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H RICHARD MCFARLAND CHARITABLE TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
H RICHARD MCFARLAND CHARITABLE TR (EIN 35-6479692)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202103169349103365
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T13:25:17-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371389453PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWDER CPA'S LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1424 N GILBERT STAddressLine1Txt
CityDANVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP618325632ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356479692EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1H RICHARD MCFARLAND CHARITABLE TRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHRICBusinessNameControlTxt
Phone3174323871PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11109 WESTVIELD COURT WEST APT IAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46220ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID P SIMSPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone3174323871PhoneNum
Signature2021-11-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastSIMSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM R NOHMER EAPreparerPersonNm
PTINP01806451PTIN
Phone2174432727PhoneNum
Preparation2021-11-03PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,099,468FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,403,557ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,181InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,181InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5,181InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$19,574DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,574DividendsNetInvstIncmAmt
Dividends Adj Net Incm$19,574DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$153,400GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$153,400GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$153,400GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$62,799NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$321,959NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$321,959GrossSalesPriceAmt
Total Rev And Expnss$6,903,671TotalRevAndExpnssAmt
Total Net Invst Incm$178,155TotalNetInvstIncmAmt
Total Adj Net Incm$178,155TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$575AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$72,355OtherProfFeesRevAndExpnssAmt
Interest Rev And Expnss$31InterestRevAndExpnssAmt
Taxes Rev And Expnss$761TaxesRevAndExpnssAmt
Occupancy Rev And Expnss$50,308OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$50,308OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$50,308OccupancyAdjNetIncmAmt
Other Expenses Rev And Expnss$95,906OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$40,293OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$40,293OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$219,936TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$90,601TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$90,601TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$765,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$765,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$984,936TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$90,601TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$90,601TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$765,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,918,735ExcessRevenueOverExpensesAmt
Net Investment Income$87,554NetInvestmentIncomeAmt
Adjusted Net Income$87,554AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,016,087CashBOYAmt
Cash EOY$1,198,624CashEOYAmt
Cash EOYFMV$1,198,624CashEOYFMVAmt
Other Investments BOY$3,814,619OtherInvestmentsBOYAmt
Other Investments EOY$4,391,435OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,391,435OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,509,409LandBldgEquipCostOrOtherBssAmt
Land EOY$5,509,409LandEOYAmt
Land EOYFMV$5,509,409LandEOYFMVAmt
Total Assets BOY$5,830,706TotalAssetsBOYAmt
Total Assets EOY$11,099,468TotalAssetsEOYAmt
Total Assets EOYFMV$11,099,468TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$5,830,706RetainedEarningBOYAmt
Retained Earning EOY$11,099,468RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,830,706TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,099,468TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,830,706TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,099,468TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,830,706TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,918,735ExcessRevenueOverExpensesAmt
Other Increases-$649,973OtherIncreasesAmt
Subtotal$11,099,468SubtotalAmt
Tot Net Ast Or Fund Balances EOY$11,099,468TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,217InvestmentIncomeExciseTaxAmt
Subtotal$1,217SubtotalAmt
Tax Based On Investment Income$1,217TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6EsPenaltyAmt
Tax Due$1,223TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID P SIMSIndividualWithBooksNm
Phone3174323871PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line170 WILDWOOD DRIVEAddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
DAVID P SIMS
70 WILDWOOD DRIVECARMELIN46032CO-TRUSTEE000.00$0$0$0
MARIAN SIMS
5730 PAMONA PLACEDAYTONOH45459CO-TRUSTEE000.00$0$0$0
MICHAEL MCFARLAND
PO BOX 2308CHAMPAIGNIL61825CO-TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,103,027AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,607,356AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,710,383TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,710,383AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$85,656CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,624,727NetVlNoncharitableAssetsAmt
Minimum Investment Return$281,236MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$281,236MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,217TaxBasedOnInvestmentIncomeAmt
Total Tax$1,217TotalTaxAmt
Distributable Before Adj$280,019DistributableBeforeAdjAmt
Distributable Before Ded$280,019DistributableBeforeDedAmt
Distributable As Adjusted$280,019DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$765,000ExpensesAndContributionsAmt
Qualifying Distributions$765,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$765,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$280,019DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$27,807ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$27,807TotalExcessDistributionCyovAmt
Qualifying Distributions$765,000QualifyingDistributionsAmt
Applied To Current Year$280,019AppliedToCurrentYearAmt
Remaining Distri From Corpus$484,981RemainingDistriFromCorpusAmt
Total Corpus$512,788TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$512,788ExcessDistriCyovToNextYrAmt
Excess From Year1$27,807ExcessFromYear1Amt
Excess From Current Year$484,981ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID SIMSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11109 WESTFIELD CT WAddressLine1Txt
Address Line2APT IAddressLine2Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46220ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3174323871RecipientPhoneNum
Recipient Email AddressDAVESIMSYOGA@ATT.NETRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATION FOR STUDENT SCHOLARSHIP PRIMARILY FOR STUDENTS ATTENDING COLLEGE OR UNIVERSITY IN INDIANA AND ILLINOIS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHE TRUST ANTICIPATES THAT SCHOLARSHIPS WILL BE PRIMARILY FOR STUDENTS ATTENDING COLLEGES OR UNIVERSITIES IN INDIANA AND/OR ILLINOIS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OVERDOSE LIFELINE INC
7331 LAKESIDE DRINDIANAPOLISIN46278NONEADDICTION INTERVENTION/PREVENTION$250,000
INDY YOGA MOVEMENT
13243 DUMBARTON LANECARMELIN460327321NONEEDUCATIONAL$50,000
H RICHARD MCFARLAND EARLY AMERICANA
PO BOX 80021INDIANAPOLISIN462800021NONEEDUCATIONAL$450,000
GLEANERS FOOD BANK OF INDIANA
3737 WALDEMERE AVEINDIANAPOLISIN462417234NONEBENEVOLENT$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$765,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,181ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,574ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$62,799RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$321,959UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$321,959UnrelatedBusinessTaxblIncmAmt
Exclusion$24,755ExclusionAmt
Related Or Exempt Function Incm$62,799RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$409,513TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
H RICHARD MCFARLAND ESTATE
1615 3RD STREETCOVINGTONIN47932$894,148Yes (X)
H RICHARD MCFARLAND ESTATE
2615 3RD STREETCOVINGTONIN47932$5,509,409Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyFARMLANDNoncashPropertyDesc
Fair Market Value$5,509,409FairMarketValueAmt
Received2020-04-28ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$575Amt

