PEARCE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PEARCE FOUNDATION (EIN 34-6572300)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201821299349101232
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T11:01:42-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346572300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PEARCE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEAR | BusinessNameControlTxt |
| Phone | 3307425499 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3307425499 | PhoneNum |
| Signature | 2018-04-25 | 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 | 2018-04-25 | 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 | $2,406,626 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $54,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $128,179 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $652,542 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $128,179 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $183,149 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $183,149 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,875 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,937 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,937 | 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 | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $603 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $303 | 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 |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,478 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,640 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,537 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $163,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $163,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $190,603 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,640 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $176,662 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,454 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,509 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,192 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,829 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,829 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $970,962 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,016,260 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,576,590 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $869,254 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $810,549 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $802,207 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,862,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,854,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,406,626 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,862,408 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,854,638 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,862,408 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,854,638 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,862,408 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,854,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,862,408 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,454 | ExcessRevenueOverExpensesAmt |
| Other Increases | $459 | OtherIncreasesAmt |
| Subtotal | $1,855,413 | SubtotalAmt |
| Other Decreases | $775 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,854,638 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50000. AFLAC INC 2.65% 02/15/2017 | 2012-03-22 | 2017-02-15 | $50,000 | $50,443 | -$443 | -$443 | |
| 4. ADVANSIX INC | 2015-10-02 | 2017-11-15 | $165 | $51 | $114 | $114 | |
| 250. BRISTOL-MYERS SQUIBB CO | 2009-08-06 | 2017-12-08 | $15,580 | $5,440 | $10,140 | $10,140 | |
| 200. BRISTOL-MYERS SQUIBB CO | 2009-08-06 | 2017-12-21 | $12,318 | $4,352 | $7,966 | $7,966 | |
| 1140. COMCAST CORP CL A | 2017-11-15 | $42,031 | $18,689 | $23,342 | $23,342 | ||
| 73. DELL TECHNOLOGIES INC CL V | 2015-01-01 | 2017-11-15 | $5,842 | $3,446 | $2,396 | $2,396 | |
| 200. EBAY INC | 2012-02-03 | 2017-12-21 | $7,546 | $2,684 | $4,862 | $4,862 | |
| 50000. FNMA .875% 10/26/2017 | 2013-04-01 | 2017-10-26 | $50,000 | $50,208 | -$208 | -$208 | |
