WILLIAM W EWING CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM W EWING CHARITABLE TRUST (EIN 25-6580784)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-09
- IRS object ID
- 202201299349102425
- 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 Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T13:00:30-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT ST 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256580784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM M EWING CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EWIN | BusinessNameControlTxt |
| Phone | 3307427484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3307427484 | PhoneNum |
| Signature | 2022-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE F MCGUIRE | PreparerPersonNm |
| PTIN | P01233953 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2022-04-26 | 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 | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $597,396 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,471 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,416 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $111,023 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,546 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $207 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $58,224 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,962 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,960 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,980 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,980 | 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 Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49 | 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 |
| Other Expenses Rev And Expnss | $21 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,280 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,230 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,230 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,944 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,912 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $19,946 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,283 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,283 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $347,425 | CorporateStockBOYAmt |
| Corporate Stock EOY | $394,369 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $592,113 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $367,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $399,652 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $597,396 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $367,411 | CapitalStockBOYAmt |
| Capital Stock EOY | $399,652 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $367,411 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $399,652 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $367,411 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $399,652 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $367,411 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,944 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $400,356 | SubtotalAmt |
| Other Decreases | $704 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $399,652 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (106 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 137.06 AIM INVT FDS INVESCO INVT FDS | 2010-09-23 | 2021-03-12 | $7,671 | $4,714 | $2,957 | $2,957 | |
| 59. ABBOTT LABORATORIES | 2010-11-19 | 2021-03-12 | $6,886 | $1,357 | $5,529 | $5,529 | |
| 15. AMGEN INC. | 2015-03-23 | 2021-03-12 | $3,451 | $2,504 | $947 | $947 | |
| 49. APPLE COMPUTER | 2013-12-04 | 2021-03-12 | $5,915 | $989 | $4,926 | $4,926 | |
| 10. AUTOMATIC DATA PROCESSING | 2018-09-24 | 2021-03-12 | $1,827 | $1,492 | $335 | $335 | |
