TAYLOR-MCHENRY MEMORIAL FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TAYLOR-MCHENRY MEMORIAL FUND (EIN 31-6063772)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-26
- IRS object ID
- 202021479349100907
- Schema version
- 2019v5.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-26T07:00:54-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316063772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAYLOR-MCHENRY MEMORIAL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAYL | BusinessNameControlTxt |
| Phone | 3304381180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3304381180 | PhoneNum |
| Signature | 2020-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOAK A PFAFF | PreparerPersonNm |
| PTIN | P00878518 | PTIN |
| Phone | 6142327288 | PhoneNum |
| Preparation | 2020-04-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $3,029,108 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $74,541 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,487 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $185,732 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,080,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $185,732 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $6,535 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $266,808 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $260,219 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,650 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,825 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,825 | 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 | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $462 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $462 | 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 Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,662 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $152,551 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,551 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,662 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $164,751 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $89,395 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $247,557 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,303 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,814 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,814 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,671,200 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,740,781 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,185,288 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $825,653 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $796,824 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $788,006 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,517,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,593,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,029,108 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,517,156 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,593,419 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,517,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,593,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,517,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,593,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,517,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $89,395 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,854 | OtherIncreasesAmt |
| Subtotal | $2,609,405 | SubtotalAmt |
| Other Decreases | $15,986 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,593,419 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| . AMERICAN INTL GROUP | 2019-04-09 | $38 | $38 | $38 | |||
| 100. ANTHEM INC | 2019-12-11 | $28,064 | -$64 | -$64 | 2018-12-13 | $28,128 | |
| 100. CONSTELLATION BRANDS INC CL A | 2019-12-11 | $17,937 | -$1,728 | -$1,728 | 2017-08-23 | $19,665 | |
| 10. CONSTELLATION BRANDS INC CL A | 2019-12-11 | $1,794 | -$38 | -$38 | 2018-12-13 | $1,832 | |
| 7898.083 DFA US CORE EQUITY 1 PORTFOLIO | 2019-12-11 | $202,981 | $63,027 | $63,027 | 2015-08-20 | $139,954 | |
| 170. EOG RESOURCES INC | 2019-12-11 | $12,679 | -$4,713 | -$4,713 | 2018-12-13 | $17,392 | |
| 1017.47 FEDERATED TOTAL RETURN BOND FUND-R6 | 2019-12-11 | $11,274 | $62 | $62 | 2014-12-30 | $11,212 | |
| 90. FEDEX CORP COM | 2019-12-11 | $14,234 | -$2,546 | -$2,546 | 2018-12-13 | $16,780 | |