| 1000. FORD MTR CO DEL NEW | 2016-06-24 | 2017-11-15 | $11,920 | $12,580 | -$660 | -$660 | |
| 1000. GENERAL ELECTRIC CO | 2017-11-15 | $18,180 | $7,744 | $10,436 | $10,436 | ||
| 70.714 HARBOR INTERNATIONAL FUND | 2013-11-29 | 2017-11-15 | $4,870 | $5,024 | -$154 | -$154 | |
| 900. KROGER CO COM | 2017-11-15 | $19,441 | $10,066 | $9,375 | $9,375 | ||
| 40. LOCKHEED MARTIN (COMMON STOCK) | 2016-08-31 | 2017-12-21 | $12,707 | $9,671 | $3,036 | $3,036 | |
| 260. NUCOR CORP | 2008-07-23 | 2017-11-15 | $14,120 | $15,402 | -$1,282 | -$1,282 | |
| 2521.421 PIMCO LOW DURATION INSTITUTIONAL | 2017-12-08 | $24,861 | $26,778 | -$1,917 | -$1,917 | ||
| 12089.557 PIMCO TOTAL RETURN FUND INSTL CLASS | 2014-02-25 | 2017-12-08 | $124,039 | $130,289 | -$6,250 | -$6,250 | |
| 300. PAYPAL HOLDINGS INC | 2012-02-03 | 2017-12-21 | $22,188 | $5,931 | $16,257 | $16,257 | |
| 150. PRUDENTIAL FINL INC | 2012-09-24 | 2017-11-15 | $16,485 | $8,613 | $7,872 | $7,872 | |
| 100. QUALCOMM INC | 2014-10-29 | 2017-11-15 | $6,565 | $7,442 | -$877 | -$877 | |
| 100. SCHLUMBERGER LTD. | 2017-11-15 | $6,153 | $5,625 | $528 | $528 | ||
| 230. SEMPRA ENERGY CORP | 2010-12-22 | 2017-12-21 | $24,619 | $11,988 | $12,631 | $12,631 | |
| 63. SHIRE PLC ADR | 2016-06-06 | 2017-11-15 | $8,788 | $12,091 | -$3,303 | -$3,303 | |
| 100. SMUCKER J M CO NEW | 2017-12-21 | $12,402 | $10,243 | $2,159 | $2,159 | ||
| 200. SUNCOR ENERGY INC | 2012-07-23 | 2017-12-21 | $6,990 | $5,727 | $1,263 | $1,263 | |
| 100. UNION PACIFIC CORP | 2015-04-01 | 2017-11-15 | $11,570 | $10,799 | $771 | $771 | |
| 200. V F CORP W/1 RT/SH | 2011-03-04 | 2017-12-21 | $14,816 | $4,767 | $10,049 | $10,049 | |
| 400. VERIZON COMMUNICATIONS | 2017-11-15 | $17,644 | $20,887 | -$3,243 | -$3,243 | ||
| 200. VIACOM INC CLASS B | 2017-11-15 | $4,848 | $9,796 | -$4,948 | -$4,948 | ||
| 500. WELLS FARGO & CO NEW | 2017-12-08 | $29,594 | $14,681 | $14,913 | $14,913 | ||
| 300. WELLS FARGO & CO NEW | 2011-11-02 | 2017-12-21 | $18,517 | $7,602 | $10,915 | $10,915 | |
| 470. MEDTRONIC PLC | 2015-01-28 | 2017-11-15 | $37,040 | $35,304 | $1,736 | $1,736 | |
| CAPITAL GAIN DIVIDENDS | $703 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $128,179 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $124,732 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,247,531 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055497 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $134,599 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,387,216 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056383 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $112,085 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,410,162 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046505 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $115,590 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,285,139 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050583 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $77,789 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,146,478 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03624 | DistributionYr5Rt |
| Total Distribution | 0.245208 | TotalDistributionRt |
| Average Distribution | 0.049042 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,348,267 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $115,164 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,695 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $116,859 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $176,662 | 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 | $1,695 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,695 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,695 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $1,405 | 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 | OH | 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 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3307425499 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Huntington National Bank | ||||||
| 30050 CHAGRIN BLVD | PEPPER PIKE | OH | 44124 | TRUSTEE | 40 | $25,875 |
| ROBERT S MCCULLOCH III | ||||||
| 165 E STATE STREET | SALEM | OH | 44460 | DIRECTOR | 1 | $0 |
