HARRISON C AND MARGARET A SNYDER CHARITABLE TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HARRISON C AND MARGARET A SNYDER CHARITABLE TRUST (EIN 25-6436588)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-06
- IRS object ID
- 201301269349100535
- Schema version
- 2012v2.1
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T14:08:20-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMSON REUTERS (TAX & ACCOUNTING) | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9711 FARRAR COURT SUITE 110 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 23236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256436588 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNYDER H C & M A TW CHAR TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SNYD | NameControl |
| Phone | 7168425506 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE M T PLAZA 8TH FLOOR | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | M T TRUST COMPANY | Name |
| Title | Asst. V.P. | Title |
| Phone | 7168425506 | Phone |
| Date Signed | 2013-04-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELE L DORE EA | Name |
| Phone | 8047273150 | Phone |
| Date Prepared | 2013-04-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1137812 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | 29531 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 28662 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 37818 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 552194 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 37818 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 26 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 26 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 67375 | TotalRevenueAndExpenses |
| Total Net Investment Income | 66506 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 17621 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 17621 | CompOfcrDirTrstNetInvstIncm |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 636 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 536 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Other Expenses Rev And Expnss | 294 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 294 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 18551 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 18451 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 54005 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 54005 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 72556 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 18451 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 54005 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -5181 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 48055 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 823 | CashBOY |
| Cash EOY | 888 | CashEOY |
| Cash EOYFMV | 888 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 13155 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 46488 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 46488 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock EOY | 147434 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 153483 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1086880 | InvestmentsOtherBOY |
| Investments Other EOY | 899245 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 936953 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1100858 | TotalAssetsBOY |
| Total Assets EOY | 1094055 | TotalAssetsEOY |
| Total Assets EOYFMV | 1137812 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1100858 | CapitalStockBOY |
