GREEN CHARITABLE TR UA 050901: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
GREEN CHARITABLE TR UA 050901 (EIN 65-6368603)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-07-25
IRS object ID
201232079349100603
Schema version
2011v1.2
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)
Timestamp2012-07-25T10:02:19-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN580692043EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MAULDIN & JENKINS LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11301 SIXTH AVENUE WEST SUITE 600AddressLine1
CityBRADENTONCity
StateFLState
ZIP Code342057440ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN656368603EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1GREEN CHARITABLE TRUST UAD 5901BusinessNameLine1
FieldValueIRS element (for citing)
Name ControlGREENameControl
Phone9417474483Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13912 WATER STAddressLine1
CityELLENTONCity
StateFLState
ZIP Code34222ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT L MILLERName
TitleAGENTTitle
Phone9417474483Phone
Date Signed2012-07-19DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJEFFREY L KING CPAName
PTINP00153265PTIN
Phone9417474483Phone
Date Prepared2012-07-19DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY279773FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss138000ContriReceivedRevAndExpnss
Dividends Rev And Expnss9881DividendsRevAndExpnss
Dividends Net Invst Incm9881DividendsNetInvstIncm
Dividends Adj Net Incm9881DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss-2474NetGainSaleAssetsRevAndExpnss
Gross Sales Price46355GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm0NetSTCGAdjNetIncm
Total Revenue And Expenses145407TotalRevenueAndExpenses
Total Net Investment Income9881TotalNetInvestmentIncome
Total Adjusted Net Income9881TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss3000TaxesRevAndExpnss
Taxes Net Invst Incm3000TaxesNetInvstIncm
Taxes Adj Net Incm3000TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss3000TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm3000TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm3000TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss60000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps60000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss63000TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm3000TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm3000TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps60000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses82407ExcessOfRevenueOverExpenses
Net Investment Income6881NetInvestmentIncome
Adjusted Net Income6881AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY2194CashBOY
Cash EOY1394CashEOY
Cash EOYFMV1394CashEOYFMV
Savings And Temp Cash Invst BOY36642SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY29879SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV29879SavingsAndTempCashInvstEOYFMV
Accounts Receivable1000AccountsReceivable
Accounts Receivable BOY200AccountsReceivableBOY
Accounts Receivable EOY1000AccountsReceivableEOY
Accounts Receivable EOYFMV1000AccountsReceivableEOYFMV
Investments Corp Stock BOY153276InvestmentsCorpStockBOY
Investments Corp Stock EOY242447InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV247500InvestmentsCorpStockEOYFMV
Total Assets BOY192312TotalAssetsBOY
Total Assets EOY274720TotalAssetsEOY
Total Assets EOYFMV279773TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY192312UnrestrictedBOY
Unrestricted EOY274720UnrestrictedEOY
Total Net Assets BOY192312TotalNetAssetsBOY
Total Net Assets EOY274720TotalNetAssetsEOY
Total Liabilities Net Assets BOY192312TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY274720TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY192312TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses82407ExcessOfRevenueOverExpenses
Other Increases1OtherIncreases
Subtotal274720Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY274720TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
CITIGROUP CAP XXI2011-03-092657425778796796
COUNTRYWIDE2011-08-221978123051-3270-3270
FieldValueIRS element (for citing)
Capital Gain Net Income-2474CapitalGainNetIncome
Net Short Term Capital Gain Or Loss0NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year160000QualifyingDistributionsYear1
Noncharitable Assets Year1140667NoncharitableAssetsYear1
Distribution Ratio Year10.426539DistributionRatioYear1
Qualifying Distributions Year239650QualifyingDistributionsYear2
Noncharitable Assets Year258824NoncharitableAssetsYear2
Distribution Ratio Year20.674045DistributionRatioYear2
Qualifying Distributions Year359930QualifyingDistributionsYear3
Noncharitable Assets Year3108568NoncharitableAssetsYear3
Distribution Ratio Year30.552004DistributionRatioYear3
Qualifying Distributions Year459811QualifyingDistributionsYear4
Noncharitable Assets Year4143336NoncharitableAssetsYear4
Distribution Ratio Year40.417278DistributionRatioYear4
Qualifying Distributions Year559964QualifyingDistributionsYear5
Noncharitable Assets Year5181445NoncharitableAssetsYear5
Distribution Ratio Year50.330480DistributionRatioYear5
Total Distribution Ratio2.400346TotalDistributionRatio
Average Distribution Ratio0.480069AverageDistributionRatio
Net Noncharitable Assets172196NetNoncharitableAssets
Adjusted Noncharitable Assets82666AdjustedNoncharitableAssets
One Percent Net Investment Income69OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One82735AdjNonchrtblAssetsAndOnePct
Qualifying Distributions60000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax138InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal138Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income138TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1000EstTaxPaymentsAndOverpayment
Total Credits And Payments1000TotalCreditsAndPayments
Overpayment862Overpayment
Amount Credited To Next Year862AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation1PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameROBERT L MILLERBooksInCareOfPersonName
Books In Care Of Phone Number9417474483BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line13912 WATER STAddressLine1
CityELLENTONCity
StateFLState
ZIP Code34222ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JAMES L GREEN
1316 RIVERVIEW CIRCLEBRADENTONFL34209TRUSTEE0.00000
ROBERT L MILLER
3912 WATER STELLENTONFL34222AGENT0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1THE TRUST PROVIDES EDUCATIONAL ASSISTANCE TO STUDENTS. FUNDING FOR 2011 WAS THROUGH TWO SCHOOL DISTRICTS DIRECTLY AND ONE EDUCATIONAL PROGRAM WHICH IS PART OF A THIRD SCHOOL DISTRICT.Description1
Expenses10Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities164602AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances10216AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets174818TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets174818AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable2622CashDeemedCharitable
Net Noncharitable Assets172196NetNoncharitableAssets
Minimum Investment Return8610MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions60000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions60000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions60000AdjQualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year6881CurrentYear
Year17033Year1
Year22941Year2
Year35428Year3
Total22283Total

