AURORA R KITTREDGE CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- AURORA R KITTREDGE CHARITABLE TRUST (EIN 46-6634504)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202631259349100803
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T00:01:07-05:00 | 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 | 301 GRANT ST 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 | 466634504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AURORA R KITTREDGE CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AURO | BusinessNameControlTxt |
| Phone | 7245988409 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Person Title | SENIOR VP | PersonTitleTxt |
| Phone | 7245988409 | PhoneNum |
| Signature | 2026-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-04-16 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,392,904 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $52,080 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,080 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $90,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $403,287 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $90,474 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $76 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $76 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $142,630 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,630 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,145 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,072 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,072 | 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 | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,726 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $76 | 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 | $600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,221 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,148 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,422 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,303 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,303 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,524 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,148 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,894 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $128,482 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$18,920 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $53,985 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,985 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $883,011 | CorporateStockBOYAmt |
| Corporate Stock EOY | $874,166 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,832,499 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $572,537 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $498,129 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $506,420 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,436,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,426,280 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,392,904 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,436,628 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,426,280 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,436,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,426,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,436,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,426,280 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,436,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,894 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,426,734 | SubtotalAmt |
| Other Decreases | $454 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,426,280 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 212. AES CORP | 2024-06-27 | 2025-01-06 | $2,820 | $4,024 | -$1,204 | -$1,204 | |
| 135. AES CORP | 2024-09-06 | 2025-01-06 | $1,795 | $2,211 | -$416 | -$416 | |
| 13. ABBVIE INC | 2012-11-25 | 2025-01-06 | $2,335 | $433 | $1,902 | $1,902 | |
| 6. ADOBE SYS INC W/1 RT/SH | 2024-01-31 | 2025-01-06 | $2,593 | $3,684 | -$1,091 | -$1,091 | |
| 27. ADOBE SYS INC W/1 RT/SH | 2023-05-04 | 2025-01-06 | $11,671 | $10,750 | $921 | $921 | |