| Capital Stock EOY | 1094055 | CapitalStockEOY |
| Total Net Assets BOY | 1100858 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1094055 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1100858 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1094055 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1100858 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -5181 | ExcessOfRevenueOverExpenses |
| Other Increases | 168 | OtherIncreases |
| Subtotal | 1095845 | Subtotal |
| Other Decreases | 1790 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1094055 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (54 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 5089. ALPINE GLBL PREMIER PROPERTIES FUND | 2010-03-10 | 2012-06-15 | 32926 | 31750 | 1176 | 1176 |
| 212. AT&T INC | 2010-10-27 | 2012-11-05 | 7339 | 5564 | 1775 | 1775 |
| 760.673 LSV VALUE EQUITY FUND STRATEGY | 2005-12-15 | 2012-11-05 | 11570 | 12582 | -1012 | -1012 |
| 40. AIR PRODUCTS & CHEMICALS INC | 2010-10-27 | 2012-11-05 | 3139 | 3379 | -240 | -240 |
| 1218. ALPINE GLBL PREMIER PROPERTIES FUND | 2011-01-28 | 2012-11-05 | 9047 | 7607 | 1440 | 1440 |
| 46. ALTRIA GROUP INC | 2010-10-27 | 2012-11-05 | 1453 | 1154 | 299 | 299 |
| 24. APACHE CORP COMMON | 2010-03-10 | 2012-11-05 | 1925 | 2531 | -606 | -606 |
| 14. APPLE COMPUTER INC COMMON | 2010-03-10 | 2012-11-05 | 8093 | 3137 | 4956 | 4956 |
| 410. BANK OF AMERICA CORPORATION | 2010-10-27 | 2012-11-05 | 3939 | 4727 | -788 | -788 |
| 92. BEST BUY INC COMMON | 2010-03-10 | 2012-11-05 | 1345 | 3575 | -2230 | -2230 |
| 54. BOEING CO COMMON ~ | 2010-10-27 | 2012-11-05 | 3793 | 3814 | -21 | -21 |
| 44. CATERPILLAR INC COMMON | 2010-03-10 | 2012-11-05 | 3785 | 2585 | 1200 | 1200 |
| 246. CISCO SYS INC COMMON | 2010-10-27 | 2012-11-05 | 4240 | 6270 | -2030 | -2030 |
| 172. COCA COLA CO COMMON ~ | 2010-10-27 | 2012-11-05 | 6327 | 4741 | 1586 | 1586 |
| 2. CONOCOPHILLIPS | 2010-10-27 | 2012-11-05 | 115 | 92 | 23 | 23 |
| 328. D R HORTON INCORPORATED | 2010-10-27 | 2012-11-05 | 7028 | 3480 | 3548 | 3548 |
| 873.276 DREYFUS INTERNATIONAL BOND CL I | 2010-03-10 | 2012-11-05 | 15169 | 14016 | 1153 | 1153 |
| 162. EMC CORPORATION COMMON | 2010-10-27 | 2012-11-05 | 4004 | 3441 | 563 | 563 |
| 102. EXXON MOBIL CORPORATION | 2010-10-27 | 2012-11-05 | 9163 | 6788 | 2375 | 2375 |
| 90. GENERAL ELECTRIC CO COMMON ~ | 2010-03-10 | 2012-11-05 | 1919 | 1486 | 433 | 433 |
| 98. GILEAD SCIENCES INCORPORATED | 2010-10-27 | 2012-11-05 | 6523 | 3880 | 2643 | 2643 |
| 28. GOLDMAN SACHS GROUP INCORPORATED | 2010-03-10 | 2012-11-05 | 3442 | 4800 | -1358 | -1358 |
| 461.272 HARBOR INTERNATIONAL FUND #11 | 2008-05-16 | 2012-11-05 | 27436 | 33949 | -6513 | -6513 |
| 335.359 HARBOR CAPITAL APPRECIATION FUND #12 | 2008-03-27 | 2012-11-05 | 14041 | 11171 | 2870 | 2870 |
| 138. HOME DEPOT INC COMMON | 2010-03-10 | 2012-11-05 | 8591 | 4373 | 4218 | 4218 |
| 2317.603 T ROWE PRICE LRG CAP GROWTH FD INST | 2010-03-10 | 2012-11-05 | 42806 | 33397 | 9409 | 9409 |
| 196. INTEL CORP COMMON~ | 2010-03-10 | 2012-11-05 | 4300 | 4151 | 149 | 149 |
| 34. INTL BUSINESS MACHINES CORP | 2010-03-10 | 2012-11-05 | 6579 | 4263 | 2316 | 2316 |
| 34. JP MORGAN CHASE & COMPANY | 2010-03-10 | 2012-11-05 | 1426 | 1465 | -39 | -39 |
| 106.085 LAZARD EMRG MARKETS EQUITY FD CL-I | 2007-08-30 | 2012-11-05 | 2056 | 2482 | -426 | -426 |
| 2. ELI LILLY & CO COMMON ~ | 2010-03-10 | 2012-11-05 | 97 | 71 | 26 | 26 |
| 54. MCDONALDS CORP COMMON ~ | 2010-03-10 | 2012-11-05 | 4704 | 3500 | 1204 | 1204 |
