THE ALICE ABER SMITH SCHOLARSHIP FUND: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE ALICE ABER SMITH SCHOLARSHIP FUND (EIN 39-6628593)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201341299349100859
- Schema version
- 2012v2.0
- 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
- Form 990-PF
- Legal Fees Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T06:41:23-07:00 | 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 | Edwards Group CPAs SC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 Milwaukee Ave | AddressLine1 |
| City | Burlington | City |
| State | WI | State |
| ZIP Code | 53105 | 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 | 396628593 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Alice Aber Smith Scholarship Fund | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALIC | NameControl |
| Phone | 2627637616 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 Milwaukee Ave | AddressLine1 |
| City | Burlington | City |
| State | WI | State |
| ZIP Code | 53105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Paul B Edwards CPA | Name |
| Title | Trustee | Title |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Paul B Edwards CPA | Name |
| PTIN | P01275819 | PTIN |
| Phone | 2627637616 | Phone |
| 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 | 0 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 7517 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 7517 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 7517 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 8613 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8613 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 8613 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 59755 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 394706 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 59755 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 59755 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 75885 | TotalRevenueAndExpenses |
| Total Net Investment Income | 75885 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 75885 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 1834 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 1834 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 8019 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 8019 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | -193 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 257 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9660 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10110 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 30000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 30000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 39660 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 40110 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 36225 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 75885 | NetInvestmentIncome |
| Adjusted Net Income | 75885 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 5381 | CashEOY |
| Savings And Temp Cash Invst BOY | 428509 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 174000 | SavingsAndTempCashInvstEOY |
| Investments Corp Stock BOY | 198520 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 483873 | InvestmentsCorpStockEOY |
| Total Assets BOY | 627029 | TotalAssetsBOY |
| Total Assets EOY | 663254 | TotalAssetsEOY |
| Total Assets EOYFMV | 0 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 30000 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 30000 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 30000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 30000 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Permanently Restricted BOY | 597029 | PermanentlyRestrictedBOY |
| Permanently Restricted EOY | 633254 | PermanentlyRestrictedEOY |
| Total Net Assets BOY | 597029 | TotalNetAssetsBOY |
| Total Net Assets EOY | 633254 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 627029 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 663254 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 597029 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 36225 | ExcessOfRevenueOverExpenses |
| Subtotal | 633254 | Subtotal |
| Total Net Assets Fund Balances EOY | 633254 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | ML Schedules attached | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2012-01-01 | DateAcquired |
| Date Sold | 2012-07-01 | DateSold |
| Gross Sales Price | 394706 | GrossSalesPrice |
| Cost Or Other Basis | 334951 | CostOrOtherBasis |
| Gain Or Loss | 59755 | GainOrLoss |
| Gains Minus Excess Or Losses | 59755 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 59755 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 59755 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 33000 | QualifyingDistributionsYear1 |
| Qualifying Distributions Year2 | 36000 | QualifyingDistributionsYear2 |
| Qualifying Distributions Year3 | 42000 | QualifyingDistributionsYear3 |
| Qualifying Distributions Year4 | 48000 | QualifyingDistributionsYear4 |
| Qualifying Distributions Year5 | 45000 | QualifyingDistributionsYear5 |
| Net Noncharitable Assets | 620550 | NetNoncharitableAssets |
| One Percent Net Investment Income | 759 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 759 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 40110 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 759 | InvestmentIncomeExciseTax |
| Subtotal | 759 | Subtotal |
| Tax Based On Investment Income | 759 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 1064 | TaxPaidWithExtension |
| Total Credits And Payments | 1064 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 5 | PenaltyForUnderpayment |
| Overpayment | 300 | Overpayment |
| Amount Credited To Next Year | 300 | AmountCreditedToNextYear |
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 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WI | 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 |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paul B Edwards CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2627637616 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 Milwaukee Ave | AddressLine1 |
| City | Burlington | City |
| State | WI | State |
| ZIP Code | 53105 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Rev Markus Wegenast | ||||||
| 455 S Jefferson St | Waterford | WI | 53185 | Foundation Mgr. | 0.00 | 0 |
| Paul B Edwards CPA | ||||||
| 441 Milwaukee Ave | Burlington | WI | 53105 | Trustee | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 625000 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5000 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 630000 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 630000 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9450 | CashDeemedCharitable |
| Net Noncharitable Assets | 620550 | NetNoncharitableAssets |
| Minimum Investment Return | 31028 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 31028 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 759 | TaxBasedOnInvestmentIncome |
| Total Tax | 759 | TotalTax |
| Distributable Amount Before Adj | 30269 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 30269 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 30269 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 40110 | ExpensesAndContributions |
| Qualifying Distributions | 40110 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 759 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 39351 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 30269 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 3178 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3178 | TotalExcessDistriCarryover |
| Qualifying Distributions | 40110 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 30269 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 9841 | RemainingDistriFromCorpus |
| Total Corpus | 13019 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 13019 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 3178 | ExcessFromYear1 |
| Excess From Current Year | 9841 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Rev Markus Wegenast | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 S Jefferson St | AddressLine1 |
| City | Waterford | City |
| State | WI | State |
| ZIP Code | 53185 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | See Attached | FormAndInfoAndMaterials |
| Submission Deadlines | See Attached | SubmissionDeadlines |
| Restrictions On Awards | See Attached | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Marantha Baptist Bible College | |||||||
| 745 W Main Street | Watertown | WI | 53094 | Brianna Robers | N/A | Various | $3,000 |
| Marquette University | |||||||
| 1250 W Wisconsin Avenue | Milwaukee | WI | 53233 | Loren Alex Snow | N/A | Various | $3,000 |
| Marquette University | |||||||
| 1250 W Wisconsin Ave | Milwaukee | WI | 53233 | Casandra Suhling | N/A | Various | $3,000 |
| Carthage College | |||||||
| 2001 Alford Park Dr | Kenosha | WI | 53140 | Joseph Sawyer | N/A | Various | $3,000 |
| Marantha Baptist Bible College | |||||||
| 745 W Main St | Watertown | WI | 53094 | Taylor Thompson | N/A | Various | $3,000 |
| DePaul University | |||||||
| 1 E Jackson | Chicago | IL | 60604 | Pedro Rebollar, JR | N/A | Various | $3,000 |
| Edgewood College | |||||||
| 1000 Edgewood College Dr | Madison | WI | 53711 | Corey Poedtke | N/A | Various | $3,000 |
| Cardinal Stritch University | |||||||
| 6801 N Yates Rd | Milwaukee | WI | 53217 | Shannon Fallon | N/A | Various | $3,000 |
| Northwestern College | |||||||
| 633 Clark St | Evanston | IL | 60208 | Aaron Carson | N/A | Various | $3,000 |
| Pensacola Christian College | |||||||
| 250 Brent Lane | Pensacola | FL | 32523 | Keith Brown | N/A | Various | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 30000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 7517 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Related Or Exempt Function Income | 8613 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 59755 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 75885 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 75885 | TotalPartXVIA |
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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Attorney Zott | Category |
| Amount | $1,834 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1834 | DisbursementsCharitablePrps |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Scholarships payable from earnings | Description |
| BOY Book Value | 30000 | BOYBookValue |
| EOY Book Value | 30000 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Trustee Fees to Edwards Group CPA S.C. | $2,622 | 0 | 0 | 2622 |
| Trustee Fees Talmer Bank | $1,277 | 0 | 0 | 1277 |
| Broker Fees | $4,120 | 0 | 0 | 4120 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Prepaid tax amount incorrectly handlied | $450 | |
| Federal Taxes Paid 2011 | $257 | 257 |
Comments