H L THOMPSON JR FAMILY FOUNDATION: Form 990PF, tax year 2021
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- Organization
- H L THOMPSON JR FAMILY FOUNDATION (EIN 34-1912416)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-26
- IRS object ID
- 202211169349101106
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-26T10:00:23-05:00 | 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 | 1850 N CENTRAL AVE STE 700 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85004 | 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 | 341912416 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H L THOMPSON JR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 2168134556 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD OH-01-49-0150 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BYP S CHMURA | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2168134556 | PhoneNum |
| Signature | 2022-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2022-04-06 | 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 | $10,440,248 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $169,203 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $168,955 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $270,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $747,955 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $270,737 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $439,940 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $439,692 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,275 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,206 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,069 | 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 | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,924 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,442 | 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 | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,199 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,069 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,304 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,304 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $409,503 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $381,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $414,044 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $244,773 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,315 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,315 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,323,009 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $440,670 | CorporateBondsBOYAmt |
| Other Investments BOY | $1,551,462 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,492,543 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,339,933 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,559,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,592,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,440,248 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,559,914 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,592,858 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,559,914 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,592,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,559,914 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,592,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,559,914 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,437 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,507 | OtherIncreasesAmt |
| Subtotal | $3,592,858 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,592,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 200. AIR PRODUCTS & CHEMICAL INC COM | 2005-02-24 | 2021-02-09 | $50,965 | $11,312 | $39,653 | $39,653 | |
| 15. AMAZON COM INC | 2012-12-31 | 2021-02-09 | $49,592 | $3,738 | $45,854 | $45,854 | |
| 800. CARRIER GLOBAL CORP | 2005-09-07 | 2021-02-09 | $29,903 | $9,167 | $20,736 | $20,736 | |
| 600. DIAMONDBACK ENERGY INC | 2020-02-10 | 2021-02-09 | $40,337 | $43,428 | -$3,091 | -$3,091 | |
| 10623.23 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND | 2018-11-16 | 2021-12-21 | $150,000 | $130,241 | $19,759 | $19,759 | |
| 400. GOODRX HOLDINGS INC | 2021-02-09 | 2021-12-21 | $14,312 | $22,555 | -$8,243 | -$8,243 | |
| 1511. ISHARES MSCI EAFE INDEX FUND CLOSED-END FUND | 2017-08-22 | 2021-12-21 | $116,762 | $100,489 | $16,273 | $16,273 | |
| 312. ISHARES RUSSELL MIDCAP INDEX FD $3.23000 | 2011-12-21 | 2021-12-01 | $24,867 | $7,621 | $17,246 | $17,246 | |
| 200. JOHNSON & JOHNSON | 1999-11-11 | 2021-02-09 | $33,253 | $10,344 | $22,909 | $22,909 | |
| 60. KYNDRYL HOLDINGS INC | 1999-11-11 | 2021-11-16 | $1,187 | $955 | $232 | $232 | |
| 4555.81 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL | 2013-12-30 | 2021-12-21 | $100,000 | $75,626 | $24,374 | $24,374 | |
