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PAUL AND PATRICIA CURRAN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PAUL AND PATRICIA CURRAN FOUNDATION (EIN 41-1701319)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202431359349103303
Schema version
2023v5.0
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)
Return2024-05-14T11:36:46-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410887288PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOULAY PLLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111095 VIKING DRIVE-STE 500AddressLine1Txt
CityEDEN PRAIRIECityNm
State AbbreviationMNStateAbbreviationCd
ZIP55344ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411701319EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PAUL AND PATRICIA CURRAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone6122758556PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14333 WOODDALE AVENUEAddressLine1Txt
CityST LOUIS PARKCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55424ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAELEEN CURRAN-BAKKENPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6122758556PhoneNum
Signature2024-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELEENPersonFirstNm
Person LastCURRAN-BAKKENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEMILY L BLACKBURNPreparerPersonNm
PTINP01732136PTIN
Phone9528939320PhoneNum
Preparation2024-05-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,152,904FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$42,191DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,191DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,897NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$73,685GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,897CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,384OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,384OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$63,472TotalRevAndExpnssAmt
Total Net Invst Incm$63,472TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,520AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$380AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$965TaxesRevAndExpnssAmt
Taxes Net Invst Incm$97TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,100OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,965TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,717TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$405TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$61,365ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$61,365ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$75,330TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,717TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$61,770TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,858ExcessRevenueOverExpensesAmt
Net Investment Income$50,755NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,485SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,816SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,816SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,152,489CorporateStockBOYAmt
Corporate Stock EOY$1,107,363CorporateStockEOYAmt
Corporate Stock EOYFMV$1,102,088CorporateStockEOYFMVAmt
Total Assets BOY$1,169,974TotalAssetsBOYAmt
Total Assets EOY$1,158,179TotalAssetsEOYAmt
Total Assets EOYFMV$1,152,904TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,169,974NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,158,179NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,169,974TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,158,179TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,169,974TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,158,179TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,169,974TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,858ExcessRevenueOverExpensesAmt
Other Increases$63OtherIncreasesAmt
Subtotal$1,158,179SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,158,179TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LONG TERM PUBLICLY TRADED SECURITIESP$50,689$53,788-$3,099-$3,099
CAPITAL GAINS DIVIDENDSP$22,996$22,996$22,996
FieldValueIRS element (for citing)
Capital Gain Net Income$19,897CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$705InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$705SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$705TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$920EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$920TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$215OverpaymentAmt
Applied To ES Tax$215AppliedToESTaxAmt
Refund$0RefundAmt

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 StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHAELEEN CURRAN-BAKKIndividualWithBooksNm
Phone6122758556PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14333 WOODDALE AVENUEAddressLine1Txt
CityST LOUIS PARKCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55424ZIPCd
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
MICHAELEEN CURRAN-BAKKEN
4333 WOODDALE AVENUEST LOUIS PARKMN55424DIRECTOR0.00$0$0$0
KATHLEEN P CURRAN
4333 WOODDALE AVENUEST LOUIS PARKMN55424VICE PRESIDENT0.00$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$1,089,593AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,245AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,115,838TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,115,838AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,738CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,099,100NetVlNoncharitableAssetsAmt
Minimum Investment Return$54,955MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$54,955MinimumInvestmentReturnAmt
Tax Based On Investment Income$705TaxBasedOnInvestmentIncomeAmt
Total Tax$705TotalTaxAmt
Distributable Before Adj$54,250DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$54,250DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$54,250DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$61,770ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$61,770QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$54,250DistributableAsAdjustedAmt
Undistributed Income PY$27,717UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$61,770QualifyingDistributionsAmt
Applied To Year1$27,717AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,053AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$20,197UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1INFORMATION AVAILABLE UPON REQUESTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14333 WOODDALE AVENUEAddressLine1Txt
CityST LOUIS PARKCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55424ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeSUPPORT ORGANIZATION'S CHARITABLE ACTIVITIESGrantOrContributionPurposeTxt
Amt$61,365Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$61,365TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,191ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$19,897ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion14ExclusionCd
Exclusion$1,384ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$63,472ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$63,472TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,900Amt
Net Investment Income$1,520NetInvestmentIncomeAmt
Disbursements Charitable Prps$380DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COHEN & STEERS PFD SECS & INCOME FD INC CL I$163,016$139,813
COLUMBIA FDS SER TR II MASS$142,423$132,202
FIDELITY ADVISOR MID CAP VALUE FD CL INSTL$90,851$103,433
FIDELITY ADVISOR NEW INSIGHTS FD CL I$53,818$54,651
JP MORGAN TR I VALUE ADVANTAGE FD SELECT CL$124,798$136,464
JP MORGAN TR II LARGE CAP GROWTH FD$37,710$58,666
MFS MID CAP GROWTH FUND-CL I$62,648$100,692
OPPENHEIMER INTERNATIONAL GROWTH FUND CL Y$129,325$108,579
PIMCO FDS INCOME FD CL I 2$302,774$267,588

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$11,100RevenueAndExpensesPerBooksAmt
Net Investment Income$11,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$1,384RevenueAndExpensesPerBooksAmt
Net Investment Income$1,384NetInvestmentIncomeAmt
Adjusted Net Income$1,384AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINVESTMENT COST BASIS ADJUSTMENTDesc
Amt$63Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FEES$25$0$25
FEDERAL TAXES$843$0$0
FOREIGN TAXES$97$97$0

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