JULIA B MORAN TR UW: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JULIA B MORAN TR UW (EIN 23-6642828)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202111329349101871
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T11:00:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236642828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIA MORAN TUW 47F053012 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORA | BusinessNameControlTxt |
| Phone | 7176722026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3215 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176043215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FULTON BANK N A | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7176722026 | PhoneNum |
| Signature | 2021-05-10 | SignatureDt |
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 | $414,202 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,760 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,760 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $130,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,977 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $70 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $70 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,807 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,394 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,394 | CompOfcrDirTrstNetInvstIncmAmt |
| 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 |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $296 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37 | 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 |
| Tot Opr Expenses Rev And Expnss | $4,690 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,431 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,690 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,431 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,376 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,038 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,054 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,054 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $347,901 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $340,406 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $371,148 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $392,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $383,460 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $414,202 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $392,939 | CapitalStockBOYAmt |
| Capital Stock EOY | $383,460 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $392,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $383,460 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $392,939 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $383,460 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $392,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,883 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $384,056 | SubtotalAmt |
| Other Decreases | $596 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $383,460 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 13.579 AQR MULTI STRATEGY ALTERNATIVE FD CL I | 2019-10-31 | 2020-09-15 | $70 | $96 | -$26 | -$26 | |
| 506.667 AQR MULTI STRATEGY ALTERNATIVE FD CL I | 2019-08-30 | 2020-09-15 | $2,594 | $4,698 | -$2,104 | -$2,104 | |
| 194.039 JOHCM INTERNATIONAL SELECT FD CL I | 2017-04-28 | 2020-09-15 | $5,371 | $3,923 | $1,448 | $1,448 | |
| 164.423 BARON EMERGING MARKETS FD INSTL CL | 2019-06-28 | 2020-09-15 | $2,652 | $2,487 | $165 | $165 | |
| 288.873 CAUSEWAY INTL VALUE FD INSTL SHS | 2019-01-31 | 2020-09-15 | $3,998 | $4,410 | -$412 | -$412 | |
| 58.997 DIAMOND HILL LONG SHORT FD CL I | 2015-06-30 | 2020-09-15 | $1,423 | $1,442 | -$19 | -$19 | |
| 52.7 DOUBLELINE TOTAL RETURN BOND FD CL I | 2019-10-31 | 2020-10-30 | $562 | $566 | -$4 | -$4 | |
| 1849.259 DOUBLELINE TOTAL RETURN BOND FD CL I | 2019-04-30 | 2020-10-30 | $19,732 | $20,022 | -$290 | -$290 | |
| 114.405 DOUBLELINE TOTAL RETURN BOND FD CL I | 2020-09-15 | 2020-10-30 | $1,221 | $1,231 | -$10 | -$10 | |
| 54.137 FPA CRESCENT FUND INSTL CL | 2017-07-31 | 2020-09-15 | $1,721 | $1,861 | -$140 | -$140 | |
| 240.548 FEDERATED KAUFMANN LG CAP FD INSTL SHARES | 2019-09-04 | 2020-09-15 | $8,085 | $6,132 | $1,953 | $1,953 | |
| 612.54 FEDERATED STRAT VAL DIVID FD INSTL CL -662 | 2019-09-04 | 2020-09-15 | $2,916 | $3,760 | -$844 | -$844 | |
| 1. FINOVA GRP INC LITIGATION PROCEEDS | 2020-10-06 | 2020-10-06 | $1 | $1 | $1 | ||
| 18.901 GS EMERGING MARKETS DEBT FD INSTL SHS | 2019-10-31 | 2020-09-15 | $235 | $232 | $3 | $3 | |
| 807.117 GS EMERGING MARKETS DEBT FD INSTL SHS | 2019-08-30 | 2020-09-15 | $10,032 | $9,861 | $171 | $171 | |
| 228.31 GS INTL SM CAP INSIGHT FD INSTL SHS | 2019-01-31 | 2020-09-15 | $2,621 | $2,798 | -$177 | -$177 | |
| 1090.49 GOLDMAN SACHS STRAT INC FD INSTL SHS | 2019-08-30 | 2020-09-15 | $10,425 | $11,075 | -$650 | -$650 | |
| 13.029 GOLDMAN SACHS STRAT INC FD INSTL SHS | 2019-10-31 | 2020-09-15 | $125 | $119 | $6 | $6 | |
| 1.944 HARDING LOEVNER INSTL EMRG MKTS FD INSTL CL | 2017-10-31 | 2020-09-15 | $42 | $43 | -$1 | -$1 | |
