIP | $500 | |
| AMIE MALONE CO YORK COLLEGE OF PENNSYLV | ||||||||
| ANIA | 441 COUNTRY CLUB RD | YORK | PA | 17403 | NONE | I | SCHOLARSHIP | $500 |
| KRIS MELAG CO DREXEL UNIVERSITY | ||||||||
| 3141 CHESTNUT ST | PHILADELPHIA | PA | 19104 | NONE | I | SCHOLARSHIP | $500 | |
| ATHIRA MENEZES CO RUTGERS UNIVERSITY | ||||||||
| ARMITAGE HALL | CAMDEN | NJ | 08102 | NONE | I | SCHOLARSHIP | $500 | |
| CHRISTIAN MILLER CO ST JOSEPHS UNIVERSI | ||||||||
| TY | 5600 CITY AVENUE | PHILADELPHIA | PA | 09131 | NONE | I | SCHOLARSHIP | $500 |
| LUCY MINCHOFF CO UNIVERSITY OF SOUTHERN | ||||||||
| CALIFORNIA | JOHN HUBBARD HALL LOBBY | LOS ANGELES | CA | 90089 | NONE | I | SCHOLARSHIP | $500 |
| SAMANTHA MONDRAGON BUSTOS CO UNIVERSITY | ||||||||
| OF HARTFORD | 200 BLOOMFIELD AVENUE | WEST HARTFORD | CT | 06117 | NONE | I | SCHOLARSHIP | $1,000 |
| KELLAN MOZZONE CO LIBERTY UNIVERSITY | ||||||||
| PO BOX 10425 | LYNCHBURG | VA | 24506 | NONE | I | SCHOLARSHIP | $500 | |
| KENNA MULLINS CO UNIVERSITY OF TENNESSE | ||||||||
| 320 STUDENT SERVICES BUILDING | KNOXVILLE | TN | 37996 | NONE | I | SCHOLARSHIP | $750 | |
| JUSTIN NESKIE CO UNIVERSITY OF PENNSYLV | ||||||||
| ANIA | RM 140 FRANKLIN BLDG | PHILADELPHIA | PA | 19104 | NONE | I | SCHOLARSHIP | $500 |
| BEN NGUYEN CO UNIVERSITY OF PITTSBURGH | ||||||||
| G-7 THACKERAY HALL | PITTSBURGH | PA | 15260 | NONE | I | SCHOLARSHIP | $750 | |
| HALLE OKEEFE CO DELAWARE VALLEY | ||||||||
| UNIVERSITY | 700 E BUTLER AVE | DOYLESTOWN | PA | 18901 | NONE | I | SCHOLARSHIP | $500 |
| ABIGAIL ONEILL CO TEMPLE UNIVERSITY | ||||||||
| 1803 N BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | I | SCHOLARSHIP | $500 | |
| KENDAL ONEILL CO MONMOUTH UNIVERSITY | ||||||||
| 400 CEDAR AVE | WEST LONG BRANCH | NJ | 07764 | NONE | I | SCHOLARSHIP | $500 | |
| DEV PARASANIA CO TEMPLE UNIVERSITY | ||||||||
| 1803 N BROAD ST | PHILADELPHIA | PA | 19122 | NONE | I | SCHOLARSHIP | $500 | |
| GIANNA PARRISH CO GEORGE WASHINGTON | ||||||||
| UNIVERSITY | 800 21ST ST NW UNIVERSITY STUDENT C | WASHINGTON | DC | 20052 | NONE | I | SCHOLARSHIP | $500 |
| OWEN RECTOR CO COLLEGE OF SAINT ROSE | ||||||||
| 432 WESTERN AVE | ALBANY | NY | 12203 | NONE | I | SCHOLARSHIP | $500 | |
| GRANT REITZ CO PENNSYLVANIA STATE | ||||||||
| UNIVERSITY | 122 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | NONE | I | SCHOLARSHIP | $500 |
| AMBER RILEY CO DELAWARE COUNTY COMMUNIT | ||||||||
| COLLEGE | 901 S MEDIA LINE ROAD | MEDIA | PA | 19063 | NONE | I | SCHOLARSHIP | $500 |
| ANDREA RIOS MENDOZA CO MILLERSVILLE | ||||||||
| UNIVERSITY OF PENNSYLVANIA | PO BOX 1002 | MILLERSVILLE | PA | 17551 | NONE | I | SCHOLARSHIP | $500 |
| JOSEPH ROMANO CO PENNSYLVANIA STATE | ||||||||
| UNIVERSITY | 122 SHIELDS BLDG | UNIVERSITY PARK | PA | 16802 | NONE | I | SCHOLARSHIP | $500 |
| JACK RUOTOLO CO UNIVERSITY OF | ||||||||
| PITTSBURGH | G-7 THACKERAY HALL | PITTSBURGH | PA | 15260 | NONE | I | SCHOLARSHIP | $500 |
| JAKE SNYDER CO UNIVERSITY OF ROCHESTER | ||||||||
| PO BOX 270261 | ROCHESTER | NY | 14627 | NONE | I | SCHOLARSHIP | $500 | |
| BRIAN SOTACK CO THOMAS JEFFERSON UNIVER | ||||||||
| SITY | 4201 HENRY AVENUE | PHILADELPHIA | PA | 19144 | NONE | I | SCHOLARSHIP | $500 |
