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GAYLA S HARRIS & KENNETH M BIELAK CHARITABLE TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GAYLA S HARRIS & KENNETH M BIELAK CHARITABLE TR (EIN 62-6323993)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202431359349104348
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)
Return2024-05-13T14:49:16-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611231152PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Rueff and Associates CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1312 Macon AvenueAddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40207ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN626323993EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GAYLA S HARRIS & KENNETH M BIELAKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGAYLBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1295 N HUBBARDS LANE STE 203AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR KEITH CULLINANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5028930300PhoneNum
Signature2024-04-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstR KEITHPersonFirstNm
Person LastCULLINANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph M BakerPreparerPersonNm
PTINP01061123PTIN
Phone5028962451PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
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$1,519,630FMVAssetsEOYAmt
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$25,261DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,261DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$104,108NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$342,164GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$104,108CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$15,072NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$129,369TotalRevAndExpnssAmt
Total Net Invst Incm$129,369TotalNetInvstIncmAmt
Total Adj Net Incm$15,072TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,987OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,987OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,487TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,237TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$175,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$175,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$177,487TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,237TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$175,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$48,118ExcessRevenueOverExpensesAmt
Net Investment Income$127,132NetInvestmentIncomeAmt
Adjusted Net Income$15,072AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,481SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$60,162SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$60,162SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$237,332CorporateStockBOYAmt
Corporate Stock EOY$144,533CorporateStockEOYAmt
Corporate Stock EOYFMV$1,459,468CorporateStockEOYFMVAmt
Total Assets BOY$252,813TotalAssetsBOYAmt
Total Assets EOY$204,695TotalAssetsEOYAmt
Total Assets EOYFMV$1,519,630TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$252,813CapitalStockBOYAmt
Capital Stock EOY$204,695CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$252,813TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$204,695TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$252,813TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$204,695TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$252,813TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$48,118ExcessRevenueOverExpensesAmt
Subtotal$204,695SubtotalAmt
Tot Net Ast Or Fund Balances EOY$204,695TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE SCHEDULEP$15,072$15,072$15,072
SEE SCHEDULEP$89,036$89,036$89,036
FieldValueIRS element (for citing)
Capital Gain Net Income$104,108CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$15,072NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,767InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,767SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,767TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$274EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$274TotalPaymentsAndCreditsAmt
Tax Due$1,493TaxDueAmt

