HAROLD GLEN AND AUDREY G BENSON TRUMPOWER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD GLEN AND AUDREY G BENSON TRUMPOWER FOUNDATION INC (EIN 83-2643648)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202041979349101264
- 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
- Schedule B
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T10:04:37-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521827777 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STURGILL & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 LIBERTY ST - PO BOX 546 | AddressLine1Txt |
| City | WESTMINSTER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 211580546 | 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 | 832643648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAROLD GLEN AND AUDREY G BENSON | BusinessNameLine1Txt |
| Business Name Line2 | TRUMPOWER FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 4108484460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 GREY FRIARS ROAD | AddressLine1Txt |
| City | WESTMINSTER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21158 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD L STURGILL | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4108484460 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GERALD L STURGILL CPA | PreparerPersonNm |
| PTIN | P00773309 | PTIN |
| Phone | 4108484460 | PhoneNum |
| Preparation | 2020-07-15 | 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) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,720,242 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,085,864 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $116,346 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40,338 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $419,596 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $411,170 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$175,952 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,305,761 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $2,557 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $15,448,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $451,508 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,493 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $13,493 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,520 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,423 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $66,879 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64,221 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $143,892 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,644 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,493 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $143,892 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,644 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,493 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,304,519 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $354,864 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $60,740 | CashEOYAmt |
| Cash EOYFMV | $60,740 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,377,865 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,377,865 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $1,449,308 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,509,032 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $10,286,217 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,488,069 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $2,130,389 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,284,536 | CorporateBondsEOYFMVAmt |
| Total Assets EOY | $15,304,519 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,720,242 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests EOY | $15,304,519 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,304,519 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,304,519 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $15,304,519 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,304,519 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,304,519 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2000 SH CONAGRA BRANDS INC | P | 2019-02-07 | 2019-08-23 | $56,342 | $44,440 | $11,902 | $11,902 |
| 50000 SH MARYLAND ECONOMIC DEV CORP | D | 2018-10-02 | 2019-06-27 | $50,000 | $50,000 | ||
| 3000 SH AEGON N V 6.375% PERP | D | 2018-10-02 | 2019-12-16 | $75,000 | $76,350 | -$1,350 | -$1,350 |
| 2000 SH NIELSEN HOLDINGS PLC SHS | D | 2018-10-02 | 2019-08-23 | $40,663 | $54,880 | -$14,217 | -$14,217 |
| 5000 SH ALPS ETF TR ALERIAN MLP | D | 2018-10-02 | 2019-12-19 | $42,408 | $50,300 | -$7,892 | -$7,892 |
| 800 SH PHILLIPS 66 COM | D | 2018-10-02 | 2019-10-03 | $78,207 | $91,220 | -$13,013 | -$13,013 |
| 1500 SH ARCHER-DANIELS | D | 2018-10-02 | 2019-10-03 | $59,579 | $75,454 | -$15,875 | -$15,875 |
| 1500 SH ROBERT HALF INTERNATIONAL | D | 2018-10-02 | 2019-08-23 | $80,493 | $103,590 | -$23,097 | -$23,097 |
| 2757 SH AT&T INC | D | 2018-10-02 | 2019-05-02 | $84,612 | $92,925 | -$8,313 | -$8,313 |
| 2000 SH SCHLUMBERGER LTD | D | 2018-10-02 | 2019-08-23 | $64,822 | $122,960 | -$58,138 | -$58,138 |
| 1000 SH BLACK HILLS CORP | D | 2018-10-02 | 2019-06-07 | $78,281 | $57,985 | $20,296 | $20,296 |
| 500 SH STRATEGIC EDUCATION INC | D | 2018-10-02 | 2019-06-07 | $91,920 | $67,010 | $24,910 | $24,910 |
| 1500 SH BRISTOL MYERS SQUIBB | D | 2018-10-02 | 2019-10-03 | $73,258 | $93,563 | -$20,305 | -$20,305 |
