BETA

ALBERT AND SHIRLEY SMALL FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ALBERT AND SHIRLEY SMALL FAMILY FOUNDATION (EIN 87-0965955)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202641319349100319
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)
Return2026-05-11T07:33:32-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521706411PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARITON MANCUSO & JONES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111140 ROCKVILLE PIKE STE 340AddressLine1Txt
CityNORTH BETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20852ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN870965955EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ALBERT AND SHIRLEY SMALL FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALBEBusinessNameControlTxt
Phone3012157997PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14800 HAMPDEN LANE SUITE 200AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN SMALL SAVITSKYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3012157997PhoneNum
Signature2026-05-04SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN J MILLERPreparerPersonNm
PTINP01294580PTIN
Phone3019846400PhoneNum
Preparation2026-05-11PreparationDt
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$16,405,620FMVAssetsEOYAmt
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$206,688InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$206,688InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$197,268DividendsRevAndExpnssAmt
Dividends Net Invst Incm$197,268DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$786,188NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,866,677GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$786,188CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,190,144TotalRevAndExpnssAmt
Total Net Invst Incm$1,190,144TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$9,095LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$4,547LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,548LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,698AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,349AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,349AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$102,050OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$98,300OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,750OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$14,354TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,465TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$18,229OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,115OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9,114OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$154,426TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$118,776TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$22,761TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,187,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,187,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,341,526TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$118,776TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,209,861TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$151,382ExcessRevenueOverExpensesAmt
Net Investment Income$1,071,368NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,149CashBOYAmt
Cash EOY$67,203CashEOYAmt
Cash EOYFMV$67,203CashEOYFMVAmt
US Government Obligations BOY$3,735,819USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,228,191USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,276,645USGovtObligationsEOYFMVAmt
Corporate Stock BOY$8,250,540CorporateStockBOYAmt
Corporate Stock EOY$7,781,063CorporateStockEOYAmt
Corporate Stock EOYFMV$10,167,662CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,862,031CorporateBondsBOYAmt
Corporate Bonds EOY$1,840,200CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,894,110CorporateBondsEOYFMVAmt
Other Assets BOY$199,500OtherAssetsBOYAmt
Total Assets BOY$14,068,039TotalAssetsBOYAmt
Total Assets EOY$13,916,657TotalAssetsEOYAmt
Total Assets EOYFMV$16,405,620TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$14,068,039NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$13,916,657NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$14,068,039TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,916,657TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,068,039TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,916,657TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,068,039TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$151,382ExcessRevenueOverExpensesAmt
Subtotal$13,916,657SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,916,657TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHEVY CHASE TR - ST SEE ATTACHMENT 3P$110,999$103,167$7,832$7,832
CHEVY CHASE TR - LT SEE ATTACHMENT 3P$1,691,713$1,503,784$187,929$187,929
CHEVY CHASE TR - LT SEE ATTACHMENT 3P$80,140$46,045$34,095$34,095
US BANK - ST SEE ATTACHMENT 3P$1,936,268$1,946,796-$10,528-$10,528
US BANK - LT SEE ATTACHMENT 3P$2,981,736$2,480,697$501,039$501,039
CAPITAL GAIN DISTRIBUTIONSP$65,821$65,821$65,821
FieldValueIRS element (for citing)
Capital Gain Net Income$786,188CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$97,220NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,892InvestmentIncomeExciseTaxAmt
Subtotal$14,892SubtotalAmt
Tax Based On Investment Income$14,892TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$17,500TotalPaymentsAndCreditsAmt
Overpayment$2,608OverpaymentAmt
Applied To ES Tax$2,608AppliedToESTaxAmt

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
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksALBERT H SMALL JRIndividualWithBooksNm
Phone3012157997PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14800 HAMPDEN LANE SUITE 200AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
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 PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN SMALL SAVITSKY
7628 WHEATCROFT COURTBETHESDAMD20817PRESIDENT000.00$0$0$0
JAMES H SMALL
5807 MADAKET ROADBETHESDAMD20816VICE PRESIDE000.00$0$0$0
ALBERT H SMALL JR
7311 ARROWOOD ROADBETHESDAMD20817TREASURER, S000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$15,813,199AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,583AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,868,782TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$15,868,782AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$238,032CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,630,750NetVlNoncharitableAssetsAmt
Minimum Investment Return$781,538MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$781,538MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,892TaxBasedOnInvestmentIncomeAmt
Total Tax$14,892TotalTaxAmt
Distributable Before Adj$766,646DistributableBeforeAdjAmt
Distributable Before Ded$766,646DistributableBeforeDedAmt
Distributable As Adjusted$766,646DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,209,861ExpensesAndContributionsAmt
Qualifying Distributions$1,209,861QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$766,646DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$250,855ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$26,265ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$277,120TotalExcessDistributionCyovAmt
Qualifying Distributions$1,209,861QualifyingDistributionsAmt
Applied To Current Year$766,646AppliedToCurrentYearAmt
Remaining Distri From Corpus$443,215RemainingDistriFromCorpusAmt
Total Corpus$720,335TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$720,335ExcessDistriCyovToNextYrAmt
Excess From Year3$250,855ExcessFromYear3Amt
Excess From Year1$26,265ExcessFromYear1Amt
Excess From Current Year$443,215ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSUSAN SAVITSKYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14800 HAMPDEN LANE SUITE 200AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20814ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3012157997RecipientPhoneNum
Form And Info And MaterialsLETTER EXPLAINING PURPOSE OR REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNO DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS ON AWARDSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SEE ATTACHMENT 1
SEE ATTACHEDSEE ATTACHEDMD20814N/APCCHARITABLE$987,600
GEORGE WASHINGTON UNIVERSITY
1922 F STREET NWWASHINGTONDC20052N/APCCHARITABLE-ARTWORK AT COST$199,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,187,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$206,688ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$197,268ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$786,188ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,190,144ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,190,144TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$10,698Amt
Net Investment Income$5,349NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,349DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE ATTACHMENT 2BondNm
EOY Book Value$1,840,200EOYBookValueAmt
EOYFMV$1,894,110EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHMENT 2StockNm
EOY Book Value$7,781,063EOYBookValueAmt
EOYFMV$10,167,662EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$4,228,191USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$4,276,645USGovtObligationsEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$9,095LegalFeesAmt
Net Investment Income$4,547NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,548DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescARTWORKDesc
BOY Book Value$199,500BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
MISCELLANEOUS EXPENSE$1,291$646$645
INSURANCE
OFFICE EXPENSES$16,938$8,469$8,469

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISOR FEES$94,550$94,550
ADMINISTRATIVE PROFESSIONAL FEES$7,500$3,750$3,750

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$1,465$1,465
EXCISE TAXES$12,889

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.