BETA

JANE WILSON AND DAVID MAYHEW STONE CHARITABLE TRUST: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JANE WILSON AND DAVID MAYHEW STONE CHARITABLE TRUST (EIN 47-2484936)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-20
IRS object ID
202412339349100126
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)
Return2024-08-20T16:40:25-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464270069PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PBC ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1903 COMMERCE DR STE 333AddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472484936EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JANE W AND DAVID M STONE CHARITABLEBusinessNameLine1Txt
Business Name Line2TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJANEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1451 EAST GRAND AVENUE 6112AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARGARET STONE BOWENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2024-07-24SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAY SANDERSCPAMSTPreparerPersonNm
PTINP00585294PTIN
Phone6305716770PhoneNum
Preparation2024-07-24PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,576,765FMVAssetsEOYAmt
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$825InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$825InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$825InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$265,028DividendsRevAndExpnssAmt
Dividends Net Invst Incm$265,028DividendsNetInvstIncmAmt
Dividends Adj Net Incm$265,028DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$328,211NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,284,528GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$328,211CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$49,745OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$25,199OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$49,745OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$643,809TotalRevAndExpnssAmt
Total Net Invst Incm$619,263TotalNetInvstIncmAmt
Total Adj Net Incm$315,598TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$6,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,537AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,613AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$53,031OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$53,031OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$7,668TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,368TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$30OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$66,879TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$58,936TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,643TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$641,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$641,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$707,879TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$58,936TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$645,643TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$64,070ExcessRevenueOverExpensesAmt
Net Investment Income$560,327NetInvestmentIncomeAmt
Adjusted Net Income$315,598AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$403,407SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$364,708SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$364,708SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$527,198USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$528,116USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,052,807CorporateStockBOYAmt
Corporate Stock EOY$3,894,974CorporateStockEOYAmt
Corporate Stock EOYFMV$6,523,033CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,172,466CorporateBondsBOYAmt
Corporate Bonds EOY$814,729CorporateBondsEOYAmt
Corporate Bonds EOYFMV$785,016CorporateBondsEOYFMVAmt
Other Investments BOY$4,360,088OtherInvestmentsBOYAmt
Other Investments EOY$4,323,089OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,375,892OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,988,768TotalAssetsBOYAmt
Total Assets EOY$9,924,698TotalAssetsEOYAmt
Total Assets EOYFMV$13,576,765TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$9,988,768RetainedEarningBOYAmt
Retained Earning EOY$9,924,698RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,988,768TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,924,698TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,988,768TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,924,698TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,988,768TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$64,070ExcessRevenueOverExpensesAmt
Subtotal$9,924,698SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,924,698TotNetAstOrFundBalancesEOYAmt

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
PUBLICLY TRADED SECURITIESP$1,336,346$1,361,254-$24,908-$24,908
PUBLICLY TRADED SECURITIESP$1,919,127$1,595,063$324,064$324,064
FieldValueIRS element (for citing)
Capital Gain Net Income$328,211CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,789InvestmentIncomeExciseTaxAmt
Subtotal$7,789SubtotalAmt
Tax Based On Investment Income$7,789TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,448EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$11,700ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$15,148TotalPaymentsAndCreditsAmt
Overpayment$7,359OverpaymentAmt
Applied To ES Tax$7,359AppliedToESTaxAmt

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 StateILOrgReportOrRegisterStateCd
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
Individual With BooksMARGARET STONE BOWENIndividualWithBooksNm
Phone8478773190PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1451 EAST GRAND AVENUE 6112AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGARET STONE BOWEN
451 EAST GRAND AVENUE 6112CHICAGOIL60611PRESIDENT000.00$0$0$0
MARK BOWEN
451 EAST GRAND AVENUE 6112CHICAGOIL60611TRUSTEE000.00$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$520,266AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,301,580AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$406,552FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,228,398TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$13,228,398AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$198,426CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,029,972NetVlNoncharitableAssetsAmt
Minimum Investment Return$651,499MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$651,499MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,789TaxBasedOnInvestmentIncomeAmt
Total Tax$7,789TotalTaxAmt
Distributable Before Adj$643,710DistributableBeforeAdjAmt
Distributable Before Ded$643,710DistributableBeforeDedAmt
Distributable As Adjusted$643,710DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$645,643ExpensesAndContributionsAmt
Qualifying Distributions$645,643QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$643,710DistributableAsAdjustedAmt
Undistributed Income PY$640,275UndistributedIncomePYAmt
Qualifying Distributions$645,643QualifyingDistributionsAmt
Applied To Year1$640,275AppliedToYear1Amt
Applied To Current Year$5,368AppliedToCurrentYearAmt
Undistributed Income CY$638,342UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
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
LYRIC OPERA OF CHICAGO
20 N WACKER DRIVECHICAGOIL60606NONEPUBLIC CHARCHARITABLE$10,000
LURIE CHILDREN'S HOSPITAL
225 E CHICAGO AVECHICAGOIL60611NONEPUBLIC CHARCHARITABLE$90,000
LITTLE CITY FOUNDATION
1760 WEST ALGONQUIN ROADPALATINEIL60067NONEPUBLIC CHARCHARITABLE$25,000
KENILWORTH UNION CHURCH
211 KENILWORTH AVEKENILWORTHIL60043NONEPUBLIC CHARCHARITABLE$10,000
SECOND BAPTIST CHURCH OF EVANSTON
1717 BENSON AVEEVANSTONIL60201NONEPUBLIC CHARCHARITABLE$60,000
BY THE HAND CLUB
PO BOX 10043CHICAGOIL60610NONEPUBLIC CHARCHARITABLE$236,000
THE ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVECHICAGOIL60603NONEPUBLIC CHARCHARITABLE$180,000
OPERATION WALK CHICAGO
PO BOX 7402BUFFALO GROVEIL60089NONEPUBLIC CHARCHARITABLE$20,000
GOLDEN APPLE
901 W JACKSON BLVD 205CHICAGOIL60607NONEPUBLIC CHARCHARITABLE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$641,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$825ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$265,028ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,199ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,055ExclusionAmt
Related Or Exempt Function Incm$299,156RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
CLASS ACTION LAWSUIT PROCEE14$310
NONDIVID DISTRIBUTIONS14$24,236

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$344,653ExclusionAmt
Related Or Exempt Function Incm$299,156RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$643,809TotalIncomeProducingActyAmt

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$6,150Amt
Net Investment Income$1,537NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,613DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE ATTACHED SCHEDULEBondNm
EOY Book Value$814,729EOYBookValueAmt
EOYFMV$785,016EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHED SCHEDULEStockNm
EOY Book Value$3,894,974EOYBookValueAmt
EOYFMV$6,523,033EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SEE ATTACHED SCHEDULEAT COST$3,916,537$4,969,340
HPS OFFSHORE MEZZANINE PTRNS LPAT COST$406,552$406,552

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
FILING FEES$30$30
PASS THRU INT EXPENSE - LP IN

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INTEREST - LP INVESTMENT$13,054$13,054$13,054
DIVIDEND - LP INVESTMENT$4,588$4,588$4,588
OTHER PORTFOLIO INC - LP INV$7,557$7,557$7,557
CLASS ACTION LAWSUIT PROCEEDS$310$310
NONDIVID DISTRIBUTIONS$24,236$24,236

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$53,031Amt
Net Investment Income$53,031NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$4,368$4,368
FEDERAL INVESTMENT INCOME TAXES$3,300

Comments

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