| 18. BAXTER INTERNATIONAL INC | 2010-11-19 | 2021-03-12 | $1,404 | $495 | $909 | $909 | |
| 20. BERKSHIRE HATHAWAY CL-B | 2018-03-07 | 2021-03-12 | $5,220 | $4,045 | $1,175 | $1,175 | |
| 3. BLACKROCK INC | 2015-03-23 | 2021-03-12 | $2,150 | $1,130 | $1,020 | $1,020 | |
| 17. COSTCO WHOLESALE CORP | 2013-12-04 | 2021-03-12 | $5,614 | $2,000 | $3,614 | $3,614 | |
| 7. CROWN CASTLE INTL CORP NEW | 2016-09-21 | 2021-03-12 | $1,099 | $636 | $463 | $463 | |
| 1089.32 EATON VANCE MUTUAL FDS TR | 2013-12-04 | 2021-03-12 | $9,575 | $10,000 | -$425 | -$425 | |
| 41. EDWARDS LIFESCIENCES CORP | 2018-03-07 | 2021-03-12 | $3,368 | $1,863 | $1,505 | $1,505 | |
| 31. FACEBOOK INC CL-A | 2014-09-12 | 2021-03-12 | $8,284 | $2,422 | $5,862 | $5,862 | |
| 96.61 FEDERATED HERMES INSTL TR | 2020-06-22 | 2021-03-12 | $958 | $912 | $46 | $46 | |
| 177.95 FEDERATED TOTAL RETURN SERS INC | 2013-04-24 | 2021-03-12 | $2,000 | $2,030 | -$30 | -$30 | |
| 12. FISERV INC | 2018-03-07 | 2021-03-12 | $1,492 | $863 | $629 | $629 | |
| 19. HOME DEPOT INC. | 2015-03-23 | 2021-03-12 | $5,198 | $2,221 | $2,977 | $2,977 | |
| 201. ISHARES GOLD TR | 2021-01-02 | 2021-03-31 | $1 | $1 | |||
| 201. ISHARES GOLD TR | 2021-01-02 | 2021-04-30 | $1 | $1 | |||
| 100.5 ISHARES GOLD TRUST ETF | 2021-03-12 | 2021-05-31 | $1 | $1 | |||
| .5 ISHARES GOLD TRUST ETF | 2021-03-12 | 2021-06-14 | $16 | $16 | |||
| 100. ISHARES GOLD TRUST ETF | 2021-03-12 | 2021-06-30 | $1 | $1 | |||
| 100. ISHARES GOLD TRUST ETF | 2021-03-12 | 2021-07-31 | $1 | $1 | |||
| 100. ISHARES GOLD TRUST ETF | 2021-03-12 | 2021-08-31 | $1 | $1 | |||
| 100. ISHARES GOLD TRUST ETF | 2021-03-12 | 2021-09-30 | $1 | $1 | |||
| 100. ISHARES GOLD TRUST ETF | 2021-03-12 | 2021-10-31 | $1 | $1 | |||
| 100. ISHARES GOLD TRUST ETF | 2021-03-12 | 2021-11-30 | $1 | $1 | |||
| 100. ISHARES GOLD TRUST ETF | 2021-03-12 | 2021-12-31 | $1 | $1 | |||
| 143. ISHARES SILVER TRUST (HOLDS SILVER BARS) | 2021-03-12 | 2021-03-31 | $1 | $2 | -$1 | -$1 | |
| 143. ISHARES SILVER TRUST (HOLDS SILVER BARS) | 2021-03-12 | 2021-04-30 | $1 | $1 | |||
| 143. ISHARES SILVER TRUST (HOLDS SILVER BARS) | 2021-03-12 | 2021-05-31 | $2 | $1 | $1 | $1 | |
| 143. ISHARES SILVER TRUST (HOLDS SILVER BARS) | 2021-03-12 | 2021-06-30 | $2 | $1 | $1 | $1 | |
| 143. ISHARES SILVER TRUST (HOLDS SILVER BARS) | 2021-03-12 | 2021-07-31 | $1 | $1 | |||
| 143. ISHARES SILVER TRUST (HOLDS SILVER BARS) | 2021-03-12 | 2021-08-31 | $1 | $1 | |||
| 143. ISHARES SILVER TRUST (HOLDS SILVER BARS) | 2021-03-12 | 2021-09-30 | $1 | $1 | |||
| 143. ISHARES SILVER TRUST (HOLDS SILVER BARS) | 2021-03-12 | 2021-10-31 | $1 | $1 | |||
| 143. ISHARES SILVER TRUST (HOLDS SILVER BARS) | 2021-03-12 | 2021-11-30 | $1 | $1 | |||
| 143. ISHARES SILVER TRUST (HOLDS SILVER BARS) | 2021-03-12 | 2021-12-31 | $1 | $1 | |||
| 17. J P MORGAN CHASE & CO | 2012-03-23 | 2021-03-12 | $2,641 | $761 | $1,880 | $1,880 | |
| 13. LOCKHEED MARTIN (COMMON STOCK) | 2016-03-22 | 2021-03-12 | $4,430 | $2,877 | $1,553 | $1,553 | |
| 1. M & T BANK CORP | 2017-11-28 | 2021-03-12 | $156 | $161 | -$5 | -$5 | |
| 50. MCCORMICK & CO INC COM NON VTG | 2018-03-07 | 2021-03-12 | $4,326 | $2,735 | $1,591 | $1,591 | |
| 18. MCDONALDS CORP | 2018-10-16 | 2021-03-12 | $3,829 | $2,950 | $879 | $879 | |
| 49.83 METROPOLITAN WEST FDS | 2020-06-22 | 2021-03-12 | $596 | $584 | $12 | $12 | |
| 3. MICROSOFT CORP | 2017-02-10 | 2021-03-12 | $706 | $193 | $513 | $513 | |
| 36. NEXTERA ENERGY, INC | 2015-08-07 | 2021-03-12 | $2,729 | $956 | $1,773 | $1,773 | |
| 5. NORTHROP GRUMMAN CORP W/1 RT/SH | 2018-03-07 | 2021-03-12 | $1,512 | $1,701 | -$189 | -$189 | |
| 17. O'REILLY AUTOMOTIVE INC | 2017-11-28 | 2021-03-12 | $8,218 | $3,856 | $4,362 | $4,362 | |
| 2. UNITEDHEALTH GROUP INC | 2015-03-23 | 2021-03-12 | $709 | $239 | $470 | $470 | |
