KENNETH E LINDSAY FOUNDATION TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH E LINDSAY FOUNDATION TR (EIN 01-6209149)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-30
- IRS object ID
- 202111209349101031
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-30T11:00:34-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 E RIO SALADO PKWY SUITE 800 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 016209149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH LINDSAY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 3132223059 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75000 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482757874 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW CLEARY | PersonNm |
| Person Title | TRUST TAX OFFIC | PersonTitleTxt |
| Phone | 3132223059 | PhoneNum |
| Signature | 2021-04-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8558073423 | PhoneNum |
| Preparation | 2021-04-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $736,572 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $22,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,606 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $80,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,341 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $25,947 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,947 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,350 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,915 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $435 | 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 | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,751 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,751 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,693 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $58 | 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 | $16,994 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,224 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,135 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,053 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,053 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,224 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,100 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,723 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,985 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $425,629 | CorporateStockBOYAmt |
| Corporate Stock EOY | $389,370 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $585,880 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $163,366 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $150,531 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $150,546 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $590,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $540,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $736,572 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $590,980 | CapitalStockBOYAmt |
| Capital Stock EOY | $540,047 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $590,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $540,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $590,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $540,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $590,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,100 | ExcessRevenueOverExpensesAmt |
| Other Increases | $167 | OtherIncreasesAmt |
| Subtotal | $540,047 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $540,047 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (138 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6.433 EATON VANCE TAX MANAGED GLOBAL DIVIDEND | 2018-11-20 | 2020-02-14 | $90 | $74 | $16 | $16 | |
| 8.197 EATON VANCE TAX MANAGED GLOBAL DIVIDEND | 2020-02-19 | 2020-03-13 | $90 | $115 | -$25 | -$25 | |
| 15.873 EATON VANCE TAX MANAGED GLOBAL DIVIDEND | 2020-02-19 | 2020-04-14 | $180 | $222 | -$42 | -$42 | |
| 288.538 EATON VANCE TAX MANAGED GLOBAL DIVIDEND | 2020-02-19 | 2020-04-23 | $3,168 | $3,684 | -$516 | -$516 | |
| 971.315 EATON VANCE TAX MANAGED GLOBAL DIVIDEND | 2019-04-22 | 2020-04-23 | $10,665 | $8,996 | $1,669 | $1,669 | |
| 6.177 EATON VANCE TAX MANAGED GLOBAL DIVIDEND | 2010-06-09 | 2020-12-14 | $90 | $53 | $37 | $37 | |
| 47.414 FRANKLIN INCOME FD ADVISOR CL | 2020-01-03 | 2020-02-14 | $110 | $110 | |||
| 55.838 FRANKLIN INCOME FD ADVISOR CL | 2020-01-03 | 2020-03-13 | $110 | $130 | -$20 | -$20 | |
| 108.911 FRANKLIN INCOME FD ADVISOR CL | 2020-01-03 | 2020-04-14 | $220 | $253 | -$33 | -$33 | |
| 3114.517 FRANKLIN INCOME FD ADVISOR CL | 2020-03-02 | 2020-04-23 | $6,167 | $7,061 | -$894 | -$894 | |
| 2440.165 FRANKLIN INCOME FD ADVISOR CL | 2019-04-03 | 2020-04-23 | $4,832 | $5,204 | -$372 | -$372 | |
| 48.889 FRANKLIN INCOME FD ADVISOR CL | 2010-06-08 | 2020-12-14 | $110 | $96 | $14 | $14 | |
| 2.691 GOLDMAN SACHS GROWTH STRA - I | 2018-12-31 | 2020-02-14 | $45 | $37 | $8 | $8 | |
| 3.292 GOLDMAN SACHS GROWTH STRA - I | 2019-12-31 | 2020-03-13 | $45 | $53 | -$8 | -$8 | |
