MELVIN AND ZORA RASH CHARITABLE TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MELVIN AND ZORA RASH CHARITABLE TR (EIN 30-6355670)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-29
- IRS object ID
- 201711809349100216
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-29T15:09:22-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-06-27 | 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 | 2017-06-27 | IPDt |
| IP Tm | 10:46:31 | 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 | 2016 | 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 | $1,172,494 | 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 | $29,563 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,563 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,704 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $310,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,704 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,267 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,104 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,052 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $563 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $281 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $412 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $237 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,583 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,324 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,964 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,964 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,547 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,324 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,964 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,943 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,202 | CashBOYAmt |
| Cash EOY | $55,420 | CashEOYAmt |
| Cash EOYFMV | $55,420 | CashEOYFMVAmt |
| US Government Obligations BOY | $76,462 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $63,316 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $62,916 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $614,718 | CorporateStockBOYAmt |
| Corporate Stock EOY | $641,031 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $779,512 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $297,978 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $272,355 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $274,646 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,059,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,032,122 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,172,494 | 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 | $1,059,360 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,032,122 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,059,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,032,122 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,059,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,032,122 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,059,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,280 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,043 | OtherIncreasesAmt |
| Subtotal | $1,032,123 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,032,122 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| DIAGEO PLC SPONSORED ADR NEW | 2015-08-20 | 2016-05-20 | $5,332 | $5,467 | -$135 | -$135 |
| DOMINION ENERGY INC | 2015-08-20 | 2016-05-20 | $7,076 | $7,651 | -$575 | -$575 |
| PROSHARES ULTRASHORT S& | 2016-02-23 | 2016-07-18 | $4,820 | $6,353 | -$1,533 | -$1,533 |
| PROSHARES ULTRASHORT S& | 2016-03-07 | 2016-07-18 | $4,820 | $5,876 | -$1,056 | -$1,056 |
| CABELA'S INC | 2015-10-06 | 2016-09-15 | $2,427 | $2,248 | $179 | $179 |
| DUKE ENERGY CORP | 2016-05-20 | 2016-09-15 | $5,986 | $5,844 | $142 | $142 |
