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JACK AND SUSAN PIERSON CHARITABLE DATED 12292011 TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JACK AND SUSAN PIERSON CHARITABLE DATED 12292011 TR (EIN 54-6828522)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202203189349103005
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T11:04:40-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431069087PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOWE & COMPANY CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11201 WALNUT SUITE 950AddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64106ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN546828522EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JACK AND SUSAN PIERSON CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJACKBusinessNameControlTxt
Phone8169140482PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12801 WEST 63RD STREETAddressLine1Txt
CitySHAWNEE MISSIONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN K PIERSONPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone8169140482PhoneNum
Signature2022-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastPIERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHELLY D HEADPreparerPersonNm
PTINP00844324PTIN
Phone8168422130PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,215,919FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$40InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$40InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,311DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,311DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$151,950NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$341,786GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$151,950CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$176,301TotalRevAndExpnssAmt
Total Net Invst Incm$176,301TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,162LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$6,162LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$752TaxesRevAndExpnssAmt
Taxes Net Invst Incm$346TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$185OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$185OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,099TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,693TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$325,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$325,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$332,149TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,693TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$325,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$155,848ExcessRevenueOverExpensesAmt
Net Investment Income$169,608NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,802SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,040SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,040SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$813,941OtherInvestmentsBOYAmt
Other Investments EOY$649,855OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,185,879OtherInvestmentsEOYFMVAmt
Total Assets BOY$835,743TotalAssetsBOYAmt
Total Assets EOY$679,895TotalAssetsEOYAmt
Total Assets EOYFMV$1,215,919TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$835,743RetainedEarningBOYAmt
Retained Earning EOY$679,895RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$835,743TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$679,895TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$835,743TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$679,895TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$835,743TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$155,848ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$679,895SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$679,895TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$340,000$189,836$150,164$150,164
CAPITAL GAINS DIVIDENDSP$1,786$1,786$1,786
FieldValueIRS element (for citing)
Capital Gain Net Income$151,950CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,358InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,358SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,358TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,500TotalPaymentsAndCreditsAmt
Es Penalty$10EsPenaltyAmt
Overpayment$132OverpaymentAmt
Applied To ES Tax$132AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN K PIERSONIndividualWithBooksNm
Phone9133624364PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12801 WEST 63RD STREETAddressLine1Txt
CitySHAWNEE MISSIONCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66208ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KIMBERLY P COLEMAN
10108 NW 74STKANSAS CITYMO64152CO-TRUSTEE1.00$0$0$0
SUSAN PIERSON
2801 WEST 63RD STREETSHAWNEE MISSIONKS66208CO-TRUSTEE1.00$0$0$0
MERRILL NUNNALLY
1505 LANDSFORD DRALLENTX75013CO-TRUSTEE0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,378,561AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$46,077AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,424,638TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,424,638AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,370CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,403,268NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,163MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,163MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,358TaxBasedOnInvestmentIncomeAmt
Total Tax$2,358TotalTaxAmt
Distributable Before Adj$67,805DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$67,805DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$67,805DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$325,050ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$325,050QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$67,805DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$599ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$751ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$2,014ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$814ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,178TotalExcessDistributionCyovAmt
Qualifying Distributions$325,050QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$67,805AppliedToCurrentYearAmt
Remaining Distri From Corpus$257,245RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$261,423TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$599ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$260,824ExcessDistriCyovToNextYrAmt
Excess From Year4$751ExcessFromYear4Amt
Excess From Year2$2,014ExcessFromYear2Amt
Excess From Year1$814ExcessFromYear1Amt
Excess From Current Year$257,245ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS AND GIRLS CLUB OF GREATER KANSAS CITY
2405 ELMWOOD AVEKANSAS CITYMO64127PCCHARITABLE$1,000
KAUFFMAN CENTER FOR THE PERFORMING ARTS
1601 BROADWAY BLVDKANSAS CITYMO64108PCCHARITABLE$1,000
HORIZON ACADEMY
4901 REINHARDT DR STE AROELAND PARKKS66205PCCHARITABLE$2,000
KANSAS CITY COMMUNITY GARDENS
6917 KENSINGTON AVEKANSAS CITYMO64132PCCHARITABLE$1,000
SHELTER KC
1520 CHERRY STKANSAS CITYMO64108PCCHARITABLE$1,250
POWELL GARDENS
1609 US-50 EKINGSVILLEMO64061PCCHARITABLE$2,500
SALVATION ARMY
1351 E 10TH STKANSAS CITYMO64106PCCHARITABLE$1,300
SHAWNEE INDIAN MISSION FOUNDATION
3403 W 53RD STFAIRWAYKS66205PCCHARITABLE$5,000
SUNFLOWER HOUSE
15440 W 65TH STSHAWNEEKS66217PCCHARITABLE$2,000
TUCSON BOTANICAL GARDENS
2150 N ALVERNON WAYTUCSONAZ85716PCCHARITABLE$2,000
VILLAGE PRESBYTERIAN CHURCH
6641 MISSION RDPRAIRIE VILLAGEKS66208PCCHARITABLE$5,000
WAYSIDE WAIFS
3901 E MARTHA TRUMAN RDKANSAS CITYMO64137PCCHARITABLE$1,000
PEMBROKE HILL SCHOOL
400 W 51 TERRACEKANSAS CITYMO64112PCCHARITABLE$300,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$325,050TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,311ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$151,950ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$176,301ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$176,301TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVANGUARD FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$649,855BookValueAmt
EOYFMV$1,185,879EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Legal Fees$6,162LegalFeesAmt
Net Investment Income$6,162NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$185RevenueAndExpensesPerBooksAmt
Net Investment Income$185NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$406$0$0
FOREIGN TAXES$346$346$0

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