Percent85 Of Lessor Percent85OfLessor

FieldValueIRS element (for citing)
Current Year5849CurrentYear
Year15978Year1
Year22500Year2
Year34614Year3
Total18941Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year60000CurrentYear
Year160000Year1
Year239700Year2
Year360000Year3
Total219700Total

Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly

FieldValueIRS element (for citing)
Current Year0CurrentYear
Year10Year1
Year20Year2
Year30Year3
Total0Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year60000CurrentYear
Year160000Year1
Year239700Year2
Year360000Year3
Total219700Total

Total Assets TotalAssets

FieldValueIRS element (for citing)
Total0Total

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi

FieldValueIRS element (for citing)
Total0Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

FieldValueIRS element (for citing)
Current Year5740CurrentYear
Year14689Year1
Year21961Year2
Year33619Year3
Total16009Total

Total Support TotalSupport

FieldValueIRS element (for citing)
Total0Total

Public Support PublicSupport

FieldValueIRS element (for citing)
Total0Total

Largest Support From EO LargestSupportFromEO

FieldValueIRS element (for citing)
Total0Total

Gross Investment Income GrossInvestmentIncome

FieldValueIRS element (for citing)
Total0Total

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameROBERT L MILLERRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13912 WATER STAddressLine1
CityELLENTONCity
StateFLState
ZIP Code34222ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number9417474483RecipientPhoneNumber
Form And Info And MaterialsAT THIS TIME APPLICATIONS ARE ONLY ACCEPTED THROUGH SPONSORING ORGANIZATIONS. SPONSORING ORGANIZATIONS ARE PUBLIC SCHOOL DISTRICTS, COUMMUNITY FOUNDATIONS, OR OTHER COMMUNITY SUPPORTING ORGANIZATIONS SUCH AS CIVIC ORGANIZATIONS ETC. SUCH SPONSORING ORGANIZATIONS MUST BE PREPARED TO ESTABLISH A SELECTION COMMITTEE TO SELECT AND MONITOR THE PROGRESS OF STUDENTS SELECTED. THE SPONSORING ORGANIZATION MUST ALSO BE PREPARED TO ADMINISTER THE SCOLARSHIPS, OR SUBMIT A PLAN FOR ADMINISTRATION OF THE SCHOLARSHIPS. EACH SPONSORING ORGANIZATION IS SUBJECT TO QUALITY ASSURANCE INSPECTIONS BY REPRESENTATIVES OF THE GREEN CHARITABLE TRUST. SEE FOOTNOTE FOR ADDITIONAL INFORMATION.FormAndInfoAndMaterials
Submission DeadlinesJULY 31 OF EACH YEAR FOR FALL AWARDS.SubmissionDeadlines
Restrictions On AwardsSEE APPLICATION FORMAT & REQUIRED CONTENTS.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
EAST RICHLAND SCHOOL DISTRICT
PO BOX 685OLNEYIL62450NONEN/ASCHOLARSHIPS$20,000
PACE CENTER FOR GIRLS INC
3508 26TH STREET WESTBRADENTONFL34205NONEN/APROGRAM ASSISTANCE$20,000
RED HILL SCHOOL DISTRICT
1250 JUDY AVEBRIDGEPORTIL62417NONEN/ASCHOLARSHIPS$20,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year60000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code25ExclusionCode
Exclusion$9,881ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code25ExclusionCode
Exclusion-$2,474ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$7,407ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA7407TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualJAMES L MARY J GREENContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11316 RIVERVIEW CIRCLEAddressLine1
CityBRADENTONCity
StateFLState
ZIP Code34209ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions138000AggregateContributions
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property Description5000 SHARES AMERICAN CAPITAL AGENCYNoncashPropertyDescription
Fair Market Value138000FairMarketValue
Date Received2011-12-14DateReceived

