72) On January 1, Forrester County is holding investments for Tinsel Town valued at $500,000 in
an investment pool, accounted for in an investment trust fund. On January 1, Valley School
District invests $1,500,000 in the pool. Earnings on pooled investments for the six months ended
June 30 totaling $300,000 were received in cash.
1) What percentage interest in the pool is held by the town and the school district?
2) (a) Show the entry in the Investment Trust Fund to record the School District’s investment in the
pool. (If no entry is required for a transaction/event, select “No Journal Entry Required” in
the first account field.)
(b) Show the entry in the Investment Trust Fund to summarize the collection of interest for the
six-month period. (If no entry is required for a transaction/event, select “No Journal Entry
Required” in the first account field.)
(c) Show the entry in the Investment Trust Fund to record the distribution of the interest earned on
pooled investments, assuming that the interest will be reinvested by the town and school district.
(If no entry is required for a transaction/event, select “No Journal Entry Required” in the
first account field.)
Answer:
1) The town’s interest in the pool is 25% ($500,000 / [$500,000 + $1,500,000]); the school
district’s interest is 75%.
FORRESTER COUNTY
INVESTMENT TRUST FUND
GENERAL JOURNAL
ADDITIONS–DEPOSITS IN POOLED
INVESTMENTS–VALLEY SCHOOL BOARD
DISTRICT
UNDISTRIBUTED EARNINGS ON POOLED
INVESTMENTS
UNDISTRIBUTED EARNINGS ON POOLED
INVESTMENTS
ADDITIONS–DEPOSITS IN POOLED
INVESTMENTS–VALLEY SCHOOL DISTRICT
ADDITIONS–DEPOSITS IN POOLED
INVESTMENTS–TINSEL TOWN
Difficulty: 3 Hard
Topic: Investment and Private-Purpose Trust Funds
Learning Objective: 08-04 Prepare fiduciary fund financial statements.
Bloom’s: Apply
AACSB: Knowledge Application
AICPA: FN Reporting