VIOLET G YOUNG CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- VIOLET G YOUNG CHARITABLE TRUST (EIN 42-6477722)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-03
- IRS object ID
- 201801239349101350
- Schema version
- 2017v2.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-03T15:00:31-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 EAST BROAD ST 14TH FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426477722 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIOLET G YOUNG CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUN | BusinessNameControlTxt |
| Phone | 5152452424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEE MINTON VIERGGER | PersonNm |
| Person Title | Trust Officer | PersonTitleTxt |
| Phone | 5152452424 | PhoneNum |
| Signature | 2018-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2018-05-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,705,135 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $42,264 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,646 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,706 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $397,797 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,706 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $412 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $78,382 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,352 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,807 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,404 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,403 | 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 |
| Other Prof Fees Rev And Expnss | $5,871 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,936 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,935 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $378 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $378 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,056 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,718 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,338 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,244 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,244 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,718 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,582 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,918 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,634 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,751 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,284 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,284 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $940,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $858,135 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $986,680 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $644,071 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $705,687 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $696,171 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,600,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,586,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,705,135 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,600,910 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,586,106 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,600,910 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,586,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,600,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,586,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,600,910 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,918 | ExcessRevenueOverExpensesAmt |
| Other Increases | $114 | OtherIncreasesAmt |
| Subtotal | $1,586,106 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,586,106 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1636.44 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2016-10-10 | 2017-01-10 | $1,636 | $1,636 | |||
| 1657.92 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2016-10-10 | 2017-02-08 | $1,658 | $1,658 | |||
| 1693.13 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2016-10-10 | 2017-03-08 | $1,693 | $1,693 | |||
| 500. NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2016-10-10 | 2017-04-06 | $500 | $500 | |||
| 465.298 MFS INTERNATIONAL GROWTH FUND-I | 2017-04-10 | $14,582 | $14,111 | $471 | $471 | ||
| 1695.36 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2016-10-10 | 2017-04-10 | $1,695 | $1,695 | |||
| 951.152 T ROWE PRICE INTERNATIONAL VALUE EQUITY | 2015-01-14 | 2017-04-10 | $12,955 | $12,831 | $124 | $124 | |