| 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 | $2,346,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,384,027 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,384,027 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,760 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,348,267 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,695 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,695 | TotalTaxAmt |
| Distributable Before Adj | $115,718 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $115,718 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $115,718 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $176,662 | 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 | $176,662 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,695 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $174,967 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,718 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $1,385 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,385 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $176,662 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $115,718 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,944 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $62,329 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $62,329 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $1,385 | ExcessFromYear1Amt |
| Excess From Current Year | $60,944 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CRYSTAL HUDSPETH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307425499 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION STATING PURPOSE OF REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTED TO ORGANIZATIONS IN THE CITY OF SALEM OR THE STATE OF OHIO. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| SALEM CITY SCHOOLS | ||||||||
| 1226 E STATE STREET | SALEM | OH | 44460 | NONE | PC | SUPPORT PROGRAM | $20,000 | |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 5000 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | I | SCHOLARSHIP | $5,648 | FBO TAYLOR VENCE |
| YOUNGSTOWN STATE UNIVERSITY | ||||||||
| 1 UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | NONE | I | SCHOLARSHIP | $6,977 | FBO TANNER TULLIS |
| UNIVERSITY OF MT UNION | ||||||||
| 1972 CLARK AVE | ALLIANCE | OH | 44601 | NONE | I | SCHOLARSHIP | $3,000 | FBO VALERIE SITLER |
| UNIVERSITY OF MT UNION | ||||||||
| 1972 CLARK AVE | ALLIANCE | OH | 44601 | NONE | I | SCHOLARSHIP | $3,000 | FBO KAYLA SITLER |
| LAKE ERIE COLLEGE | ||||||||
| 391 W WASHINGTON ST | PAINESVILLE | OH | 44077 | NONE | I | SCHOLARSHIP | $5,000 | FBO REBECCA ALTHOUSE |
| YOUNGSTOWN STATE UNIVERSITY | ||||||||
| 1 UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | NONE | I | SCHOLARSHIP | $5,000 | FBO JENNA GUTHRIE |
| OHIO UNIVERSITY | ||||||||
| 020 CHUBB HALL | ATHENS | OH | 45701 | NONE | I | SCHOLARSHIP | $5,000 | FBO SHAE HAAS |
| WESLEYAN COLLEGE | ||||||||
| 4760 FORSYTH RD | MACON | GA | 31210 | NONE | I | SCHOLARSHIP | $10,000 | |
| CHURCH WOMEN UNITED | ||||||||
| 265 W 14TH STREET | SALEM | OH | 44460 | NONE | PC | SUPPORT PROGRAM | $5,000 | |
| SALEM COMMUNITY FOUNDATION | ||||||||
| PO BOX 553 | SALEM | OH | 44460 | NONE | PC | VARIOUS PROGRAMS | $34,500 | |
| SALEM REGIONAL MEDICAL CENTER FDN | ||||||||
| 1995 E STATE ST | SALEM | OH | 44460 | NONE | PC | EXPANSION PLEDGE | $60,000 | ONCOLOGY UNIT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $163,125 | 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 | $54,970 | 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 | $128,179 | 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 | $183,149 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $183,149 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Huntington National Bank | PersonNm |
| Short Explanation | TRUSTEE FEES | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INC 2.65% 02/15/2017 | ||
| BLACKROCK INFLATION PROTECTED | $102,803 | $97,670 |
| EATON VANCE FLOATING-RATE FUND | $25,000 | $24,537 |
| FFCB 3.15% 01/12/2018 | $51,080 | $50,025 |
| FEDERATED TOTAL RETURN BOND | $50,000 | $50,000 |
| FHLB 4.125% 03/13/2020 | $48,896 | $52,301 |
| FNMA 0.875% 10/26/2017 | ||
| GENERAL ELEC CAP CORP 1.625% 0 | $49,887 | $49,997 |
| LORD ABBETT SHORT DURATION | $100,000 | $100,000 |
