M J SURGALA TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- M J SURGALA TR (EIN 11-6556638)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-22
- IRS object ID
- 202002969349100300
- Schema version
- 2019v5.1
- 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
- Cash Distribution Expln Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-22T06:40:56-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260001555 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELIX & GLOEKLER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2306 PENINSULA DRIVE | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16506 | 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 | 116556638 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M J SURGALA TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MJSU | BusinessNameControlTxt |
| Phone | 8148384921 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5966 WYNDEMERE DRIVE | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY LINCOLN | PersonNm |
| Person Title | TRUSTEE / EXEC DIR | PersonTitleTxt |
| Phone | 8148384921 | PhoneNum |
| Signature | 2020-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M LASTOWSKI CPA | PreparerPersonNm |
| PTIN | P00263646 | PTIN |
| Phone | 8148386095 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.63.61.222 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-19 | IPDt |
| IP Tm | 09:44:29 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AA1518D327ED72DF8BBBC1FAF2258C7E0A0C545D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EB243F4A70E8D76334839A97061F6177C0D4DD1E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,696,205 | 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 | $13,191 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,191 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $512,657 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $512,657 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,638 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $165,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,638 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $528,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $528,486 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $80,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $80,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $241 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $241 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $241 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,000 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $750 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,991 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,991 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,991 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $616,551 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $616,551 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $703,542 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,991 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $703,542 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$175,056 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $441,495 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $901,801 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,627 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $776,927 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,771,682 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,331,968 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,115,048 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $385,902 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $434,166 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $521,624 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $997,072 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,067,640 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,282,606 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,056,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,911,401 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,696,205 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $200,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $230,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $200,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $230,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,856,457 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,681,401 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,856,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,681,401 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,056,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,911,401 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,856,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$175,056 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,681,401 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,681,401 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FREEPORT MCMORAN | 2016-09-01 | 2019-04-01 | $9,165 | $24,876 | -$15,711 | -$15,711 |
