THE ALICE ABER SMITH SCHOLARSHIP FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE ALICE ABER SMITH SCHOLARSHIP FUND (EIN 39-6628593)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-22
- IRS object ID
- 202112959349100921
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-22T20:50:28-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391793586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARDS GROUP CPAS SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 MILWAUKEE AVE | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531051230 | 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 | 396628593 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALICE ABER SMITH SCHOLARSHIP | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALIC | BusinessNameControlTxt |
| Phone | 2627637616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 MILWAUKEE AVE | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL B EDWARDS CPA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2021-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL B | PersonFirstNm |
| Person Last | EDWARDS CPA JD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL B EDWARDS CPA JD | PreparerPersonNm |
| PTIN | P01275819 | PTIN |
| Phone | 2627637616 | PhoneNum |
| Preparation | 2021-10-22 | PreparationDt |
| 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 | $699,461 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,120 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,120 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $437,062 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,353 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $663 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $663 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$21 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,137 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,001 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,001 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,959 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,959 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,995 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,995 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,137 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,285 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,164 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $311 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $115 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $115 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $657,804 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $614,768 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $697,182 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $664,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $617,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $699,461 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $664,400 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $617,047 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $664,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $617,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $664,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $617,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $664,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,016 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,663 | OtherIncreasesAmt |
| Subtotal | $617,047 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $617,047 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,353 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $183 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $183 | SubtotalAmt |
| Tax Based On Investment Income | $183 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $150 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $150 | TotalPaymentsAndCreditsAmt |
| Tax Due | $33 | TaxDueAmt |
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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAUL B EDWARDS CPA | IndividualWithBooksNm |
| Phone | 2627637616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 MILWAUKEE AVE | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53105 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAUL B EDWARDS CPA | ||||||||
| 441 MILWAUKEE AVE | BURLINGTON | WI | 53105 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| REV SCOTT MCMURRAY | ||||||||
| 455 S JEFFERSON ST | WATERFORD | WI | 53185 | FOUNDATION M | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COE UNIVERSITY AND 11 OTHER SEE LIST OF DISBURSEMENTS | Description1Txt |
| Expenses1 | $3,000 | Expenses1Amt |
| Expenses2 | $3,000 | Expenses2Amt |
| Expenses3 | $3,000 | Expenses3Amt |
| Expenses4 | $3,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MERRILL LYNCH | Description1Txt |
| Expenses1 | $697,345 | Expenses1Amt |
| Total | $697,345 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $539,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $580,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $580,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $541,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,050 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,995 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $697,345 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $747,340 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $747,340 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $747,340 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $747,340 | RemainingDistriFromCorpusAmt |
| Total Corpus | $747,340 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1997-01-07 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $747,340 | CurrentYearAmt |
| Year1 | $50,455 | Year1Amt |
| Year2 | $37,264 | Year2Amt |
| Year3 | $37,055 | Year3Amt |
| Total | $872,114 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $747,340 | CurrentYearAmt |
| Year1 | $50,455 | Year1Amt |
| Year2 | $37,264 | Year2Amt |
| Year3 | $37,055 | Year3Amt |
| Total | $872,114 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,033 | CurrentYearAmt |
| Year1 | $18,584 | Year1Amt |
| Year2 | $22,965 | Year2Amt |
| Year3 | $23,215 | Year3Amt |
| Total | $82,797 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | REV SCOTT MCMURRAY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 S JEFFERSON ST | AddressLine1Txt |
| City | WATERFORD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2627637616 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CARTHAGE COLLEGE | ||||||
| 2001 ALFORD PARK DR | KENOSHA | WI | 53140 | NONE | SCHOLARSHIPS | $3,000 |
| MARANTHA BAPTIST BIBLE COLLEGE | ||||||
| 745 W MAIN ST | WATERTOWN | WI | 53094 | NONE | SCHOLARSHIPS | $3,000 |
| PENSACOLA CHRISTIAN COLLEGE | ||||||
| 250 BRENT LANE | PENSACOLA | FL | 32503 | NONE | SCHOLARSHIPS | $3,000 |
| WI LUTHERAN | ||||||
| 8800 WEST BLUEMOUND RD | MILWAUKEE | WI | 53226 | NONE | SCHOLARSHIPS | $3,000 |
| CARROLL UNIVERSITY | ||||||
| 100 N EAST AVE | WAUKESHA | WI | 53186 | NONE | SCHOLARSHIPS | $6,000 |
| VITERBO UNIVERSITY | ||||||
| 900 VITERBO DRIVE | LACROSSE | WI | 54601 | NONE | SCHOLARSHIPS | $3,000 |
| FAITH BAPTIST BIBLE COLLEGE | ||||||
| 1900 NW 4TH ST | ANKENY | IA | 50023 | NONE | SCHOLARSHIPS | $3,000 |
| CONCORDIA UNIVERSITY | ||||||
| 12800 N LAKE SHORE DRIVE | MEQUON | WI | 53097 | SCHOLARSHIPS | $3,000 | |
| CEDARBURG UNIVERSITY | ||||||
| 251 N MAIN STREET | CEDAVILLE | OH | 453148501 | SCHOLARSHIP | $3,000 | |
| ST LOUIS UNIVERSITY | ||||||
| 1 N GRAND BLVD | ST LOUIS | MO | 63103 | SCHOLARSHIP | $3,000 | |
| COE COLLEGE | ||||||
| 1220 FIRST AVENUE NE | CEDAR RAPIDS | IA | 52402 | SCHOLARSHIP | $3,000 | |
| ST NORBERT COLLEGE | ||||||
| 100 GRANT STREET | DE PERE | WI | 541152099 | SCHOLARSHIP | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $9,120 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $663 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $3,353 | ExclusionAmt |
| Related Or Exempt Function Incm | -$13,158 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,137 | ExclusionAmt |
| Related Or Exempt Function Incm | -$13,158 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$21 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | SCHOLARSHIPS FOR STUDENTS | RelationshipStatementTxt |
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 | TRUSTEE FEES | CategoryTxt |
| Amt | $1,001 | Amt |
| Disbursements Charitable Prps | $1,001 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| VARIOUS | 2020-03 | PURCHASE | 2020-04 | $179,175 | $176,290 | $2,885 |
| VARIOUS | 2019-02 | PURCHASE | 2020-04 | $254,367 | $270,422 | -$16,055 |
| GOLD | 2020-04 | PURCHASE | 2020-11 | $167 | $155 | $12 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $614,768 | BookValueAmt |
| EOYFMV | $697,182 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $663 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $663 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BROKER FEES | $150 | $150 |
| BROKER SALES FEES | $9,809 | $9,809 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL INCOME TAX | $35 | $35 |
| FOREIGN TAXES PAID |
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