KEY CHARITABLE TRUST: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
KEY CHARITABLE TRUST (EIN 48-6107304)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202601349349105005
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T17:35:10-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203844413PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DBB INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 469AddressLine1Txt
CityFORT SCOTTCityNm
State AbbreviationKSStateAbbreviationCd
ZIP667010469ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN486107304EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKEYCBusinessNameControlTxt
Phone6202232000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1965 215TH STAddressLine1Txt
CityFORT SCOTTCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPENNY POLLOCK-BARNESPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6202233757PhoneNum
Signature2026-05-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROL J HILL CPAPreparerPersonNm
PTINP00228069PTIN
Phone6202234300PhoneNum
Preparation2026-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,989,687FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,809InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,809InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$71,088DividendsRevAndExpnssAmt
Dividends Net Invst Incm$71,088DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$54,377NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$228,205GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$47,040CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$127,274TotalRevAndExpnssAmt
Total Net Invst Incm$119,937TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,000CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,425AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$2,736TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,818TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$16,161TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,818TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$146,063ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$146,063ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$162,224TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,818TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$146,063TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$34,950ExcessRevenueOverExpensesAmt
Net Investment Income$118,119NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$155CashBOYAmt
Cash EOY$155CashEOYAmt
Cash EOYFMV$155CashEOYFMVAmt
Sav And Temp Cash Invst BOY$32,708SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$89,481SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$89,481SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$47,487USGovernmentObligationsBOYAmt
US Government Obligations EOY$43,760USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$37,888USGovtObligationsEOYFMVAmt
Corporate Stock BOY$529,452CorporateStockBOYAmt
Corporate Stock EOY$529,452CorporateStockEOYAmt
Corporate Stock EOYFMV$1,027,624CorporateStockEOYFMVAmt
Corporate Bonds BOY$17,195CorporateBondsBOYAmt
Corporate Bonds EOY$17,165CorporateBondsEOYAmt
Corporate Bonds EOYFMV$16,965CorporateBondsEOYFMVAmt
Other Investments BOY$1,266,008OtherInvestmentsBOYAmt
Other Investments EOY$1,174,967OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,378,354OtherInvestmentsEOYFMVAmt
Other Assets BOY$439,220OtherAssetsBOYAmt
Other Assets EOY$439,220OtherAssetsEOYAmt
Other Assets EOYFMV$439,220OtherAssetsEOYFMVAmt
Total Assets BOY$2,332,225TotalAssetsBOYAmt
Total Assets EOY$2,294,200TotalAssetsEOYAmt
Total Assets EOYFMV$2,989,687TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,332,225RetainedEarningBOYAmt
Retained Earning EOY$2,294,200RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,332,225TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,294,200TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,332,225TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,294,200TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,332,225TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$34,950ExcessRevenueOverExpensesAmt
Subtotal$2,297,275SubtotalAmt
Other Decreases$3,075OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,294,200TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$47,040CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,642InvestmentIncomeExciseTaxAmt
Subtotal$1,642SubtotalAmt
Tax Based On Investment Income$1,642TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,440EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,440TotalPaymentsAndCreditsAmt
Tax Due$202TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPENNY POLLOCK-BARNESIndividualWithBooksNm
Phone6202232000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1965 215TH STAddressLine1Txt
CityFORT SCOTTCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66701ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM K POLLOCK
305 WEST 9THFORT SCOTTKS66701TRUSTEE1.00$0$0$0
AILEEN C POLLOCK
305 WEST 9THFORT SCOTTKS66701TRUSTEE1.00$0$0$0
PENNY POLLOCK-BARNES
965 215TH STREETFORT SCOTTKS66701TRUSTEE5.00$6,000$0$0
