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THE DAVID A CRAMER CHARITABLE TRUST: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE DAVID A CRAMER CHARITABLE TRUST (EIN 81-0939149)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-29
IRS object ID
202401509349101000
Schema version
2023v5.0
Note
A later return for the same period supersedes this one.
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)
Return2024-05-29T09:09:59-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110401 W INNOVATION DR STE 300AddressLine1Txt
CityWAUWATOSACityNm
State AbbreviationWIStateAbbreviationCd
ZIP53226ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810939149EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CRAMER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCRAMBusinessNameControlTxt
Phone9208871756PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1N7116 CTY RD AAddressLine1Txt
CityBEAVER DAMCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53916ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID CRAMERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9208871756PhoneNum
Signature2024-05-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastCRAMERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMEY G RAPPISPreparerPersonNm
PTINP00292065PTIN
Phone4144761880PhoneNum
Preparation2024-05-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,156,143FMVAssetsEOYAmt
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$162,096DividendsRevAndExpnssAmt
Dividends Net Invst Incm$162,096DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$162,096TotalRevAndExpnssAmt
Total Net Invst Incm$162,096TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$44,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$22,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$22,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,245AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,623AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,622AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,907OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,907OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,990TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$60,177TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$32,530TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25,657TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$135,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$134,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$195,177TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$32,530TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$159,657TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$33,081ExcessRevenueOverExpensesAmt
Net Investment Income$129,566NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,960,580CashBOYAmt
Cash EOY$2,936,996CashEOYAmt
Cash EOYFMV$2,936,996CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,737SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,355SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,355SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$226,867OtherInvestmentsBOYAmt
Other Investments EOY$213,792OtherInvestmentsEOYAmt
Other Investments EOYFMV$213,792OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,189,184TotalAssetsBOYAmt
Total Assets EOY$3,156,143TotalAssetsEOYAmt
Total Assets EOYFMV$3,156,143TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,189,184NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,156,143NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,189,184TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,156,143TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,189,184TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,156,143TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,189,184TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$33,081ExcessRevenueOverExpensesAmt
Other Increases$40OtherIncreasesAmt
Subtotal$3,156,143SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,156,143TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,801InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,801SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,801TaxBasedOnInvestmentIncomeAmt
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$106EsPenaltyAmt
Tax Due$1,907TaxDueAmt

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 StateWIOrgReportOrRegisterStateCd
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 BooksDAVID CRAMERIndividualWithBooksNm
Phone9208871756PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1N7116 CTY RD AAddressLine1Txt
CityBEAVER DAMCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53916ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID CRAMER
N7116 CITY ROAD ABEAVER DAMWI53916TRUSTEE5.00$0$0$0
SONJA CRAMER
N7116 CITY ROAD ABEAVER DAMWI53916TRUSTEE5.00$22,000$0$0
COURTNEY CRAMER
N7116 CITY ROAD ABEAVER DAMWI53916TRUSTEE5.00$22,000$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$206,698AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,947,158AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,153,856TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,153,856AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,308CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,106,548NetVlNoncharitableAssetsAmt
Minimum Investment Return$155,327MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$155,327MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,801TaxBasedOnInvestmentIncomeAmt
Total Tax$1,801TotalTaxAmt
Distributable Before Adj$153,526DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$153,526DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$153,526DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$159,657ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$159,657QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$153,526DistributableAsAdjustedAmt
Undistributed Income PY$133,621UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$159,657QualifyingDistributionsAmt
Applied To Year1$133,621AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,036AppliedToCurrentYearAmt
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$127,490UndistributedIncomeCYAmt
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)
Contributing ManagerDAVID CRAMERContributingManagerNm
Contributing ManagerSONJA CRAMERContributingManagerNm
Contributing ManagerCOURTNEY CRAMERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEAVER DAM COMMUNITY HOSPITAL FOUNDATION
707 S UNIVERSITY AVEBEAVER DAMWI53916NONEPCHOSPICE PROGRAM$5,000
CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION
PO BOX 1997MILWAUKEEWI532011997NONEPCTO HELP WITH THEIR MISSION TO HELP WISCONSIN CHILDREN BE THE HEALTHIEST IN THE NATION$10,000
FEDERATED YOUTH FOUNDATION INC
1 SOUTH PINCKNEY STREET STE 810MADISONWI537032869NONEPCSCHOLARSHIPS$68,000
FIRST LUTHERAN CHURCH
311 W MACKIE STBEAVER DAMWI53916NONEPCFELLOWSHIP$6,000
PRAIRIE RIDGE HEALTH FOUNDATION INC
1515 PARK AVECOLUMBUSWI53925NONEPCTO SUPPORT THE EQUIPMENT ENDOWMENT$15,000
UNITED WAY OF DODGE COUNTY
PO BOX 158BEAVER DAMWI53916NONEPCTO HELP WITH THEIR MISSION TO BRING TOGETHER ALL POSSIBLE CAMPAIGNS OF COMMUNITY-ACCEPTED HEALTH, WELFARE AND RECREATIONAL AGENCIES$10,000
SHRINES HOSPITALS FOR CHILDREN
PO BOX 31356TAMPAFL33631NONEPCGENERAL SUPPORT$10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCGENERAL SUPPORT$10,000
JULIE KAISER
N6674 SOUTH CRYSTAL LAKE ROADBEAVER DAMWI53916NONEIEDUCATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$135,000TotalGrantOrContriPdDurYrAmt
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$162,096ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$162,096ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$162,096TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,245Amt
Net Investment Income$3,623NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,622DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemARDEN CREDIT FUND LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$213,792BookValueAmt
EOYFMV$213,792EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WIRE FEE$15$0$15
CHECK PURCHASE$20$0$20

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED APPRECIATION IN CARRYING VALUE OF INVESTMENTSDesc
Amt$40Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$6,907Amt
Net Investment Income$6,907NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$1,990Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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