| 1716.86 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2016-10-10 | 2017-05-08 | $1,717 | $1,717 | |||
| 2736.24 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2016-10-10 | 2017-06-08 | $2,736 | $2,736 | |||
| 7815.803 VOYA HIGH YIELD BOND-I | 2016-05-18 | 2017-06-12 | $63,933 | $60,338 | $3,595 | $3,595 | |
| 63524.75 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2016-10-10 | 2017-06-14 | $63,525 | $63,525 | |||
| 1732.41 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2016-10-10 | 2017-07-11 | $1,732 | $1,732 | |||
| 1756.22 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2016-10-10 | 2017-08-08 | $1,756 | $1,756 | |||
| 1762.65 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2016-10-10 | 2017-09-11 | $1,763 | $1,763 | |||
| 500. NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2016-10-10 | 2017-09-21 | $500 | $500 | |||
| 1784.75 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2016-10-10 | 2017-10-10 | $1,785 | $1,785 | |||
| 1805.07 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2016-10-10 | 2017-11-08 | $1,805 | $1,805 | |||
| 1829.75 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2016-10-10 | 2017-12-08 | $1,830 | $1,830 | |||
| 4268. COHEN & STEERS REAL ESTATE-I (REIT) | 2017-12-21 | $65,172 | $68,089 | -$2,917 | -$2,917 | ||
| 740.29 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2017-12-21 | 2017-12-21 | $740 | $740 | |||
| 32130.71 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2016-10-10 | 2017-12-21 | $32,131 | $32,131 | |||
| 399. BTC STOCK FUND | 2003-03-04 | 2017-12-21 | $56,902 | $51,925 | $4,977 | $4,977 | |
| 438. BTC SMALL CAP FUND | 2015-02-25 | 2017-12-21 | $5,457 | $4,166 | $1,291 | $1,291 | |
| 507.35 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2017-12-21 | 2017-12-27 | $507 | $507 | |||
| 14890.46 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2017-12-21 | 2017-12-27 | $14,890 | $14,890 | |||
| 14935.5 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2017-12-21 | 2017-12-28 | $14,936 | $14,936 | |||
| 1095.7 NORTHERN INSTITUTIONAL GOVERNMENT SELECT | 2017-12-21 | 2017-12-28 | $1,096 | $1,096 | |||
| CAPITAL GAIN DIVIDENDS | $705 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,706 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $81,937 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,572,158 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052118 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $80,110 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,682,408 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047616 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,136 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,690,952 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046208 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,176 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,599,802 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046991 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,830 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,515,380 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04872 | DistributionYr5Rt |
| Total Distribution | 0.241653 | TotalDistributionRt |
| Average Distribution | 0.048331 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,599,919 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $77,326 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $636 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $77,962 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,582 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $636 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $636 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $636 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $136 | 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 | IA | 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 | BANKERS TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152452937 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANKERS TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 LOCUST STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $20,807 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,613,204 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,079 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,624,283 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,624,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,599,919 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,996 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,996 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $636 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $636 | TotalTaxAmt |
