GEORGE A & CAROLYNN B MITCHELL CHARITABLE TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
GEORGE A & CAROLYNN B MITCHELL CHARITABLE TR (EIN 34-7099166)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202523219349104232
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T12:57:28-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341897225PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HILL BARTH & KING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16603 SUMMIT DRIVEAddressLine1Txt
CityCANFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44406ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN347099166EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GEORGE A & CAROLYNN B MITCHELLBusinessNameLine1Txt
Business Name Line2CHARITABLE TRUST U/A DTD 7/27/99BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGEORBusinessNameControlTxt
Phone3307570085PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11364 MEADOWOOD CIRCLEAddressLine1Txt
CityPOLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44514ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROLYNN B MITCHELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3307570085PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK TUROCYPreparerPersonNm
PTINP01758847PTIN
Phone3307588613PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$169,993FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,109InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$2,379DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,379DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,804NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,565GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,804CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,292TotalRevAndExpnssAmt
Total Net Invst Incm$4,183TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$94TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$871OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$871OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$965TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$871TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,080ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,080ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,045TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$871TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,080TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,753ExcessRevenueOverExpensesAmt
Net Investment Income$3,312NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$96,320CashBOYAmt
Cash EOY$80,170CashEOYAmt
Cash EOYFMV$80,170CashEOYFMVAmt
Corporate Stock BOY$73,221CorporateStockBOYAmt
Corporate Stock EOY$76,618CorporateStockEOYAmt
Corporate Stock EOYFMV$89,823CorporateStockEOYFMVAmt
Total Assets BOY$169,541TotalAssetsBOYAmt
Total Assets EOY$156,788TotalAssetsEOYAmt
Total Assets EOYFMV$169,993TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$169,541RetainedEarningBOYAmt
Retained Earning EOY$156,788RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$169,541TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$156,788TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$169,541TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$156,788TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$169,541TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,753ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$156,788SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$156,788TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ST MERRILL #02100P2024-01-012024-12-31$250$217$33$33
LT MERRILL #02100P2024-01-012024-12-31$8,315$6,544$1,771$1,771
FieldValueIRS element (for citing)
Capital Gain Net Income$1,804CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$46InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$46SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$46TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$46TaxDueAmt

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 Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
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 BooksCAROLYNN B MITCHELLIndividualWithBooksNm
Phone3307570085PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11364 MEADOWOOD CIRCLEAddressLine1Txt
CityPOLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44514ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCAROLYNN B MITCHELLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11364 MEADOWOOD CIRCLEAddressLine1Txt
CityPOLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44514ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
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$83,221AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$93,843AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$177,064TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$177,064AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,656CashDeemedCharitableAmt