| VERIZON COMMUNICATIONS | 2015-10-06 | 2016-09-15 | $7,687 | $6,654 | $1,033 | $1,033 |
| PAYCHEX INC | 2015-10-06 | 2016-09-15 | $1,163 | $983 | $180 | $180 |
| ADVANSIX INC COM | 2016-09-15 | 2016-10-13 | $5 | $5 | $0 | $0 |
| ADVANSIX INC COM | 2016-05-20 | 2016-10-14 | $16 | $15 | $1 | $1 |
| ADVANSIX INC COM | 2016-09-15 | 2016-10-14 | $16 | $15 | $1 | $1 |
| WELLS FARGO & CO | 2016-09-15 | 2016-11-15 | $14,520 | $12,820 | $1,700 | $1,700 |
| ROYAL DUTCH SHELL PLC ADR | 2016-09-15 | 2016-12-08 | $5,625 | $5,107 | $518 | $518 |
| ALAMANCE CNTY NC GO SCH BDS 2006 | 2011-03-16 | 2016-02-01 | $12,500 | $12,500 | $0 | $0 |
| DEERE & CO | 2013-07-19 | 2016-05-20 | $3,873 | $4,196 | -$323 | -$323 |
| DEERE & CO | 2013-07-23 | 2016-05-20 | $3,873 | $4,257 | -$384 | -$384 |
| DEERE & CO | 2013-10-07 | 2016-05-20 | $3,873 | $4,143 | -$270 | -$270 |
| DEERE & CO | 2014-02-18 | 2016-05-20 | $7,745 | $8,521 | -$776 | -$776 |
| DIAGEO PLC SPONSORED ADR NEW | 2011-03-16 | 2016-05-20 | $2,666 | $1,799 | $867 | $867 |
| ROYAL BANK OF CANADA | 2012-02-07 | 2016-05-20 | $5,926 | $5,350 | $576 | $576 |
| TEVA PHARMACEUTICAL INDUSTRIES | 2009-06-08 | 2016-05-20 | $674 | $622 | $52 | $52 |
| TEVA PHARMACEUTICAL INDUSTRIES | 2011-01-18 | 2016-05-20 | $622 | $654 | -$32 | -$32 |
| TEVA PHARMACEUTICAL INDUSTRIES | 2011-01-21 | 2016-05-20 | $1,296 | $1,330 | -$34 | -$34 |
| TEVA PHARMACEUTICAL INDUSTRIES | 2012-11-29 | 2016-05-20 | $2,591 | $2,022 | $569 | $569 |
| TEVA PHARMACEUTICAL INDUSTRIES | 2013-07-19 | 2016-05-20 | $5,182 | $4,013 | $1,169 | $1,169 |
| TEVA PHARMACEUTICAL INDUSTRIES | 2014-02-27 | 2016-05-20 | $2,591 | $2,433 | $158 | $158 |
| WAL-MART STORES INC | 2011-06-01 | 2016-05-20 | $2,586 | $2,021 | $565 | $565 |
| WAL-MART STORES INC | 2013-07-19 | 2016-05-20 | $4,403 | $4,908 | -$505 | -$505 |
| WAL-MART STORES INC | 2014-02-18 | 2016-05-20 | $6,989 | $7,548 | -$559 | -$559 |
| WAL-MART STORES INC | 2014-02-27 | 2016-05-20 | $3,495 | $3,727 | -$232 | -$232 |
| PHILLIPS 66 | 2009-06-08 | 2016-05-20 | $544 | $149 | $395 | $395 |
| PHILLIPS 66 | 2009-06-15 | 2016-05-20 | $544 | $145 | $399 | $399 |
| PHILLIPS 66 | 2011-01-21 | 2016-05-20 | $545 | $227 | $318 | $318 |
| BB&T BRH BKT & TR CO GLOBAL BK | 2014-06-16 | 2016-09-02 | $25,000 | $25,000 | $0 | $0 |
| AT&T INC | 2012-02-07 | 2016-09-15 | $8,482 | $6,386 | $2,096 | $2,096 |
| ABBVIE INC COM | 2015-08-20 | 2016-09-15 | $3,715 | $4,024 | -$309 | -$309 |
| BP PLC SPONSORED ADR | 2012-10-08 | 2016-09-15 | $1,662 | $2,110 | -$448 | -$448 |
| BP PLC SPONSORED ADR | 2013-07-19 | 2016-09-15 | $1,662 | $2,156 | -$494 | -$494 |
| BP PLC SPONSORED ADR | 2013-07-23 | 2016-09-15 | $3,323 | $4,369 | -$1,046 | -$1,046 |
| BP PLC SPONSORED ADR | 2013-08-12 | 2016-09-15 | $3,323 | $4,129 | -$806 | -$806 |
| CABELA'S INC | 2010-07-08 | 2016-09-15 | $2,428 | $685 | $1,743 | $1,743 |
| CABELA'S INC | 2014-06-02 | 2016-09-15 | $2,428 | $3,065 | -$637 | -$637 |
| CELGENE CORP | 2009-06-08 | 2016-09-15 | $2,540 | $528 | $2,012 | $2,012 |
| CELGENE CORP | 2009-06-15 | 2016-09-15 | $2,751 | $552 | $2,199 | $2,199 |
| CELGENE CORP | 2011-03-03 | 2016-09-15 | $2,540 | $648 | $1,892 | $1,892 |
| CISCO SYSTEMS INC | 2013-07-19 | 2016-09-15 | $774 | $646 | $128 | $128 |
| CISCO SYSTEMS INC | 2013-10-07 | 2016-09-15 | $340 | $254 | $86 | $86 |
| CISCO SYSTEMS INC | 2014-06-02 | 2016-09-15 | $3,095 | $2,480 | $615 | $615 |
| CONOCOPHILLIPS | 2009-06-08 | 2016-09-15 | $516 | $439 | $77 | $77 |
| CONOCOPHILLIPS | 2009-06-15 | 2016-09-15 | $477 | $394 | $83 | $83 |
| CONOCOPHILLIPS | 2011-01-21 | 2016-09-15 | $516 | $669 | -$153 | -$153 |
| CONOCOPHILLIPS | 2013-07-19 | 2016-09-15 | $1,470 | $2,433 | -$963 | -$963 |
| CONOCOPHILLIPS | 2013-07-23 | 2016-09-15 | $993 | $1,655 | -$662 | -$662 |
| CONOCOPHILLIPS | 2014-02-18 | 2016-09-15 | $3,973 | $6,560 | -$2,587 | -$2,587 |