| 6.325 GOLDMAN SACHS GROWTH STRA - I | 2019-12-31 | 2020-04-14 | $90 | $102 | -$12 | -$12 | |
| 156.154 GOLDMAN SACHS GROWTH STRA - I | 2019-12-31 | 2020-04-23 | $2,188 | $2,517 | -$329 | -$329 | |
| 363.742 GOLDMAN SACHS GROWTH STRA - I | 2018-12-31 | 2020-04-23 | $5,096 | $4,319 | $777 | $777 | |
| 2.551 GOLDMAN SACHS GROWTH STRA - I | 2020-12-11 | 2020-12-14 | $45 | $45 | |||
| 1.01 HARTFORD CAPITAL APPRECIATION I | 2014-12-16 | 2020-02-14 | $40 | $37 | $3 | $3 | |
| 1.301 HARTFORD CAPITAL APPRECIATION I | 2019-12-30 | 2020-03-13 | $40 | $49 | -$9 | -$9 | |
| 2.482 HARTFORD CAPITAL APPRECIATION I | 2019-12-30 | 2020-04-14 | $80 | $93 | -$13 | -$13 | |
| 156.925 HARTFORD CAPITAL APPRECIATION I | 2014-12-16 | 2020-04-23 | $5,000 | $5,734 | -$734 | -$734 | |
| 79.95 HARTFORD CAPITAL APPRECIATION I | 2019-12-30 | 2020-04-23 | $2,547 | $2,946 | -$399 | -$399 | |
| .947 HARTFORD CAPITAL APPRECIATION I | 2020-12-11 | 2020-12-14 | $40 | $40 | |||
| 5.643 HARTFORD STRATEGIC INCOME I | 2010-06-08 | 2020-02-14 | $50 | $49 | $1 | $1 | |
| 6.031 HARTFORD STRATEGIC INCOME I | 2020-01-31 | 2020-03-13 | $50 | $53 | -$3 | -$3 | |
| 12.063 HARTFORD STRATEGIC INCOME I | 2020-01-31 | 2020-04-14 | $100 | $107 | -$7 | -$7 | |
| 1023.898 HARTFORD STRATEGIC INCOME I | 2010-06-09 | 2020-04-23 | $8,447 | $8,968 | -$521 | -$521 | |
| 308.822 HARTFORD STRATEGIC INCOME I | 2020-02-28 | 2020-04-23 | $2,548 | $2,669 | -$121 | -$121 | |
| 5.297 HARTFORD STRATEGIC INCOME I | 2010-06-09 | 2020-12-14 | $50 | $46 | $4 | $4 | |
| 1.812 JPMORGAN INCOME BUILDER FUND-I | 2013-05-21 | 2020-02-14 | $20 | $19 | $1 | $1 | |
| 2.053 JPMORGAN INCOME BUILDER FUND-I | 2020-01-30 | 2020-03-13 | $20 | $22 | -$2 | -$2 | |
| 4.167 JPMORGAN INCOME BUILDER FUND-I | 2020-01-30 | 2020-04-14 | $40 | $45 | -$5 | -$5 | |
| 94.884 JPMORGAN INCOME BUILDER FUND-I | 2020-02-27 | 2020-04-23 | $899 | $1,012 | -$113 | -$113 | |
| 183.779 JPMORGAN INCOME BUILDER FUND-I | 2013-05-21 | 2020-04-23 | $1,740 | $1,924 | -$184 | -$184 | |
| 1.818 JPMORGAN INCOME BUILDER FUND-I | 2013-05-21 | 2020-12-14 | $20 | $19 | $1 | $1 | |
| .947 MFS | 2018-12-27 | 2020-02-14 | $20 | $16 | $4 | $4 | |
| 1.181 MFS | 2019-12-26 | 2020-03-13 | $20 | $25 | -$5 | -$5 | |
| 2.243 MFS | 2019-12-26 | 2020-04-14 | $40 | $47 | -$7 | -$7 | |
| 32.808 MFS | 2019-12-26 | 2020-04-23 | $580 | $691 | -$111 | -$111 | |
| 151.323 MFS | 2018-12-27 | 2020-04-23 | $2,675 | $1,947 | $728 | $728 | |
| .846 MFS | 2010-06-08 | 2020-12-14 | $20 | $9 | $11 | $11 | |
| .175 AMERICAN FDS NEW WORLD FD CL F-2 | 2018-12-24 | 2020-02-14 | $13 | $10 | $3 | $3 | |
| .217 AMERICAN FDS NEW WORLD FD CL F-2 | 2019-12-23 | 2020-03-13 | $13 | $15 | -$2 | -$2 | |
| .427 AMERICAN FDS NEW WORLD FD CL F-2 | 2019-12-23 | 2020-04-14 | $25 | $30 | -$5 | -$5 | |
| 9.978 AMERICAN FDS NEW WORLD FD CL F-2 | 2019-12-23 | 2020-04-23 | $582 | $699 | -$117 | -$117 | |
| 20.735 AMERICAN FDS NEW WORLD FD CL F-2 | 2018-12-24 | 2020-04-23 | $1,210 | $1,008 | $202 | $202 | |
| .148 AMERICAN FDS NEW WORLD FD CL F-2 | 2010-06-09 | 2020-12-14 | $13 | $7 | $6 | $6 | |
| 130.538 PUTNAM DIVERSIFIED INCOME TRUST CL Y | 2010-06-09 | 2020-01-24 | $915 | $1,025 | -$110 | -$110 | |
| 43.416 PUTNAM DIVERSIFIED INCOME TRUST CL Y | 2020-01-21 | 2020-01-24 | $304 | $306 | -$2 | -$2 | |
| 8.865 PUTNAM DIVERSIFIED INCOME TRUST CL Y | 2010-06-09 | 2020-02-14 | $63 | $70 | -$7 | -$7 | |
| 9.63 PUTNAM DIVERSIFIED INCOME TRUST CL Y | 2020-02-20 | 2020-03-13 | $63 | $68 | -$5 | -$5 | |
| 20.492 PUTNAM DIVERSIFIED INCOME TRUST CL Y | 2020-02-20 | 2020-04-14 | $125 | $144 | -$19 | -$19 | |
| 237.784 PUTNAM DIVERSIFIED INCOME TRUST CL Y | 2020-02-20 | 2020-04-23 | $1,431 | $1,646 | -$215 | -$215 | |
| 267.46 PUTNAM DIVERSIFIED INCOME TRUST CL Y | 2010-06-09 | 2020-04-23 | $1,610 | $2,099 | -$489 | -$489 | |
| 248.881 PUTNAM DIVERSIFIED INCOME TRUST CL Y | 2020-04-20 | 2020-04-23 | $1,498 | $1,620 | -$122 | -$122 | |
| 9.342 PUTNAM DIVERSIFIED INCOME TRUST CL Y | 2010-06-09 | 2020-12-14 | $63 | $73 | -$10 | -$10 | |
| .16 SMALLCAP WORLD FD INC F2 | 2018-12-26 | 2020-02-14 | $10 | $7 | $3 | $3 | |
| .208 SMALLCAP WORLD FD INC F2 | 2019-12-24 | 2020-03-13 | $10 | $12 | -$2 | -$2 | |
| .398 SMALLCAP WORLD FD INC F2 | 2019-12-24 | 2020-04-14 | $20 | $24 | -$4 | -$4 | |
| 26.445 SMALLCAP WORLD FD INC F2 | 2018-12-26 | 2020-04-23 | $1,344 | $1,143 | $201 | $201 | |
| 9.99 SMALLCAP WORLD FD INC F2 | 2019-12-24 | 2020-04-23 | $508 | $597 | -$89 | -$89 | |
| .127 SMALLCAP WORLD FD INC F2 | 2010-06-08 | 2020-12-14 | $10 | $4 | $6 | $6 | |
| 3.065 UBS GLOBAL ALLOCATION-P | 2010-06-09 | 2020-02-14 | $40 | $27 | $13 | $13 | |
| 3.64 UBS GLOBAL ALLOCATION-P | 2019-12-19 | 2020-03-13 | $40 | $46 | -$6 | -$6 | |
| 6.999 UBS GLOBAL ALLOCATION-P | 2019-12-19 | 2020-04-14 | $80 | $89 | -$9 | -$9 | |
| 301.746 UBS GLOBAL ALLOCATION-P | 2019-12-19 | 2020-04-23 | $3,425 | $3,832 | -$407 | -$407 | |
| 288.206 UBS GLOBAL ALLOCATION-P | 2010-06-09 | 2020-04-23 | $3,271 | $2,550 | $721 | $721 | |