Net Vl Noncharitable Assets$174,408NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,720MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,720MinimumInvestmentReturnAmt
Tax Based On Investment Income$46TaxBasedOnInvestmentIncomeAmt
Total Tax$46TotalTaxAmt
Distributable Before Adj$8,674DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,674DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,674DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,080ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$20,080QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,674DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$4,006ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,006TotalExcessDistributionCyovAmt
Qualifying Distributions$20,080QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,674AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,406RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$15,412TotalCorpusAmt
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$15,412ExcessDistriCyovToNextYrAmt
Excess From Year1$4,006ExcessFromYear1Amt
Excess From Current Year$11,406ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCAROLYNN B MITCHELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLEY CAT ALLIES
7920 NORFOLK AVE 600BETHESDAMD20814PCTO PROVIDE OPERATING FUNDS$150
AMERICAN CANCER SOCIETY
10501 EUCLID AVECLEVELANDOH44106PCTO PROVIDE OPERATING FUNDS$230
AMERICAN HEART ASSOCIATION
1313 W DOROTHY LNDAYTONOH45409PCTO PROVIDE OPERATING FUNDS$50
AMERICAN RED CROSS
3530 BELMONT AVE 7YOUNGSTOWNOH44505PCTO PROVIDE OPERATING FUNDS$50
ANGELS FOR ANIMALS INC
4750 WEST SOUTH RANGE RDCANFIELDOH44406PCTO PROVIDE OPERATING FUNDS$20
ANGELS FOR EASTER SEALS
299 EDWARDS STYOUNGSTOWNOH445021599PCTO PROVIDE OPERATING FUNDS$400
ASPCA
PO BOX 96929WASHINGTONDC200906929PCTO PROVIDE OPERATING FUNDS$120
HUMANE SOCIETY OF US
1255 23RD STREET NW SUITE 450WASHINGTONDC20002PCTO PROVIDE OPERATING FUNDS$150
IFAW
290 SUMMER STYARMOUTH PORTMA02675PCTO PROVIDE OPERATING FUNDS$50
MARCH OF DIMES
1150 CRYSTAL DRIVE SUITE 1300ARLINGTONVA222024144PCTO PROVIDE OPERATING FUNDS$100
NROC - BEES
1110 MEADE STDUNMOREPA18512PFTO PROVIDE OPERATING FUNDS$50
POST POLIO HEALTH INTERNATIONAL
50 CRESTWOOD EXECUTIVE CENTER 440ST LOUISMO63126PCTO PROVIDE OPERATING FUNDS$90
SHRINERS HOSPITALS FOR CHILDREN
2900 N ROCKY POINT DRTAMPAFL33607PCTO PROVIDE OPERATING FUNDS$100
SMILE TRAIN
633 THIRD AVE 9TH FLOORNEW YORKNY10017PCTO PROVIDE OPERATING FUNDS$500
ST JOSEPH'S INDIAN SCHOOL
1301 N MAIN STCHAMBERLAINSD57325PCTO PROVIDE OPERATING FUNDS$160
TIGER HAVEN
237 HARVEY RDKINGSTONTN37763PCTO PROVIDE OPERATING FUNDS$50
TOYS FOR TOTS
18251 QUANTICO GATEWAY DRIVETRIANGLEVA221721776PCTO PROVIDE OPERATING FUNDS$125
VFW
406 W 34TH STREETKANSAS CITYMI64111PCTO PROVIDE OPERATING FUNDS$100
WORLD WILDLIFE
1250 TWENTY-FOURTH ST NW PO BOXWASHINGTONDC200907180PCTO PROVIDE OPERATING FUNDS$15097180
WOUNDED WARRIOR PROJECT
600 RIVER AVE SUITE 400PITTSBURGHPA15212PCTO PROVIDE OPERATING FUNDS$200
SMITHSONIAN
10TH STREET CONSTITUTION AVE NWWASHINGTONDC20560PCTO PROVIDE OPERATING FUNDS$50
BOY SCOUTS OF AMERICA
PO BOX 152079IRVINGTX750152079PCTO PROVIDE OPERATING FUNDS$100
HELPING HANDS FOUNDATION
PO BOX 952MANOMETMA02345PCTO PROVIDE OPERATING FUNDS$5,000
NATIONAL PARK FOUNDATION
1500 K ST NW STE 700WASHINGTONDC20005PCTO PROVIDE OPERATING FUNDS$35
OPERATION SMILE
3641 FACULTY BLVDVIRGINIA BEACHVA23453PCTO PROVIDE OPERATING FUNDS$50
SALEM HIGH SCHOOL ALUMNI ASSOCIATION
330 EAST STATE STREETSALEMOH44460PFTO PROVIDE OPERATING FUNDS$10,000
RESCUE MISSION
1300 MARTIN LUTHER KING JR BLVDYOUNGSTOWNOH44510PCTO PROVIDE OPERATING FUNDS$500
RICH CENTER FOR AUTISM
1 TRESSEL WAYYOUNGSTOWNOH44510PCTO PROVIDE OPERATING FUNDS$500
YWCA
1400 I STREET NW STE 325WASHINGTONDC20005PCTO PROVIDE OPERATING FUNDS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,080TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,109ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,379ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,804ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,292ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,292TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INVESTMENTS ENABLE THE CHARITABLE TRUST TO ENSURE INCOME IS AVAILABLE
4FOR FUTURE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$76,618EOYBookValueAmt
EOYFMV$89,823EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK ADVISORY FEESDesc
Revenue And Expenses Per Books$871RevenueAndExpensesPerBooksAmt
Net Investment Income$871NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXES PAID IN 2024 FROM 2023 RETURNCategoryTxt
Amt$94Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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