| 80.401 PIMCO INTL BOND FD INST CL -103 US DOLLAR HEDGED | 2020-09-15 | 2020-10-30 | $888 | $882 | $6 | $6 | |
| 27.758 PIMCO INTL BOND FD INST CL -103 US DOLLAR HEDGED | 2019-10-31 | 2020-10-30 | $306 | $312 | -$6 | -$6 | |
| 881.557 PIMCO INTL BOND FD INST CL -103 US DOLLAR HEDGED | 2019-04-30 | 2020-10-30 | $9,732 | $9,260 | $472 | $472 | |
| 474.366 PIMCO ALL ASSET FUND INSTL CL | 2014-09-30 | 2020-09-15 | $5,422 | $5,759 | -$337 | -$337 | |
| 5.17 PRINCIPAL MID CAP FD INSTL CL | 2016-10-31 | 2020-09-15 | $167 | $115 | $52 | $52 | |
| 18.795 T ROWE PRICE INSTL FLOATING RATE FD | 2019-10-31 | 2020-09-15 | $179 | $184 | -$5 | -$5 | |
| 1021.644 T ROWE PRICE INSTL FLOATING RATE FD | 2019-06-28 | 2020-09-15 | $9,757 | $10,053 | -$296 | -$296 | |
| 330. TIAA-CREF LG CAP VAL IDX FD INSTL CL | 2019-01-31 | 2020-09-15 | $6,039 | $6,203 | -$164 | -$164 | |
| 133.186 TIAA-CREF LG CAP GRTH IDX FD INSTL CL | 2018-04-30 | 2020-09-15 | $6,020 | $3,352 | $2,668 | $2,668 | |
| 9.575 VANGUARD MID CAP GRTH IDX FD ADM CL | 2019-02-01 | 2020-09-15 | $734 | $551 | $183 | $183 | |
| 455.798 VANGUARD INTER TERM TREASR IDX FD ADMIRAL SHS | 2020-09-15 | 2020-10-30 | $10,757 | $10,848 | -$91 | -$91 | |
| 215.379 VICTORY TRIVALENT INTL SMALL CAP FD I SHS | 2019-01-31 | 2020-09-15 | $3,151 | $2,917 | $234 | $234 | |
| 59.59 APPLIED FINANCE SELECT FD I SHS | 2018-04-30 | 2020-09-15 | $842 | $701 | $141 | $141 | |
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,050 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,977 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $144 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $144 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $144 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $156 | OverpaymentAmt |
| Applied To ES Tax | $156 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7176722026 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN SQUARE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FULTON BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3215 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $4,394 | 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 | $348,977 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,933 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $383,910 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $383,910 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,759 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $378,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,908 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,908 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $144 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $144 | TotalTaxAmt |
| Distributable Before Adj | $18,764 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,764 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,764 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,000 | 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 | $19,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,764 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,639 | 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 | $19,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,639 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $361 | 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 | $18,403 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TERRY GRIFFIN - STUDENT SERV COORDI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3223 NORTH BROAD STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2157072952 | RecipientPhoneNum |
| Recipient Email Address | terry.griffin@temple.edu | RecipientEmailAddressTxt |
| Form And Info And Materials | CONTACT THE STUDENT SERVICES COORDINATOR | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CONTACT THE STUDENT SERVICES COORDINATOR | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTACT THE STUDENT SERVICES COORDINATOR | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| STUDENT 1 | ||||||||
| TEMPLE UNIVERSITY | PO BOX 828799 | PHILADELPHIA | PA | 191828799 | NONE | I | EDUCATION SCHOLARSHIP | $9,500 |
| STUDENT 2 | ||||||||
| TEMPLE UNIVERSITY | PO BOX 828799 | PHILADELPHIA | PA | 191828799 | NONE | I | EDUCATION SCHOLARSHIP | $9,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,760 | 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 | $4,977 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDED MUTUAL FD | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,807 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,807 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS - SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $340,406 | BookValueAmt |
| EOYFMV | $371,148 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUST. - MUTUAL FUND RECEIPTS/DISBURSEMENTS | Desc |
| Amt | $596 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDED MUTUAL FD FEES | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $70 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $259 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $36 | $36 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1 | $1 | $0 |
Comments