| ABIGAIL SPEAKER CO TEMPLE UNIVERSITY | ||||||||
| 1803 N BROAD ST | PHILADELPHIA | PA | 19122 | NONE | I | SCHOLARSHIP | $500 | |
| CAITLYN SWEET CO SHENANDOAH UNIVERSITY | ||||||||
| 1460 UNIVERSITY DRIVE | WINCHESTER | VA | 22601 | NONE | I | SCHOLARSHIP | $1,000 | |
| SAFIYA TOPIWALA CO PRINCETON UNIVERSITY | ||||||||
| PO BOX 591 220 WEST COLLEGE BLVD | PRINCETON | NJ | 08544 | NONE | I | SCHOLARSHIP | $500 | |
| JULIANA TRACZ CO WEST CHESTER UNIVERSIT | ||||||||
| EO BULL CENTER RM 138 | WEST CHESTER | PA | 19383 | NONE | I | SCHOLARSHIP | $1,000 | |
| SPENCER UGGLA CO JOHNS HOPKINS | ||||||||
| UNIVERSITY | 3400 NORTH CHARLES ST GARLAND HALL | BALTIMORE | MD | 21218 | NONE | I | SCHOLARSHIP | $500 |
| CHRISTOPHER WALTON CO ROSEMONT COLLEGE | ||||||||
| 1400 MONTGOMERY AVE | ROSEMONT | PA | 19010 | NONE | I | SCHOLARSHIP | $500 | |
| XANDRO XU CO UNIVERSITY OF PENNSYLVANIA | ||||||||
| RM 140 FRANKLIN BLDG 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | NONE | I | SCHOLARSHIP | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | 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 | $31,143 | 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 | $25,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56,689 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,689 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,400 | Amt |
| Disbursements Charitable Prps | $1,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm |
|---|
| 592905764 METROPOLITAN WEST T/ |
| 87234N765 TCW EMRG MKTS INCM-I |
| 31641Q755 FIDELITY NEW MRKTS I |
| 693390700 PIMCO TOTAL RET FD-I |
| 74440Y884 PGIM HIGH YIELD-Q #1 |
| 693390841 PIMCO HIGH YIELD FD- |
| 872365713 TCW EMRG MRKTS INC-P |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm |
|---|
| 04314H600 ARTISAN MID CAP FUND |
| 77956H435 T ROWE PR OVERSEAS S |
| 46434G103 ISHARES CORE MSCI EM |
| 55273H353 MFS VALUE FUND-R6 #4 |
| 00143W859 INV OPP DEVELOP MRKT |
| 381430503 GOLDMAN ACTIVEBETA U |
| 464287150 ISHARES CORE S&P TOT |
| 27830W108 EV GL MACR ABS RTRN |
| 46090F100 INVESCO OPTIMUM YIEL |
| 46432F339 ISHARES MSCI USA QUA |
| 476313408 JENSEN QUALITY GROWT |
| 89155T649 TOUCHSTONE MID CAP-I |
| 89609H704 TRIBUTARY SMALL CO-I |
| 922908629 VANGUARD MIDCAP VIPE |
| 256219106 DODGE & COX STOCK FU |
| 464287655 ISHARES RUSSELL 2000 |
| 722005667 PIMCO COMMODITY REAL |
| 89154M702 TOUCHSTONE SANDS EM |
| 89155T490 TOUCHSTONE MID CAP-R |
| 904504479 UNDISC MGRS BEHAV VA |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NON-ALLOCABLE LEGAL FEES | CategoryTxt |
| Legal Fees | $842 | LegalFeesAmt |
| Disbursements Charitable Prps | $842 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE ATTACHED | Desc |
| EOY Book Value | $859,486 | EOYBookValueAmt |
| EOYFMV | $811,940 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $574 |
| LOAN WRITE OFFS | $5,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RECOVERY OF GRANT | $5,300 |
| ROUNDING | $2 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (89 entries)
| Loan OriginalLoanOriginalAmt | NoteNoteDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|---|
| Daisy Ayllon | ||||
| $16,000 | 2008-08 | 266.67/MO ON 1ST DAY, 6TH MO AFTR GRAD/TERM FOR 60 | 0 | EDUCATION |
| Nereida Ayllon | ||||
