ROBERT EMMETT SULLIVAN & BESSIE MAY SULLIVAN CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT EMMETT SULLIVAN & BESSIE MAY SULLIVAN CHARITABLE TRUST (EIN 36-6727972)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-10-29
- IRS object ID
- 202013039349100316
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-29T11:00:24-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366727972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R E SULLIVAN-BESSIE SULLIVAN CHAR TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SULL | BusinessNameControlTxt |
| Phone | 8155475200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6838 E STATE STREET SUITE 2 | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTEN CAMPBELL VP | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8155475200 | PhoneNum |
| Signature | 2020-10-29 | 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 | 2020-10-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.93.209.145 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D8176C32FD86F1B26E27F2D2950AFB5CEE88ADDD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D8176C32FD86F1B26E27F2D2950AFB5CEE88ADDD | 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 | $2,811,978 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $64,793 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,793 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,663 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,038,965 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,663 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,549 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,549 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $108,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,005 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,947 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,473 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,473 | 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 | $475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $285 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $190 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,501 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $15 | 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 |
| Tot Opr Expenses Rev And Expnss | $26,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,758 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,678 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,473 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,473 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,758 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,151 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,391 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,247 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,079 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,925 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,925 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,402,602 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,362,540 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,514,908 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,147,316 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,157,650 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,239,145 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,612,997 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,578,115 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,811,978 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,612,997 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,578,115 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,612,997 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,578,115 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,612,997 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,578,115 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,612,997 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,391 | ExcessRevenueOverExpensesAmt |
| Other Increases | $273 | OtherIncreasesAmt |
| Subtotal | $2,578,879 | SubtotalAmt |
| Other Decreases | $764 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,578,115 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 43.258 INVESCO OPPENHEIMER DEV MKTS - R6 | 2016-05-02 | 2019-07-16 | $1,896 | $1,334 | $562 | $562 | |
| 1.216 INVESCO OPPENHEIMER DEV MKTS - R6 | 2016-05-02 | 2019-08-20 | $50 | $37 | $13 | $13 | |
| 98.2 INVESCO OPPENHEIMER DEV MKTS - R6 | 2016-05-02 | 2020-03-26 | $3,600 | $3,044 | $556 | $556 | |