| 2.815 UBS GLOBAL ALLOCATION-P | 2010-06-09 | 2020-12-14 | $40 | $25 | $15 | $15 | |
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,002 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,341 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $163 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $163 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $163 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $948 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $948 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $785 | OverpaymentAmt |
| Applied To ES Tax | $164 | AppliedToESTaxAmt |
| Refund | $621 | 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 | false | 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 | COMERICA BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8774051091 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 WEST LAFAYETTE M/C 3420 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48226 | 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 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75000 M/C 3300 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482753300 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $4,350 | 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 | $664,834 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,191 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $668,025 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $668,025 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $658,005 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,900 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,900 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $163 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $163 | TotalTaxAmt |
| Distributable Before Adj | $32,737 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,737 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,737 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,188 | 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 | $61,188 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $61,188 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,737 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,009 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,825 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,141 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,890 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,859 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $141,724 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,737 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,451 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $170,175 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $34,009 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $136,166 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,825 | ExcessFromYear4Amt |
| Excess From Year3 | $26,141 | ExcessFromYear3Amt |
| Excess From Year2 | $29,890 | ExcessFromYear2Amt |
| Excess From Year1 | $21,859 | ExcessFromYear1Amt |
| Excess From Current Year | $28,451 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE SALVATION ARMY | |||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 109940536 | NONE | PC | GENERAL SUPPORT | $8,579 |
| SENECA COUNTY HUMANE SOCIETY | |||||||
| 2811 S STATE ROUTE 100 | TIFFIN | OH | 44883 | NONE | PC | GENERAL SUPPORT | $8,579 |
| COMMUNITY HOSPICE CARE | |||||||
| 181 E PERRY ST | TIFFIN | OH | 448832312 | NONE | N/A | GENERAL SUPPORT | $8,579 |
| MERCY TIFFIN FOUNDATION | |||||||
| 45 ST LAWRENCE DRIVE | TIFFIN | OH | 44883 | NONE | N/A | GENERAL SUPPORT | $8,579 |
| OHIO ELKS ASSOC CHARITY TRUST | |||||||
| P O BOX 1615 | ELYRIA | OH | 440361615 | NONE | PC | GENERAL SUPPORT | $8,579 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| PO BOX 31356 | TAMPA | FL | 336313356 | NONE | PC | GENERAL SUPPORT | $8,579 |
| FAITH UNITED METHODIST CHURCH | |||||||
| C/O HOWARD PLANK | TIFFIN | OH | 448830632 | NONE | PC | GENERAL SUPPORT | $8,579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,053 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,606 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,341 | 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 | $25,947 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,947 | 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 | $1,000 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $150,531 | EOYBookValueAmt |
| EOYFMV | $150,546 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $389,370 | EOYBookValueAmt |
| EOYFMV | $585,880 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $167 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $9,751 | Amt |
| Net Investment Income | $9,751 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $687 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $948 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $53 | $53 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $5 | $5 | $0 |
Comments