| 72. MEDTRONIC INC COMMON ~ | 2010-03-10 | 2012-11-05 | 3032 | 3218 | -186 | -186 |
| 66. MERCK & CO INC | 2010-03-10 | 2012-11-05 | 2994 | 2422 | 572 | 572 |
| 106. METLIFE INCORPORATED | 2010-10-27 | 2012-11-05 | 3651 | 4323 | -672 | -672 |
| 216. MICROSOFT CORP COMMON | 2010-03-10 | 2012-11-05 | 6356 | 6259 | 97 | 97 |
| 66. NATIONAL OILWELL INC COMMON | 2010-10-27 | 2012-11-05 | 4727 | 3388 | 1339 | 1339 |
| 5983.268 PIMCO TOTAL RETURN CL I | 2008-03-27 | 2012-11-05 | 69346 | 64978 | 4368 | 4368 |
| 14. PHILLIPS 66 | 2010-10-27 | 2012-11-05 | 659 | 405 | 254 | 254 |
| 80. T. ROWE PRICE GROUP INCORPORATED | 2010-10-27 | 2012-11-05 | 5196 | 4365 | 831 | 831 |
| 56. PROCTER & GAMBLE CO COMMON ~ | 2010-03-10 | 2012-11-05 | 3836 | 3530 | 306 | 306 |
| 267.158 RS GLOBAL NATURAL RESOURCES FUND | 2010-03-10 | 2012-11-05 | 10133 | 8314 | 1819 | 1819 |
| 15.945 RIDGEWORTH SEIX FLTNG RT HI INC FD I | 2007-08-30 | 2012-11-05 | 143 | 152 | -9 | -9 |
| 64. SCHLUMBERGER LTD COMMON ~ | 2010-10-27 | 2012-11-05 | 4445 | 4138 | 307 | 307 |
| 52. 3M COMPANY | 2010-10-27 | 2012-11-05 | 4638 | 4679 | -41 | -41 |
| 32. UNITED PARCEL SERVICE INC CLASS B | 2010-10-27 | 2012-11-05 | 2350 | 2201 | 149 | 149 |
| 74. UNITED STATES STEEL CORPORATION | 2010-10-27 | 2012-11-05 | 1535 | 2986 | -1451 | -1451 |
| 60. WAL MART STORES INC COMMON ~ | 2010-03-10 | 2012-11-05 | 4374 | 3230 | 1144 | 1144 |
| 469.441 WILMINGTON SMALL CAP GROWTH FUND -I | 2008-05-16 | 2012-11-05 | 7835 | 7896 | -61 | -61 |
| 167.808 WILMINGTON MID CAP GROWTH FUND -I | 2011-12-02 | 2012-11-05 | 2512 | 2374 | 138 | 138 |
| 3496.21 WILMINGTON MID CAP GROWTH FUND -I | 2010-03-10 | 2012-11-05 | 52338 | 45404 | 6934 | 6934 |
| 3502.134 WILMINGTON LARGE CAP VALUE FUND -I | 2010-03-10 | 2012-11-05 | 36562 | 33550 | 3012 | 3012 |
| 8552.853 WILMINGTON MULTI-MGR INTERNATIONAL-I | 2008-12-02 | 2012-11-05 | 56449 | 73545 | -17096 | -17096 |
| 56. ACE LIMITED | 2010-03-10 | 2012-11-05 | 4346 | 2798 | 1548 | 1548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 37818 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 58758 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1155625 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050845 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 58767 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1111407 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052876 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 48005 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 998908 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048057 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 50000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1197911 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.041739 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 73000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1460914 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049969 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.243486 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048697 | AverageDistributionRatio |
| Net Noncharitable Assets | 1128055 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 54933 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 481 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 55414 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 54005 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 961 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 961 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 961 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 92 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 92 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 869 | TaxDue |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANUFACTURERS AND TRADERS TRUST CO | BusinessNameLine1 |