| 2. VALERO ENERGY | 2015-08-07 | 2021-03-12 | $164 | $131 | $33 | $33 | |
| 140.15 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES | 2013-12-04 | 2021-03-12 | $3,899 | $3,642 | $257 | $257 | |
| 232.72 WESTERN ASSET FDS INC | 2020-06-22 | 2021-03-12 | $2,779 | $2,862 | -$83 | -$83 | |
| 2. CHUBB LTD | 2010-12-08 | 2021-03-12 | $349 | $119 | $230 | $230 | |
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,830 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,546 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $749 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $749 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $749 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $164 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $164 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $585 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3307427484 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA4E86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | 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 | HUNTINGTON NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $7,960 | 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 | $554,758 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $567,737 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $567,737 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,516 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $559,221 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,961 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,961 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $749 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $749 | TotalTaxAmt |
| Distributable Before Adj | $27,212 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,212 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,212 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,230 | 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 | $21,230 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,212 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,590 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,590 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,230 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,230 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,590 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,590 | 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 | $12,392 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DRIVE | PINE RIDGE | SD | 57770 | NONE | I | SCHOLARSHIP | $6,000 |
| COLORADO STATE UNIVERSITY | |||||||
| COLLEGE AVE | FORT COLLINS | CO | 80523 | NONE | I | SCHOLARSHIP | $4,000 |
| BETHANY LUTHERAN COLLEGE | |||||||
| 700 LUTHER DR | MANKATO | MN | 56001 | NONE | I | SCHOLARSHIP | $4,000 |
| SOUTH DAKOTA STATE UNIVERSITY | |||||||
| 1451 STADIUM RD | BROOKINGS | SD | 57007 | NONE | I | SCHOLARSHIP | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,000 | 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 | $10,471 | 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 | $47,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $207 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,224 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,224 | 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 | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (78 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 40168W483 GUGGENHEIM FDS TR | $17,254 | $17,436 |
| 00143W859 INVESCO OPPENHEIMER | ||
| 22822V101 CROWN CASTLE INTL CO | $2,103 | $4,801 |
| 46625H100 JPMORGAN CHASE CO | $3,667 | $7,601 |
| 922031737 VANGUARD INFLATION-P | ||
| H1467J104 CHUBB LTD | $1,284 | $3,866 |
| 277911491 EATON VANCE FLOATING | ||