| 8586.137 GOLDMAN SACHS TRUST | 2019-12-11 | $55,123 | -$859 | -$859 | 2015-08-20 | $55,982 | |
| 50000. IBM CORP 1.875% 05/15/2019 | 2019-05-15 | $50,000 | $477 | $477 | 2013-11-20 | $49,523 | |
| 952. ISHARES S & P MIDCAP 400 | 2019-12-11 | $191,634 | $48,280 | $48,280 | $143,354 | ||
| 414. ISHARES S & P SMALLCAP 600 | 2019-12-11 | $33,995 | $11,666 | $11,666 | $22,329 | ||
| 11856.513 LORD ABBETT SHORT DURATION INCOME FUND - | 2019-12-11 | $49,916 | -$3,438 | -$3,438 | 2014-09-29 | $53,354 | |
| 5. M & T BANK CORP | 2019-12-11 | $832 | $68 | $68 | 2017-08-23 | $764 | |
| 25. MCCORMICK & CO INC COM NON VTG | 2019-12-11 | $4,256 | $1,822 | $1,822 | 2017-08-23 | $2,434 | |
| 85. MCDONALDS CORP | 2019-12-11 | $16,505 | $639 | $639 | 2018-12-13 | $15,866 | |
| 74.343 AMERICAN FUNDS - NEW WORLD FUND - R6 | 2019-12-11 | $5,275 | $591 | $591 | 2017-08-23 | $4,684 | |
| 2363.911 NUVEEN EQUITY MARKET NEUTRAL FD CL I | 2019-12-11 | $56,025 | -$4,562 | -$4,562 | 2018-12-13 | $60,587 | |
| 10. O'REILLY AUTOMOTIVE INC | 2019-12-11 | $4,412 | $869 | $869 | 2018-12-13 | $3,543 | |
| . PFIZER INC | 2019-03-25 | $464 | $464 | $464 | |||
| 4374.373 PIMCO INCOME FUND - INSTITUTIONAL CLASS | 2019-12-11 | $52,536 | -$1,750 | -$1,750 | 2017-08-23 | $54,286 | |
| 487. VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | 2019-12-11 | $29,587 | $1,109 | $1,109 | 2017-08-23 | $28,478 | |
| 95.984 VANGUARD 500 INDEX FUND - ADMIRAL | 2019-03-15 | $25,126 | $126 | $126 | 2019-03-14 | $25,000 | |
| 114.124 VANGUARD 500 INDEX FUND - ADMIRAL | 2019-03-15 | $29,874 | $8,376 | $8,376 | 2015-08-20 | $21,498 | |
| 628.85 VANGUARD 500 INDEX FUND - ADMIRAL | 2019-12-11 | $183,027 | $64,571 | $64,571 | 2015-08-20 | $118,456 | |
| . CLASS ACTION SETTLEMENT | 2019-09-04 | $92 | $92 | $92 | |||
| CAPITAL GAIN DIVIDENDS | $3,153 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $185,732 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $159,829 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,910,806 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054909 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $144,628 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,832,975 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051052 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $157,225 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,634,467 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05968 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $139,946 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,748,277 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050921 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $142,980 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,800,015 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051064 | DistributionYr5Rt |
| Total Distribution | 0.267626 | TotalDistributionRt |
| Average Distribution | 0.053525 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,851,036 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $152,602 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,476 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $155,078 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $164,751 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,476 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,476 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,476 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,612 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,612 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $864 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7405886470 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 MAIN ST | AddressLine1Txt |
| City | ZANESVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43702 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $23,650 | 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 | $2,864,800 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,653 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,894,453 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,894,453 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,417 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,851,036 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $142,552 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $142,552 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,476 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,476 | TotalTaxAmt |
