BETA

ROBET FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROBET FOUNDATION INC (EIN 20-5260732)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-07
IRS object ID
202441289349104379
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)
Return2024-05-07T17:36:01-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274374744PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Fiduciary Tax Services LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 S Walnut Street Ste 200AddressLine1Txt
CityMuncieCityNm
State AbbreviationINStateAbbreviationCd
ZIP47305ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205260732EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBET FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 S WALNUT STREETAddressLine1Txt
CityMUNCIECityNm
State AbbreviationINStateAbbreviationCd
ZIP47305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES P BORGMANNPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone7652883651PhoneNum
Signature2024-05-07SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastBORGMANNPersonLastNm
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 PersonTracy O OsbornePreparerPersonNm
PTINP00054497PTIN
Phone7652883651PhoneNum

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$4,619,948FMVAssetsEOYAmt
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$7,004InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,004InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$145,938DividendsRevAndExpnssAmt
Dividends Net Invst Incm$145,938DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$65,799NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$201,433GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$65,799CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$218,741TotalRevAndExpnssAmt
Total Net Invst Incm$218,741TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$21,877OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,676OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,226OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,877TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,676TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,226TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$239,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$239,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$260,877TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,676TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$243,226TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$42,136ExcessRevenueOverExpensesAmt
Net Investment Income$206,065NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$122,500SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$126,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$126,000SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,038,890CorporateStockBOYAmt
Corporate Stock EOY$1,943,254CorporateStockEOYAmt
Corporate Stock EOYFMV$3,217,340CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,278,664CorporateBondsBOYAmt
Corporate Bonds EOY$1,328,664CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,276,608CorporateBondsEOYFMVAmt
Total Assets BOY$3,440,054TotalAssetsBOYAmt
Total Assets EOY$3,397,918TotalAssetsEOYAmt
Total Assets EOYFMV$4,619,948TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,440,054CapitalStockBOYAmt
Capital Stock EOY$3,397,918CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$3,440,054TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,397,918TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,440,054TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,397,918TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,440,054TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$42,136ExcessRevenueOverExpensesAmt
Subtotal$3,397,918SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,397,918TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmt
721603 AMERICAN BEACON INTLP2019-02-112023-12-04$13,285$12,166$1,119
907946 AMERIAN BEACON ITL EQUITYP2019-02-142023-12-04$16,715$15,517$1,198
100 DISNEY COP2013-04-042023-08-11$9,025$5,767$3,258
50 FEDEXP2003-03-202023-08-11$13,283$2,857$10,426
200 FISERY INCP2014-10-212023-12-04$26,084$6,460$19,624
3580317 GABELLI SRI FUND INCP2014-01-242023-09-14$45,721$47,475-$1,754
69541 GABELLI SRI FUNDP2014-09-052023-09-14$8,880$10,000-$1,120
100 METLIFE INCP2009-03-122023-08-11$6,339$1,373$4,966
185 ORACLE CORPP2006-06-092023-12-04$21,341$2,505$18,836
15 ORACLE CORPP2006-06-092023-12-04$1,730$203$1,527
20 PEPSICO INCP2015-05-272023-03-03$3,464$1,921$1,543
100 UNITED PARCEL SVC INCP2013-08-282023-12-04$15,566$8,594$6,972
594707 VANGUARD EMERGING MTKSP2022-08-112023-12-04$20,000$20,797-$797
FieldValueIRS element (for citing)
Capital Gain Net Income$65,799CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,864InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,864SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,864TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,175EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,175TotalPaymentsAndCreditsAmt
Tax Due$689TaxDueAmt

