MELVIN AND ZORA RASH CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MELVIN AND ZORA RASH CHARITABLE TR (EIN 30-6355670)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201801319349100540
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T09:43:23-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561394660 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NELSON & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52179 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27717 | 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 | 306355670 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELVIN AND ZORA RASHKIS CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O INVESTORS TRUST COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELV | BusinessNameControlTxt |
| Phone | 9199452563 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 N COLUMBIA STREET | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9199452563 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER P CREDLE | PreparerPersonNm |
| PTIN | P00117909 | PTIN |
| Phone | 9194908585 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.143.223.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-10 | IPDt |
| IP Tm | 11:34:36 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 28E05494829C3185DA1623E61B5039A19F1D630D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,244,683 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $29,787 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,787 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,270 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,102 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,270 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,057 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,403 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,202 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $113 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $597 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,715 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,032 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,048 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,048 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,763 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,032 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,706 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,025 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,420 | CashBOYAmt |
| Cash EOY | $45,426 | CashEOYAmt |
| Cash EOYFMV | $45,426 | CashEOYFMVAmt |
| US Government Obligations BOY | $63,316 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $641,031 | CorporateStockBOYAmt |
| Corporate Stock EOY | $598,298 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $849,507 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $272,355 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $350,826 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $349,750 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,032,122 | TotalAssetsBOYAmt |
| Total Assets EOY | $994,550 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,244,683 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,032,122 | RetainedEarningBOYAmt |
| Retained Earning EOY | $994,550 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,032,122 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $994,550 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,032,122 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $994,550 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,032,122 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,706 | ExcessRevenueOverExpensesAmt |
| Other Increases | $134 | OtherIncreasesAmt |
| Subtotal | $994,550 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $994,550 | 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 |
|---|---|---|---|---|---|---|
| 305 SHARES OF BP PLC SPONSORED ADR | 2016-12-08 | 2017-05-01 | $10,449 | $11,009 | -$560 | -$560 |
| 10 SHARES OF ALLSTATE CORP | 2016-09-15 | 2017-06-27 | $882 | $675 | $207 | $207 |
| 13 SHARES OF AMERICAN INTERNATIONAL GROUP INC | 2016-09-15 | 2017-06-27 | $828 | $762 | $66 | $66 |
| 27 SHARES OF APPLIED MATERIALS INC | 2016-11-15 | 2017-06-27 | $1,147 | $796 | $351 | $351 |
| 24 SHARES OF ASTRAZENECA PLC SPONSORED ADR | 2016-12-08 | 2017-06-27 | $829 | $629 | $200 | $200 |
| 3 SHARES OF BLACKROCK INC | 2016-09-15 | 2017-06-27 | $1,273 | $1,088 | $185 | $185 |
| 11 SHARES OF BRISTOL-MYERS SQUIBB CO | 2016-09-15 | 2017-06-27 | $618 | $611 | $7 | $7 |
| 11 SHARES OF COLGATE-PALMOLIVE CO | 2016-09-15 | 2017-06-27 | $831 | $792 | $39 | $39 |
| 30 SHARES OF COMCAST CORP | 2016-09-15 | 2017-06-27 | $1,180 | $983 | $197 | $197 |
| 9 SHARES OF HONEYWELL INTERNATIONAL INC | 2016-09-15 | 2017-06-27 | $1,199 | $1,023 | $176 | $176 |
