BETA

THE DCT FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE DCT FOUNDATION (EIN 47-2663403)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202641359349102894
Schema version
2025v4.1
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)
Return2026-05-15T13:31:34-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132738625PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DDK & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA 6TH FLRAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472663403EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DCT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDCTFBusinessNameControlTxt
Phone9084361100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line136 OLYMPIA LANEAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID TEMPLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9084361100PhoneNum
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY FEINMANPreparerPersonNm
PTINP00227146PTIN
Phone2129970600PhoneNum
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$5,328,826FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,837InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,837InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$579,875DividendsRevAndExpnssAmt
Dividends Net Invst Incm$579,875DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$155,511NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$524,960GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$155,511CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$23,892OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$23,892OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$765,115TotalRevAndExpnssAmt
Total Net Invst Incm$765,115TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$113,087InterestRevAndExpnssAmt
Interest Net Invst Incm$113,087InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Other Expenses Rev And Expnss$24,192OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$24,192OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$137,279TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$137,279TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,990,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,990,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,127,279TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$137,279TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,990,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,362,164ExcessRevenueOverExpensesAmt
Net Investment Income$627,836NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,131,563CashBOYAmt
Cash EOY$96,738CashEOYAmt
Cash EOYFMV$96,738CashEOYFMVAmt
Acct Rcvbl$685,970AcctRcvblAmt
Acct Rcvbl BOY$438,207AcctRcvblBOYAmt
Acct Rcvbl EOY$685,970AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$685,970AcctRcvblEOYFMVAmt
Other Investments BOY$6,110,268OtherInvestmentsBOYAmt
Other Investments EOY$4,546,118OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,546,118OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,680,038TotalAssetsBOYAmt
Total Assets EOY$5,328,826TotalAssetsEOYAmt
Total Assets EOYFMV$5,328,826TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,680,038RetainedEarningBOYAmt
Retained Earning EOY$5,328,826RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,680,038TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,328,826TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,680,038TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,328,826TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,680,038TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,362,164ExcessRevenueOverExpensesAmt
Other Increases$10,952OtherIncreasesAmt
Subtotal$5,328,826SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,328,826TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS 30036P$195,000$195,000$0$0
UBS 30036P$213,384$150,000$63,384$63,384
UBS 30279P$25,205$24,449$756$756
CAPITAL GAINS DIVIDENDSP$91,371$91,371$91,371
FieldValueIRS element (for citing)
Capital Gain Net Income$155,511CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,727InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,727SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,727TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$116EsPenaltyAmt
Tax Due$8,843TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID TEMPLERIndividualWithBooksNm
Phone9084361100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line136 OLYMPIA LNAddressLine1Txt
CityMONSEYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10952ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID TEMPLER
36 OLYMPIA LANEMONSEYNY10952EXECUTIVE DIRECTOR0.25$0$0$0
CHAYA TEMPLER
36 OLYMPIA LANEMONSEYNE10952TRUSTEE0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$51,591AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,192,236AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,243,827TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,243,827AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$78,657CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,165,170NetVlNoncharitableAssetsAmt
Minimum Investment Return$258,259MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$258,259MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,727TaxBasedOnInvestmentIncomeAmt
Total Tax$8,727TotalTaxAmt
Distributable Before Adj$249,532DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$249,532DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$249,532DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,990,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,990,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$249,532DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$112,894ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$539,250ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,689,179ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$263,757ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,155,709ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,760,789TotalExcessDistributionCyovAmt
Qualifying Distributions$3,990,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$249,532AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,740,468RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,501,257TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$112,894ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,388,363ExcessDistriCyovToNextYrAmt
Excess From Year4$539,250ExcessFromYear4Amt
Excess From Year3$1,689,179ExcessFromYear3Amt
Excess From Year2$263,757ExcessFromYear2Amt
Excess From Year1$1,155,709ExcessFromYear1Amt
Excess From Current Year$3,740,468ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONG KHAL SHAAREI ZION
3210 KINGS HWYBROOKLYNNY11234N/APCRELIGIOUS ASSISTANCE$500,000
CONG RACH
1223 45TH STBROOKLYNNY11219N/APCRELIGIOUS ASSISTANCE$320,000
CONGREGATION TIFERES SHLOMO
119 HOOPER STREETBROOKLYNNY11211N/APCRELIGIOUS ASSISTANCE$600,000
OJC FUND
1303 53RD STBROOKLYNNY11219N/APCRELIGIOUS ASSISTANCE$320,000
SHERI TORAH INC
5 BUCHANAN CT 111MONROENY10950N/APCRELIGIOUS ASSISTANCE$1,250,000
YESHIVAS VISHITZ
25 PHYLLIS TERRACEMONSEYNY10952N/APCRELIGIOUS ASSISTANCE$1,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,990,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,837ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$579,875ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,892ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$91,371ExclusionAmt
Related Or Exempt Function Incm$64,140RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$700,975ExclusionAmt
Related Or Exempt Function Incm$64,140RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$765,115TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementINVESTEMENT INCOMERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
UBS FINANCIAL 036AT COST$2,889,701$2,889,701
UBS FINANCIAL 279AT COST$1,656,417$1,656,417

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES$21,503$21,503$0
FEDERAL INCOME TAX$2,414$2,414$0
STATE INCOME TAX$275$275$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER - UBSDesc
Revenue And Expenses Per Books$23,892RevenueAndExpensesPerBooksAmt
Net Investment Income$23,892NetInvestmentIncomeAmt
Adjusted Net Income$23,892AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDECREASE IN FMV OF APPRECIATED STOCK OVER COST BASISDesc
Amt$10,952Amt

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