| DUKE ENERGY CORP | 2009-06-15 | 2016-09-15 | $830 | $448 | $382 | $382 |
| DUKE ENERGY CORP | 2009-06-15 | 2016-09-15 | $735 | $411 | $324 | $324 |
| DUKE ENERGY CORP | 2009-06-15 | 2016-09-15 | $633 | $355 | $278 | $278 |
| DUKE ENERGY CORP | 2009-06-15 | 2016-09-15 | $1,661 | $894 | $767 | $767 |
| DUKE ENERGY CORP | 2009-06-15 | 2016-09-15 | $0 | $0 | ||
| DUKE ENERGY CORP | 2009-06-15 | 2016-09-15 | $1 | $1 | $1 | |
| DUKE ENERGY CORP | 2009-06-15 | 2016-09-15 | $0 | $0 | ||
| DUKE ENERGY CORP | 2009-06-15 | 2016-09-15 | $1 | $1 | $1 | |
| DUKE ENERGY CORP | 2012-11-29 | 2016-09-15 | $1,969 | $1,552 | $417 | $417 |
| GILEAD SCIENCES INC | 2010-07-08 | 2016-09-15 | $1,948 | $435 | $1,513 | $1,513 |
| GILEAD SCIENCES INC | 2010-07-08 | 2016-09-15 | $1,948 | $435 | $1,513 | $1,513 |
| GILEAD SCIENCES INC | 2011-01-18 | 2016-09-15 | $1,948 | $483 | $1,465 | $1,465 |
| GILEAD SCIENCES INC | 2011-01-18 | 2016-09-15 | $1,949 | $483 | $1,466 | $1,466 |
| GLAXOSMITHKLINE PLC ADR | 2014-08-28 | 2016-09-15 | $2,925 | $3,326 | -$401 | -$401 |
| LOWES COS INC | 2009-06-15 | 2016-09-15 | $1,772 | $492 | $1,280 | $1,280 |
| LOWES COS INC | 2009-08-18 | 2016-09-15 | $1,772 | $502 | $1,270 | $1,270 |
| LOWES COS INC | 2013-07-19 | 2016-09-15 | $3,544 | $2,213 | $1,331 | $1,331 |
| NATIONAL OILWELL VARCO INC | 2009-06-08 | 2016-09-15 | $389 | $399 | -$10 | -$10 |
| NATIONAL OILWELL VARCO INC | 2009-06-15 | 2016-09-15 | $421 | $440 | -$19 | -$19 |
| NATIONAL OILWELL VARCO INC | 2009-07-02 | 2016-09-15 | $810 | $701 | $109 | $109 |
| NATIONAL OILWELL VARCO INC | 2013-07-23 | 2016-09-15 | $1,620 | $3,310 | -$1,690 | -$1,690 |
| NUCOR CORP | 2009-06-08 | 2016-09-15 | $545 | $546 | -$1 | -$1 |
| NUCOR CORP | 2009-08-18 | 2016-09-15 | $590 | $596 | -$6 | -$6 |
| NUCOR CORP | 2011-01-18 | 2016-09-15 | $1,135 | $1,121 | $14 | $14 |
| NUCOR CORP | 2011-01-21 | 2016-09-15 | $545 | $542 | $3 | $3 |
| NUCOR CORP | 2013-07-19 | 2016-09-15 | $1,453 | $1,459 | -$6 | -$6 |
| NUCOR CORP | 2013-07-23 | 2016-09-15 | $273 | $280 | -$7 | -$7 |
| NUCOR CORP | 2014-07-16 | 2016-09-15 | $4,542 | $5,041 | -$499 | -$499 |
| T ROWE PRICE GROUP INC | 2009-08-18 | 2016-09-15 | $1,682 | $1,122 | $560 | $560 |
| T ROWE PRICE GROUP INC | 2011-03-04 | 2016-09-15 | $471 | $464 | $7 | $7 |
| T ROWE PRICE GROUP INC | 2015-08-20 | 2016-09-15 | $7,939 | $8,824 | -$885 | -$885 |
| ROYAL BANK OF CANADA | 2012-02-07 | 2016-09-15 | $30,609 | $26,750 | $3,859 | $3,859 |
| INTEL CORP | 2014-06-02 | 2016-09-15 | $6,388 | $4,883 | $1,505 | $1,505 |
| TARGET CORP | 2013-07-23 | 2016-09-15 | $1,770 | $1,901 | -$131 | -$131 |
| UNITED PARCEL SERVICE | 2014-02-27 | 2016-09-15 | $3,624 | $3,240 | $384 | $384 |
| ADVANSIX INC COM | 2015-08-20 | 2016-10-14 | $63 | $55 | $8 | $8 |
| ROYAL DUTCH SHELL PLC ADR | 2012-06-12 | 2016-12-08 | $1,314 | $1,594 | -$280 | -$280 |
| ROYAL DUTCH SHELL PLC ADR | 2012-10-08 | 2016-12-08 | $1,314 | $1,745 | -$431 | -$431 |
| ROYAL DUTCH SHELL PLC ADR | 2013-07-19 | 2016-12-08 | $2,629 | $3,406 | -$777 | -$777 |
| GLAXOSMITHKLINE PLC ADR | 2014-08-28 | 2016-12-08 | $12,394 | $16,238 | -$3,844 | -$3,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,704 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,590 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,162,773 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051248 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,013 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,198,748 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029208 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $709,056 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.080456 | TotalDistributionRt |
