KATHERINE L PECK TRUST UW FBO EDUCATIONAL SCHOLARSHIPS: Form 990PF, tax year 2025
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- Organization
- KATHERINE L PECK TRUST UW FBO EDUCATIONAL SCHOLARSHIPS (EIN 06-6024593)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349103562
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T13:01:45-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 E CAMELBACK ROAD STE 475 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066024593 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PECK KATHERINE L EDU SCHOLAR PFDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PECK | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BY JOSEPH VELKOS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-05-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $453,866 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,326 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,648 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $138,959 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,648 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $31,983 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,974 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,162 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,621 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,540 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,522 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $212 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $14 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,748 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,847 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,590 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,748 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,847 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,590 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,127 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $257,324 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,738 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,738 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $116,425 | CorporateStockBOYAmt |
| Other Investments EOY | $353,709 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $438,128 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $373,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $369,447 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $453,866 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $373,749 | CapitalStockBOYAmt |
| Capital Stock EOY | $369,447 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $373,749 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $369,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $373,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $369,447 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $373,749 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11 | OtherIncreasesAmt |
| Subtotal | $380,995 | SubtotalAmt |
| Other Decreases | $11,548 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $369,447 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1005. BLACKROCK EQUITY DIVIDEND FUND | 2023-01-31 | 2025-01-30 | $20,020 | $19,559 | $461 | $461 | |
| 240. INVESCO S&P 500 EQUAL WEIGHT $1.61700 | 2025-10-14 | $45,401 | $43,095 | $2,306 | $2,306 | ||
| 101. ISHARES GOLD TRUST | 2025-01-02 | 2025-01-31 | $1 | $1 | |||
| 101. ISHARES GOLD TRUST | 2025-01-02 | 2025-02-28 | $1 | $1 | |||
| 101. ISHARES GOLD TRUST | 2025-01-02 | 2025-03-31 | $1 | $1 | |||
| 101. ISHARES GOLD TRUST | 2025-01-02 | 2025-04-30 | $1 | $1 | |||
| 16. ISHARES GOLD TRUST | 2025-01-30 | 2025-05-23 | $1,011 | $841 | $170 | $170 | |
| 85. ISHARES GOLD TRUST | 2025-01-02 | 2025-05-31 | $1 | $1 | |||
| 85. ISHARES GOLD TRUST | 2025-01-02 | 2025-06-30 | $1 | $1 | |||
| 85. ISHARES GOLD TRUST | 2025-01-02 | 2025-07-31 | $1 | $1 | |||
| 85. ISHARES GOLD TRUST | 2025-01-02 | 2025-08-31 | $1 | $1 | |||
| 85. ISHARES GOLD TRUST | 2025-01-02 | 2025-09-30 | $1 | $1 | |||
| 13. ISHARES GOLD TRUST | 2025-01-30 | 2025-10-14 | $1,016 | $683 | $333 | $333 | |
| 72. ISHARES GOLD TRUST | 2025-01-02 | 2025-10-31 | $1 | $1 | |||
| 72. ISHARES GOLD TRUST | 2025-01-02 | 2025-11-30 | $1 | $1 | |||
| 72. ISHARES GOLD TRUST | 2025-01-02 | 2025-12-31 | $1 | $1 | |||
| 69. ISHARES CORE S&P MID-CAP ETF $2.67500 | 2012-08-23 | 2025-01-30 | $4,488 | $1,991 | $2,497 | $2,497 | |
| 53. ISHARES CORE S&P MID-CAP ETF $2.67500 | 2012-08-23 | 2025-05-23 | $3,117 | $1,529 | $1,588 | $1,588 | |
| 45. ISHARES CORE S&P MID-CAP ETF $2.67500 | 2012-08-23 | 2025-08-11 | $2,810 | $1,298 | $1,512 | $1,512 | |
| 153. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2025-06-26 | $27,566 | $28,099 | -$533 | -$533 | ||
| 155.86 JPMORGAN HEDGED EQUITY FUND | 2025-10-14 | $5,366 | $5,218 | $148 | $148 | ||
| 185. CLEARBRIDGE LARGE CAP GROWTH | 2019-01-31 | 2025-01-30 | $14,487 | $9,974 | $4,513 | $4,513 | |
| 190.89 PIMCO TRENDS MANAGED FUTURES STRATEGY FD | 2025-01-16 | 2025-10-14 | $1,957 | $1,985 | -$28 | -$28 | |
| 23. VANGUARD RUSSELL 1000 GROWTH INDX FD ETF | 2025-08-11 | $2,649 | $1,805 | $844 | $844 | ||
| 6. VANGUARD S&P 500 ETF $4.48000 | 2025-08-11 | $3,520 | $2,222 | $1,298 | $1,298 | ||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,539 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,648 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $377 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $377 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $377 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $383 | OverpaymentAmt |