| 121.874 INVESCO OPPENHEIMER DEV MKTS - R6 | 2016-12-23 | 2020-06-23 | $5,215 | $3,817 | $1,398 | $1,398 | |
| 550.355 AMERICAN BEACON LARGE CAP VAL INST | 2016-12-23 | 2019-07-16 | $14,744 | $14,771 | -$27 | -$27 | |
| 3217.464 AMERICAN BEACON LARGE CAP VAL INST | 2017-07-05 | 2020-01-06 | $86,775 | $89,973 | -$3,198 | -$3,198 | |
| 4853.202 AMERICAN BEACON LARGE CAP VAL INST | 2018-05-04 | 2020-03-26 | $93,133 | $128,401 | -$35,268 | -$35,268 | |
| 621.593 AMERICAN BEACON LARGE CAP VAL INST | 2019-08-20 | 2020-03-26 | $11,928 | $15,825 | -$3,897 | -$3,897 | |
| 59.073 BLACKROCK STRAT INC OPP PORT CL K | 2016-12-23 | 2019-07-16 | $586 | $549 | $37 | $37 | |
| 110.425 BLACKROCK STRAT INC OPP PORT CL K | 2016-12-23 | 2020-06-23 | $1,091 | $1,087 | $4 | $4 | |
| 241.578 COLUMBIA SMALL CAP INDEX I2 | 2016-12-23 | 2019-08-20 | $5,450 | $5,880 | -$430 | -$430 | |
| 48.374 COLUMBIA SMALL CAP INDEX I2 | 2016-12-23 | 2019-11-04 | $1,175 | $1,177 | -$2 | -$2 | |
| 87.087 COLUMBIA SMALL CAP INDEX I2 | 2016-12-23 | 2020-03-26 | $1,450 | $2,120 | -$670 | -$670 | |
| 20.78 COLUMBIA SMALL CAP INDEX I2 | 2016-12-23 | 2020-06-23 | $405 | $506 | -$101 | -$101 | |
| 819.222 DODGE & COX INCOME FUND #147 | 2018-05-04 | 2019-07-16 | $11,379 | $11,010 | $369 | $369 | |
| 469.633 DODGE & COX INCOME FUND #147 | 2018-05-04 | 2019-08-20 | $6,650 | $6,312 | $338 | $338 | |
| 4170.698 DODGE & COX INCOME FUND #147 | 2018-05-04 | 2020-06-02 | $60,350 | $56,054 | $4,296 | $4,296 | |
| 1357.729 DODGE & COX INCOME FUND #147 | 2018-05-04 | 2020-06-23 | $19,850 | $18,248 | $1,602 | $1,602 | |
| 26.021 FEDERATED HERMES KAUFMANN SM CAP -IS | 2018-05-04 | 2019-07-16 | $1,128 | $936 | $192 | $192 | |
| 69.212 FEDERATED HERMES KAUFMANN SM CAP -IS | 2018-05-04 | 2019-08-20 | $2,900 | $2,490 | $410 | $410 | |
| 48.78 FEDERATED HERMES KAUFMANN SM CAP -IS | 2018-05-04 | 2020-03-26 | $1,800 | $1,755 | $45 | $45 | |
| 6.36 FEDERATED HERMES KAUFMANN SM CAP -IS | 2018-05-04 | 2020-06-02 | $300 | $229 | $71 | $71 | |
| 18.329 FEDERATED HERMES KAUFMANN SM CAP -IS | 2018-05-04 | 2020-06-23 | $893 | $659 | $234 | $234 | |
| 253.105 FEDERATED HERMES ULTRASHORT BOND -IS | 2019-03-21 | 2019-08-20 | $2,318 | $2,301 | $17 | $17 | |
| 4229.446 FEDERATED HERMES ULTRASHORT BOND -IS | 2018-05-04 | 2019-08-20 | $38,742 | $38,446 | $296 | $296 | |
| 214.097 FIDELITY ADV INTERNATIONAL GROWTH -Z | 2020-01-06 | 2020-06-23 | $3,370 | $3,417 | -$47 | -$47 | |
| 49.245 FIDELITY ADV INTERNATIONAL GROWTH -Z | 2020-01-06 | 2020-06-23 | $775 | $786 | -$11 | -$11 | |
| 1054.278 OAKMARK INTERNATIONAL INST | 2018-01-02 | 2020-01-06 | $26,125 | $30,205 | -$4,080 | -$4,080 | |
| 2837.622 OAKMARK INTERNATIONAL INST | 2018-01-02 | 2020-03-12 | $44,579 | $81,180 | -$36,601 | -$36,601 | |
| 94.309 OAKMARK INTERNATIONAL INST | 2019-07-16 | 2020-03-12 | $1,482 | $2,185 | -$703 | -$703 | |
| 190.678 IVY INTERNATIONAL CORE EQUITY N | 2015-06-10 | 2019-08-20 | $3,150 | $3,621 | -$471 | -$471 | |
| 1743.043 IVY INTERNATIONAL CORE EQUITY N | 2019-01-08 | 2020-01-06 | $31,148 | $27,617 | $3,531 | $3,531 | |
| 5908.106 IVY INTERNATIONAL CORE EQUITY N | 2015-06-10 | 2020-01-06 | $105,578 | $97,177 | $8,401 | $8,401 | |
| 263.366 MASSMUTUAL SELECT MID CAP GROWTH | 2018-05-04 | 2019-07-16 | $6,276 | $5,815 | $461 | $461 | |
| 55.794 MASSMUTUAL SELECT MID CAP GROWTH | 2018-05-04 | 2019-08-20 | $1,300 | $1,232 | $68 | $68 | |
| 1488.421 MASSMUTUAL SELECT MID CAP GROWTH | 2018-05-04 | 2020-01-06 | $35,350 | $32,864 | $2,486 | $2,486 | |
| 25.674 MASSMUTUAL SELECT MID CAP GROWTH | 2018-05-04 | 2020-06-02 | $600 | $567 | $33 | $33 | |
| 63.363 MASSMUTUAL SELECT MID CAP GROWTH | 2018-05-04 | 2020-06-23 | $1,496 | $1,399 | $97 | $97 | |
| 35.753 MERGER FUND INST | 2018-05-04 | 2019-07-16 | $601 | $576 | $25 | $25 | |
| 138.889 MERGER FUND INST | 2018-05-04 | 2019-08-20 | $2,350 | $2,238 | $112 | $112 | |
| 61.426 MERGER FUND INST | 2018-05-04 | 2020-06-23 | $1,051 | $990 | $61 | $61 | |
| 133.194 T ROWE PRICE INST INTL DISCIPLINED EQ | 2020-01-07 | 2020-06-23 | $1,407 | $1,546 | -$139 | -$139 | |
| 212.355 T ROWE PRICE INST INTL DISCIPLINED EQ | 2020-01-07 | 2020-06-23 | $2,242 | $2,465 | -$223 | -$223 | |
| 315.581 T ROWE PRICE GROWTH STOCK FUND - I | 2013-01-16 | 2019-07-16 | $22,482 | $12,303 | $10,179 | $10,179 | |
| 910.8 T ROWE PRICE GROWTH STOCK FUND - I | 2013-01-16 | 2019-11-04 | $64,175 | $37,761 | $26,414 | $26,414 | |
| 64.583 T ROWE PRICE GROWTH STOCK FUND - I | 2013-05-08 | 2020-01-06 | $4,825 | $2,787 | $2,038 | $2,038 | |