| 300. NEXTERA ENERGY INC | 2004-04-06 | 2021-02-09 | $25,127 | $2,487 | $22,640 | $22,640 | |
| 90. ORGANON & CO | 2012-10-01 | 2021-12-21 | $2,674 | $1,863 | $811 | $811 | |
| 400. OTIS WORLDWIDE CORP | 2005-09-07 | 2021-02-09 | $25,763 | $13,744 | $12,019 | $12,019 | |
| 1118.07 T ROWE PRICE EMERGING MKTS STK $0.240 | 2010-12-28 | 2021-12-21 | $50,000 | $38,652 | $11,348 | $11,348 | |
| 322. VIATRIS INC | 1999-11-11 | 2021-02-09 | $5,931 | $4,996 | $935 | $935 | |
| CAPITAL GAIN DIVIDENDS | $27,282 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,282 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,282 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,282 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,282 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,282 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,282 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,282 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,282 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,282 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,282 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,282 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,282 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,282 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,282 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,282 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $270,737 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,755 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,755 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,755 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,581 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,581 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,174 | 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 | OH | 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 | KEYBANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134556 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 | KEYBANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PUBLIC SQUARE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $32,275 | 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 | $9,623,331 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$583 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,622,748 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,622,748 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,341 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,478,407 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $473,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $473,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,755 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,755 | TotalTaxAmt |
| Distributable Before Adj | $468,165 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $470,665 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $470,665 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $381,373 | 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 | $381,373 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $470,665 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $367,802 | 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 | $381,373 | QualifyingDistributionsAmt |
| Applied To Year1 | $367,802 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,571 | 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 | $0 | Taxable2Amt |
| Undistributed Income CY | $457,094 | 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 (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHURCH OF THE ASCENSION | ||||||||
| 12 W 11TH STREET | NEW YORK CITY | NY | 10011 | NONE | PC | GENERAL | $2,000 | |
| FOCUS | ||||||||
| 30 LANG RD | DEERFIELD | NH | 030371411 | NONE | PC | GENERAL OPERATING | $2,500 | |
| JABEZ FOUNDATION | ||||||||
| 12277 APPLE VALLEY RD 445 | APPLE VALLEY | CA | 92308 | NONE | PC | GENERAL | $2,500 | |
| SOUTH AMERICAN MISSIONARY SOCIETY-USA | ||||||||
| PO BOX 399 | AMBRIDGE | PA | 15003 | NONE | PC | GENERAL | $2,500 | |
| ST THOMAS CHURCH | ||||||||
| 1 W 53RD ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $5,000 | |
| ST THOMAS CHOIR SCHOOL | ||||||||
| 202 W 58TH ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $5,000 | |
| UNC PRESS | ||||||||
| 116 SOUTH BOUNDARY STREET | CHAPEL HILL | NC | 275143808 | NONE | PC | GENERAL | $5,000 | |
| NEW YORK PHILHARMONIC | ||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 100236970 | NONE | PC | GENERAL | $10,000 | |
| BEAUFORT COUNTY LAND TRUST | ||||||||
| 124 LADYS ISLAND DR | BEAUFORT | SC | 29907 | NONE | PC | GENERAL | $2,500 | |
| SHELDON BOYS AND GIRLS CLUB | ||||||||
| 21 AGNES MAJOR RD | SHELDON | SC | 29941 | NONE | PC | GENERAL | $2,500 | |