| Applied To ES Tax | $383 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANK NATIONAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134556 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $6,162 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $435,361 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $435,361 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $435,361 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,530 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $428,831 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,442 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,442 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $377 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $377 | TotalTaxAmt |
| Distributable Before Adj | $21,065 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,065 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,065 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,590 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $18,590 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,065 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,024 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,238 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,262 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,590 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,590 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,475 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,475 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $787 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $787 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $787 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEYBANK NATIONAL ASSOCIATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQ OH-01-27-1805 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2166895749 | RecipientPhoneNum |
| Form And Info And Materials | FAMILY FINANCIAL STATUS, ACTIVITIES, GRADES AND TRANSCRIPTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PROTESTANT GIRLS RESIDING IN THE VACINITY OF WATERBURY CONNECTICUT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE 110CH | BOSTON | MA | 02115 | NONE | I | SCHOLARSHIPS | $2,000 |
| SPRINGFIELD COLLEGE | |||||||
| 263 ALDEN ST | SPRINGFIELD | MA | 011093797 | NONE | I | SCHOLARSHIPS | $1,000 |
| WESTERN NEW ENGLAND UNIVERSITY | |||||||
| 1215 WILBRAHAM RD | SPRINGFIELD | MA | 011192612 | NONE | I | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF NEW HAVEN | |||||||
| 300 BOSTON POST ROAD | WEST HAVEN | CT | 06516 | NONE | I | SCHOLARSHIPS | $1,000 |
| SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVE | FAIRFIELD | CT | 068251000 | NONE | I | SCHOLARSHIPS | $2,000 |
| SOUTHERN CONNECTICUT STATE UNIVERSITY | |||||||
| 501 CRESCENT STREET | NEW HAVEN | CT | 061363115 | NONE | I | SCHOLARSHIPS | $2,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 300 GRACE HALL | NOTRE DAME | IN | 46556 | NONE | I | SCHOLARSHIP | $1,000 |
| WESTERN CONNECTICUT STATE UNIVERSITY | |||||||
| 181 WHITE STREET | CANBURY | CT | 06810 | NONE | I | SCHOLARSHIP | $1,000 |
| UNIVERSITY OF CONNECTICUT | |||||||
| 2131 HILLSIDE RD | STORRS | CT | 06269 | NONE | I | SCHOLARSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,335 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,648 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,983 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,050 | Amt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 00771X419 GQG PART EMERG MKTS | AT COST | $3,266 | $3,519 |
| 09260C307 BLACKROCK SYSTEMATIC | AT COST | $5,222 | $5,293 |
| 31624J745 FIDELITY HEDGED EQUI | AT COST | $6,653 | $6,769 |
| 36256V783 GMO RESOURCES FUND $ | AT COST | $5,300 | $6,020 |
| 38142V845 GOLDMAN SACHS INTL E | AT COST | $13,542 | $16,301 |
| 40168W525 GUGGENHEIM TOTAL RET | AT COST | $20,406 | $20,939 |
| 464285204 ISHARES GOLD TRUST | AT COST | $3,733 | $5,844 |
| 464287176 ISHARES BARCLAYS TIP | AT COST | $4,200 | $4,286 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $15,172 | $17,124 |
| 464287507 ISHARES CORE S&P MID | AT COST | $2,799 | $6,402 |
| 46432F339 ISHARES EDGE MSCI US | AT COST | $26,425 | $29,197 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $4,231 | $5,099 |
| 46653M849 JOHCM INTERNATIONAL | AT COST | $6,460 | $7,579 |
| 4812C0381 JPMORGAN CORE BOND F | AT COST | $20,419 | $21,003 |
| 4812C0530 JPMORGAN LARGE CAP G | AT COST | $26,477 | $25,888 |
| 52106N459 LAZARD GLOBAL LISTED | AT COST | $6,495 | $7,406 |
| 589509207 MERGER FUND $0.156 | AT COST | $6,538 | $6,449 |
| 592905509 METROPOLITAN WEST T/ | AT COST | $12,532 | $12,919 |
| 693390882 PIMCO INTL BOND FD U | AT COST | $7,885 | $8,272 |
| 72201U455 PIMCO TRENDS MANAGED | AT COST | $3,286 | $3,449 |
| 72201U638 PIMCO MORTAGE OPP & | AT COST | $20,417 | $20,860 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $7,920 | $18,996 |
| 74926P316 RBC EMERGING MARKETS | AT COST | $2,403 | $3,056 |
| 808524771 SCHWAB FUNDAMENTAL U | AT COST | $45,386 | $46,992 |
| 904504842 UNDISCOVERED MGRS BE | AT COST | $22,095 | $20,030 |
| 921943858 VANGUARD FTSE DEV MK | AT COST | $16,734 | $30,610 |
| 922042858 VANGUARD FTSE EMERGI | AT COST | $16,961 | $18,977 |
| 92206C680 VANGUARD RUSSELL 100 | AT COST | $9,735 | $19,967 |
| 922908363 VANGUARD S&P 500 ETF | AT COST | $11,017 | $38,882 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $11,548 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES - PROCEEDS | Desc |
| Revenue And Expenses Per Books | $14 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT ON UIT SALES | Desc |
| Amt | $11 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $120 | $120 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $611 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $699 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $92 | $92 | $0 |
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