| Business Name Line2 | DIANE M RIMER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7168425506 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE M T PLAZA 8TH FLOOR | AddressLine1 |
| City | BUFFALO | City |
| State | NY | State |
| ZIP Code | 14203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| M AND T TRUST COMPANY | ||||||
| ONE M AND T PLAZA 8TH FLOOR | BUFFALO | NY | 14203 | CO-TRUSTEE | 1 | 17621 |
| WILLIAM R COLLINS JR | ||||||
| 409 HICKORY STREET | HOLLIDAYSBURG | PA | 16648 | CO TRUSTEE | 10 | 0 |
| DANIEL J RATCHFORD | ||||||
| 304 UNION STREET | HOLLIDAYSBURG | PA | 16648 | CO TRUSTEE | 10 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1104030 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 41203 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1145233 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1145233 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 17178 | CashDeemedCharitable |
| Net Noncharitable Assets | 1128055 | NetNoncharitableAssets |
| Minimum Investment Return | 56403 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 56403 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 961 | TaxBasedOnInvestmentIncome |
| Total Tax | 961 | TotalTax |
| Distributable Amount Before Adj | 55442 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 55442 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 55442 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 54005 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 54005 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 54005 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 55442 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 681 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 681 | TotalExcessDistriCarryover |
| Qualifying Distributions | 54005 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 54005 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 681 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 681 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 756 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| HOLLIDAYSBURG YM-YWCA | ||||||||
| ATTN KAREN RICHARDS | HOLLIDAYSBURG | PA | 16648 | NONE | N/A | PROVIDE FUNDING FOR SERVICE | $3,000 | |
| HOLLIDAYSBURG FREE PUBLIC LIBRARY | ||||||||
| ATTN JANET ELDRED DIRECTOR | HOLLIDAYSBURG | PA | 16648 | NONE | N/A | PROVIDE FUNDING FOR SERVICE | $5,000 | |
| BISHOP GUILFOYLE | ||||||||
| 2400 PLEASANT VALLEY BLVD | ALTOONA | PA | 16602 | NONE | N/A | PROVIDE FUNDING FOR SERVICE | $3,000 | |
| BLAIR COUNTY ASSOCIATION | ||||||||
| 300 5TH AVENUE | ALTOONA | PA | 16602 | NONE | PUBLIC | TO PROVIDE FUNDING FOR | $1,000 | FOR THE BLIND |
| EASTER SEAL SOCIETY | ||||||||
| 501 VALLEY VIEW BLVD | ALTOONA | PA | 16603 | NONE | PUBLIC | PROVIDE FUNDING FOR SERVICE | $1,000 | |
| PHOENIX VOLUNTEER FIRE CO | ||||||||
| PO BOX 81 | HOLLIDAYSBURG | PA | 16648 | NONE | PUBLIC | PROVIDE FUNDING FOR SERVICE | $1,800 | |
| ST JOHN THE EVANGELIST SCHOOL | ||||||||
| 52 JEFFERSON STREET | UNIONTOWN | PA | 15401 | NONE | N/A | EDUCATIONAL | $575 | |
| SPECIAL OLYMPICS | ||||||||
| 150 PLEASANT DRIVE | ALIQUIPPA | PA | 15001 | NONE | PUBLIC | PROVIDE FUNDING FOR SERVICE | $1,400 | |
| HOLLIDAYSBURG AREA SD | ||||||||