| Distributable Before Adj | $79,360 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,360 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,360 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,582 | 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 | $79,582 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $636 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,946 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,360 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $65,742 | 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 | $79,582 | QualifyingDistributionsAmt |
| Applied To Year1 | $65,742 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,840 | 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 | $65,520 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ASHLEE VIEREGGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 453 7TH STREET | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5152452937 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING PURPOSE OF GRANT INCLUDING STATEMENT ORGANIZATION IS 501(C)(3) EXEMPT, THE AMOUNT OF THE REQUEST, AND DESCRIPTION OF PROGRAM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| PLANNED PARENTHOOD OF | ||||||||
| GREATER IOWA | 851 19TH ST | DES MOINES | IA | 50314 | NONE | PC | CHARITABLE-REPRODUCTIVE | $1,000 |
| ANIMAL RESCUE LEAGUE OF | ||||||||
| IOWA | 5452 NE 22ND ST | DES MOINES | IA | 50313 | NONE | PC | CHARITABLE-HUMANE TREATMENT | $2,000 |
| HOYT SHERMAN PLACE | ||||||||
| FOUNDATION | 1501 WOODLAND AVE | DES MOINES | IA | 50309 | NONE | PC | LITERARY SUPPORT OF THE | $436 |
| FRIENDS OF IOWA PUBLIC | ||||||||
| TELEVISION | 6535 CORPORATE DR | JOHNSTON | IA | 50131 | NONE | PC | EDUCATIONAL-PUBLIC | $500 |
| BETHEL MISSION | ||||||||
| 1610 6TH AVENUE | DES MOINES | IA | 50314 | NONE | PC | CHARITABLE-MENS RELIEF | $500 | |
| HOUSE OF MERCY WOMEN | ||||||||
| CHILDREN SERVICES | 1409 CLARK ST | DES MOINES | IA | 50314 | NONE | PC | CHARITABLE-HOUSING | $500 |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE 2ND FL | NEW YORK | NY | 10001 | NONE | PC | SCIENTIFIC-MEDICAL CARE TO | $500 | |
| NATURE CONSERVANCY | ||||||||
| 505 5TH AVE STE 930 | DES MOINES | IA | 50309 | NONE | PC | SCIENTIFIC-RESEARCH | $500 | |
| RONALD MCDONALD HOUSE | ||||||||
| CHARITIES | ONE KROC DR | OAK BROOK | IL | 60523 | NONE | PC | MEDICAL-RESEACH FOR CANCER | $1,000 |
| CENTRAL IOWA SHELTER AND SERVICES | ||||||||
| 1420 MULBERRY ST | DES MOINES | IA | 50309 | NONE | PC | CHARITABLE - GENERAL FUND | $500 | |
| YOUTH SHELTERS AND SERVICES | ||||||||
| PO BOX 1628 | AMES | IA | 50010 | NONE | PC | YOUTH | $500 | |
| FURTHER SHORE INC | ||||||||
| PO BOX 23518 | FLAGSTAFF | AZ | 86002 | NONE | PC | HEALTH - EDUCATION ON | $1,500 | |
| NORTHERN AZ PIONEER HISTORICAL | ||||||||
| SOCIETY | 2340 N FORT VALLEY RD | FLAGSTAFF | AZ | 86001 | NONE | EXEMPT | HISTORICAL - PRESERVATON OF | $1,000 |
| YOUTH HOMES OF MID-AMERICA | ||||||||
| 7225 NW 58TH ST | JOHNSTON | IA | 50131 | NONE | PC | MEDICAL-TREATMENT OF | $1,000 | |
| FOOD BANK OF IOWA | ||||||||
| 2220 E 17TH ST | DES MOINES | IA | 50316 | NONE | PC | HUMANITARIAN-ALLIVIATE | $1,096 | |
| ORME PRIMAVERA SCHOOLS | ||||||||
| 1446 MOYER RD | PRESCOTT | AZ | 86303 | NONE | PC | EDUCATIONAL DEVELOPEMENT | $500 | |
| ANIMAL LIFELINE OF IOWA | ||||||||
| 4521 SE 14TH ST | DES MOINES | IA | 50320 | NONE | PC | CHARITABLE-ANIMAL RESCUE | $1,096 | |
| GRIMES LIBRARY | ||||||||
| 200 N JAMES ST | GRIMES | IA | 50111 | NONE | PC | CHARITABLE-LIBRARY BOOKS | $2,326 | |
| IOWA NATURAL HERITAGE FOUNDATION | ||||||||
| 505 5TH AVE 444 | DES MOINES | IA | 50309 | NONE | PC | EDUCATION | $500 | |
| FURRY FRIENDS REFUGE | ||||||||
| 9235 SWANSON BLVD | CLIVE | IA | 50325 | NONE | PC | HUMANITARIAN CARE OF | $1,096 | |
| NOAH'S ARK ANIMAL FOUNDATION | ||||||||
| 1986 W GEAR AVE | FAIRFIELD | IA | 52556 | NONE | PC | HUMANITARIAN-PROVIDE | $500 | |
| AMERICAN RED CROSS | ||||||||
| 2116 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | CHARITABLE - DIASTER RELIEF | $1,096 | |
| CHILDREN AND FAMILIES OF IOWA | ||||||||
| 1111 UNIVERSITY AVENUE | DES MOINES | IA | 50314 | NONE | EXEMPT | CHARITABLE - CHILDREN AND | $500 | |
| AHEINZ57 PET RESCUE | ||||||||
| 23863 MAPLE RIDGE | ADEL | IA | 50003 | NONE | PC | ANINAL CRUELTY PREVENTION | $1,826 | |