| 205.856 T ROWE PRICE GROWTH STOCK FUND - I | 2014-01-16 | 2020-06-02 | $16,100 | $11,107 | $4,993 | $4,993 | |
| 188.519 T ROWE PRICE GROWTH STOCK FUND - I | 2015-10-19 | 2020-06-23 | $15,336 | $10,630 | $4,706 | $4,706 | |
| 1. T ROWE PRICE EMER MKTS BOND I | 2020-06-30 | $227 | $227 | $227 | |||
| 16.23 VANGUARD EQUITY INCOME - ADM | 2020-01-06 | 2020-06-23 | $1,120 | $1,288 | -$168 | -$168 | |
| 84.67 VANGUARD TOTAL BOND MKT INDEX - ADM | 2019-08-20 | 2020-03-26 | $950 | $946 | $4 | $4 | |
| 167.53 VANGUARD TOTAL BOND MKT INDEX - ADM | 2019-08-20 | 2020-06-23 | $1,940 | $1,871 | $69 | $69 | |
| 10.562 VANGUARD MID CAP VALUE INDX FD - ADM | 2020-03-26 | 2020-06-23 | $532 | $460 | $72 | $72 | |
| 91.536 VANGUARD SELECTED VALUE | 2015-01-12 | 2019-07-16 | $2,455 | $2,543 | -$88 | -$88 | |
| 103.886 VANGUARD SELECTED VALUE | 2015-01-12 | 2019-08-20 | $2,700 | $2,886 | -$186 | -$186 | |
| 289.586 VANGUARD SELECTED VALUE | 2015-01-12 | 2019-11-04 | $8,175 | $8,045 | $130 | $130 | |
| 138.992 VANGUARD SELECTED VALUE | 2015-01-12 | 2020-01-06 | $3,750 | $3,861 | -$111 | -$111 | |
| 1445.33 VANGUARD SELECTED VALUE | 2015-01-12 | 2020-03-26 | $25,886 | $41,878 | -$15,992 | -$15,992 | |
| 88.775 VANGUARD SHTM INVEST GRADE ADM #539 | 2016-06-20 | 2019-07-16 | $949 | $953 | -$4 | -$4 | |
| 8034.387 VANGUARD SHTM INVEST GRADE ADM #539 | 2016-06-20 | 2019-08-20 | $86,450 | $85,826 | $624 | $624 | |
| 87.569 VANGUARD SHTM INVEST GRADE ADM #539 | 2018-01-02 | 2020-06-23 | $958 | $931 | $27 | $27 | |
| 281.146 VANGUARD TOTAL STOCK MKT INDEX - ADM | 2013-09-11 | 2019-07-16 | $20,951 | $12,042 | $8,909 | $8,909 | |
| 236.073 VANGUARD TOTAL STOCK MKT INDEX - ADM | 2013-09-11 | 2020-01-06 | $18,900 | $10,111 | $8,789 | $8,789 | |
| 1028.008 VANGUARD TOTAL STOCK MKT INDEX - ADM | 2013-09-11 | 2020-03-26 | $65,700 | $45,137 | $20,563 | $20,563 | |
| 149.12 VANGUARD TOTAL STOCK MKT INDEX - ADM | 2014-03-06 | 2020-06-23 | $11,524 | $7,140 | $4,384 | $4,384 | |
| CAPITAL GAIN DIVIDENDS | $24,734 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,663 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $135,570 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,772,944 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04889 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $135,343 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,858,297 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047351 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $133,566 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,719,197 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04912 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $141,319 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,682,493 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052682 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $138,910 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,889,248 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048078 | DistributionYr5Rt |
| Total Distribution | 0.246121 | TotalDistributionRt |
| Average Distribution | 0.049224 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,782,996 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $136,990 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $952 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $137,942 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $128,151 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,905 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,905 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,905 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,076 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,076 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $829 | 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 | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 | Midland Wealth Management | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8152312481 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6838 E STATE STREET | AddressLine1Txt |
| City | ROCKFORD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61108 | 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 | Midland Wealth Management | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6838 E State Street | AddressLine1Txt |
| City | Rockford | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 15 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $24,947 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TRUSTEES OF IDA PUBLIC LIBRARY | Description1Txt |
| Expenses1 | $28,868 | Expenses1Amt |