| 201 JACKSON STREET | DUNCANSVILLE | PA | 16635 | NONE | PUBLIC | PROVIDE FUNDING FOR SERVICE | $2,880 | FOUNDATION |
| RESCUE MISSION | ||||||||
| 1308 9TH STREET | ALTOONA | PA | 16602 | NONE | PUBLIC | PROVIDE FUNDING FOR SERVICE | $3,700 | |
| ALTOONA PUBLIC LIBRARY | ||||||||
| 1600 FIFTH AVENUE | ALTOONA | PA | 16602 | NONE | PUBLIC | PROVIDE FUNDING FOR SERVICE | $1,800 | |
| BIG BROTHERSBIG SISTERS | ||||||||
| 891 23RD STREET | ALTOONA | PA | 16602 | NONE | PUBLIC | PROVIDE FUNDING FOR SERVICE | $1,800 | |
| HOLY TRINITY EPISCOPAL CHURCH | ||||||||
| ATTN SUSAN K BENZ | HOLLIDAYSBURG | PA | 16648 | NONE | N/A | PROVIDE FUNDING FOR SERVICE | $6,000 | |
| ALTOONA FOOD BANK | ||||||||
| 2201 UNION AVENUE | ALTOONA | PA | 16602 | NONE | PUBLIC | PROVIDE FUNDING FOR SERVICE | $8,000 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 1216 11TH AVENUE | ALTOONA | PA | 16601 | NONE | PUBLIC | PROVIDE FUNDING FOR SERVICE | $1,000 | |
| ARC OF BLAIR COUNTY | ||||||||
| PO BOX 927 | ALTOONA | PA | 16603 | NONE | PUBLIC | PROVIDE FUNDING FOR SERVICE | $800 | |
| HOLLIDAYSBURG AMER LEGION | ||||||||
| P O BOX | HOLLIDAYSBURG | PA | 16648 | NONE | PUBLIC | GENERAL PUPROSE | $575 | AMBULANCE |
| BLAIR COUNTY NAACP | ||||||||
| 2100 SIXTH AVENUE | ALTOONA | PA | 16602 | NONE | PUBLIC | PROVIDE FUNDING FOR SERVICE | $575 | |
| RESPIRATORY DISEASE | ||||||||
| 911 GREEN AVENUE | ALTOONA | PA | 16602 | NONE | PUBLIC | TO PROVIDE FUNDING FOR | $575 | SOCIETY |
| GLORIA GATES FOUNDATION | ||||||||
| 5919 EVERGREEN COURT | ALTOONA | PA | 16602 | NONE | PUBLIC | PROVIDE FUNDING FOR SERVICE | $2,275 | |
| CENTRAL PA HUMANE SOCIETY | ||||||||
| ATTN INGRID HEALY | ALTOONA | PA | 16602 | NONE | PUBLIC | TO PROVIDE FUNDING FOR | $3,000 | |
| KITTANNING TRAIL | ||||||||
| RR 5 - BOX 937 | ALTOONA | PA | 16601 | NONE | PUBLIC | PROVIDE FUNDING FOR SERVICE | $1,000 | VOLUNTEER FIRE COMPANY |
| DAY ONE OF GREATER ALTOONA | ||||||||
| 1212 13TH AVENUE | ALTOONA | PA | 16601 | NONE | PUBLIC | PROVIDE FUNDING FOR SERVICE | $1,800 | |
| AMERICAN RED CROSS | ||||||||
| 4100 FIFTH AVENUE | ALTOONA | PA | 16602 | NONE | PUBLIC | PROVIDE FUNDING FOR SERVICE | $875 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 445 SCHOOLHOUSE ROAD | JOHNSTOWN | PA | 15904 | NONE | PUBLIC | PROVIDE FUNDING FOR SERVICE | $575 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 54005 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $29,531 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $37,818 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AMERICAN CAMPUS CO | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $26 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,375 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 67375 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (49 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| E I DUPONT DE NEMOURS | 4355 | 4948 |
| PACKAGING CORP OF AMER | 1568 | 1693 |
| RPM INTERNATIONAL INC | 4965 | 5343 |
| SONOCO PRODUCTS CO | 2112 | 2022 |
| SOUTHERN COPPER CORP | 2542 | 2499 |
| GENERAL ELECTRIC CO | 3777 | 4828 |
| UNITED PARCEL SREVICE | 2063 | 2212 |
| WASTE MANAGEMENT INC | 2509 | 2632 |
| CENTURYLINK INC | 5138 | 5242 |
| VERIZON COMMUNICATIONS | 3715 | 3635 |
| DARDEN RESTAURANTS INC | 1681 | 1442 |
| H & R BLOCK | 1701 | 1745 |
| LEGGETT & PLATT INC | 1734 | 1742 |
| MATTEL | 4061 | 4101 |
| MDC HOLDINGS INC | 2348 | 2279 |
| ALTRIA GROUP INC | 2308 | 2892 |
| CLOROX CO | 1602 | 1611 |
| HEINZ H J | 3081 | 3115 |
| KRAFT FOODS GROUP INC | 2054 | 2092 |
