TRI-STATE 1ST BANC CHARITABLE TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TRI-STATE 1ST BANC CHARITABLE TRUST (EIN 27-4648518)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-03-05
- IRS object ID
- 201500649349100300
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-05T07:50:03-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341720434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER STACEY & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16639 SAINT CLAIR AVE | AddressLine1Txt |
| City | EAST LIVERPOOL | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 439209488 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274648518 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRI-STATE 1ST BANC CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | BANC CHARITABLE TR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRI- | BusinessNameControlTxt |
| Phone | 3303859200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16924 ST CLAIR AVE PO BOX 796 | AddressLine1Txt |
| City | EAST LIVERPOOL | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES B LANG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3303859200 | PhoneNum |
| Signature | 2015-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M STACEY CPA | PreparerPersonNm |
| PTIN | P00076757 | PTIN |
| Phone | 3303850516 | PhoneNum |
| Preparation | 2015-02-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,600 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $83 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $83 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $83 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,579 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,579 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,579 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,471 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,583 | GrossSalesPriceAmt |
| Total Rev And Expnss | $10,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,662 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,662 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $275 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,334 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,609 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,609 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,662 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,662 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,594 | CashBOYAmt |
| Cash EOY | $5,007 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $100,562 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $106,273 | SavAndTempCashInvstEOYAmt |
| Total Assets BOY | $107,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,280 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $107,156 | RetainedEarningBOYAmt |
| Retained Earning EOY | $111,280 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $107,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $111,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $107,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $111,280 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $107,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,124 | ExcessRevenueOverExpensesAmt |
| Subtotal | $111,280 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $111,280 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $197,985 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.025254 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $98,269 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050881 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $105,000 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047619 | DistributionYr3Rt |
| Total Distribution | 0.123754 | TotalDistributionRt |
| Average Distribution | 0.041251 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $217,716 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,981 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,998 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33 | SubtotalAmt |
| Tax Based On Investment Income | $33 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $33 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEFFREY W BAIL CPA | IndividualWithBooksNm |
| Phone | 3303859200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 796 | AddressLine1Txt |
| City | EAST LIVERPOOL | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM E BLAIR | ||||||||
| 13619 N BONITA DRIVE | FOUNTAIN HILLS | AZ | 85268 | ADVISORY COM | 1.00 | $0 | $0 | $0 |
| STEVE SANT | ||||||||
| 3540 MT HICKORY BLVD | HERMITAGE | PA | 16148 | ADVISORY COM | 1.00 | $0 | $0 | $0 |
| CHARLES B LANG | ||||||||
| 275 BOYCE DRIVE | CHESTER | WV | 26034 | ADVISORY COM | 1.00 | $0 | $0 | $0 |
| JOHN C THOMPSON | ||||||||
| 913 PARK BLVD | EAST LIVERPOOL | OH | 43920 | CHAIRMAN ADV | 1.00 | $0 | $0 | $0 |
| STEPHEN W COOPER | ||||||||
| 933 PARK BLVD | EAST LIVERPOOL | OH | 43920 | ADVISORY COM | 1.00 | $0 | $0 | $0 |
| JEFFREY W BAIL CPA | ||||||||
| 16924 ST CLAIR AVE | EAST LIVERPOOL | OH | 43920 | VP/SR TRUST | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ROTARY CHARATIES | Description1Txt |
| Expenses1 | $2,500 | Expenses1Amt |
| Description2 | COLUMBIANA COUNTY FAIR | Description2Txt |
| Expenses2 | $1,000 | Expenses2Amt |
| Description3 | TEAM MOJO | Description3Txt |
| Expenses3 | $500 | Expenses3Amt |
| Description4 | COMMUNITY RESOURCE CENTER | Description4Txt |
| Expenses4 | $500 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $108,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $108,031 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $221,031 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $221,031 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,315 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $217,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,886 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,886 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33 | TotalTaxAmt |
| Distributable Before Adj | $10,853 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,853 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,853 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,853 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $127 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $99 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $226 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $226 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $226 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $5,627 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFF BAIL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TEAM MOJO FOUNDATION | ||||||
| PO BOX 44 | EAST LIVERPOOL | OH | 43920 | NON-PROFIT | GERENAL SERVICES | $500 |
| COLUMBIANA COUNTY FAIR | ||||||
| PO BOX 356 | LISBON | OH | 44432 | NON-PROFIT | GRAND STAND | $1,000 |
| INTERNATIONAL ASSCOIATION OF LIONS | ||||||
| 112 E SIXTH STREET | EAST LIVERPOOL | OH | 43920 | NON-PROFIT | LOCAL PROJECT | $500 |
| COMMUNITY RESOURCE CENTER | ||||||
| 940 PENNSYLVANIA AVE | EAST LIVERPOOL | OH | 43920 | NON-PROFIT | GENERAL SERVICES | $500 |
| ROTARY CHARITIES | ||||||
| PO BOX 2196 | EAST LIVERPOOL | OH | 43920 | NON-PROFIT | POOL PROJECT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $83 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,579 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,471 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,133 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,133 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $275 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| WES BANCO TRUST & INVESTMENTS-SHORT | 2014-02 | PURCHASE | 2014-10 | $31,206 | $29,665 | $1,541 |
| WES BANCO TRUST & INVESTMENTS-LONG | 2013-09 | PURCHASE | 2013-12 | $20,377 | $18,447 | $1,930 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| TAXES | $26 |
| FEES | $1,200 |
| FOREIGN TAXES | $8 |
| STATE OF OHIO | $100 |
Comments