| $2,000 | 2010-07 | 33.34/MO ON 1ST DAY, 6TH MO AFT GRAD/TERM | 0 | EDUCATION |
| Lindsay Bailey | ||||
| $7,000 | 2008-08 | 116.67/MO ON 1ST DAY, 6TH MO AFTR GRAD/TERM FOR 60 | 0 | EDUCATION |
| Edward Barron | ||||
| $4,000 | 2012-07 | 66.67/MO ON 1ST DAY , 6TH MO AFTER GRAD/TERM | 0 | EDUCATION |
| Bowman Lauren | ||||
| $5,000 | 2007-07 | 83.34/MOON 1ST DAY 6TH MO AFTER GRAD/TERM 60 MOS. | 0 | EDUCATION |
| Buckley Jacqueline | ||||
| $12,000 | 2011-07 | 200/MO 1 DAY, 6TH MOS A/F GRAD/END OF SCH 60 INSTA | 0 | EDUCATION |
| Carr Melissa | ||||
| $17,500 | 2006-07 | 291.66/MO 15 DAY, 6TH MO A/F GRAD/TERM FOR 60 INST | 0 | EDUCATION |
| Carr Michael | ||||
| $6,000 | 2010-07 | 100/MO ON 1 DAY 6TH MO AFTER GRAD/TERM | 0 | EDUCATION |
| CHIO YU-WEN | ||||
| $4,000 | 2012-07 | 66.67/MO 1ST DAY, 6TH MO | 0 | EDUCATION |
| COLLINS LAUREN | ||||
| $2,000 | 2005-08 | 60 MO INSTALL, 1 PAY 6 MOS A/F GRAD.TERM TIL PAID | 0 | EDUCATION |
| DEA BRIAN | ||||
| $1,500 | 2010-07 | 25/ MO 1ST DAY 6TH MOS A/F GRAD/TERM | 0 | EDUCATION |
| DEA KEVIN | ||||
| $1,500 | 2010-07 | 25/ MO 1ST DAY 6TH MOS A/F GRAD/TERM | 0 | EDUCATION |
| DECOLLI ALICIA | ||||
| $12,000 | 2009-07 | 200/MO 1ST DAY 6TH MOS A/F GRAD/TERM FOR 60 INSTAL | 0 | EDUCATION |
| DECOLLI DANIEL | ||||
| $5,500 | 2008-08 | 91.67/MO 1ST DAY 6TH MO A/F GRAD/TERM FOR 60 INSTA | 0 | EDUCATION |
| DECOLLI RACHEL | ||||
| $5,500 | 2008-08 | 91.67/MO 1ST DAY 6TH MO A/F GRAD/TERM FOR 60 INSTA | 0 | EDUCATION |
| DECOLLI RYAN | ||||
| $4,000 | 2012-07 | 66.67/MO 1ST DAY 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| DETTINGER ANTHONY | ||||
| $2,000 | 2007-06 | 33.34/MO 1ST DAY 6TH MO A/F GRAD/TERM FOR 60 INSTA | 0 | EDUCATION |
| DETTINGER MICHAELA | ||||
| $3,000 | 2012-07 | 50/MO 1ST DAY 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| DICK JACLYN | ||||
| $2,000 | 2004-07 | 33.33/MO 1ST DAY 6TH MO A/F GRAD/TERM FOR 60 INST | 0 | EDUCATION |
| FARWELL SARA | ||||
| $4,000 | 2012-07 | 66.67/MO 1ST DAY 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| FITZGERALD SHARON | ||||
| $4,000 | 2012-07 | 66.67/MO 1ST DAY 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| FLINN ALEXA | ||||
| $4,000 | 2010-07 | 66.67/MO 1ST DAY 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| GAYDOS GREGORY | ||||
| $4,000 | 2012-07 | 66.67/MO 1ST DAY 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| HALL LAURIE | ||||
| $6,000 | 1996-08 | DUE UPON DEMAND | 0 | EDUCATION |
| HARRIS TAMARA | ||||
| $2,000 | 2003-08 | /MO 1ST DAY 6TH MO A/F GRAD/TERM FOR 60TH INSTALL | 0 | EDUCATION |
| HEEMER LAURA | ||||
| $4,000 | 2006-07 | 5 YR TERM W/ MO INSTALL 1ST DUE 6 MOS A/F GRAD/TER | 0 | EDUCATION |
| HEEMER THOMAS | ||||
| $1,000 | 2007-07 | 16.67/MO 1ST DAY 6TH MO A/F GRAD/TERM FOR 60 INSTA | 0 | EDUCATION |
| HERMAN MP | ||||
| $2,500 | 2007-07 | 41.67/MO 1ST DAY 6TH MO A/F GRAD/TERM FOR 60 INSTA | 0 | EDUCATION |
| HERMAN SONIA | ||||
| $2,500 | 2007-07 | 41.67/MO /MO 1ST DAY 6TH MO A/F GRAD/TERM 60 INSTA | 0 | EDUCATION |
| HERNANDEZ LJ | ||||
| $5,000 | 2009-07 | 83.34/MO 1ST DAY 6TH MO A/F GRAD/TERM 60 INSTALL | 0 | EDUCATION |
| HURLEY MARK | ||||
| $11,353 | 2010-08 | 1 DAY OF 5TH MO A/F GRAD/TERM W/MO PMTS COMM 1ST | 0 | EDUCATION |