| HANESBRANDS INC | 2016-09-15 | 2019-08-28 | $13,565 | $24,398 | -$10,833 | -$10,833 |
| ISHARES PREFERRED INCOME SEC | 2014-12-16 | 2019-07-18 | $26,007 | $27,467 | -$1,460 | -$1,460 |
| LAMB WESTON HOLDINGS INC | 2011-10-14 | 2019-10-09 | $5,084 | $1,166 | $3,918 | $3,918 |
| WILLIAMS COMPANIES | 2017-09-01 | 2019-09-28 | $13,999 | $16,463 | -$2,464 | -$2,464 |
| JEFFERIES FINANCIAL | 2008-03-25 | 2019-04-01 | $9,605 | $21,910 | -$12,305 | -$12,305 |
| LAMB WESTON HOLDINGS INC | 2009-01-26 | 2019-10-09 | $25,419 | $4,044 | $21,375 | $21,375 |
| NUCOR CORP | 2008-05-23 | 2019-08-28 | $14,185 | $21,455 | -$7,270 | -$7,270 |
| PROCTOR & GAMBEL | 2009-08-05 | 2019-10-09 | $48,759 | $21,367 | $27,392 | $27,392 |
| WABTEC CORP | 2019-02-25 | 2019-02-26 | $58 | $62 | -$4 | -$4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,638 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $769,029 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,202,894 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050584 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $687,364 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,563,619 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044165 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $576,362 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,586,571 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039513 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,036,664 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,017,678 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069030 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $959,598 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,344,603 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058710 | DistributionYr5Rt |
| Total Distribution | 0.262002 | TotalDistributionRt |
| Average Distribution | 0.052400 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,245,236 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $798,850 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,415 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $803,265 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $783,542 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,830 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,830 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,997 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,997 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,167 | OverpaymentAmt |
| Applied To ES Tax | $4,167 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARY LINCOLN | IndividualWithBooksNm |
| Phone | 8148384921 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5699 WYNDEMERE DRIVE | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY LINCOLN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5966 WYNDEMERE DRIVE | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $80,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,363,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,113,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,477,397 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,477,397 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $232,161 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,245,236 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $762,262 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $762,262 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,830 | TotalTaxAmt |
| Distributable Before Adj | $753,432 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $753,432 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $753,432 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $703,542 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $80,000 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $783,542 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $783,542 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $753,432 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $726,317 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $783,542 | QualifyingDistributionsAmt |
