BETA

WINDFALL FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WINDFALL FOUNDATION (EIN 45-3698071)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-18
IRS object ID
202441709349101069
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)
Return2024-06-18T16:32:19-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383133790PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDREWS HOOPER PAVLIK PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 W BLUFF STAddressLine1Txt
CityMARQUETTECityNm
State AbbreviationMIStateAbbreviationCd
ZIP49855ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453698071EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WINDFALL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWINDBusinessNameControlTxt
Phone9062262543PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1128 WEST SPRING STREETAddressLine1Txt
CityMARQUETTECityNm
State AbbreviationMIStateAbbreviationCd
ZIP49855ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ STEPHEN MAYSPersonNm
Person TitleDIRECTOR & PRESIDENTPersonTitleTxt
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJ STEPHENPersonFirstNm
Person LastMAYSPersonLastNm
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 PersonKARA A KATONAPreparerPersonNm
PTINP00726523PTIN
Phone9062283600PhoneNum
Preparation2024-05-14PreparationDt
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$5,338,825FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$908InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$908InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$127,140DividendsRevAndExpnssAmt
Dividends Net Invst Incm$127,140DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$59,750NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$772,158GrossSalesPriceAmt
Total Rev And Expnss$1,068,298TotalRevAndExpnssAmt
Total Net Invst Incm$128,048TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,276AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,276AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$37,549OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$37,549OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,379TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,379TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$40,204TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$40,204TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$100,204TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$40,204TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$60,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$968,094ExcessRevenueOverExpensesAmt
Net Investment Income$87,844NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$148,104SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$66,700SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$66,700SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$4,248,120OtherInvestmentsBOYAmt
Other Investments EOY$5,301,139OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,272,125OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,396,224TotalAssetsBOYAmt
Total Assets EOY$5,367,839TotalAssetsEOYAmt
Total Assets EOYFMV$5,338,825TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,396,224RetainedEarningBOYAmt
Retained Earning EOY$5,367,839RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,396,224TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,367,839TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,396,224TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,367,839TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,396,224TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$968,094ExcessRevenueOverExpensesAmt
Other Increases$3,521OtherIncreasesAmt
Subtotal$5,367,839SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,367,839TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF PUBLICLY TRADE SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$729,615GrossSalesPriceAmt
Cost Or Other Basis$831,908CostOrOtherBasisAmt
Gain Or Loss-$102,293GainOrLossAmt
Gains Minus Excess Or Losses-$102,293GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$59,750CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,221InvestmentIncomeExciseTaxAmt
Subtotal$1,221SubtotalAmt
Tax Based On Investment Income$1,221TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,324EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,324TotalPaymentsAndCreditsAmt
Overpayment$1,103OverpaymentAmt
Applied To ES Tax$1,103AppliedToESTaxAmt