HEATHER MALDONADO
1303 STEUART STBALTIMOREMD21230TRUSTEE5.00$6,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1FIRST PRESBYTERIAN CHURCH FORT SCOTT KS IS A LOCAL CHURCH IN BOURBON COUNTY KSDescription1Txt
Expenses1$122,063Expenses1Amt
Description2PROVIDE SCHOLARSHIPS TO STUDENTS IN BOURBON COUNTY KANSAS SO THEY PURSUE A COLLEGE OR TRADE SCHOOL DEGREE.Description2Txt
Expenses2$22,000Expenses2Amt
Description3EDUCATIONAL PROGRAMS AT FORT SCOTT HIGH SCHOOL IN FORT SCOTT KSDescription3Txt
Expenses3$2,000Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,367,587AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$61,250AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$439,220FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,868,057TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,868,057AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,021CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,825,036NetVlNoncharitableAssetsAmt
Minimum Investment Return$141,252MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$141,252MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,642TaxBasedOnInvestmentIncomeAmt
Total Tax$1,642TotalTaxAmt
Distributable Before Adj$139,610DistributableBeforeAdjAmt
Distributable Before Ded$139,610DistributableBeforeDedAmt
Distributable As Adjusted$139,610DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$146,063ExpensesAndContributionsAmt
Qualifying Distributions$146,063QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$139,610DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$19,612ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$38,958ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$58,570TotalExcessDistributionCyovAmt
Qualifying Distributions$146,063QualifyingDistributionsAmt
Applied To Current Year$139,610AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,453RemainingDistriFromCorpusAmt
Total Corpus$65,023TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$19,612ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$45,411ExcessDistriCyovToNextYrAmt
Excess From Year2$38,958ExcessFromYear2Amt
Excess From Current Year$6,453ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPENNY POLLOCK-BARNESRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1400 MARBLE ROADAddressLine1Txt
CityFORT SCOTTCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66701ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6202232000RecipientPhoneNum
Form And Info And MaterialsWRITTEN DESCRIPTION OF NEED AND USE OF FUNDS. NAME AND ADDRESS FOR EACH PAYMENT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FIRST PRESBYTERIAN CHURCH
308 S CRAWFORD STFORT SCOTTKS66701NONEPCDONATION$122,063
FORT SCOTT COMMUNITY COLLEGE
2108 S HORTON STFORT SCOTTKS66701NONEPCSCHOLARSHIP$6,000
PITTSBURG STATE UNIVERSITY
1701 S BROADWAYPITTSBURGKS66762NONEPCSCHOLARSHIP$4,000
FORT SCOTT HIGH SCHOOL
1005 S MAIN STFORT SCOTTKS66701NONEPCDONATION$2,000
UNIVERSITY OF KANSAS
1450 JAYHAWK RDLAWRENCEKS66045NONEPCSCHOLARSHIP$2,000
AVILA UNIVERSITY
11901 WORNALL RDKANSAS CITYMO64145NONEPCSCHOLARSHIP$4,000
UPPER IOWA UNIVERSITY
605 WASHINGTON STFAYETTEIA52142NONEPCSCHOLARSHIP$4,000
CROWDER COLLEGE
601 LACLEDE AVENEOSHOMO64850NONEPCSCHOLARSHIP$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$146,063TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,809ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$71,088ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,040ExclusionAmt
Related Or Exempt Function Incm$7,337RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$119,937ExclusionAmt
Related Or Exempt Function Incm$7,337RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$127,274TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,425Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
AMERICAN US GOVT MM FUNDPURCHASE$11,779$11,795-$16
LORD ABBETT ULTRA SHORT BOND FUNDPURCHASE$2,797$2,788$9
VICTORY PIONEER MULTI ASSET FUNDPURCHASE$1,047$1,048-$1
AMERICAN US GOVT MM FUNDPURCHASE$14,136$14,150-$14
AMERICAN RETIREMENT INCOME PORTFOLIOPURCHASE$69,985$65,623$4,362
LORD ABBETT ULTRA SHORT BOND FUNDPURCHASE$56,126$55,960$166
VICTORY PIONEER MULTI ASSETPURCHASE$21,567$22,464-$897
GNMA GTD REMIC PASS THRUPURCHASE$3,728$3,728

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$17,165EOYBookValueAmt
EOYFMV$16,965EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKSStockNm
EOY Book Value$529,452EOYBookValueAmt
EOYFMV$1,027,624EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$43,760USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$37,888USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED FUNDSAT COST$19,956$41,019
MUTUAL FUNDSAT COST$1,127,638$1,278,252
REIT'S/TANGIBLESAT COST$27,373$59,083

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRESIDUAL VALUE OF TRUSTDesc
BOY Book Value$439,220BOYBookValueAmt
EOY Book Value$439,220EOYBookValueAmt
EOYFMV$439,220EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescRETURN OF PRINCIPALDesc
Amt$3,075Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
PAYROLL TAXES$918
EXCISE TAXES$1,818$1,818

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