| MAYO CLINIC DEPT OF DEVELOPMENT | ||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | PC | GENERAL | $15,000 | |
| HOPEFULLY HORIZONS | ||||||||
| 1212 CHARLES ST | BEAUFORT | SC | 29902 | NONE | PC | GENERAL | $2,500 | |
| GREENBRIER COUNTY COMMUNITY FOUNDATION | ||||||||
| 809 JEFFERSON STREET SOUTH | LEWISBURG | WV | 24901 | NONE | PC | GENERAL | $10,000 | |
| OUR LADY OF MERCY | ||||||||
| 44 LAKE ST | LEROY | NY | 144821046 | NONE | PC | GENERAL OPERATING | $10,000 | |
| HEALTH NETWORK FOUNDATION | ||||||||
| 33 RIVER ST 3 | CHAGRIN FALLS | OH | 44022 | NONE | PC | GENERAL | $2,500 | |
| VALLEY SHORE YMCA | ||||||||
| 201 SPENCER PLAINS RD | WESTBROOK | CT | 06498 | NONE | PC | GENERAL | $10,000 | |
| LOW COUNTRY HABITAT | ||||||||
| 612 PARRIS ISLAND GATEWAY | BEAUFORT | SC | 29906 | NONE | PC | GENERAL | $4,451 | |
| AMI Kids Beaufort | ||||||||
| 60 HONEYBEE ISLAND RD | SEABROOK | SC | 29940 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $12,500 | |
| Beaufort Memorial Hospital Foundation | ||||||||
| 055 RIBAUT RD | BEAUFORT | SC | 29902 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $15,000 | |
| Suncoast Humane Society | ||||||||
| 6781 SAN CASA DR | Englewood | FL | 34224 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $2,500 | |
| The Nature Conservancy | ||||||||
| PO BOX 5475 | Columbia | SC | 292505475 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $7,500 | South Carolina Chapter |
| Santa Elena Foundation | ||||||||
| PO BOX 1005 | BEAUFORT | SC | 29901 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $2,500 | |
| Port Royal Sound Foundation | ||||||||
| 310 OKATIE HIGHWAY | OKATIE | SC | 29909 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $10,000 | |
| The Pine School Annual Fund | ||||||||
| 12350 SE FEDERAL HIGHWAY | HOBE SOUND | FL | 33455 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $5,000 | |
| Holy Trinity Classical Christian School | ||||||||
| 302 BORROUGHS AVENUE | BEAUFORT | SC | 29902 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $5,000 | |
| The Family Y-Camp Lakeside | ||||||||
| 1238 DOGWOOD DRIVE | Lincolnton | GA | 30817 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $5,000 | |
| Trinity Episcopal School for Ministry | ||||||||
| 311 11TH ST | Ambridge | PA | 15003 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $77,951 | |
| Anglican Church in North America | ||||||||
| PO BOX 447 | AMBRIDGE | PA | 150030447 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $3,000 | |
| Angelican Relief & Development Fund | ||||||||
| PO BOX 645354 | PITTSBURGH | PA | 152645354 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $3,000 | |
| Global Mobilization Ministries | ||||||||
| 9435 LORTON MARKER ST 721 | LORTON | VA | 22079 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $1,000 | |
| Uganda Christian Partners | ||||||||
| PO BOX 38333 | DALLAS | TX | 75238 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $2,000 | |
| Friends of Old Economy Village | ||||||||
| 270 SIXTEENTH ST | AMBRIDGE | PA | 15003 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $9,000 | |
| CMJ USA | ||||||||
| PO BOX 443 | AMBRIDGE | PA | 15003 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $1,000 | |
| Rock the World Youth Mission Aliance | ||||||||
| PO BOX 43 | AMBRIDGE | PA | 15003 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $1,000 | |
| EDUCATION ALLIANCE | ||||||||
| 1001 CENTENNIAL WAY STE 200 | LANSING | MI | 489178249 | NONE | PC | GENERAL OPERATING | $25,000 | |
| Miss Hall's School | ||||||||
| 492 HOLMES RD | Pittsfield | MA | 01201 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $15,000 | |
| Connecticut River Museum | ||||||||
| 67 MAIN ST | Essex | CT | 06426 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $21,951 | |
| GICIA | ||||||||
| 131ST W 8 | BOCA GRANDE | FL | 33921 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $15,000 | |
| Boca Grande Health Clinic Foundation | ||||||||
| 280 PARK AVE | Boca Grande | FL | 33921 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $2,500 | |
| Emma Willard School | ||||||||
| 285 PAWLING AVENUE | Troy | NY | 12180 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $10,000 | |
| Island School | ||||||||
| 135 WEST FIRST ST | Boca Grande | FL | 33921 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $5,000 | |
| CROP AND KETTLE | ||||||||
| 101 JAMES DOOLITTLE BLVD 3637 | UNIONDALE | NY | 11553 | NONE | PC | GENERAL | $2,000 | |
| Greenbrier Valley Theatre | ||||||||
| 1038 E WASHINGTON ST | Lewisburg | WV | 24901 | NONE | PC | FUNDS TO BE USED FOR ORG'S | $5,000 | |
| ANGLICAN CENTER SANTIAGO DE COMPOSTELA | ||||||||