| 19 SHARES OF JPMORGAN CHASE & CO COM | 2016-09-15 | 2017-06-27 | $1,686 | $1,263 | $423 | $423 |
| 7 SHARES OF JOHNSON & JOHNSON | 2016-09-15 | 2017-06-27 | $950 | $824 | $126 | $126 |
| 15 SHARES OF ELI LILLY & CO | 2016-09-15 | 2017-06-27 | $1,254 | $1,171 | $83 | $83 |
| 7 SHARES OF MCDONALD'S CORP | 2016-09-15 | 2017-06-27 | $1,077 | $808 | $269 | $269 |
| 24 SHARES OF MICROSOFT CORP | 2016-09-15 | 2017-06-27 | $1,671 | $1,358 | $313 | $313 |
| 12 SHARES OF NORTHERN TRUST CORP | 2016-09-15 | 2017-06-27 | $1,147 | $828 | $319 | $319 |
| 28 SHARES OF PFIZER INC | 2016-09-15 | 2017-06-27 | $949 | $948 | $1 | $1 |
| 10 SHARES OF PHILIP MORRIS INTERNATIONAL INC | 2016-09-15 | 2017-06-27 | $1,182 | $996 | $186 | $186 |
| 12 SHARES OF PROCTER & GAMBLE CO | 2016-09-15 | 2017-06-27 | $1,065 | $1,049 | $16 | $16 |
| 17 SHARES OF QUALCOMM INC | 2016-09-15 | 2017-06-27 | $951 | $1,061 | -$110 | -$110 |
| 9 SHARES OF RAYTHEON CO | 2016-09-15 | 2017-06-27 | $1,456 | $1,234 | $222 | $222 |
| 4 SHARES OF ROYAL DUTCH SHELL PLC ADR | 2017-05-01 | 2017-06-27 | $213 | $209 | $4 | $4 |
| 13 SHARES OF SCANA CORP | 2016-09-15 | 2017-06-27 | $892 | $919 | -$27 | -$27 |
| 7 SHARES OF ACCENTURE PLC A | 2016-09-15 | 2017-06-27 | $856 | $771 | $85 | $85 |
| 50 SHARES OF CAMPBELL SOUP COMPANY | 2012-01-06 | 2017-03-07 | $2,960 | $1,573 | $1,387 | $1,387 |
| 50 SHARES OF CAMPBELL SOUP COMPANY | 2013-10-07 | 2017-03-07 | $2,960 | $2,028 | $932 | $932 |
| 25000 UNITS OF MOUNT HOLLY NC UNLTD GO DTD 11/01/2005 3.8% 05/01/2021-2017 | 2012-10-09 | 2017-03-16 | $25,000 | $25,000 | $0 | $0 |
| 20000 UNITS OF VODAFONE GROUP PLC NT DTD 03/20/2012 1.625% 03/20/2017 | 2014-02-26 | 2017-03-20 | $20,000 | $20,000 | $0 | $0 |
| 12500 UNITS OF BEAUFORT CNTY NC SCH BDS DTD 08/08/2012 2% 04/01/2020 | 2012-08-02 | 2017-03-21 | $12,727 | $12,671 | $56 | $56 |
| 25000 UNITS OF PENDER CNTY NC UNLTD GO DTD 06/12/2012 2% 09/01/2018 | 2012-08-23 | 2017-03-21 | $25,263 | $25,450 | -$187 | -$187 |
| 250 SHARES OF ISHARES INTM GOVERNMENT/CREDIT BOND (MKT) | 2009-08-20 | 2017-03-22 | $27,492 | $26,363 | $1,129 | $1,129 |
| 21 SHARES OF AT&T INC | 2012-02-07 | 2017-06-27 | $791 | $630 | $161 | $161 |
| 20 SHARES OF ABBOTT LABORATORIES | 2015-08-20 | 2017-06-27 | $977 | $983 | -$6 | -$6 |
| 10 SHARES OF ABBVIE INC COM | 2015-08-20 | 2017-06-27 | $724 | $682 | $42 | $42 |
| 3 SHARES OF APPLE INC | 2016-05-20 | 2017-06-27 | $435 | $286 | $149 | $149 |
| 23 SHARES OF BB&T CORP | 2015-08-20 | 2017-06-27 | $1,012 | $897 | $115 | $115 |
| 6 SHARES OF CHEVRON CORP | 2013-10-07 | 2017-06-27 | $627 | $711 | -$84 | -$84 |
| 35 SHARES OF CISCO SYSTEMS INC | 2013-10-07 | 2017-06-27 | $1,120 | $809 | $311 | $311 |
| 26 SHARES OF COCA-COLA CO | 2016-05-20 | 2017-06-27 | $1,170 | $1,146 | $24 | $24 |
| 10 SHARES OF WALT DISNEY COMPANY | 2015-10-06 | 2017-06-27 | $1,057 | $1,041 | $16 | $16 |
| 7 SHARES OF EXXON MOBIL CORP | 2014-02-18 | 2017-06-27 | $568 | $660 | -$92 | -$92 |
| 34 SHARES OF GENERAL ELECTRIC CO | 2014-02-18 | 2017-06-27 | $926 | $877 | $49 | $49 |
| 32 SHARES OF INTEL CORP | 2014-06-02 | 2017-06-27 | $1,082 | $878 | $204 | $204 |
| 14 SHARES OF PAYCHEX INC | 2015-10-06 | 2017-06-27 | $821 | $688 | $133 | $133 |
| 9 SHARES OF SCHLUMBERGER LTD | 2014-03-19 | 2017-06-27 | $589 | $814 | -$225 | -$225 |
| 7 SHARES OF SYSCO CORP | 2014-02-27 | 2017-06-27 | $345 | $253 | $92 | $92 |
| 15 SHARES OF TARGET CORP | 2013-07-23 | 2017-06-27 | $781 | $1,097 | -$316 | -$316 |
| 9 SHARES OF UNITED PARCEL SERVICE | 2014-02-27 | 2017-06-27 | $993 | $857 | $136 | $136 |
| 10 SHARES OF UNITED TECHNOLOGIES CORP | 2014-02-27 | 2017-06-27 | $1,218 | $1,162 | $56 | $56 |
| 15 SHARES OF VERIZON COMMUNICATIONS INC | 2015-10-06 | 2017-06-27 | $672 | $665 | $7 | $7 |
| 50 SHARES OF UNITED PARCEL SERVICE | 2013-07-19 | 2017-09-08 | $5,751 | $4,393 | $1,358 | $1,358 |
| 50 SHARES OF UNITED PARCEL SERVICE | 2013-07-23 | 2017-09-08 | $5,751 | $4,361 | $1,390 | $1,390 |
| 50 SHARES OF UNITED PARCEL SERVICE | 2013-08-12 | 2017-09-08 | $5,751 | $4,391 | $1,360 | $1,360 |
| 7 SHARES OF UNITED PARCEL SERVICE | 2014-02-27 | 2017-09-08 | $805 | $667 | $138 | $138 |
| 28 SHARES OF SCANA CORP | 2011-03-03 | 2017-11-08 | $1,211 | $1,138 | $73 | $73 |
| 12 SHARES OF SCANA CORP | 2011-03-04 | 2017-11-08 | $519 | $483 | $36 | $36 |
| 75 SHARES OF SCANA CORP | 2015-08-20 | 2017-11-08 | $3,243 | $4,293 | -$1,050 | -$1,050 |
| 35 SHARES OF SCANA CORP | 2015-12-22 | 2017-11-08 | $1,513 | $2,104 | -$591 | -$591 |
| 25 SHARES OF SCANA CORP | 2016-05-20 | 2017-11-08 | $1,081 | $1,713 | -$632 | -$632 |
| 61 SHARES OF SCANA CORP | 2016-09-15 | 2017-11-08 | $2,638 | $4,314 | -$1,676 | -$1,676 |
| 50 SHARES OF GENERAL ELECTRIC CO | 2011-01-21 | 2017-12-06 | $878 | $977 | -$99 | -$99 |
| 25 SHARES OF GENERAL ELECTRIC CO | 2011-03-04 | 2017-12-06 | $439 | $511 | -$72 | -$72 |
