RICHARD H HODGSON TRUST NO 23081-0: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
RICHARD H HODGSON TRUST NO 23081-0 (EIN 52-6192240)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-10-30
IRS object ID
201513039349100101
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

FieldValueIRS element (for citing)
Return2015-10-30T09:00:45-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526192240EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD H HODGSON ITEM 6(1)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHODGBusinessNameControlTxt
Phone4127623792PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PNC BANK NA 620 LIBERTY AVENUE 10AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152222705ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPNC BANK N A BYPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone4127623792PhoneNum
Signature2015-10-29SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization4947a1 Trtd PFYes (X)Organization4947a1TrtdPFInd
FMV Assets EOY$891,532FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$21,127DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,127DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,526NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,526GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,526CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$44,653TotalRevAndExpnssAmt
Total Net Invst Incm$44,653TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$5,045CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,541CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$505CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$69TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$5,114TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,541TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$505TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,163ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,163ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,277TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,541TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$42,668TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,624ExcessRevenueOverExpensesAmt
Net Investment Income$40,112NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$33,337SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,710SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,710SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY$812,222OtherInvestmentsBOYAmt
Other Investments EOY$819,363OtherInvestmentsEOYAmt
Other Investments EOYFMV$860,822OtherInvestmentsEOYFMVAmt
Total Assets BOY$845,559TotalAssetsBOYAmt
Total Assets EOY$850,073TotalAssetsEOYAmt
Total Assets EOYFMV$891,532TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$840,710CapitalStockBOYAmt
Capital Stock EOY$844,188CapitalStockEOYAmt
Retained Earning BOY$4,849RetainedEarningBOYAmt
Retained Earning EOY$5,885RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$845,559TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$850,073TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$845,559TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$850,073TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$845,559TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,624ExcessRevenueOverExpensesAmt
Other Increases$7,140OtherIncreasesAmt
Subtotal$850,075SubtotalAmt
Other Decreases$2OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$850,073TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAIN DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gain Or Loss$23,526GainOrLossAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$23,526CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$40,749AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$839,953NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048513DistributionYr1Rt
Adjusted Qlfy Distri Yr2$39,517AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$792,100NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049889DistributionYr2Rt
Adjusted Qlfy Distri Yr3$37,258AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$796,764NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046762DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,238AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$748,386NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.035059DistributionYr4Rt
Adjusted Qlfy Distri Yr5$20,911AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$682,167NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.030654DistributionYr5Rt
Total Distribution0.210877TotalDistributionRt
Average Distribution0.042175AverageDistributionRt
Net Vl Noncharitable Assets$883,754NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$37,272AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$401NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$37,673AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$42,668QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$401InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$401SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$401TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$136EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$265AppliedToEsTaxAmt
Total Payments And Credits$401TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PNC BANK NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4127623792PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUE 10TH FLOORAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152222705ZIPCd
FieldValueIRS element (for citing)
NECT Filing In Lieu OF Form1041Yes (X)NECTFilingInLieuOFForm1041Ind
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PNC Bank NABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152222705ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1AverageHrsPerWkDevotedToPosRt
Compensation$5,045CompensationAmt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$897,212AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$897,212TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$897,212AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,458CashDeemedCharitableAmt
Net Vl Noncharitable Assets$883,754NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,188MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,188MinimumInvestmentReturnAmt
Tax Based On Investment Income$401TaxBasedOnInvestmentIncomeAmt
Total Tax$401TotalTaxAmt
Distributable Before Adj$43,787DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$43,787DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$43,787DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,668ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$42,668QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$401PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$42,267AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,787DistributableAsAdjustedAmt
Undistributed Income PY$39,306UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$42,668QualifyingDistributionsAmt
Applied To Year1$39,306AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,362AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$40,425UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST PETERS EPISCOPAL CHURCH
115 ST PETERS STREETSALISBURYMD21801NONEPCGENERAL CARE, UPKEEP &$4,216
ST ALBAN'S EPISCOPAL CHURCH
302 ST ALBANS DRIVESALISBURYMD21804NONEPCGENERAL IMPROVEMENTS TO$31,623
ST PAULS EPISCOPAL CHURCH
PO BOX 28HEBRONMD21830NONEPCGENERAL CARE & UPKEEP OF$2,108
ST PHILIPS EPISCOPAL CHURCH
PO BOX 92QUANTICOMD218560092NONEPCGENERAL CARE & UPKEEP OF$2,108
OLD GREEN HILL EPISCOPAL CH
5480 CATCHPENNY ROADQUANTICOMD218562000NONEPCGENERAL CARE & UPKEEP OF$2,108
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,163TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,127ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$23,526ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$44,653ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,653TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS - FIXEDAT COST$322,322$328,132
MUTUAL FUNDS _ EQUITYAT COST$497,041$532,690

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescROUNDING ADJ. FOR SALES & TRANSACTIONSDesc
Amt$2Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDIFF. BETWEEN CARRYING VALUE & TAX COSTDesc
Amt$7,140Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL ESTIMATES - PRINCIPALCategoryTxt
Amt$69Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.