| ORACLE CORPORATION 2.8% 07/08/ | $51,116 | $50,848 |
| PIMCO LOW DURATION FUND- INSTI | ||
| PIMCO TOTAL RETURN FUND-INSTIT | $50,000 | $49,839 |
| PNC BANK NA SERIES BKNT 2.2% 0 | $49,977 | $49,993 |
| FRANKLIN TEMPLETON GLOBAL BOND | $26,180 | $27,022 |
| UNITEDHEALTH GROUP INC 2.3% 12 | $50,056 | $50,139 |
| JP MORGAN CHASE & CO 2.4% | $50,660 | $49,735 |
| QUALCOMM INC 3% 05/20/2022 | $104,894 | $100,101 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $20,286 | $19,440 |
| ALPHABET INC - CL A | $16,456 | $26,335 |
| APPLE INC | $26,666 | $50,769 |
| BAXALTA INC | ||
| BAXTER INTERNATIONAL INC W/1 R | $12,519 | $27,795 |
| BERKSHIRE HATHAWAY INC CL B | $13,967 | $19,822 |
| BRISTOL-MYERS SQUIBB CO | ||
| BROADCOM CORP CL A | ||
| CVS HEALTH CORPORATION | $13,496 | $21,750 |
| CARDINAL HEALTH INC | $14,833 | $24,508 |
| CHURCH & DWIGHT CO INC W/1 RT/ | $12,739 | $30,102 |
| CISCO SYSTEMS | $19,684 | $38,300 |
| COMCAST CORP CL A | ||
| CONOCOPHILLIPS | ||
| DEERE & CO W/1 RT/SH | ||
| DOW CHEMICAL | ||
| EMC CORP/MASS | ||
| EBAY INC | $4,026 | $11,322 |
| EMERSON ELECTRIC CO | $16,824 | $20,907 |
| EXXON MOBIL CORP | $27,711 | $31,783 |
| FEDERATED INTERNATIONAL LEADER | $92,420 | $103,598 |
| FIRST EAGLE OVERSEAS FUND-CLAS | $36,725 | $38,560 |
| GENERAL ELECTRIC CO | ||
| GILEAD SCIENCEES INC | ||
| HARBOR INTERNATIONAL FUND | ||
| HOME DEPOT INC | $17,900 | $47,383 |
| HONEYWELL INTERNATIONAL INC | $9,512 | $15,336 |
| JP MORGAN CHASE&CO | $4,714 | $13,902 |
| KLA-TENCOR CORP | $11,963 | $26,268 |
| KOHLS CORP | ||
| THE KROGER CO | ||
| MICROSOFT CORP | $5,785 | $17,108 |
| NEXTERA ENERGY INC | $9,804 | $15,619 |
| NUCOR CORP W/1 RT/SH | ||
| ORACLE CORPORATION | $13,351 | $33,096 |
| OPPENHEIMER DEVELOPING MARKETS | $19,742 | $27,819 |
| PNC FINANCIAL SERVICES | $25,939 | $57,716 |
| PARKER HANNIFIN CORP | $11,240 | $29,937 |
| PAYPAL HOLDINGS INC | $3,954 | $14,724 |
| PEPSICO INC | $16,098 | $35,976 |
| PIMCO COMMODITY REAL RETURN ST | ||
| PRUDENTIAL FINANCIAL INC | ||
| QUALCOMM INC | ||
| SCHLUMBERGER LTD | ||
| SEMPRA ENERGY | $5,310 | $10,692 |
| SMUCKER (J/M.) CO THE-NEW COM | ||
| STARBUCKS CORP | $17,331 | $17,229 |
| STATE STREET CORP | $15,492 | $40,020 |
| SUNCOR ENERGY INC | ||
| TEXAS INSTRUMENTS INC | $28,401 | $62,664 |
| 3M COMPANY | $13,222 | $35,306 |
| UNION PACIFIC CORP | ||
| UNITED TECHNOLOGIES CORP | $5,070 | $12,757 |
| V F CORP | $5,411 | $14,800 |
| VALERO ENERGY CORP | $20,558 | $71,690 |
| VANGUARD MID CAP INDEX FUND-AD | $36,681 | $45,726 |
| VANGUARD SMALL CAP INDEX-ADMIR | $11,555 | $15,302 |
| VERIZON COMMUNICATIONS | ||
| VIACOM INC CLASS B | ||
| VODAFONE GROUP PLC-SP ADR | ||
| WELLS FARGO&CO | $5,068 | $12,134 |
| MEDTRONIC PLC | ||
| ACE LIMITED | ||
| ADVANSIX INC | ||
| CHUBB LIMITED | $19,265 | $45,331 |
| DELL TECHNOLOGIES INC CL V | ||
| FIDELITY REAL ESTATE INCOME FU | $10,000 | $10,426 |
| FORD MOTOR CO | ||
| GATEWAY FUND - CLASS Y | $19,715 | $23,055 |
| LOCKHEED MARTIN CORPORATION | ||
| SHIRE PLC ADR | ||
| ANALOG DEVICES INC | $26,844 | $26,709 |
| CROWN CASTLE INTL CORP | $28,112 | $27,753 |
| DOWDUPONT INC | $12,644 | $37,034 |
| EASTMAN CHEMICAL CO | $13,486 | $13,896 |
| EDWARDS LIFESCIENCES CORP | $26,257 | $28,178 |
| FACEBOOK INC-A | $8,917 | $8,823 |
| ILLINOIS TOOL WORKS | $15,559 | $16,685 |
| ISHARES CORE S&P MID-CAP ETF | $19,048 | $18,978 |
| ISHARES CORE S&P SMALL-CAP ETF | $15,504 | $15,362 |
| THE KRAFT HEINZ CO | $15,822 | $15,552 |
| MCCORMICK & CO INC COM NON VTG | $24,317 | $25,478 |
| O'REILLY AUTOMOTIVE INC | $21,542 | $24,054 |
| PFIZER INC | $17,770 | $18,110 |
| ROSS STORES INC | $12,974 | $16,050 |
| STRYKER CORP | $15,165 | $15,484 |
| THERMO FISHER SCIENTIFIC INC 1 | $28,258 | $28,482 |
| VANGUARD FTSE EMERGING MARKETS | $22,608 | $22,955 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2017 INCOME POSTED IN 2018 | $709 |
| QUALCOMM BASIS ADJ | $66 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2016 INCOME POSTED IN 2017 | Desc |
| Amt | $459 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $300 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $262 | $262 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $41 | $41 | $0 |
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