| 64. APPLIED MATERIALS INC | 2024-04-01 | 2025-01-06 | $11,272 | $13,439 | -$2,167 | -$2,167 | |
| 31. APPLIED MATERIALS INC | 2024-07-10 | 2025-01-06 | $5,460 | $6,651 | -$1,191 | -$1,191 | |
| 67. CHEVRONTEXACO CORP | 2019-07-01 | 2025-01-06 | $10,004 | $8,433 | $1,571 | $1,571 | |
| 72. CONSTELLATION BRANDS INC CL A | 2014-04-16 | 2025-01-06 | $16,168 | $10,629 | $5,539 | $5,539 | |
| 87. EDWARDS LIFESCIENCES CORP | 2017-11-17 | 2025-01-06 | $6,401 | $3,123 | $3,278 | $3,278 | |
| 26. HONEYWELL INTL INC COM | 2013-05-01 | 2025-01-06 | $5,888 | $1,802 | $4,086 | $4,086 | |
| 18. ILLINOIS TOOL WORKS INC COM | 2017-05-10 | 2025-01-06 | $4,538 | $2,499 | $2,039 | $2,039 | |
| 28. MICRON TECHNOLOGY INC | 2024-06-27 | 2025-01-06 | $2,718 | $3,738 | -$1,020 | -$1,020 | |
| 53. MICRON TECHNOLOGY INC | 2024-07-10 | 2025-01-06 | $5,144 | $5,979 | -$835 | -$835 | |
| 20. UNION PACIFIC CORP | 2012-11-25 | 2025-01-06 | $4,632 | $1,213 | $3,419 | $3,419 | |
| 23. AMERICAN EXPRESS COMPANY | 2012-11-25 | 2025-05-01 | $6,138 | $1,291 | $4,847 | $4,847 | |
| 165.32 FIDELITY SECS FD | 2023-05-15 | 2025-05-01 | $4,976 | $4,204 | $772 | $772 | |
| 161. VERIZON COMMUNICATIONS | 2024-09-06 | 2025-05-01 | $6,995 | $6,672 | $323 | $323 | |
| 24.87 VICTORY PORTFOLIOS | 2024-09-06 | 2025-05-01 | $1,077 | $1,252 | -$175 | -$175 | |
| 233.39 VICTORY PORTFOLIOS | 2022-04-12 | 2025-05-01 | $10,108 | $11,066 | -$958 | -$958 | |
| 69. ZOETIS INC | 2025-01-06 | 2025-05-01 | $10,553 | $11,252 | -$699 | -$699 | |
| 25000. US TREASURY N/B 4.25% 05/31/2025 | 2023-06-14 | 2025-05-31 | $25,000 | $24,947 | $53 | $53 | |
| 108.4 DRIEHAUS MUT FDS | 2024-09-06 | 2025-08-14 | $2,540 | $2,301 | $239 | $239 | |
| 193.02 DRIEHAUS MUT FDS | 2024-07-22 | 2025-08-14 | $4,522 | $4,347 | $175 | $175 | |
| 4. EOG RESOURCES INC | 2024-09-06 | 2025-08-14 | $476 | $482 | -$6 | -$6 | |
| 81. EOG RESOURCES INC | 2022-05-31 | 2025-08-14 | $9,644 | $11,369 | -$1,725 | -$1,725 | |
| 5283. FEDERATED HERMES INSTL TR | 2018-10-24 | 2025-08-14 | $47,758 | $50,179 | -$2,421 | -$2,421 | |
| 33. MCDONALDS CORP | 2017-05-10 | 2025-08-14 | $10,033 | $4,764 | $5,269 | $5,269 | |
| 137. NVIDIA CORP | 2020-04-16 | 2025-08-14 | $25,048 | $1,015 | $24,033 | $24,033 | |
| 13. PROCTER & GAMBLE CO | 2024-09-06 | 2025-08-14 | $2,007 | $2,290 | -$283 | -$283 | |
| 74. PROCTER & GAMBLE CO | 2020-04-29 | 2025-08-14 | $11,425 | $9,380 | $2,045 | $2,045 | |
| 23. VERTEX PHARMACEUTICAL INC | 2023-05-04 | 2025-08-14 | $9,027 | $7,945 | $1,082 | $1,082 | |
| 134. WISDOMTREE TR | 2016-05-11 | 2025-08-14 | $6,945 | $3,880 | $3,065 | $3,065 | |
| 37. ELECTRONIC ARTS INC | 2024-09-06 | 2025-11-05 | $7,421 | $5,328 | $2,093 | $2,093 | |
| 22. LOCKHEED MARTIN (COMMON STOCK) | 2015-12-07 | 2025-11-05 | $10,534 | $5,179 | $5,355 | $5,355 | |
| 100. NVIDIA CORP | 2020-04-16 | 2025-11-05 | $20,162 | $737 | $19,425 | $19,425 | |
| 54. PEPSICO INC | 2012-11-25 | 2025-11-05 | $7,687 | $3,773 | $3,914 | $3,914 | |
| 25. SHERWIN WILLIAMS CO | 2024-06-27 | 2025-11-05 | $8,447 | $7,901 | $546 | $546 | |
| 18. THERMO ELECTRON CORP W/1 RT/SH | 2014-04-16 | 2025-11-05 | $10,144 | $2,651 | $7,493 | $7,493 | |
| 50000. METLIFE INC | 2022-06-07 | 2025-11-13 | $50,000 | $50,000 | |||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,181 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $90,474 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,786 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,786 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,629 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,629 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,843 | OverpaymentAmt |
| Applied To ES Tax | $1,788 | AppliedToESTaxAmt |
| Refund | $55 | 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 | PA | 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 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7245988409 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 | HUNTINGTON NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $28,145 | 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 | $2,295,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,045 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,325,332 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,325,332 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,880 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,290,452 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,523 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,786 | TotalTaxAmt |