| Description2 | BELVIDERE FAMILY YMCA ATTN: JEN JACKY | Description2Txt |
| Expenses2 | $28,868 | Expenses2Amt |
| Description3 | SALVATION ARMY C/O JAMES R COX | Description3Txt |
| Expenses3 | $28,868 | Expenses3Amt |
| Description4 | BOONE COUNTY HISTORICAL SOCIETY | Description4Txt |
| Expenses4 | $23,095 | Expenses4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,749,257 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,120 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,825,377 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,825,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,782,996 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $139,150 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,905 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,905 | TotalTaxAmt |
| Distributable Before Adj | $137,245 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,245 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,245 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,151 | 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 | $128,151 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $128,151 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,245 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $115,380 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $128,151 | QualifyingDistributionsAmt |
| Applied To Year1 | $115,380 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,771 | 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 | $124,474 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| BOONE COUNTY HISTORICAL SOCIETY | ||||||||
| 311 WHITNEY BLVD | BELVIDERE | IL | 61008 | NONE | PC | GIVE PUBLIC ABILITY TO VIEW | $23,095 | |
| CEMETERY ASSOCIATION OF BELVIDERE | ||||||||
| 1121 N MAIN ST | BELVIDERE | IL | 61008 | NONE | NC | PROVIDING BURIAL SERVICES | $5,774 | |
| SALVATION ARMY | ||||||||
| 1875 DUNBARTON LANE | BELVIDERE | IL | 61008 | NONE | PC | PROVIDE ASSISTANCE TO | $28,868 | C/O JAMES R COX |
| BELVIDERE FAMILY YMCA | ||||||||
| 220 W LOCUST STREET | BELVIDERE | IL | 61008 | NONE | PC | DEVELOP CHRISTIAN VALUES | $28,868 | ATTN JEN JACKY |
| TRUSTEES OF IDA PUBLIC LIBRARY | ||||||||
| 320 N STATE ST | BELVIDERE | IL | 61008 | NONE | PC | ENRICH INDIVIDUAL LIVES BY | $28,868 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,473 | 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 | $64,793 | 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 | $40,663 | 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 | $108,005 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,005 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | TO PROVIDE FUNDS FOR THE FURTHERANCE OF EXEMPT PURPOSES | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $475 | Amt |
| Net Investment Income | $285 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $190 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK STRATEGIC INC OPPORT | $53,357 | $53,552 |
| VANGUARD TOTAL BOND MKT INDEX | $161,483 | $167,789 |
| VANGUARD SHTM INVEST GRADE ADM | $63,035 | $65,443 |
| DODGE & COX INCOME FUND #147 | $879,775 | $952,361 |
| FEDERATED ULTRASHORT BD-IS |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IVY INTERNATIONAL CORE E - R6 | ||
| T ROWE PRICE GROWTH STK FD INV | $251,093 | $309,040 |
| VANGUARD SELECTED VALUE | ||
| VANGUARD TOTAL STOCK MKT INDEX | $289,328 | $373,120 |
| AMERICAN BEACON LARGE CAP VAL | ||
| COLUMBIA SMALL CAP INDEX R5 | $40,715 | $33,304 |
| T ROWE PRICE DIV GROWTH I | $115,088 | $107,679 |
| FEDERATED KAUFMANN SM CAP IS | $18,853 | $22,144 |
| OAKMARK INTERNATIONAL INST | ||
| MASSMUTUAL SELECT MID CAP GROW | $49,829 | $54,744 |
| MERGER FUND INST | $163,873 | $170,023 |
| INVESCO OPPENHEIMER DEV MKTS | $53,412 | $66,861 |
| FIDELITY ADV INTERNATIONAL GRO | $92,897 | $94,403 |
| VANGUARD EQUITY INCOME | $258,812 | $251,006 |
| VANGUARD MID CAP VALUE INDX FD | $28,640 | $32,584 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ADJUSTMENT | $227 |
| WASH SALE ADJUSTMENT | $503 |
| BLACKROCK BASIS ADJUSTMENT | $32 |
| ROUNDING | $2 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $2,549 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,549 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJUSTMENT | Desc |
| Amt | $273 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES - PRINCIPAL | $15 | $0 | $15 |
| FEDERAL ESTIMATES - PRINCIPAL | $538 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $948 | $0 | $0 |
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