| 1000 SH YUM BRANDS INC | D | 2018-10-02 | 2019-10-03 | $112,668 | $90,320 | $22,348 | $22,348 |
| 100 SH CHIPOTLE MEXICAN GRILL | D | 2018-10-02 | 2019-05-02 | $69,934 | $44,249 | $25,685 | $25,685 |
| 500 SH CORTEVA INC | D | 2018-10-02 | 2019-08-23 | $14,840 | $16,775 | -$1,935 | -$1,935 |
| 500 SH DUPONT DE NEMOURS INC | D | 2018-10-02 | 2019-08-23 | $33,008 | $48,073 | -$15,065 | -$15,065 |
| 2000 SH GLADSTONE COMMERCIAL CORP | D | 2018-10-02 | 2019-10-28 | $50,000 | $53,510 | -$3,510 | -$3,510 |
| 1500 SH HALLIBURTION COMPANY | D | 2018-10-02 | 2019-10-03 | $27,105 | $62,137 | -$35,032 | -$35,032 |
| 1000 SH HELMERICH & PAYNE INC | D | 2018-10-02 | 2019-10-03 | $38,149 | $70,135 | -$31,986 | -$31,986 |
| 1000 SH KRAFT HEINZ COMPANY | D | 2018-10-02 | 2019-05-02 | $31,852 | $55,877 | -$24,025 | -$24,025 |
| 2000 SH L BRANDS INC | D | 2018-10-02 | 2019-05-14 | $45,147 | $59,960 | -$14,813 | -$14,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$175,952 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $11,902 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,097 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,097 | SubtotalAmt |
| Tax Based On Investment Income | $7,097 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $7,097 | 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 |
| Org Report Or Register State | MD | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GERALD L STURGILL | IndividualWithBooksNm |
| Phone | 4108484460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0546 | AddressLine1Txt |
| Address Line2 | 20 LIBERTY STREET | AddressLine2Txt |
| City | WESTMINSTER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21158 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES E STONER | ||||||||
| 369 GREY FRIARS ROAD | WESTMINSTER | MD | 21158 | PRESIDENT | 000.00 | $20,000 | $0 | $0 |
| GERALD L STURGILL | ||||||||
| 20 LIBERTY STREET | WESTMINSTER | MD | 21157 | VICE PRESIDE | 000.00 | $20,000 | $0 | $0 |
| MARCUS L PRIMM | ||||||||
| 369 GREY FRIARS ROAD | WESTMINSTER | MD | 21158 | DIRECTOR | 000.00 | $20,000 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,374,367 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,056 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,411,423 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $15,411,423 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $231,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,180,252 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $759,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $759,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,097 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,097 | TotalTaxAmt |
| Distributable Before Adj | $751,916 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $751,916 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $751,916 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,493 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $43,493 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $43,493 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $751,916 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $43,493 | QualifyingDistributionsAmt |
| Applied To Current Year | $43,493 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $708,423 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE TRUMPOWER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 GREY FRIARS ROAD | AddressLine1Txt |
| City | WESTMISNTER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4108484460 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST INCLUDING DETAILS OF GRANT AMOUNT AND HOW FUNDS WILL BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,346 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $419,596 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$175,952 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME 1041 ESTATE K- | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,557 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $362,547 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $362,547 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | AUGDREY G TRUPOWER ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 546 | AddressLine1Txt |
| City | WESTMINSTER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,085,864 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THERE IS NOT A REQUIREMENT IN THE STATE OF MARYLAND TO SUBMIT A COPY | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | TAXABLE FIXED INCOME | BondNm |
| EOY Book Value | $2,130,389 | EOYBookValueAmt |
| EOYFMV | $2,284,536 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US EQUITIES | $8,544,846 | $9,618,911 |
| INTERNATIONAL EQUITIES | $1,116,891 | $1,191,526 |
| OTHER ASSETS | $624,480 | $677,632 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $1,449,308 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,509,032 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $13,493 | LegalFeesAmt |
| Disbursements Charitable Prps | $13,493 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE | $744 | |
| INSURANCE | $1,553 | |
| UTILITIES | $361 | |
| INVESTMENT FEES | $64,221 | $64,221 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME 1041 ESTATE K-1 | Desc |
| Revenue And Expenses Per Books | $2,557 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,423 | $2,423 |
| FOREIGN TAXES - 1041 K-1 | $1,097 |
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