| Distributable Before Adj | $112,737 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,737 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,737 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,725 | 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 | $127,725 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,737 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,548 | 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 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,725 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,548 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,177 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $66,560 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BUHL PARK CORPORATION | ||||||||
| 715 HAZEN RD | HERMITAGE | PA | 16148 | NONE | PC | GENERAL SUPPORT | $5,565 | |
| COMMUNITY LIBRARY OF THE | ||||||||
| 11 N SHARPSVILLE AVE | SHARON | PA | 16146 | NONE | PC | GENERAL SUPPORT | $27,826 | SHENANGO VALLEY |
| ST JOHN'S EPISCOPAL CHURCH | ||||||||
| PO BOX 504 | SHARON | PA | 16146 | NONE | PC | GENERAL SUPPORT | $11,130 | |
| BUHL COMMUNITY RECREATION CENTER | ||||||||
| 28 N PINE AVE | SHARON | PA | 16146 | NONE | PC | GENERAL SUPPORT | $5,565 | |
| UNITED WAY OF MERCER COUNTY | ||||||||
| 960 S HERMITAGE RD | HERMITAGE | PA | 16148 | NONE | PC | GENERAL SUPPORT | $16,696 | |
| HUMANE SOCIETY OF MERCER COUNTY | ||||||||
| PO BOX 1046 | HERMITAGE | PA | 16148 | NONE | PC | GENERAL SUPPORT | $33,391 | INC |
| COMMUNITY RECREATION OF NORTHERN | ||||||||
| 71 COLUMBIA AVE | GREENVILLE | PA | 16125 | NONE | PC | GENERAL OPERATING | $11,130 | MERCER COUNTY INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,303 | 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 | $52,080 | 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 | $90,474 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $76 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $142,630 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,630 | 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 | $1,750 | Amt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 110122DY1 BRISTOL MYERS SQUIBB | $52,301 | $53,366 |
| 17252MAN0 CINTAS CORP NO 2 | $49,570 | $49,864 |
| 438516CL8 HONEYWELL INTL INC | $49,384 | $50,360 |
| 59156RBQ0 METLIFE INC | ||
| 61761J3R8 MORGAN STANLEY | $49,376 | $49,751 |
| 756109BS2 REALTY INCOME CORP | $49,592 | $50,940 |
| 883556CT7 THERMO FISHER SCIENT | $25,110 | $25,434 |
| 91282CFV8 US TREASURY N/B 4.12 | $50,065 | $50,609 |
| 91282CGM7 US TREASURY N/B 3.5% | $23,642 | $24,313 |
| 91282CHD6 US TREASURY N/B 4.25 | ||
| 91282CHR5 US TREASURY N/B 4% 0 | $49,855 | $50,648 |
| 91282CJX0 US TREASURY N/B 4% 0 | $49,572 | $50,598 |
| 91282CKK6 US TREASURY N/B 4.87 | $25,002 | $25,103 |
| 94106LBT5 WASTE MGMT INC DEL | $24,660 | $25,434 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (95 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 00287Y109 ABBVIE INC | $8,579 | $10,282 |
| 00724F101 ADOBE SYS INC | ||
| 007903107 ADVANCED MICRO DEVIC | $9,950 | $27,627 |
| 02079K305 ALPHABET INC | $7,995 | $68,234 |
| 023135106 AMAZON COM INC | $11,259 | $45,702 |
| 025816109 AMERICAN EXPRESS CO | ||
| 032654105 ANALOG DEVICES INC | $3,220 | $20,340 |
| 037833100 APPLE INC | $4,252 | $81,286 |
| 049560105 ATMOS ENERGY CORP | $10,624 | $15,422 |
| 084670702 BERKSHIRE HATHAWAY I | $15,196 | $20,106 |
| 09857L108 ING HLDGS INC | $9,424 | $21,421 |
| 101137107 BOSTON SCIENTIFIC CO | $18,654 | $31,084 |
| 166764100 CHEVRON CORP NEW | ||
| 169656105 CHIPOTLE MEXICAN GRI | $11,178 | $14,800 |
| 21036P108 CONSTELLATION BRANDS | ||
| 22160K105 COSTCO WHOLESALE COR | $3,751 | $32,769 |
| 26875P101 EOG RES INC | ||