| Average Distribution | 0.026819 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,128,339 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $30,261 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $369 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,630 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,964 | 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 | $369 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $369 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $369 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $169 | TaxDueAmt |
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 | $12,104 | $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 | $1,131,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,181 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,145,522 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,145,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,183 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,128,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,417 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,417 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $369 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $369 | TotalTaxAmt |
| Distributable Before Adj | $56,048 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,048 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,048 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,964 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,964 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $369 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $57,595 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,048 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $57,964 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,964 | QualifyingDistributionsAmt |
| Applied To Year1 | $57,964 | 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 | $56,048 | 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 |
|---|---|---|---|---|---|---|---|
| Judea Reform Congregation Religious School | |||||||
| 1933 West Cornwallis Road | Durham | NC | 27705 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF RECIPIENT | $14,491 |
| Sandra & Lerner Jewish Community School | |||||||
| 1935 West Cornwallis Road | Durham | NC | 27705 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF RECIPIENT | $14,491 |
| Mel & Zora Rashkis Elementary School | |||||||
| 750 S Merritt Mill Road | Chapel Hill | NC | 275162828 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF RECIPIENT | $14,491 |
| Chapel Hill - Carrboro Public School Foundation | |||||||
| PO Box 877 | Carrboro | NC | 27510 | NONE | PC | TO FURTHER CHARITABLE PURPOSE OF RECIPIENT | $14,491 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,964 | 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 | $29,563 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,704 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,267 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,267 | 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 | $1,500 | Amt |
| Net Investment Income | $750 | 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 | $272,355 | EOYBookValueAmt |
| EOYFMV | $274,646 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $641,031 | EOYBookValueAmt |
| EOYFMV | $779,512 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $63,316 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $62,916 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $563 | LegalFeesAmt |
| Net Investment Income | $281 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Adjustments | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR Fees | Desc |
| Revenue And Expenses Per Books | $4 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEADOWMONT CLASS ACTION LAW SUIT | Desc |
| Amt | $1,043 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $237 | $237 | $0 |
| FEDERAL EXCISE TAXES | $175 | $0 | $0 |
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