| CRITTER CRUSADERS | ||||||||
| PO BOX 10111 | CEDAR RAPIDS | IA | 52410 | NONE | EXEMPT | ANIMAL RESCUE | $1,826 | |
| TELLURIDE SOCIETY FOR JAZZ | ||||||||
| PO BOX 2132 | TELLURIDE | CO | 81435 | NONE | PC | ADVANCEMENT OF THE ARTS | $1,525 | |
| POORE MEDICAL CLINIC | ||||||||
| 120 W FINE AVE | FLAGSTAFF | AZ | 86001 | NONE | EXEMPT | MEDICAL RESEARCH | $1,500 | |
| ORCHARD PLACE | ||||||||
| 2116 GRAND AVE | DES MOINES | IA | 50312 | NONE | PC | SHELTER FOR DISADVANTAGED | $1,000 | |
| INCLUDE AUTISM | ||||||||
| 625 PENNSYLVANIA AVE | SAN DIEGO | CA | 92103 | NONE | PC | ASSISTANCE TO INDIVIDUALS | $5,479 | |
| DALLAS CENTER GRIMES EDUCATION FOUNDATIO | ||||||||
| PO BOX 945 | GRIMES | IA | 50111 | NONE | EXEMPT | EDUCATIONAL ASSISTANCE | $500 | |
| TESLA SCIENCE FOUNDATION | ||||||||
| 201 PRICE AVENUE | Narberth | PA | 19072 | NONE | PC | SCIENTIFIC-RESEARCH | $8,218 | |
| CAMPFIRE HEART OF IOWA | ||||||||
| 5615 HICKMAN RD | Des Moines | IA | 50310 | NONE | PC | CHARITABLE - CHILDREN | $500 | |
| HCI CARE SERVICES | ||||||||
| 2910 WESTOWN PARKWAY SUITE 200 | West Des Moines | IA | 50266 | NONE | PC | FAMILY EMPOWERMENT | $1,096 | |
| FRIENDS OF THE EARTH | ||||||||
| 1101 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GENERAL | $500 | |
| PROJECT AWARE INC | ||||||||
| 30151 TOMAS SUITE 200 | Rancho Santa Margarita | CA | 92688 | NONE | PC | THE RETURN TO A CLEAN, | $4,692 | |
| ARIZONA COMMUNITY FOUNDATION | ||||||||
| 2201 E CAMELBACK RD STE 405B | Phoenix | AZ | 85016 | NONE | PC | MOBILIZE ENDURING | $1,000 | |
| NOMAD NETWORK | ||||||||
| 1569 SOLANO AVENUE 643 | Berkeley | CA | 94707 | NONE | PC | PRACTICE OF GENEROSITY | $1,500 | |
| HOPE CRISIS PREGNANCY CENTER | ||||||||
| 224 S KENDRICK ST | Flagstaff | AZ | 86001 | NONE | PC | INFORMING ABOUT YOUR | $1,218 | |
| LOST ARTS RESEARCH INSTITUTE | ||||||||
| 2675 WEST STATE ROUTE | Sedona | AZ | 86336 | NONE | PC | LIVING IN HARMONY WITH | $8,218 | |
| NORTHERN ARIZONA DREAM FOUNDATION | ||||||||
| 1115 NORTH MANZANITA WAY | Flagstaff | AZ | 86001 | NONE | PC | GENERAL | $1,500 | |
| RACCOON VALLEY HUMANE SOCIETY | ||||||||
| 2775 FAIRGROUNDS ROAD | Adel | IA | 50003 | NONE | PC | ANIMAL SHELTER | $500 | |
| FRIENDS OF THE GRANGER PUBLIC LIBRARY | ||||||||
| BOX 402 | Granger | IA | 50109 | NONE | PC | GENERAL | $500 | |
| GREATER DES MOINES HABITAT FOR HUMANITY | ||||||||
| 2200 E EUCLID AVE | Des Moines | IA | 50317 | NONE | PC | HOMEOWNERSHIP | $500 | |
| 350ORG | ||||||||
| 20 JAY ST | Brooklyn | NY | 11201 | NONE | PC | STOP FOSSIL FUELS | $500 | |
| 4 PAWS FOR ABILITY | ||||||||
| 253 DAYTON AVE | Xenia | OH | 45385 | NONE | PC | PROVIDING SERVICE DOGS TO | $500 | |
| ACTION AGAINST HUNGER USA | ||||||||
| 1 WHITEHALL ST FL 2 | New York | NY | 10004 | NONE | PC | NUTRITION AND HEALTH | $500 | |
| NATIONAL EDUCATION FOR ASSISTANCE | ||||||||
| PO BOX 1100 | Princeton | MA | 01541 | NONE | PC | PROVIDES TRAINED SERVICE | $500 | |
| ENVIRONMENT & ENERGY STUDY INSTITUTE | ||||||||
| 1112 16TH ST NW STE 300 | Washington | WA | 20036 | NONE | PC | ENVIRONMENTAL RESEARCH | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,244 | 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 | $42,264 | 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 | $35,706 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| TAX REFUND | 14 | $412 |
| DEFERRED INCOME | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $78,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,382 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BTC BOND FUND | $705,687 | $696,171 |
| VOYA HIGH YIELD BOND-I |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BTC STOCK FUND | $627,867 | $713,114 |
| DODGE COX INTL STOCK FUND | $71,829 | $82,485 |
| MFS INTERNATIONAL GROWTH | $35,424 | $44,652 |
| T ROWE PRICE INTL GRWTH INC FU | $40,356 | $44,474 |
| BTC SMALL CAP FUND | $53,085 | $67,829 |
| COHEN & STEERS REAL ESTATE-I ( | ||
| GS-INTERNATIONAL EMERGING MARK | $29,574 | $34,126 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX REFUND | $412 | $0 |
| DEFERRED INCOME | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR CTF ACCRUAL | Desc |
| Amt | $114 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $4,871 | $2,436 | $2,435 |
| TAX PREPARATION FEE-ALLOCABLE | $1,000 | $500 | $500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $378 | Amt |
| Net Investment Income | $378 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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