| 277902698 E V ATLANTA CAP SMID | $5,891 | $9,731 |
| 28176E108 EDWARDS LIFESCIENCES | ||
| 291011104 EMERSON ELEC CO | $9,863 | $19,510 |
| 30231G102 EXXON MOBIL CORP | $17,414 | $19,254 |
| 30303M102 FACEBOOK INC CL-A | $23,595 | $47,526 |
| 31420B847 FEDERATED HERMES INS | ||
| 31428Q739 FEDERATED TOTAL RETU | $37,912 | $33,120 |
| 316389360 FIDELITY SECS FD | ||
| 32008F200 FIRST EAGLE FDS | $14,024 | $17,431 |
| 337738108 FISERV INC | $4,418 | $4,165 |
| 369604301 GENERAL ELEC CO | $11,521 | $40,044 |
| 437076102 HOME DEPOT INC | $2,631 | $7,914 |
| 438516106 HONEYWELL INTL INC | ||
| 452308109 ILLINOIS TOOL WKS IN | ||
| 46120E602 INTUITIVE SURGICAL I | $8,191 | $27,185 |
| 46137V464 INVESCO EXCHANGE-TRA | $13,643 | $20,907 |
| 464287507 ISHARES TR | $2,793 | $4,752 |
| 464287804 ISHARES TR | $6,795 | $9,254 |
| 46625H100 JPMORGAN CHASE & CO | $4,496 | $33,511 |
| 532457108 LILLY ELI & CO | $8,841 | $53,734 |
| 539830109 LOCKHEED MARTIN CORP | ||
| 543916688 LORD ABBETT INVT TR | $11,770 | $11,172 |
| 55261F104 M&T BK CORP | $8,925 | $15,312 |
| 580135101 MCDONALDS CORP | $4,331 | $9,169 |
| 592905749 METROPOLITAN WEST FD | $34,698 | $31,421 |
| 594918104 MICROSOFT CORP | $7,426 | $87,052 |
| 64110L106 NETFLIX INC | $11,301 | $28,128 |
| 65339F101 NEXTERA ENERGY INC | $2,679 | $12,283 |
| 67066G104 NVIDIA CORP | $5,896 | $149,200 |
| 67103H107 O REILLY AUTOMOTIVE | $6,514 | $19,154 |
| 701094104 PARKER-HANNIFIN CORP | $3,774 | $26,369 |
| 713448108 PEPSICO INC | ||
| 72201F490 PIMCO FDS | $30,888 | $29,004 |
| 72201F623 PIMCO FDS | $65,183 | $59,958 |
| 742718109 PROCTER & GAMBLE CO | ||
| 773903109 ROCKWELL AUTOMATION | $10,234 | $18,675 |
| 79466L302 SALESFORCE INC | $4,839 | $11,656 |
| 81762P102 SERVICENOW INC | $8,939 | $16,851 |
| 872540109 TJX COS INC NEW | $9,712 | $15,668 |
| 872590104 T-MOBILE US INC | $4,406 | $16,040 |
| 882508104 TEXAS INSTRS INC | $1,854 | $7,113 |
| 883556102 THERMO FISHER SCIENT | ||
| 907818108 UNION PAC CORP | ||
| 91913Y100 VALERO ENERGY CORP N | $4,516 | $20,837 |
| 922031737 VANGUARD FIXED INCOM | $38,114 | $35,625 |
| 922908686 VANGUARD INDEX FDS | $9,864 | $24,751 |
| 92532F100 VERTEX PHARMACEUTICA | ||
| 92646A831 VICTORY PORTFOLIOS | ||
| 92826C839 VISA INC | $12,162 | $34,019 |
| 931142103 WAL MART STORES INC | $5,900 | $22,059 |
| 97717W505 WISDOMTREE TR | ||
| G1151C101 ACCENTURE PLC | $3,652 | $14,488 |
| H1467J104 CHUBB LTD | $5,454 | $19,039 |
| 00130H105 AES CORP | ||
| 03027X100 AMERICAN TOWER CORP | $10,764 | $9,481 |
| 038222105 APPLIED MATLS INC | ||
| 11135F101 BROADCOM INC | $21,156 | $58,837 |
| 22788C105 CROWDSTRIKE HLDGS IN | $8,217 | $11,250 |
| 230001752 CULLEN FDS TR | $11,183 | $14,207 |
| 262028731 DRIEHAUS SMALL CAP G | ||
| 285512109 ELECTRONIC ARTS INC | ||
| 595112103 MICRON TECHNOLOGY IN | ||
| 68389X105 ORACLE CORP | $9,586 | $13,254 |
| 697435105 PALO ALTO NETWORKS I | $21,404 | $24,683 |
| 747525103 QUALCOMM INC | $4,900 | $5,303 |
| 75513E101 RTX CORP | $15,200 | $25,859 |
| 824348106 SHERWIN WILLIAMS CO | ||
| 863667101 STRYKER CORP | $16,486 | $16,519 |
| 902973304 US BANCORP DEL | $7,122 | $8,911 |
| 92343V104 VERIZON COMMUNICATIO | ||
| G54950103 LINDE PLC | $12,282 | $12,792 |
| 025537101 AMERICAN ELEC PWR CO | $17,881 | $22,485 |
| 040413205 ARISTA NETWORKS INC | $8,867 | $13,103 |
| 04314H568 ARTISAN PARTNERS FDS | $37,643 | $37,480 |
| 253868103 DIGITAL RLTY TR INC | $11,315 | $9,592 |
| 31609A503 FIDELITY COVINGTON T | $39,777 | $40,891 |
| 38141G104 GOLDMAN SACHS GROUP | $10,946 | $17,580 |
| 458140100 INTEL CORP | $10,296 | $18,118 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $454 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING/TAX PAYMENT | Desc |
| Revenue And Expenses Per Books | $600 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $76 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $76 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $46 | $46 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $7,861 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,789 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $30 | $30 | $0 |
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