RICHARD F WEAVER AND JANICE FWEAVER EDUCATIONAL TRUST INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RICHARD F WEAVER AND JANICE FWEAVER EDUCATIONAL TRUST INC (EIN 20-8486438)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-21
IRS object ID
202012039349100606
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-21T15:10:31-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352033176PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRY TROWBRIDGE & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1800 SOUTH DETROIT STREETAddressLine1Txt
CityLAGRANGECityNm
State AbbreviationINStateAbbreviationCd
ZIP46761ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208486438EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD F WEAVER & JANICE F WEAVERBusinessNameLine1Txt
Business Name Line2EDUCATIONAL TRUST INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14875 E 640 SAddressLine1Txt
CityWOLCOTTVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46795ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLYNN WEAVERPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Signature2020-07-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMBER L TAYLOR CPA CFPPreparerPersonNm
PTINP00233905PTIN
Phone2604632390PhoneNum
Preparation2020-07-21PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address97.64.214.106IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-21IPDt
IP Tm15:10:31IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEADBFC29EAF49CEB23911EB1C45141E216764874AtSubmissionCreationDeviceId
At Submission Filing Device IdEADBFC29EAF49CEB23911EB1C45141E216764874AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,998,688FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$304InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$304InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$304InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$58,964DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,964DividendsNetInvstIncmAmt
Dividends Adj Net Incm$58,964DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$52,499NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$189,139GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$53,904CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$111,767TotalRevAndExpnssAmt
Total Net Invst Incm$113,172TotalNetInvstIncmAmt
Total Adj Net Incm$59,268TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,575AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,575AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,600TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,600TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,350TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,600TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$74,417ExcessRevenueOverExpensesAmt
Net Investment Income$111,572NetInvestmentIncomeAmt
Adjusted Net Income$59,268AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$141,959CashBOYAmt
Cash EOY$120,970CashEOYAmt
Cash EOYFMV$120,970CashEOYFMVAmt
Corporate Stock BOY$2,413,493CorporateStockBOYAmt
Corporate Stock EOY$2,877,718CorporateStockEOYAmt
Corporate Stock EOYFMV$2,877,718CorporateStockEOYFMVAmt
Total Assets BOY$2,555,452TotalAssetsBOYAmt
Total Assets EOY$2,998,688TotalAssetsEOYAmt
Total Assets EOYFMV$2,998,688TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,555,452NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,998,688NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,555,452TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,998,688TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,555,452TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,998,688TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,555,452TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$74,417ExcessRevenueOverExpensesAmt
Other Increases$368,819OtherIncreasesAmt
Subtotal$2,998,688SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,998,688TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$53,904CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,416,533NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.006001DistributionYr1Rt
Adjusted Qlfy Distri Yr2$650AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$13,000NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050000DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$13,000NetVlNoncharitableAssetsYr3Amt
Adjusted Qlfy Distri Yr4$650AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$13,000NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$650AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$13,000NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050000DistributionYr5Rt
Total Distribution0.156001TotalDistributionRt
Average Distribution0.039000AverageDistributionRt
Net Vl Noncharitable Assets$2,775,030NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$108,226AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,116NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$109,342AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$111,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,116InvestmentIncomeExciseTaxAmt
Subtotal$1,116SubtotalAmt
Tax Based On Investment Income$1,116TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$1,116ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,116TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$42EsPenaltyAmt
Tax Due$42TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLYNN WEAVERIndividualWithBooksNm
Phone2604034671PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14875 E 640 SAddressLine1Txt
CityWOLCOTTVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP46795ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LYNN WEAVER
4875 E 640 SWOLCOTTVILLEIN46795PRESIDENT/TR2.00$0$0$0
VIRGINIA WATERS
C/O 4875 E 640 SWOLCOTTVILLEIN46795VICE PRESIDE000.00$0$0$0
LAURA JOYNER
4875 E 640 SWOLCOTTVILLEIN46795SECRETARY000.00$0$0$0
LAURA WEAVER
C/O 4875 E 640 SWOLCOTTVILLEIN46795DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$115,687AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,701,602AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,817,289TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,817,289AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,259CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,775,030NetVlNoncharitableAssetsAmt
Minimum Investment Return$138,752MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$138,752MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,116TaxBasedOnInvestmentIncomeAmt
Total Tax$1,116TotalTaxAmt
Distributable Before Adj$137,636DistributableBeforeAdjAmt
Distributable Before Ded$137,636DistributableBeforeDedAmt
Distributable As Adjusted$137,636DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,750ExpensesAndContributionsAmt
Set Aside Cash Distri Test$75,750SetAsideCashDistriTestAmt
Qualifying Distributions$111,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,116PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$110,384AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$137,636DistributableAsAdjustedAmt
Undistributed Income PY$60,631UndistributedIncomePYAmt
Qualifying Distributions$111,500QualifyingDistributionsAmt
Applied To Year1$60,631AppliedToYear1Amt
Applied To Current Year$50,869AppliedToCurrentYearAmt
Undistributed Income CY$86,767UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MURRAY KY ROTARY CLUB
926 S 12TH STMURRAYKY42071CHARITY501C3CHARITABLE GIFT - AMPHITHEATER$10,000
MURRAY KY ROTARY CLUB
926 S 12TH STMURRAYKY42071CHARITY501C3SCHOLARSHIP FUND$250
MURRAY KY ROTARY CLUB
926 S 12TH STMURRAYKY42071501C3OUTSIDE AMPHITHEATER$10,000
MURRAYCALLOWAY HOSPITAL
803 POPLAR STMURRAYKY42071CANCER HOSPITAL$25,000
BOY SCOUTS OF AMERICA
1325 W WALNUT HILL LANEIRVINGTX75038MURRAY SCOUTING DISTRICT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,750TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MURRAYCALLOWAY HOSPITALBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1803 POPLAR STAddressLine1Txt
CityMURRAYCityNm
State AbbreviationKYStateAbbreviationCd
ZIP42071ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeCANCER HOSPITALGrantOrContributionPurposeTxt
Amt$50,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$50,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$304RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$58,964RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$52,499RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$111,767RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$111,767TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,575Amt
Net Investment Income$1,575NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (12 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
MFS BLND RESH COR EQ2019-02PURCHASE2019-08$15,178$16,512-$1,334
MFS NEW DSCV VAL I2019-02PURCHASE2019-08$9,010$9,594-$584
MFS T/R I2019-02PURCHASE2019-08$15,854$15,693$161
MFS DVR INC2019-02PURCHASE2019-08$16,637$15,575$1,062
DFA GLB RL EST SEC2018-07PURCHASE2019-08$3,757$3,534$223
MFS BLND RESH COR EQ2018-07PURCHASE2019-08$17,438$19,280-$1,842
MFS NEW DSCV VAL2018-07PURCHASE2019-08$10,711$11,568-$857
MFS T/R I2018-07PURCHASE2019-08$19,453$19,280$173
MFS GOV SECS2018-07PURCHASE2019-08$4,024$3,773$251
MFS DVR INC2018-07PURCHASE2019-08$20,366$19,280$1,086
MFS GRW2018-07PURCHASE2019-08$2,806$2,551$255
8MIRANT CORP2019-02PURCHASE2019-03$1$1

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockLPL MUTUAL FUNDSStockNm
EOY Book Value$2,877,718EOYBookValueAmt
EOYFMV$2,877,718EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
FILING FEES KENTUCKY$25$25

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescAPPRECIATION OF STOCK PORTFOLIODesc
Amt$368,819Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.