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 StateMIOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KENNETH J SEAVOYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9062262543PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1128 WEST SPRING STREETAddressLine1Txt
CityMARQUETTECityNm
State AbbreviationMIStateAbbreviationCd
ZIP49855ZIPCd
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
J STEPHEN MAYS
128 WEST SPRING STREETMARQUETTEMI49855DIRECTOR & P0.25$0$0$0
DIANE B KRIBS-MAYS
128 WEST SPRING STREETMARQUETTEMI49855DIRECTOR & S0.25$0$0$0
KENNETH J SEAVOY
128 WEST SPRING STREETMARQUETTEMI49855DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,116,329AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$141,817AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,258,146TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,258,146AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,872CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,194,274NetVlNoncharitableAssetsAmt
Minimum Investment Return$209,714MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$209,714MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,221TaxBasedOnInvestmentIncomeAmt
Total Tax$1,221TotalTaxAmt
Distributable Before Adj$208,493DistributableBeforeAdjAmt
Distributable Before Ded$208,493DistributableBeforeDedAmt
Distributable As Adjusted$208,493DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,000ExpensesAndContributionsAmt
Qualifying Distributions$60,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$208,493DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$177,876ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$177,876TotalExcessDistributionCyovAmt
Qualifying Distributions$60,000QualifyingDistributionsAmt
Applied To Current Year$60,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$148,493ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$148,493ExcessDistributionCyovAppCYAmt
Total Corpus$29,383TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$29,383ExcessDistriCyovToNextYrAmt
Excess From Year2$29,383ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJ STEPHEN MAYSContributingManagerNm
Contributing ManagerDIANE B KRIBS-MAYSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKARA A KATONARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1201 WEST BLUFF STREETAddressLine1Txt
CityMARQUETTECityNm
State AbbreviationMIStateAbbreviationCd
ZIP49855ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9062283600RecipientPhoneNum
Form And Info And MaterialsGRANT APPLICATIONS SHOULD BE OBTAINED AND COMPLETED IN ACCORDANCE WITH THE APPLICATION INSTRUCTIONS, TO INCLUDE: (A) APPLICATION COVER SHEET (B) NARRATIVE (1) EXECUTIVE SUMMARY (2) PURPOSE OF GRANT (3) EVALUATION (4) BUDGET (5) ORGANIZATION INFORMATION (C) ATTACHMENTS (1) COPY OF IRS DETERMINATION LETTER INDICATING 401 (C)(3) EXEMPT STATUS (2) LIST OF BOARD OF DIRECTORS (3) BUDGETFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE LIMITED TO ORGINAZATIONS THAT HAVE OBTAINED 501(C)(3) STATUS OR THE UNITED STATES OR ANY STATE OR POLITICAL SUBDIVISION OF ANY STATE FOR USE SOLELY FOR PUBLIC PURPOSES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BAY CLIFF HEALTH CAMP
PO BOX 310BIG BAYMI49808PCGENERAL OPERATIONS$50,000
TRI-TOWNSHIP FIRE DEPARTMENT
PO BOX 212ROCKMI49880GOVSNOWPLOW FOR RESCUE TRUCK$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$908ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$127,140ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$59,750ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$68,298ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,298TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJ STEPHEN MAYS AND DIANE BContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 22AddressLine1Txt
CityROCKCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49880ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMAKELA TOUTANT HILL NARDI & KATOCategoryTxt
Amt$1,276Amt
Net Investment Income$1,276NetInvestmentIncomeAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (20 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESCO COMSTOCK FUNDAT COST$206,994$214,408
GOLDMAN SACHS FINL SQUARE TREAS INSTAT COST$46,446$46,446
METROPOLITAN WEST TOTAL RETURN BD FDAT COST
PRINCIPAL MIDCAP FDAT COST$147,032$160,639
AMERICAN FUNDS EUROPACIFIC GROWTH FUAT COST$112,428$107,315
PRINCIPAL HIGH YIELD FDAT COST$320,289$312,397
T ROWE PRICE BLUE CHIP GROWTH FUNDAT COST$194,632$215,316
BAIRD FDS INC AGGREGATE BD FDAT COST$901,107$836,087
FIDELITY 500 INDEX FUNDAT COST$546,713$637,849
MFS SER TR X EMERGING MKRTS DEBT FDAT COST$291,706$262,360
ABBEY CAPITAL FUTURES STRATEGY FUNDAT COST$105,821$101,261
AMERICAN BEACON FDSAT COST$171,568$154,508
ALLSPRING EMERGING MKTS EQUALITY FDAT COST$163,160$161,325
PIMCO FDS PAC INVT MGMT SER TOTAL REAT COST$287,375$260,371
PIMCO COMMODITY REAL RETURN STRAT FDAT COST$130,766$102,113
T ROWE PRICE INTL FD OVERSEAS STK FDAT COST$269,941$269,500
ALLSPRING SPECIAL MID CAP VALUE FDAT COST$166,869$161,346
DELAWARE SMALL CAP CORE FUNDAT COST$378,611$385,592
GOLDMAN SACHS COMMODITY STRATEGY FUNAT COST$123,749$102,039
JPMORGAN TR II CORE BD FDAT COST$735,932$781,253

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK VS TAX TIMING DIFFERENCE ADJUSTMENTDesc
Amt$3,521Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
MAKELA TOUTANT HILL NARDI & KATO$1,467$1,467
WELLS FARGO BANK - INVESTMENT AD$36,042$36,042
KENDRICKS BORDEAU$40$40

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$1,379Amt
Net Investment Income$1,379NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.