| HURLEY STEPHEN | ||||
| $13,500 | 2005-09 | 225/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 INS | 0 | EDUCATION |
| HURLEY SUSAN | ||||
| $5,500 | 2010-07 | 91.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| JACKSON ANDREW | ||||
| $4,000 | 2006-07 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| JACKSON ANGELA | ||||
| $8,000 | 2004-08 | 133.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| JACKSON GREGORY | ||||
| $10,000 | 2009-07 | 166.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM TIL PD | 0 | EDUCATION |
| KENNEDY BRIAN | ||||
| $8,000 | 2006-07 | 133.33/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM TIL PD | 0 | EDUCATION |
| KENNEDY CHRISTOPHER | ||||
| $6,000 | 2009-07 | 100/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 INS | 0 | EDUCATION |
| KENNEDY DANIEL | ||||
| $8,000 | 2005-08 | 133.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| KERWKKD CHRISTOPHER | ||||
| $1,000 | 2001-07 | 16.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| KERWOOD CHRIS | ||||
| $1,000 | 1999-07 | 16.66/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| KERWOOD CHRIS | ||||
| $1,000 | 1998-08 | 16.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| KERWOOD CHRISTOPHER | ||||
| $1,000 | 2000-10 | 16.66//MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| KERWOOD CHTISTOPHER | ||||
| $1,000 | 2002-08 | 33.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| KUHN JACQUELINE | ||||
| $5,500 | 2003-08 | 58.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| LABERT ALISA | ||||
| $14,500 | 2008-08 | 241.66/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| LOPEZ JANET | ||||
| $4,646 | 2010-07 | 77.44/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| MABON AUSTIN | ||||
| $4,000 | 2012-07 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| MABON CHARLOTTE | ||||
| $4,000 | 2012-07 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| MAGUIRE JAMES | ||||
| $9,500 | 2004-09 | MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 INS | 0 | EDUCATION |
| MARSH DAVID | ||||
| $4,000 | 2012-07 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| MCINERNEY BRIANNE | ||||
| $4,000 | 2012-07 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| MCMILLAN IMANI | ||||
| $4,000 | 2012-07 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| MILLER-DADAMIO LISA | ||||
| 1987-08 | 50/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 INS | 0 | EDUCATION | |
| MONTANI MATTHEW | ||||
| $2,000 | 2004-08 | 33.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| MORBY LAUREN | ||||
| $7,000 | 2008-08 | 116.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| MORENO SANDRA | ||||
| $1,000 | 2010-07 | 16.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| MULLINEAUX ZACHARY | ||||
| $2,000 | 2012-07 | 33.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| PAYNE CHRISTINE | ||||
| $9,500 | 2007-07 | 158.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| PAYNE NATALIE | ||||
| $11,500 | 2006-07 | /MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 INS | 0 | EDUCATION |
| PEDRICK IV JOHN | ||||
| $1,000 | 2007-07 | 16.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| PERRY TERRANCE | ||||