| Applied To Year1 | $726,317 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,225 | 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 | $696,207 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY LINCOLN TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5966 WYNDEMERE DRIVE | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8148684921 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT THE TRUSTEE FOR INFORMATION ON SUBMITTING APPLICATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACHIEVEMENT CENTER | ||||||
| 4950 WEST 23 STREET | ERIE | PA | 16506 | PC | Serving more than 3,100 children each year, the Achievement Center helps children and young adults to maximize their potential. | $2,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 2115 WEST 38 STREET | ERIE | PA | 16509 | PC | PROVIDES ASSISTANCE TO INDIVIDUALS WITH CANCER | $2,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PC | RESEARCH AND TREATMENT OF HEART DISEASE | $2,000 |
| AMERICANS FOR THE COMPETITIVE ENTERPRISE SYSTEM | ||||||
| 1001 STATE STREET | ERIE | PA | 16501 | PC | PROMOTES FREE ENTERPRISE ECONOMIC SYSTEM TO STUDENTS | $2,000 |
| BAYFRONT MARITIME CENTER | ||||||
| 40 HOLLAND STREET | ERIE | PA | 16507 | PC | Erie Maritime Foundation DBA Bayfront Maritime Center is a 501 (c)(3) community based nonprofit organization which focuses on maritime education. Sailing, boat building, rowing, paddling, adaptive sailing, STEM (Science, Technology, Engineering and Math) curriculum, and maritime career. | $10,000 |
| BETHESDA LUTHERAN SERVICES | ||||||
| 349 WEST 18TH STREET | ERIE | PA | 16502 | PC | Bethesda Lutheran Services, works to provide promising futures for children, youth, and families through individualized mental and behavioral health services provided in a residential, school or community setting. | $5,000 |
| BENEDICTINE SISTERS OF ERIE | ||||||
| 6101 EAST LAKE ROAD | ERIE | PA | 16511 | PC | A RELIGIOUS COMMUNITY OF WOMEN THAT WORKS IN CREATIVE WAYS TO MEET THE SOCIAL NEEDS AROUND THEM | $10,000 |
| BOCA RATON MUSEUM OF ART | ||||||
| 501 PLAZA REAL | BOCA RATON | FL | 33432 | PC | MAINTAINS ART EXHIBITIONS AND PROVIDES EDUCATIONAL PROGRAMS IN ALL ASPECTS OF ART | $6,275 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | ||||||
| 800 MEADOWS DRIVE | BOCA RATON | FL | 33486 | PC | HOSPITAL PROVIDING COMMUNITY HEALTH CARE SERVICES | $2,500 |
| CRIME VICTIMS CENTER | ||||||
| 125 WEST 18 STREET | ERIE | PA | 16501 | PC | Assists victims of crimes with counseling and legal assistance to seek recovery | $2,000 |
| CHILDREN'S ADVOCACY CENTER | ||||||
| 1334 WEST 38 STREET | ERIE | PA | 16508 | PC | The Children's Advocacy Center's every action is focused on the well-being of each child we serve. Now, perhaps more than ever, we must all play a role in keeping our children safe in our homes, in our neighborhoods, in our communities. | $1,000 |
| COMMUNITY COUNTRY DAY SCHOOL | ||||||
| 5800 OLD ZUCK ROAD | ERIE | PA | 16501 | PC | EDUCATED CHILDREN IN GRADES 1 THROUGH 12 WITH GUIDANCE AND SUPPORT | $10,000 |
| COMMUNITY HEALTH NET | ||||||
| 1202 STATE STREET | ERIE | PA | 16501 | PC | Community Health Net offers a range of healthcare services for newborn through geriatric patients, regardless of your ability to pay. We are all part of this community. And we all deserve quality healthcare. No matter our age, race or income. That is why Community Health Net is here. To provide everyday people with extraordinary care. | $20,000 |
| DR GERTRUDE BARBER FOUNDATION | ||||||
| 100 BARBER PLACE | ERIE | PA | 16507 | PC | EDUCATIONAL SUPPORT TO CHILDREN WITH DISABILITIES AND MENTAL HEALTH NEEDS | $600 |
| EMMAUS MINISTRIES | ||||||
| 310 EAST 10TH STREET | ERIE | PA | 16503 | PC | PROVIDES MEALS AND SHELTER TO THE HOMELESS | $10,000 |
| ERIE ART MUSEUM | ||||||
| 417 STATE STREET | ERIE | PA | 16501 | PC | PROVIDES A MUSEUM FOR ART EXHIBITION AND EDUCATION | $5,000 |
| ERIE CITY MISSION | ||||||
| 1017 STATE STREET | ERIE | PA | 16501 | PC | ASSISTS THE HOMELESS AND THOSE STRUGGLING WITH ADDITION | $10,000 |
| ERIE COUNTY HISTORICAL SOCIETY | ||||||
