EVERGREEN FOUNDATION TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EVERGREEN FOUNDATION TRUST (EIN 25-6581573)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-12
- IRS object ID
- 201402249349100500
- Schema version
- 2013v3.1
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-12T05:56:16-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St Clair & Associates PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 One Norwegian Plaza | AddressLine1 |
| City | Pottsville | City |
| State | PA | State |
| ZIP Code | 17901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256581573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Evergreen Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVER | BusinessNameControlTxt |
| Phone | 7179684215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 549 Carlisle Street | AddressLine1 |
| City | Hanover | City |
| State | PA | State |
| ZIP Code | 17331 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Warren F Miller | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William E Kirwan CPA | PreparerPersonNm |
| PTIN | P01277391 | PTIN |
| Phone | 5706222464 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $499,655 | 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 | $6,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,908 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,908 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $6,908 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,908 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,908 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,153 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,153 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,153 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,153 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $624 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $624 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $624 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $624 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $208 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $208 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $208 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $208 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $15 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,000 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,000 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,892 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,908 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,908 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,276 | CashBOYAmt |
| Cash EOY | $29,647 | CashEOYAmt |
| Cash EOYFMV | $29,647 | CashEOYFMVAmt |
| Corporate Stock BOY | $401,931 | CorporateStockBOYAmt |
| Corporate Stock EOY | $408,668 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $470,008 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $450,207 | TotalAssetsBOYAmt |
| Total Assets EOY | $438,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $499,655 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $450,207 | CapitalStockBOYAmt |
| Capital Stock EOY | $438,315 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $450,207 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $438,315 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $450,207 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $438,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $450,207 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,892 | ExcessRevenueOverExpensesAmt |
| Subtotal | $438,315 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $438,315 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,800 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $373,889 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04493 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,326 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $386,710 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04998 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,973 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $383,624 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04164 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,936 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $435,990 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04573 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,535 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $568,757 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04138 | DistributionYr5Rt |
| Total Distribution | 0.22365 | TotalDistributionRt |
| Average Distribution | 0.04473 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $426,453 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,075 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $49 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,124 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $98 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $98 | SubtotalAmt |
| Tax Based On Investment Income | $98 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $98 | AppliedToEsTaxAmt |
| Total Payments And Credits | $98 | TotalPaymentsAndCreditsAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Warren F Miller | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7179684215 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 549 Carlisle Street | AddressLine1 |
| City | Hanover | City |
| State | PA | State |
| ZIP Code | 173312162 | ZIPCode |
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Warren F Miller Jr | ||||||
| 549 Carlisle Street | Hanover | PA | 17331 | Trustee | 0.50 | $0 |
| Warren F Miller III | ||||||
| 549 Carlisle Street | Hanover | PA | 17331 | Trustee | 0.00 | $0 |
| Cynthia A Miller | ||||||
| 549 Carlisle Street | Hanover | PA | 17331 | Trustee | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $397,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,422 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $432,947 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $432,947 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,494 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $426,453 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $98 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $98 | TotalTaxAmt |
| Distributable Before Adj | $21,225 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,225 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,225 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,800 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $18,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,225 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,286 | UndistributedIncomePYAmt |
| Qualifying Distributions | $18,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,286 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,514 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $18,711 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Warren F Miller Jr | ContributingManagerNm |
| Contributing Manager | Warren F Miller III | ContributingManagerNm |
| Contributing Manager | Cynthia A Miller | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Evergreen Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 549 Carlisle Street | AddressLine1 |
| City | Hanover | City |
| State | PA | State |
| ZIP Code | 173312162 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7179684215 | RecipientPhoneNum |
| Form And Info And Materials | Letter with proof of charitable status under IRS Section 501(c)(3) and detailed explanation of grant requested. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Anytime | SubmissionDeadlinesTxt |
| Restrictions On Awards | Charitable Entity | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| St Matthew's Lutheran Church | ||||||
| 30 West Chestnut Street | Hanover | PA | 17331 | None | Religious | $11,800 |
| Eastern University | ||||||
| 1300 Eagle Road | St Davids | PA | 19087 | None | Education | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $6,908 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,908 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,908 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments | StockNm |
| EOY Book Value | $408,668 | EOYBookValueAmt |
| EOYFMV | $470,008 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Saidis, Sullivan & Rogers | CategoryTxt |
| Legal Fees | $1,153 | LegalFeesAmt |
| Net Investment Income | $1,153 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,153 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,153 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Filing Fees | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Agency Fees | CategoryTxt |
| Amt | $624 | Amt |
| Net Investment Income | $624 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $624 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $624 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Foreign Tax Paid | $168 | $168 | $168 | $168 |
| US Treasury | $40 | $40 | $40 | $40 |
Comments