| MONDELEZ INTERNATIONAL INC | 3515 | 3411 |
| PHILIP MORRIS INTERNATIONAL | 3779 | 3680 |
| SYSCO CORP | 1907 | 1963 |
| UNILEVER PLC SPONS ADR | 4696 | 4877 |
| CHEVRON CORP | 6080 | 6056 |
| CONOCOPHILLIPS | 1192 | 1508 |
| ROYAL DUTCH SHELL PLC | 2347 | 2344 |
| SPECTRA ENERGY CORP | 4003 | 3888 |
| AMERICAN CAMPUS COMMUNITIES | 3527 | 3506 |
| GALLAGHER ARTHUR | 3745 | 3604 |
| GLACIER BANCORP INC | 2320 | 2383 |
| JP MORGAN CHASE & CO | 4364 | 4661 |
| NEW YORK COMMUNITY | 4039 | 3930 |
| OLD REPUBLIC INTL CORP | 3210 | 3408 |
| ONEBEACON INS GROUP | 2019 | 2141 |
| PEOPLES UNITED FINANCIAL INC | 3424 | 3458 |
| STARWOOD PROPERTY TRUST | 2305 | 2296 |
| BRISTOL-MYERS SQUIBB CO | 3513 | 3454 |
| JOHNSON & JOHNSON | 4045 | 4346 |
| LILLY ELI & CO | 4290 | 6017 |
| MERCK & CO INC | 4396 | 4913 |
| INTEL CORP | 2003 | 1979 |
| MAXIM INTEGRATED PRODS INC | 1477 | 1529 |
| MICROCHIP TECHNOLOGY INC | 1912 | 1955 |
| PAYCHEX INC | 3141 | 2986 |
| DOMINION RESOURCES INC | 1525 | 1554 |
| NEXTERA ENERGY INC | 1943 | 1937 |
| SOUTHERN CO | 3040 | 2911 |
| WESTAR ENERGY INC | 1638 | 1603 |
| ENBRIDGE INC | 4725 | 5112 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (26 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| LSV VALUE EQUITY FUND | AT COST | 32963 | 28953 |
| HARBOR INTL FUND #11 | AT COST | 53154 | 56286 |
| LAZARD EMERGING MKTS PORT | AT COST | 36499 | 35811 |
| PIMCO TOTAL RETURN | AT COST | 141494 | 147608 |
| RIDGEWORTH SEIX | AT COST | 47108 | 45904 |
| HARBOR CAPITAL APPRECIATION | AT COST | 22887 | 29215 |
| GUINNESS ATKINSON CHINA & HK | AT COST | 15522 | 17614 |
| DREYFUS INTL BOND FUND | AT COST | 21387 | 23052 |
| MFS EMERGING MAKTS DEBT FUND | AT COST | 54735 | 58221 |
| ARTIO GLOBAL HIGH INCOME FD | AT COST | 46237 | 46087 |
| DUPONT E I DE NEMOURS & CO | |||
| GOLDMAN SACHS GROUP INC | |||
| PRICE T ROWE GROUP INC | |||
| T ROWE PRICE INST LGE CAP GROW | AT COST | 22521 | 29507 |
| ALPINE GLOBAL PREM PROP FD | |||
| ISHARES MSCI EAFE INDEX FUND | AT COST | 53756 | 56860 |
| RS GLOBAL NATURAL RESOUCES | AT COST | 14265 | 17040 |
| ISHARES RUSSELL 1000 VALUE | AT COST | 26198 | 28837 |
| T ROWE PRICE GROUP INC | |||
| WILMINGTON SHORT DURATION GOVT | AT COST | 57596 | 57170 |
| WILMINGTON SHORT TERM CORP BD | AT COST | 56146 | 57059 |
| TIAA-CREF MID CAP VALUE FD | AT COST | 40758 | 40573 |
| WILMINGTON MULTI-MANAGER REAL | AT COST | 45751 | 46531 |
| WILMINGTON SMALL CAP GROWTH FD | AT COST | 29060 | 29493 |
| MAINSTAY EPOCH GLOBAL EQUITY | AT COST | 27451 | 27826 |
| LITMAN GREGORY MASTERS INTL | AT COST | 53757 | 57306 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COST BASIS ADJUST FOR ROC - ALPINE GLOBAL FD | Description |
| Amount | $1,790 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER NON-ALLOCABLE EXPENSE - | Description |
| Revenue And Expenses Per Books | 294 | RevenueAndExpensesPerBooks |
| Net Investment Income | 294 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AMERICAN CAMPUS COMMUNITIES INC-REIT | Description |
| Revenue And Expenses Per Books | 26 | RevenueAndExpensesPerBooks |
| Net Investment Income | 26 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO PRIOR YEAR PENDING SALES | Description |
| Amount | $168 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $9 | 9 | 0 |
| FEDERAL TAXES PRIOR YEAR BALAN | $8 | 0 | 0 |
| FEDERAL ESTIMATED TAX DEPOSITS | $92 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $416 | 416 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $111 | 111 | 0 |
Comments