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 StateKYOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksR KEITH CULLINANIndividualWithBooksNm
Phone5028930300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1295 N HUBBARDS LANE SUITE 203AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40207ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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
R KEITH CULLINAN
295 N HUBBARDS LANE SUITE 203LOUISVILLEKY40207TRUSTEE2.00$0$0$0
GAYLA S HARRIS
295 N HUBBARDS LANE SUITE 203LOUISVILLEKY40207MEMBER ADVISORY COMM2.00$0$0$0
KENNETH M BIELAK
295 N HUBBARDS LANE SUITE 203LOUISVILLEKY40207MEMBER ADVISORY COMM2.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,565,293AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,043AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,592,336TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,592,336AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,885CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,568,451NetVlNoncharitableAssetsAmt
Minimum Investment Return$78,423MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$78,423MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,767TaxBasedOnInvestmentIncomeAmt
Total Tax$1,767TotalTaxAmt
Distributable Before Adj$76,656DistributableBeforeAdjAmt
Distributable Before Ded$76,656DistributableBeforeDedAmt
Distributable As Adjusted$76,656DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$175,250ExpensesAndContributionsAmt
Qualifying Distributions$175,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$76,656DistributableAsAdjustedAmt
Undistributed Income PY$200,000UndistributedIncomePYAmt
Excess Distribution Cyov Yr2$5,616ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$93,067ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$98,683TotalExcessDistributionCyovAmt
Qualifying Distributions$175,250QualifyingDistributionsAmt
Applied To Year1$200,000AppliedToYear1Amt
Treated As Distri From Corpus$175,250TreatedAsDistriFromCorpusAmt
Applied To Current Year$73,933AppliedToCurrentYearAmt
Total Corpus$273,933TotalCorpusAmt
Undistributed Income CY$2,723UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$273,933CorpusDistri170b1EOr4942g3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGAYLA S HARRISContributingManagerNm
Contributing ManagerKENNETH M BIELAKContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INTERFAITH CLINIC
315 GILL AVEKNOXVILLETN37917PCCHARITABLE$60,000
CHARLOTTESVILLE ALBEMARLE SPCA
3355 STATE RTE 1403CHARLOTTESVILLEVA22901PCCHARITABLE$5,000
UNIVERSITY OF VIRGINIA
400 EMMERT STREET SOUTHCHARLOTTESVILLEVA22903PCCHARITABLE$12,500
SAFE SHELTER RICHMOND
PO BOX 17996RICHMONDVA23226PCCHARITABLE$5,000
FISH
312 WALLER MILL ROADWILLIAMSBURGVA23185PCCHARITABLE$5,000
HELEN ROSS MCNABB CENTER
5310 BALL CAMP PIKEKNOXVILLETN37921PCCHARITABLE$2,500
UT MEDICAL CENTER
320 STUDENT SERVICES BLDGKNOXVILLETN37996PCCHARITABLE$22,000
EMERALD YOUTH FOUNDATION
1014 HEISKELL AVEKNOXVILLETN37921PCCHARITABLE$5,000
CHARLOTTESVILLE FREE CLINIC
1138 ROSE HILL DRCHARLOTTESVILLEVA22903PCCHARITABLE$5,000
UM SPECIAL NEEDS CLINIC
1500 E MEDICAL CENTER DRIVEANN ARBORMI48109PCCHARITABLE$1,000
SHELTER FOR HELP IN EMERGENCY
PO BOX 1013CHARLOTTESVILLEVA22902PCCHARITABLE$5,000
RICE UNIVERSITY
6100 MAIN STHOUSTONTX77005PCCHARITABLE$2,500
EMPTY STOCKING FUND
970 JEFFERSON ST NWATLANTAGA30318PCCHARITABLE$2,500
YOUNG WILLIAMS ANIMAL CENTER
3201 DIVISION STKNOXVILLETN37919PCCHARITABLE$2,500
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRIVEFAIRFAXVA22030PCCHARITABLE$2,500
SECOND HARVEST
136 HARVEST LANEMARYVILLETN37801PCCHARITABLE$2,500
BOY AND GIRLS CLUB OF TN VALLEY
317 MCCONNELL STKNOXVILLETN37915PCCHARITABLE$2,000
DEVINE CHILD
1001 NORTH SILVERY LANEDEARBORNMI48128PCCHARITABLE$1,000
USA DEAF SPORTS
4001 BUCKEYSTOWN PIKEBUCKEYSTOWNMD21717PCCHARITABLE$500
MICHIGAN STATE UNIVERSITY
426 AUDITORIUM ROADEAST LANSINGMI48824PCCHARITABLE$1,000
POSITIVELY LIVING CHOICE HEALTH NET
1925 AILOR AVEKNOXVILLETN37918PCCHARITABLE$10,000
WESLEY HOUSE
1719 REYNOLDS STREETKNOXVILLETN37921PCCHARITABLE$5,000
BEARDEN METHODIST CHURCH
PO BOX 11065KNOXVILLETN37939PCCHARITABLE$5,000
DELAWARE FOOD BANK
102 DELAWARE VETERANS BLVDMILFORDDE19963PCCHARITABLE$5,000
AMERICAN ACADEMY OF FAMILY PHYSICIA
11400 TOMAHAWK CREEK PKWYLEAWOODKS66211PCCHARITABLE$500
TENNESSEE ACADEMY OF FAMILY PHYSICI
212 OVERLOOK CIRBRENTWOODTN37027PCCHARITABLE$1,000
NASHVILLE HUMANE SOCIETY
213 OCEOLA AVENASHVILLETN37209PCCHARITABLE$2,500
KIM HEALTH CENTER
6209 CHAPMAN HWYKNOXVILLETN37920PCCHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$175,000TotalGrantOrContriPdDurYrAmt
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$25,261ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$104,108ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$129,369ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$129,369TotalIncomeProducingActyAmt

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$500Amt
Net Investment Income$250NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

Short ExplanationShortExplanationTxt
R KEITH CULLINAN
NONE
GAYLA S HARRIS
NONE
KENNETH M BIELAK
NONE

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE SCHEDULEStockNm
EOY Book Value$144,533EOYBookValueAmt
EOYFMV$1,459,468EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$1,987Amt
Net Investment Income$1,987NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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