Amortization Schedule AmortizationSchedule

Amortization Schedule Detail AmortizationScheduleDetail

FieldValueIRS element (for citing)
Amortized ExpensesGLOBAL RETURN VAL INV K-1AmortizedExpensesDesc
Deduction For Prior Years$847DeductionForPriorYearsAmt
Current Year Amortization$2,517CurrentYearAmortizationAmt
Total Amortization$3,364TotalAmortizationAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescGross Sales PriceGrossSalesPriceAmtTotal NetTotalNetAmt
SHORT-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY$149,562$149,562
LONG-TERM GAIN/LOSS FROM PASS-THROUGH ENTITY$172,397$172,397

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemGLOBAL RETURN VAL INV, LPCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$4,391,435BookValueAmt
EOYFMV$4,391,435EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemFARMLANDCategoryOrItemTxt
Cost Or Other Basis$5,509,409CostOrOtherBasisAmt
Book Value$5,509,409BookValueAmt
EOYFMV$5,509,409EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FARMLAND
FARM FERTILIZER$40,293$40,293$40,293
EXPENSES
GLOBAL RETURN VAL INV K-1 POR$41,182
TRUST FEE$11,241
TRUSTEE RESIGNATION RESEARCH$575
OTHER$98

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAINS/LOSSESDesc
Amt-$649,973Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryGLOBAL RETURN VAL INV K-1 MGT FECategoryTxt
Amt$72,355Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
2019 990-PF$282
GLOBAL RETURN VALUE FOR TX$479

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