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

FieldValueIRS element (for citing)
IdentifierADDITIONAL INFORMATION FOOTNOTEIdentifier
Return ReferencePART XV LINE 2ReturnReference
ExplanationTO QUALIFY, A STUDENT MUST BE A HIGH SCHOOL GRADUATE WITH A FINANCIAL NEED AND A DESIRE TO OBTAIN HIGHER EDUCATION. HIGHER EDUCATION CAN BE WITH ANY ACCREDITED EDUCATIONAL INSTITUTION, TECHNICAL, COMMUNITY COLLEGE OR UNIVERSITY. SCHOLARSHIPS ARE LIMITED TO $5,000 PER INDIVIDUAL. FOR A FOUR-YEAR MAXIMUM, AN AUTOMATIC RENEWAL EACH YEAR WILL BE ALLOWED, SUBJECT TO SATISFACTORY COMPLETION OF THE COURSE OF STUDY AS PLANNED. THERE IS NO TIME LIMIT ON WHEN SATISFACTORY COMPLETION IS ACCOMPLISHED. IT IS THE RESPONSIBILITY OF THE SPONSORING ORGANIZATION TO MONITOR THE CONTINUING QUALIFICATIONS OF EACH STUDENT.SPONSORING ORGANIZATIONS MAY TAKE APPLICATIONS BY THE SUBMISSION OF A PLAN FOR THE SELECTION OF STUDENTS AND ADMINISTRATION OF THE SCHOLARSHIPS. ANY RESTRICTIONS OF STUDENT APPLICATION BY THE SPONSORING ORGANIZATION SHOULD BE INCLUDED IN THE PLAN. PLANS WILL BE REVIEWED BY REPRESENTATIVES OF THE TRUST AND RESPONSES WILL BE MADE WITHIN THREE MONTHS OF THE APPLICATION. SCHOLARSHIPS ARE USUALLY AWARDED BEGINNING IN THE FALL SEMESTER.PACE CENTER FOR GIRLS, INC. HAD FORMERLY BEEN ADMINISTERING A SCHOLARSHIP PROGRAM, BUT IN 2009 MADE APPLICATION TO MODIFY THE PROGRAM. PACE REQUESTED THAT THE FORMER SCHOLARSHIP MONEY BE ALLOWED TO PROVIDE "SCHOLARSHIPS" FOR GIRLS BY PROVIDING PROGRAM ASSISTANCE TO THE POPULATION OF STUDENTS IN THE PROGRAM. THIS MODIFICATION WAS DETERMINED BY THE TRUSTEES TO MEET MISSION STATEMENT AND THE DESIRES OF THE GRANTORS AND THEREFORE THE PLAN WAS GRANTED.Explanation

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (3 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
WINDSTREAM CORP5760258700
CITIGROUP CAPITAL VII4684548400
AMERICAN CAPITAL AGENCY138000140400

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionROUNDINGDescription
Amount$1Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategory
Amount$3,000Amount
Net Investment Income3000NetInvestmentIncome
Adjusted Net Income3000AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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