| 356 WEST 6 STREET | ERIE | PA | 16507 | PC | The Erie County Historical Society/Hagen History Center engages and inspires a diverse audience by exhibiting links to the past, understanding the present and guidance for the future, while preserving he history of Erie County, Northwestern Pennsylvania and our national heritage. | $1,500 |
| ERIE DAWN | ||||||
| 2549 WEST 8TH STREET | ERIE | PA | 16505 | PC | ASSISTS HOMELESS WOMEN WITH COUNSELING AND SUPPORTIVE SERVICES | $10,000 |
| ERIE HOMES FOR CHILDREN AND ADULTS | ||||||
| 226 EAST 27TH STREET | ERIE | PA | 16504 | PC | PROVIDES HOUSING AND SUPPORTIVE CARE TO INDIVIDUALS WITH DISABILITIES | $10,000 |
| ERIE PHILHARMONIC ORCHESTRA | ||||||
| 23 WEST 10TH STREET | ERIE | PA | 16501 | PC | SUPPORTS AND OPERATES A SYMPHONIC ORCHESTRA IN THE REGION | $16,050 |
| ERIE PLAYHOUSE | ||||||
| 13 WEST 10TH STREET | ERIE | PA | 16501 | PC | PROVIDES A COMMUNITY THEATRE AND EDUCATION IN THE THEATRE ARTS | $12,000 |
| ERIE REGIONAL LIBRARY FOUNDATION | ||||||
| 16 BLASCO STREET | ERIE | PA | 16507 | PC | The Erie Regional Library Foundation supports the needs of the Erie County Public Library. We provide funding for dynamic new projects that keep our libraries creative, flexible, and ready to serve. We also help build and refurbish our library buildings. | $50,000 |
| ERIE ZOOLOGICAL SOCIETY | ||||||
| 423 WEST 38TH STREET | ERIE | PA | 16508 | PC | OPERATES A ZOOLOGICAL PARK THAT PROVIDES EDUCATIONAL AND RECREATIONAL ACTIVITIES THAT FOSTER A GREATER SENSE OF AWARENESS, STEWARDSHIP AND CONSERVATION OF ANIMALS AND PLANTS. | $53,620 |
| EXPERIENCE CHILDREN'S MUSEUM | ||||||
| 420 FRENCH STREET | ERIE | PA | 16507 | PC | Provides a safe, family-centered educational experience that inspires creativity, exploration and imagination through play, interactive exhibits and innovative programming. | $5,000 |
| FLAGSHIP NIAGARA LEAGUE | ||||||
| 150 EAST FRONT STREET | ERIE | PA | 16507 | PC | WORKS TO PROMOTE PRESERVATION OF THE FLAGSHIP NIAGARA | $30,450 |
| HABITAT FOR HUMANITY | ||||||
| 4922 PITTSBURGH AVENUE | ERIE | PA | 16509 | PC | The Greater Erie Area Habitat for Humanity provides the opportunity for families to partner with us to make their dream of safe, decent homeownership come true. | $5,000 |
| HAMOT HEALTH FOUNDATION | ||||||
| 2 EAST 2ND STREET | ERIE | PA | 16507 | PC | Dave - 10/15/20 01:08PM Worksheet Private Foundation | $10,000 |
| HARBORCREEK YOUTH SERVICES | ||||||
| 5712 IROQUOIS AVE | HARBORCREEK | PA | 16421 | PC | Provides a range of residential and in-home services to children and their families. | $2,000 |
| HELPING HANDS | ||||||
| 541 CAMBRIDGE STREET | BOSTON | MA | 02134 | PC | Helping Hands and our monkey helpers have given recipients the priceless gifts of greater independence, companionship, and hope. | $10,000 |
| INNER CITY ART HOUSE | ||||||
| 201 EAST 10TH STREET | ERIE | PA | 16503 | PC | PROVIDES ART EDUCATION AND SUPPORT TO INNER CITY YOUTH | $10,000 |
| INNOCENSE PROJECT | ||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | PC | EXONERATING WRONGFULLY CONVICTED THROUGH DNA TESTING | $10,000 |
| JEFFERSON EDUCATIONAL SOCIETY | ||||||
| 3207 STATE STREET | ERIE | PA | 16508 | PC | The Society offers courses, seminars, and lectures which explain the central ideas that have formed the past, assist in exploring the present, and offer guidance to enhance the civic future of the Erie Region. | $51,000 |
| MECA | ||||||
| 2709 LEGION ROAD | ERIE | PA | 16506 | PC | SOCIAL SERVICE AGENCY SERVING VETERANS AND ELDERLY WITH VARIOUS PROGRAMS. | $1,000 |
| MARCH OF DIMES | ||||||
| 1131 WEST 38 STREET | ERIE | PA | 16508 | PC | AdvocateS for policies that prioritize the health of moms and babies and supports radical improvements to the care they receive. | $1,000 |
| MERCY CENTER FOR WOMEN | ||||||
| 1039 EAST 27TH STREET | ERIE | PA | 16504 | PC | PROVIDES SUPPORTIVE SERVICES TO WOMEN IN NEED | $10,000 |
| MERCYHURST INSTITUTE FOR ARTS AND CULTURE | ||||||
| 501 EAST 38TH STREET | ERIE | PA | 16546 | PC | UNIVERSITY PROVIDING EDUCATIONAL OPPORTUNITIES IN THE ARTS AND CULTURE | $3,056 |
| PERSEUS HOUSE | ||||||
| 1511 PEACH STREET | ERIE | PA | 16501 | PC | Perseus House provides a variety of residential, educational programs and resources for school-aged youth in the Erie community and across Pennsylvania | $5,000 |
| PENN STATE ERIE - THE BEHREND COLLEGE | ||||||
| 4701 COLLEGE DRIVE | ERIE | PA | 16510 | PC | ACCREDITED COLLEGE | $70,000 |
| PUBLIC BROADCASTING OF NW PA | ||||||