| Distributable Before Adj | $140,076 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $140,076 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $140,076 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $164,751 | 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 | $164,751 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,476 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $162,275 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $140,076 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,455 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,148 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,674 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,735 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,507 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $69,519 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $164,751 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $140,076 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,675 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $94,194 | 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 | $9,455 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $84,739 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,148 | ExcessFromYear4Amt |
| Excess From Year3 | $26,674 | ExcessFromYear3Amt |
| Excess From Year2 | $12,735 | ExcessFromYear2Amt |
| Excess From Year1 | $17,507 | ExcessFromYear1Amt |
| Excess From Current Year | $24,675 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HUNTINGTON NATIONAL BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 MAIN ST | AddressLine1Txt |
| City | ZANESVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7405887060 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING FUNDS NEEDED AND PROPOSED USE OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO MUSKINGUM COUNTY, OHIO RESIDENTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SALVATION ARMY | ||||||||
| PO BOX 2307 | ZANESVILLE | OH | 43702 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MID-EAST CAREER AND TECHNOLOGY | ||||||||
| PO BOX 2307 | ZANESVILLE | OH | 43702 | NONE | PUBLIC | EDUCATION-PROJECT REACH | $2,700 | CENTER |
| ZANESVILLE HIGH SCHOOL | ||||||||
| PO BOX 2307 | ZANESVILLE | OH | 43702 | NONE | PUBLIC | EDUCATIONAL | $25,000 | |
| ZANESVILLE CITY SCHOOLS | ||||||||
| 1063 SUPERIOR STREET | ZANESVILLE | OH | 43702 | NONE | PC | EDUCATION | $6,000 | |
| UNITED WAY | ||||||||
| 526 PUTNAM AVE | ZANESVILLE | OH | 43701 | NONE | PC | COMMUNITY WELFARE | $2,315 | |
| FOREVER DADS | ||||||||
| PO BOX 2307 | ZANESVILLE | OH | 43702 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ST JAMES EPISCOPAL CHURCH | ||||||||
| PO BOX 2307 | ZANESVILLE | OH | 43702 | NONE | PC | RELIGIOUS-DINNER PROGRAM | $9,675 | |
| EASTSIDE COMMUNITY MINISTRY | ||||||||
| PO BOX 2307 | ZANESVILLE | OH | 43702 | NONE | PC | RELIGIOUS | $5,000 | |
| THE THURSDAY MUSIC CLUB | ||||||||
| PO BOX 2307 | ZANESVILLE | OH | 43702 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| COBURN CHILD CARE CENTER | ||||||||
| 3618 MAPLE AVE | ZANESVILLE | OH | 43701 | NONE | PC | GENERAL | $5,000 | |
| JOHN MCINTIRE ELEMENTRY SCHOOL | ||||||||
| 1275 ROOSEVELT AVE | ZANESVILLE | OH | 43701 | NONE | 501C3 | GENERAL SUPPORT | $500 | |
| ZANESVILLE MUSEUM OF ART | ||||||||
| 620 MILITARY ROAD | ZANESVILLE | OH | 43701 | NONE | PC | GENERAL SUPPORT | $4,872 | |
| HABITAT FOR HUMANITY OF SOUTHEASTERN | ||||||||
| 525 W UNION ST | ATHENS | OH | 45701 | NONE | PC | GENERAL SUPPORT | $6,500 | |
| FRANKLIN LOCAL YOUTH BASEBALL INC | ||||||||
| 248 MOUND ROAD | DUNCAN FALLS | OH | 43734 | NONE | PC | LOCAL YOUTH BASEBALL FIELD | $12,000 | |
| ZANESVILLE CONCERT ASSOCIATION | ||||||||
| 20 SOUTH SHAWNEE AVE | SOUTH ZANESVILLE | OH | 43701 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ABBOT SENIOR LIVING | ||||||||
| 1258 GREENWOOD AVE | ZANESVILLE | OH | 43701 | NONE | PC | GENERAL SUPPORT | $3,164 | |
| ZANESVILLE CHAPTER BARBERSHOP HARMONY | ||||||||
| 2778 W RIDGEWOOD CIRCLE | ZANESVILLE | OH | 43701 | NONE | PC | GENERAL SUPPORT | $7,200 | SOCIETY |
| MUSKINGUM COUNTY GARDEN SOCIETY | ||||||||
| POBOX 2688 | ZANESVILLE | OH | 43701 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 300 SUNRISE CENTER DR | ZANESVILLE | OH | 43701 | NONE | PC | SUPPORT | $1,625 | |
| ZANE GREY ELEMENTARY | ||||||||
| 711 FESS ST | ZANESVILLE | OH | 43701 | NONE | PC | SUPPORT | $500 | |