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 StateINOrgReportOrRegisterStateCd
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
Individual With BooksJAMES P BORGMANNIndividualWithBooksNm
Phone7652883651PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1400 S WALNUT STREETAddressLine1Txt
CityMUNCIECityNm
State AbbreviationINStateAbbreviationCd
ZIP47305ZIPCd
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
LAUREN CONNER
3373 E OVERBY RDLAKE LEELANAUMI49653PRESIDENT0.50$0$0$0
JAMES P BORGMANN
400 S WALNUT STREET STE 200MUNCIEIN47305SECRETARY0.50$0$0$0
BRAD LATOUR
315 W ADAMS STREETMUNCIEIN47305TREASURER0.50$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)
Description123 GRANTS WERE MADE IN 2023 EACH RECIPIENT ORGANIZATION CARRIES OUT A MISSION WHICH IMPROVES THE QUALITY OF LIFE FOR PEOPLE DOMESTICALLY ANDOR ABROADDescription1Txt
Expenses1$239,000Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,389,758AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$145,743AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,535,501TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,535,501AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$68,033CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,467,468NetVlNoncharitableAssetsAmt
Minimum Investment Return$223,373MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$223,373MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,864TaxBasedOnInvestmentIncomeAmt
Total Tax$2,864TotalTaxAmt
Distributable Before Adj$220,509DistributableBeforeAdjAmt
Distributable Before Ded$220,509DistributableBeforeDedAmt
Distributable As Adjusted$220,509DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$243,226ExpensesAndContributionsAmt
Qualifying Distributions$243,226QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$220,509DistributableAsAdjustedAmt
Undistributed Income PY$151,259UndistributedIncomePYAmt
Qualifying Distributions$243,226QualifyingDistributionsAmt
Applied To Year1$151,259AppliedToYear1Amt
Applied To Current Year$91,967AppliedToCurrentYearAmt
Undistributed Income CY$128,542UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
RIDHWAN FOUNDATION
2075 EUNICE STBERKELEYCA94709NONEPCGENERAL PURPOSE$150,000
PLANNED PARENTHOOD OF NORTHERN MICH
1135 E EIGHTH STTRAVERSE CITYMI49686NONEPCGENERAL PURPOSE$8,000
WOMENS RESOURCE CENTER
423 PORTER STPETOSKEYMI49770NONEPCGENERAL PURPOSE$7,000
LEELANAU CHILDRENS CENTER
111 5TH STLELANDMI49654NONEPCGENERAL PURPOSE$7,000
INTERLOCHEN CENTER FOR THE ARTS
4000 J MADDY PKWYINTERLOCHENMI49643NONEPCDANCE SCHOLARSHIP$3,000
GOODWILL INN
2943 N KEYSTONE RDTRAVERSE CITYMI49686NONEPCGENERAL PURPOSE$10,000
LEENANAU CHRISTIAN NEIGHBORS
7322 E DUCK LAKE RDLAKE LEELANAUMI49653NONEPCGENERAL PURPOSE$5,000
GUEST HOUSE
1601 JOSLYN ROADLAKE ORIONMI48360NONEPCGENERAL PURPOSE$10,000
MICHAELS PLACE
1212 VETERANS DRTRAVERSE CITYMI49684NONEPCGENERAL PURPOSE$3,000
TRAVERSE HEALTH CLINIC
1719 S GARFIELD AVENUETRAVERSE CITYMI49686NONEPCGENERAL PURPOSE$5,000
SAFE HARBOR OF GRAND TRAVERSE
517 WELLINGTON STTRAVERSE CITYMI49686NONEPCGENERAL PURPOSE$4,000
INLAND SEAS
100 DAME STSUTTONS BAYMI49682NONEPCGENERAL PURPOSE$2,000
THE TRAVERSE CITY DANCE PROJECT
4178 BARNES ROADTRAVERSE CITYMI49684NONEPCSCHOLARSHIP LOTTODANCE$3,000
LTBB
7500 ODAWA CIRCLEHARBOR SPRINGSMI49740NONEPCMIGIZI AVIARY$3,000
LELAND PUBLIC SCHOOL
200 N GRAND AVELELANDMI49654NONEPCBOYTON SCHOLARSHIP IN MEMORY OF TOBY BOYTON-FISH$3,000
THE FRIENDSHIP COMMUNITY CENTER
501 BROADWAY STREETSUTTONS BAYMI49682NONEPCLIFT$4,000
LELAND UNITED METHODIST CHURCH
106 4TH STLELANDMI49654NONEPC5LOAVES2FISH$3,000
UP NORTH PRIDE
PO BOX 133TRAVERSE CITYMI49685NONEPCGENERAL PURPOSE$3,000
POWERBOOK BAGS
PO BOX 533SUTTONS BAYMI49682NONEPCGENERAL PURPOSE$2,000
PETES PLACE YOUTH SHELTER
2943 N KEYSTONE RDTRAVERSE CITYMI49686NONEPCGENERAL PURPOSE$3,000
THE BAY
214 N ST JOSEPH STSUTTONS BAYMI49682NONEPCGRENERAL PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$239,000TotalGrantOrContriPdDurYrAmt
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$6,538ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$144,375ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$65,799ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$216,712ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$216,712TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BOND FUNDSBondNm
EOY Book Value$1,328,664EOYBookValueAmt
EOYFMV$1,276,608EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCK AND EQUITY FUNDS$248,418$1,048,751
EQUITY MUTUAL FUNDS$1,694,836$2,168,589

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TRUSTEE FEES$16,902$12,676$0$4,226
TAX PREPARATION FEE$4,975$0$0$0

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