| 75 SHARES OF GENERAL ELECTRIC CO | 2013-07-19 | 2017-12-06 | $1,318 | $1,862 | -$544 | -$544 |
| 50 SHARES OF GENERAL ELECTRIC CO | 2013-10-07 | 2017-12-06 | $878 | $1,206 | -$328 | -$328 |
| 166 SHARES OF GENERAL ELECTRIC CO | 2014-02-18 | 2017-12-06 | $2,917 | $4,281 | -$1,364 | -$1,364 |
| 200 SHARES OF GENERAL ELECTRIC CO | 2014-02-27 | 2017-12-06 | $3,514 | $5,110 | -$1,596 | -$1,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,270 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,595 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,128,339 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051044 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,590 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,162,773 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051248 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,013 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,198,748 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029208 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $709,056 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.131500 | TotalDistributionRt |
| Average Distribution | 0.032875 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,174,898 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,625 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $260 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,885 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $56,048 | 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 | $260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $140 | OverpaymentAmt |
| Applied To ES Tax | $140 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GINGER CLARK ROUSE INVESTORS TRUST | IndividualWithBooksNm |
| Phone | 9199452563 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 N COLUMBIA STREET | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JILL GOLDMAN | ||||||||
| 1200 GUNNISON PLACE | RALEIGH | NC | 27609 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| INVESTORS TRUST COMPANY | ||||||||
| 121 N COLUMBIA STREET | CHAPEL HILL | NC | 275143502 | TRUSTEE | 1.00 | $12,403 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,138,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,659 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,192,790 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,192,790 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,892 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,174,898 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,745 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,745 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $260 | TotalTaxAmt |
| Distributable Before Adj | $58,485 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,485 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,485 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,048 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $56,048 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $260 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,788 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,485 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $56,048 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $56,048 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $58,485 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHAPEL HILL - CARRBORO PUBLIC SCHOOL FOUNDATION | |||||||
| PO BOX 877 | CARRBORO | NC | 27510 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF RECIPIENT | $14,012 |
| JUDEA REFORM CONGREGATION RELIGIOUS SCHOOL | |||||||
| 1933 WEST CORNWALLIS ROAD | DURHAM | NC | 27705 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF RECIPIENT | $14,012 |
| MEL & ZORA RASHKIS ELEMENTARY SCHOOL | |||||||
| 750 S MERRITT MILL ROAD | CHAPEL HILL | NC | 275162828 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF RECIPIENT | $14,012 |
| SANDRA E LERNER JEWISH COMMUNITY SCHOOL | |||||||
| 1935 WEST CORNWALLIS ROAD | DURHAM | NC | 27705 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF RECIPIENT | $14,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,048 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,787 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,270 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,057 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,057 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME - TAXABLE | BondNm |
| EOY Book Value | $350,826 | EOYBookValueAmt |
| EOYFMV | $349,750 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $598,298 | EOYBookValueAmt |
| EOYFMV | $849,507 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $113 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS | Desc |
| Amt | $134 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $28 | $28 | $0 |
| FEDERAL EXCISE TAXES | $569 | $0 | $0 |
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