| PHILO UNITED METHODIST CHURCH | ||||||||
| 153 MAIN ST | PHILO | OH | 43771 | NONE | PC | SUPPORT | $6,750 | |
| MUSKINGUM COUNTY HISTORY | ||||||||
| 115 JEFFERSON ST | ZANESVILLE | OH | 43701 | NONE | PC | SUPPORT | $6,750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,551 | 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 | $74,541 | 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 | $185,732 | 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 | $266,808 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $266,808 | 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 | $550 | Amt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $275 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AUTOZONE INC 4% 11/15/2020-202 | $51,778 | $50,718 |
| FEDERATED TOTAL RETURN BOND FU | $193,666 | $195,737 |
| GOLDMAN SACHS HIGH YIELD FUND- | ||
| IBM CORP 1.875% 05/15/2019 | ||
| LORD ABBETT SHORT DURATION | $155,942 | $150,884 |
| PIMCO INCOME FUND-INSTITUTIONA | $199,910 | $196,432 |
| FEDERATED INSTL HIGH YIELD BD | $30,081 | $30,480 |
| GUGGENHEIM LTD DURATION | $30,081 | $30,045 |
| METROPOLITAN WEST UNC | $45,122 | $45,122 |
| PIMCO LONG DURATION TOTAL RETU | $90,244 | $88,588 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS | $22,638 | $25,520 |
| AUTOMATIC DATA PROCESSING | $19,367 | $40,920 |
| BAXTER INTERNATIONAL INC W/1 R | $16,027 | $28,849 |
| DFA US CORE EQUITY 1 PORTFOLIO | ||
| FACEBOOK INC-A | $14,499 | $28,735 |
| ILLINOIS TOOLS WORKS | $13,016 | $26,945 |
| ISHARES CORE S&P MID-CAP ETF | ||
| ISHARES CORE S&P SMALL-CAP ETF | $56,593 | $91,900 |
| NEXTERA ENERGY INC | $19,939 | $49,643 |
| TEXAS INSTRUMENT INC | $12,001 | $28,224 |
| UNITEDHEALTH GROUP INC | $28,829 | $30,868 |
| VALERO ENRGY CORP | $13,384 | $32,309 |
| VANGUARD 500 INDEX FUND-ADMIRA | ||
| ACCENTURE PLC CL A | $13,708 | $29,480 |
| AMERICAN FUNDS-NEW WORLD FUND- | $91,059 | $120,290 |
| AT&T INC | $19,793 | $20,322 |
| ALPHABET INC - CL A | $25,468 | $33,485 |
| ANALOG DEVICES INC | $24,428 | $32,681 |
| BERKSHIRE HATHAWAY INC CL B | $24,850 | $29,445 |
| CAPITAL ONE FINANCIAL CORP | $26,548 | $31,388 |
| CONSTELLATION BRANDS INC CL A | ||
| COSTCO WHOLESALE CORP | $23,328 | $38,210 |
| FISERV INC | $31,637 | $47,986 |
| HOME DEPOT INC | $19,995 | $26,206 |
| JP MORGAN CHASE & CO | $37,640 | $50,881 |
| M & T BANK CORP | $22,031 | $24,614 |
| MCCORMICK & CO INC COM NON VTG | $13,629 | $23,762 |
| MICROSOFT CORP | $39,228 | $66,234 |
| NORTHROP GRUMMAN CORP W/1 RT/S | $20,128 | $24,078 |
| ROCKWELL AUTOMATION, INC | $22,243 | $26,347 |
| THERMO FISHER SCIENTIFIC INC 1 | $34,101 | $48,731 |
| VANGUARD FTSE DEVELOPED MARKET | $146,251 | $152,404 |
| VANGUARD GLOBAL EX-U.S. REAL | ||
| VISA INC CLASS A SHARES | $32,755 | $47,915 |
| CHUBB LIMITED | $22,025 | $23,349 |
| AMAZON.COM INC | $25,232 | $27,718 |
| ANTHEM INC | ||
| CONOCOPHILLIPS | $22,996 | $23,086 |
| CONSOLIDATED EDISON INC | $17,436 | $18,546 |
| DOLLAR TREE INC | $17,757 | $19,280 |
| EOG RESOURCES INC | ||
| ECOLAB | $19,508 | $23,159 |
| EDWARDS LIFESCIENCES | $39,387 | $53,657 |
| FEDEX CORP | ||
| HP INC | $18,069 | $17,057 |
| JOHNSON & JOHNSON | $29,939 | $29,903 |
| LOCKHEED MARTIN CORP | $17,510 | $21,416 |
| MFS GLOBAL REAL ESTATE FD | $102,239 | $106,452 |
| MCDONALDS CORP | ||
| NUVEEN EQUITY MARKET NEUTRAL F | $32,413 | $29,391 |
| OREILLY AUTOMOTIVE INC | $31,885 | $39,443 |
| PARKER HANNIFIN CORP | $21,933 | $26,757 |
| PROLOGIS INC | $32,446 | $40,113 |
| ROSS STORES INC | $29,654 | $38,419 |
| WALMART STORES INC | $23,324 | $28,522 |
| CHEVRON CORPORATION | $16,355 | $16,871 |
| NVIDIA CORP | $23,757 | $25,883 |
| PROCTER & GAMBLE CO | $28,618 | $28,727 |
| COMCAST CORP | $43,728 | $46,544 |
| CROWN CASTLE INTL CORP | $22,891 | $24,166 |
| TOUCHSTONE MID CAP FD | $199,633 | $200,933 |
| WEC ENERGY GROUP INC | $16,933 | $17,524 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2019 TRANSACTIONS POSTED IN 2020 | $15,984 |
| ROUNDING | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE ATTORNEY GENERAL FILING | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $6,535 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2018 INCOME POSTED IN 2019 | Desc |
| Amt | $2,854 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $370 | $370 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $92 | $92 | $0 |
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