| $9,500 | 2006-08 | 158.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| PHILLIPS EDWARD | ||||
| $6,000 | 2011-07 | 100/MO ON 1ST DAY, 6TH MO A/F GRAD/END SCH 60 INS | 0 | EDUCATION |
| PHILLIPS MEGHAN C | ||||
| $8,000 | 2009-07 | 133.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| ROBERTSON JULIA M | ||||
| $4,000 | 2006-08 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SALACH JAZMINE | ||||
| $2,000 | 2012-07 | 33.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| SALACH MICHAEL | ||||
| $2,000 | 2012-07 | 33.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SAMMARTINO CHRISTIAN | ||||
| $5,000 | 2011-07 | 83.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SARIAN MEGAN | ||||
| $5,500 | 2009-07 | 91.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SAYLOR AMANDA | ||||
| $5,000 | 2005-08 | 83.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SCHNEIDER AMANDA | ||||
| $8,000 | 2004-08 | 133.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| SCHWEMLER TIMOTHY | ||||
| $4,000 | 2012-07 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SHARPE JACLYN | ||||
| $14,500 | 2006-07 | 241.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| SHARPE KELLY | ||||
| $8,500 | 2006-07 | 141.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| SHAVER LISA | ||||
| $2,000 | 2005-08 | 33.33/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SHAVER LISA | ||||
| $2,000 | 2004-07 | 33.33/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SHAVER RYAN | ||||
| $2,000 | 2004-07 | 33.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SHAVER RYAN | ||||
| $2,000 | 2003-08 | 33.33/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SHAVERM RYAN | ||||
| $2,000 | 2005-08 | 33.33/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| SOLOMON RACHEL O | ||||
| $10,000 | 2010-07 | 166.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| SOLOMAN STEPHANIE | ||||
| $11,687 | 2006-07 | 194.78/MO ON 15T DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| STECKEL KIERSTEN | ||||
| $4,000 | 2009-07 | 66.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION |
| STECKEL TIERA | ||||
| $2,000 | 33.34/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 I | 0 | EDUCATION | |
| STURM ANNE | ||||
| $10,000 | 2009-07 | 166.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM TIL PD | 0 | EDUCATION |
| STURM BENJAMIN | ||||
| $3,500 | 2007-06 | 58.34/MO ON 1ST MATURES 04/01/2014 | 0 | EDUCATION |
| STRUM PETER | ||||
| $7,000 | 2007-07 | 116.67/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM FOR 60 | 0 | EDUCATION |
| TWYMAN JHONDA | ||||
| $3,000 | 2001-07 | REPMT BEG 6 MO A/F GRAD/TERM FR SCH PAY 60 INS TIL | 0 | EDUCATION |
| WALSH DANIEL | ||||
| $3,000 | 2012-07 | 50/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
| WOMER RYAN | ||||
| $13,500 | 2010-07 | 225/MO ON 1ST DAY, 6TH MO A/F GRAD/TERM | 0 | EDUCATION |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHOLARSHIP ADMIN FEES | CategoryTxt |
| Amt | $2,800 | Amt |
| Disbursements Charitable Prps | $2,800 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $195 | $195 | $0 |
| PY EXCISE TAX DUE | $285 | $0 | $0 |
| ESTIMATED EXCISE PAYMENTS | $1,291 | $0 | $0 |
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