DAVIS CHARITABLE TRUST: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DAVIS CHARITABLE TRUST (EIN 35-7082159)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-06-09
IRS object ID
201721609349100762
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-06-09T14:05:23-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN640767137PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PILTZ WILLIAMS LAROSA & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 231AddressLine1Txt
CityBILOXICityNm
State AbbreviationMSStateAbbreviationCd
ZIP39533ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN357082159EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVIS CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone5044602856PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1430 IONA STAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMANUEL BLESSEYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5044602856PhoneNum
Signature2017-06-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID C NEUMANN CPAPreparerPersonNm
PTINP00295663PTIN
Phone2283744141PhoneNum
Preparation2017-06-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.19.109.204IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-06-01IPDt
IP Tm16:07:53IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9B19B8FC2F1C12AB15E61860CAF594029AD9057EAtSubmissionCreationDeviceId
At Submission Filing Device Id9B19B8FC2F1C12AB15E61860CAF594029AD9057EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$45,344DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,197DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$284,330NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,929,229GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$284,330CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$329,674TotalRevAndExpnssAmt
Total Net Invst Incm$295,527TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$19,911OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,091OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$820OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$932TaxesRevAndExpnssAmt
Taxes Net Invst Incm$36TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$31OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$31OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,874TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,158TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,820TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,716,979ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,716,979ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,743,853TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,158TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,723,799TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,414,179ExcessRevenueOverExpensesAmt
Net Investment Income$276,369NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,282CashBOYAmt
Sav And Temp Cash Invst BOY$177,449SavAndTempCashInvstBOYAmt
US Government Obligations BOY$1,693,313USGovernmentObligationsBOYAmt
Corporate Stock BOY$3,350,203CorporateStockBOYAmt
Other Investments BOY$194,118OtherInvestmentsBOYAmt
Total Assets BOY$5,416,365TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$5,416,365CapitalStockBOYAmt
Capital Stock EOY$5,416,365CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY-$5,416,365RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,416,365TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,416,365TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,416,365TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,414,179ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,186SubtotalAmt
Other Decreases$2,186OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
U.S. TRUST$1,712,131$1,826,862-$114,731-$114,731
U.S. TRUST$4,217,093$3,818,037$399,056$399,056
CAPITAL GAINS DIVIDENDS$5$5$5P
FieldValueIRS element (for citing)
Capital Gain Net Income$284,330CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,636,133AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,098,996NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.268263DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,436,108NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.268263TotalDistributionRt
Average Distribution0.134132AverageDistributionRt
Net Vl Noncharitable Assets$2,869,075NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$384,835AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,764NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$387,599AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,723,799QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,764InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,764SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,764TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$83EsPenaltyAmt
Tax Due$2,847TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksEMANUEL BLESSEYIndividualWithBooksNm
Phone5044602856PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1430 IONA STREETAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70005ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonEMANUEL BLESSEYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1430 IONA STREETAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70005ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos3.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,401,444AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,511,322AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,912,766TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,912,766AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,691CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,869,075NetVlNoncharitableAssetsAmt
Minimum Investment Return$143,454MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$143,454MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,764TaxBasedOnInvestmentIncomeAmt
Total Tax$2,764TotalTaxAmt
Distributable Before Adj$140,690DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$140,690DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$140,690DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,723,799ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,723,799QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,764PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,721,035AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$140,690DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$1,274,606ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,274,606TotalExcessDistributionCyovAmt
Qualifying Distributions$5,723,799QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$140,690AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,583,109RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,857,715TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,857,715ExcessDistriCyovToNextYrAmt
Excess From Year1$1,274,606ExcessFromYear1Amt
Excess From Current Year$5,583,109ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SHRINERS HOSPITALS FOR CHILDRENBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12900 N ROCKY POINT DRIVEAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33607ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL OPERATINGGrantOrContributionPurposeTxt
Amt$5,716,979Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,716,979TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45,344ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$284,330ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$329,674ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$329,674TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$6,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,000DisbursementsCharitablePrpsAmt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHRINERS HOSPITALS FOR CHILDRENBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12900 N ROCKY POINT DRIVEAddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33607ZIPCd
FieldValueIRS element (for citing)
Short ExplanationCHARITABLE TRUST ASSETS DISTRIBUTED TO SHRINERS HOSPITALS FOR CHILDRENShortExplanationTxt
Dissolution$5,414,179DissolutionAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationCHARITABLE TRUST ASSETS DISTRIBUTED TO SHRINERS HOSPITALS FOR CHILDRENExplanationTxt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOND PREMIUM ADJUSTMENTSDesc
Amt$2,186Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescUS TRUST INVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$31RevenueAndExpensesPerBooksAmt
Net Investment Income$31NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryUST INVESTMENT MANAGEMENT FEECategoryTxt
Amt$19,911Amt
Net Investment Income$19,091NetInvestmentIncomeAmt
Disbursements Charitable Prps$820DisbursementsCharitablePrpsAmt

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationSEEKING RELIEF FOR LATE FILING UNDER THE "FIRST TIME ABATEMENT" POLICY. TAXPAYER IS PAYING THE AMOUNT OF TAX DUE IN FULL WITH INTEREST AND LATE PAYMENT PENALTIES.ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$36$36$0
2014 EXCISE TAX DUE$896$0$0

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