| PO BOX 1789 | NEW YORK | NY | 10101 | NONE | PC | GENERAL OPERATING | $11,951 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,304 | 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 | $169,203 | 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 | $270,737 | 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 | $439,940 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $439,940 | 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 | $2,800 | Amt |
| Disbursements Charitable Prps | $2,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm |
|---|
| 057071805 BAIRD INTERMEDIATE B |
| 464288588 ISHARES BARCLAYS MBS |
| 592905509 METROPOLITAN WEST T/ |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm |
|---|
| 009158106 AIR PRODUCTS & CHEMI |
| 354613101 FRANKLIN RES INC COM |
| 002824100 ABBOTT LABS COM |
| 00287Y109 ABBVIE INC COM |
| 02079K305 ALPHABET INC COM CL |
| 037833100 APPLE INC COM |
| 14448C104 CARRIER GLOBAL CORP |
| 149123101 CATERPILLAR INC DEL |
| 25278X109 DIAMONDBACK ENERGY I |
| 30231G102 EXXON MOBIL CORP COM |
| 38142V845 GOLDMAN SACHS INTL E |
| 46625H100 JP MORGAN CHASE & CO |
| 548661107 LOWES COS INC COM |
| 58933Y105 MERCK & CO INC COM |
| 594918104 MICROSOFT CORP COM |
| 641224415 NEUBERGER BERMAN EME |
| 65339F101 NEXTERA ENERGY INC C |
| 68902V107 OTIS WORLDWIDE CORP |
| 74144T108 T ROWE PRICE GROUP I |
| 75513E101 RAYTHEON TECHNOLOGIE |
| 77956H864 T ROWE PRICE EMERGIN |
| 92556V106 VIATRIS INC COM |
| 95040Q104 WELLTOWER INC COM |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (48 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 00206R102 AT&T INC | AT COST | $69,120 | $61,549 |
| 02079K107 ALPHABET INC | AT COST | $23,027 | $231,487 |
| 023135106 AMAZON COM INC | AT COST | $27,409 | $366,777 |
| 031162100 AMGEN INC | AT COST | $21,653 | $89,988 |
| 060505104 BANK OF AMERICA CORP | AT COST | $52,558 | $97,878 |
| 17275R102 CISCO SYS INC | AT COST | $68,993 | $221,795 |
| 20825C104 CONOCOPHILLIPS | AT COST | $46,062 | $158,796 |
| 437076102 HOME DEPOT INC | AT COST | $29,802 | $373,509 |
| 458140100 INTEL CORP | AT COST | $138,742 | $180,250 |
| 459200101 INTERNATIONAL BUSINE | AT COST | $21,634 | $40,098 |
| 46120E602 INTUITIVE SURGICAL I | AT COST | $36,994 | $80,843 |
| 464287465 ISHARES MSCI EAFE IN | |||
| 464287499 ISHARES RUSSELL MIDC | AT COST | $197,563 | $671,385 |
| 464287655 ISHARES RUSSELL 2000 | AT COST | $243,938 | $565,023 |
| 478160104 JOHNSON & JOHNSON | AT COST | $62,063 | $205,284 |
| 580135101 MCDONALDS CORP | AT COST | $57,763 | $174,246 |
| 655844108 NORFOLK SOUTHERN COR | AT COST | $15,114 | $208,397 |
| 68389X105 ORACLE CORP | AT COST | $20,920 | $130,815 |
| 693475105 PNC FINANCIAL SERVIC | AT COST | $50,980 | $80,208 |
| 701094104 PARKER HANNIFIN CORP | AT COST | $15,749 | $190,872 |
| 713448108 PEPSICO INC | AT COST | $40,854 | $156,339 |
| 717081103 PFIZER INC | AT COST | $87,793 | $153,530 |
| 742718109 PROCTER & GAMBLE CO | AT COST | $89,242 | $212,654 |
| 907818108 UNION PACIFIC CORP | AT COST | $10,344 | $201,544 |
| 77956H864 T ROWE PRICE EMERGIN | AT COST | $61,609 | $80,738 |
| 46625H100 JP MORGAN CHASE & CO | AT COST | $43,247 | $190,020 |
| 641224415 NEUBERGER BERMAN EME | AT COST | $89,533 | $119,737 |
| 009158106 AIR PRODUCTS & CHEMI | AT COST | $23,067 | $212,982 |
| 998154223 CHARITABLE INTL EQUI | AT COST | $400,000 | $410,751 |
| 30231G102 EXXON MOBIL CORP | AT COST | $45,939 | $73,428 |
| 74144T108 T ROWE PRICE GROUP I | AT COST | $37,748 | $117,984 |
| 38142V845 GOLDMAN SACHS INTL E | AT COST | $295,106 | $347,099 |
| 95040Q104 WELLTOWER INC | AT COST | $32,562 | $51,462 |
| 354613101 FRANKLIN RES INC | AT COST | $31,333 | $100,470 |
| 592905509 METROPOLITAN WEST T/ | AT COST | $350,138 | $347,167 |
| 057071805 BAIRD INTERMEDIATE B | AT COST | $190,036 | $191,657 |
| 00287Y109 ABBVIE INC | AT COST | $43,763 | $324,960 |
| 594918104 MICROSOFT CORP | AT COST | $84,877 | $639,008 |
| 02079K305 ALPHABET INC | AT COST | $23,165 | $231,763 |
| 002824100 ABBOTT LABS | AT COST | $32,990 | $56,296 |
| 65339F101 NEXTERA ENERGY INC | AT COST | $27,095 | $308,088 |
| 98978V103 ZOETIS INC | AT COST | $32,062 | $48,806 |
| 037833100 APPLE INC | AT COST | $25,644 | $994,392 |
| 58933Y105 MERCK & CO INC | AT COST | $38,844 | $68,976 |
| 548661107 LOWES COS INC | AT COST | $10,046 | $258,480 |
| 464288588 ISHARES BARCLAYS MBS | AT COST | $100,496 | $98,836 |
| 149123101 CATERPILLAR INC DEL | AT COST | $14,346 | $144,718 |
| 75513E101 RAYTHEON TECHNOLOGIE | AT COST | $30,580 | $68,848 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING/TAXES PAID | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RECOVERY OF GRANTS PAID | $2,500 |
| ROUNDING | $7 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,069 | $1,069 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,482 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $373 | $373 | $0 |
Comments