| 02079K305 ALPHABET INCORPORATI | $5,535 | $14,485 |
| 22160K105 COSTCO WHOLESALE COR | $699 | $3,406 |
| 579780206 MCCORMICK INC/MD | ||
| 580135101 MCDONALD S CORP | ||
| 67103H107 O'REILLY AUTOMOTIVE | ||
| 773903109 ROCKWELL AUTOMATION | $3,657 | $5,930 |
| G1151C101 ACCENTURE PLC-CL A | $3,938 | $7,462 |
| 649280815 NEW WORLD FD INC NEW | $13,002 | $13,669 |
| 922908686 VANGUARD INDEX FDS | $2,000 | $4,170 |
| 921943858 VANGUARD TAX-MANAGED | $20,087 | $21,956 |
| 031162100 AMGEN INC | ||
| 032654105 ANALOG DEVICES INC | $3,611 | $15,819 |
| 70450Y103 PAYPAL HOLDINGS INCO | $807 | $5,657 |
| 713448108 PEPSICO INC | $2,925 | $7,817 |
| 78409V104 SP GLOBAL INC | $3,899 | $10,854 |
| 72201F623 PIMCO FDS | $11,580 | $10,015 |
| 907818108 UNION PAC CORP | $1,163 | $6,298 |
| 91324P102 UNITEDHEALTH GROUP I | $1,676 | $7,030 |
| 28176E108 EDWARDS LIFESCIENCES | $2,445 | $6,348 |
| 437076102 HOME DEPOT INC | $1,868 | $6,640 |
| 539830109 LOCKHEED MARTIN CORP | ||
| 55261F104 MT BANK CORP | $3,338 | $2,918 |
| 65339F101 NEXTERA ENERGY INC | $1,169 | $4,108 |
| 882508104 TEXAS INSTRS INC | $3,015 | $13,193 |
| 037833100 APPLE INC | $1,999 | $17,579 |
| 053015103 AUTOMATIC DATA PROCE | ||
| 071813109 BAXTER INTL INC | $1,258 | $3,949 |
| 438516106 HONEYWELL INTL INC | $2,319 | $7,923 |
| 666807102 NORTHROP GRUMMAN COR | ||
| 91913Y100 VALERO ENERGY CORP N | $3,348 | $3,455 |
| 30303M102 FACEBOOK INC CL-A | ||
| 824348106 SHERWIN WILLIAMS CO | $3,466 | $5,282 |
| 92826C839 VISA INC | $4,593 | $7,368 |
| 31420B847 FEDERATED HERMES INS | $8,167 | $8,599 |
| 31428Q739 FEDERATED TOTAL RETU | $34,732 | $33,873 |
| 464287309 ISHARES TR | $5,342 | $10,040 |
| 025816109 AMERICAN EXPRESS CO | $2,279 | $8,180 |
| 09247X101 BLACKROCK INC | $2,372 | $4,578 |
| 337738108 FISERV INC | $2,015 | $2,906 |
| 478160104 JOHNSON JOHNSON | $3,206 | $4,619 |
| 79466L302 SALESFORCE.COM INC | $2,583 | $8,132 |
| 883556102 THERMO FISHER SCIENT | $4,237 | $12,678 |
| 543916688 LORD ABBETT INVT TR | $44,699 | $43,971 |
| 592905749 METROPOLITAN WEST FD | $8,263 | $8,241 |
| 957663503 WESTERN ASSET FDS IN | $34,749 | $33,676 |
| 89155T649 TOUCHSTONE FDS GROUP | $18,798 | $22,998 |
| 002824100 ABBOTT LABORATORIES | ||
| 023135106 AMAZON COM INC | $3,925 | $10,003 |
| 084670702 BERKSHIRE HATHAWAY C | ||
| 452308109 ILLINOIS TOOL WKS IN | $1,609 | $2,468 |
| 594918104 MICROSOFT CORP | $3,801 | $17,152 |
| 654106103 NIKE INC | $999 | $8,000 |
| 701094104 PARKER-HANNIFIN CORP | $1,763 | $3,181 |
| 169656105 CHIPOTLE MEXICAN GRI | $4,361 | $5,245 |
| 254687106 DISNEY WALT CO | $4,539 | $3,562 |
| 552982720 MFS SER TR XIII | $8,498 | $10,403 |
| 35671D857 FREEPORT-MCMORAN INC | $5,088 | $5,675 |
| 149123101 CATERPILLAR INC | $3,632 | $3,308 |
| 260557103 DOW INC | $2,512 | $2,212 |
| 67066G104 NVIDIA CORP | $8,725 | $19,999 |
| 871829107 SYSCO CORP | $2,084 | $1,964 |
| 88160R101 TESLA INC | $4,133 | $6,341 |
| 74340W103 PROLOGIS INC | $5,904 | $9,933 |
| 244199105 DEERE CO | $4,066 | $3,772 |
| 46428Q109 ISHARES SILVER TRUST | $3,447 | $3,076 |
| 742718109 PROCTER GAMBLE CO/T | $2,052 | $2,617 |
| 444859102 HUMANA INC | $3,643 | $4,175 |
| 38144N841 GOLDMAN SACHS TR | $4,197 | $4,277 |
| 464285204 ISHARES GOLD TRUST E | $3,296 | $3,481 |
| 00507V109 ACTIVISION BLIZZARD | $4,452 | $3,193 |
| 46138E511 INVESCO EXCHANGE-TRA | $8,496 | $8,550 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJ OF CY SALES | $4 |
| MUTUAL FUND TIMING ADJ | $700 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES-INTEREST I | Desc |
| Revenue And Expenses Per Books | $21 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $207 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $37 | $37 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $12 | $12 | $0 |
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