| 8425 PEACH STREET | ERIE | PA | 16509 | PC | PUBLIC TELEVISION AND RADIO STATION | $10,000 |
| SAFENET | ||||||
| PO BOX 1436 | ERIE | PA | 16512 | PC | ASSISTANCE TO INDIVIDUALS SUFFERING FROM DOMESTIC ABUSE | $11,000 |
| SALVATION ARMY | ||||||
| 1209 SASSAFRAS SREEET | ERIE | PA | 16502 | PC | Dave - 10/15/20 01:10PM Worksheet Private Foundation | $5,000 |
| SECOND HARVEST FOOD BANK | ||||||
| 1507 GRIMM DRIVE | ERIE | PA | 16502 | PC | Dave - 10/15/20 01:28PM Worksheet Private Foundation | $10,000 |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||
| 1645 WEST 8TH STREET | ERIE | PA | 16505 | PC | PROVIDES FREE MEDICAL CARE TO CHILDREN WITH DISABILITIES | $10,000 |
| STAIRWAYS BEHAVORIAL HEALTH | ||||||
| 2185 WEST 8TH STREET | ERIE | PA | 16505 | PC | SERVING MENTAL HEALTH CARE NEEDS AT ANY STAGE OF LIFE | $2,000 |
| ST PAUL'S FREE CLINIC | ||||||
| 1608 WALNUT STREET | ERIE | PA | 16502 | PC | PROVIDES MEDICAL CARE TO LOW INCOME INDIVIDUALS | $10,000 |
| THE SIGHT CENTER OF NW PENNSYLVANIA | ||||||
| 2545 WEST 26 STREET | ERIE | PA | 16506 | PC | PROVIDES SERVICES TO PREVENT BLINDNESS, RESTORE VISION AND SPECIALIZED SUPPORT SERVICES. | $5,000 |
| THE UPPER ROOM | ||||||
| 1024 PEACH STREET | ERIE | PA | 16501 | PC | DAYTIME HOMELESS SHELTER PROVIDING MEALS, SOCIALIZATION, COUNSELING AND THERAPY | $5,000 |
| TOM RIDGE ENVIRONMENTAL CENTER | ||||||
| 301 PENINSULA DRIVE | ERIE | PA | 16505 | PC | EDUCATIONAL CENTER DEDICATED TO TEACHING VISITORS ABOUT THE UNIQUE 3,200 ACRES OF PRESQUE ISLE STATE PARK. | $1,000 |
| UNITARIAN UNIVERSALIST CONGREGATION OF ERIE | ||||||
| 7180 PERRY HIGHWAY | ERIE | PA | 16509 | PC | RECOGNIZED RELIGIOUS ORGANIZATION IN ERIE PA | $10,000 |
| UNITARIAN UNIVERSALIST CONGREGATION OF GIRARD | ||||||
| 107 MYRTLE STREET | GIRARD | PA | 16417 | PC | RECOGNIZED RELIGIOUS ORGANIZATION IN GIRARD PA | $5,000 |
| UNITED WAY OF ERIE COUNTY | ||||||
| 420 WEST 6TH STREET | ERIE | PA | 16507 | PC | PROVIDES ASSISTANCE TO SOCIAL SERVICE ORGANIZATIONS IN THE ERIE AREA | $15,000 |
| YMCA OF GREATER ERIE | ||||||
| 3727 CHERRY STREET | ERIE | PA | 16508 | PC | SUPPORT OF THE TEEN ACTIVITIES PROGRAM | $20,000 |
| YOUNG PEOPLES CHORUS OF ERIE | ||||||
| PENN STATE ERIE - BEHREND COLLEGE | ERIE | PA | 16510 | PC | OFFERS MUSIC INSTRUCTION TO CHILDREN REGARDLESS OF THEIR SOCIOECONOMIC BACKGROUND | $20,000 |
| ST LUCY CATHOLIC CHURCH | ||||||
| 3510 S OCEAN BLVD | HIGHLAND BEACH | FL | 33487 | PC | CATHOLIC CHURCH | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $616,551 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENN STATE ERIE - THE BEHREND COLLEGE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4701 COLLEGE DRIVE | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | ESTABLISHMENT OF A BIO RESEARCH CENTER ON CAMPUS | GrantOrContributionPurposeTxt |
| Amt | $80,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $80,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,191 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $512,657 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,638 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $528,486 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $528,486 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Cash Distribution Expln Stmt CashDistributionExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | AMOUNTS SET ASIDE FOR SPECIFIC CHARITABLE PROJECTS FOR PENN STATE ERIE - THE BEHREND COLLEGE. THE SET ASIDE AMOUNTS WILL BE PAID AS FOLLOWS: 2020 2021 2022 2023PENN STATE - BEHREND COLLEGE 20,000 20,000 20,000 20,000 | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB & CO | $66,210 | $70,804 |
| MORGAN STANLEY | $367,956 | $450,820 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IBM CORPPORATION | $3,944,779 | $4,651,457 |
| CHARLES SCHWAB & CO | $2,250,156 | $4,406,415 |
| MORGAN STANLEY | $3,137,033 | $4,057,176 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY | AT COST | $15,890 | $17,560 |
| CHARLES SCHWAB & CO | AT COST | $28,765 | $42,240 |
| CHARLES SCHWAB & CO | AT COST | $1,022,985 | $1,222,806 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NEW YORK STATE REQISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES - CS | CategoryTxt |
| Amt | $241 | Amt |
| Net Investment Income | $241 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $241 | DisbursementsCharitablePrpsAmt |
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