| Person Name | Explanation |
|---|---|
| SALLY TANNER | TRUSTEE OVERSEEING FUNDS |
| AMY KEATHLEY | TRUSTEE OVERSEE FUNDS |
| Identifier | Return Reference | Explanation |
|---|---|---|
| REASONABLE CAUSE FOR LATE FILING | IM533549 | AN EXTENSION WAS TIMELY FILED FOR THIS RETURN WHICH WAS FIRST SUBMITTED ON SEPTEMBER 22, 2022. IT WAS REJECTED FOR FOUR REASONS; THE PREPARER ATTEMPTED TO RESOLVE THE ISSUES BUT WITHOUT SUCCESS. SUBSEQUENTLY, HELP WAS ENLISTED FROM THE RETURN PREPARATION SOFTWARE MANUFACTURER (H&R BLOCK) AND FROM THE IRS. AFTER MULTIPLE PHONE CALLS TO BOTH AND MULTIPLE SUBMISSIONS OF THE RETURN, WE BELIEVE EVERYTHING IS STRAIGHTENED OUT. THE TAXPAYER PRESENTED THE MATERIALS WITH WHICH TO DO THE RETURN IN PLENTY OF TIME AND DID ALL THEY COULD TO COMPLY WITH THE FILING REGULATIONS. I ASK THAT YOU WAIVE ANY PENALTY OR FEE THAT WOULD BE GENERATED BY THE DATE OF FILING DUE TO THESE EXTENUATING CIRCUMSTANCES. |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| CD | 61,131 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAX PREPERATION | 125 | 125 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAXES | 20 | 20 |