BETA

JIM AND DEBBIE PETRINE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JIM AND DEBBIE PETRINE FOUNDATION (EIN 82-2947710)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-31
IRS object ID
202432139349101313
Schema version
2023v5.1
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)
Return2024-07-31T10:11:19-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271047485PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Partners In Financial Planning LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1421 S College AveAddressLine1Txt
CitySalemCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24153ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN822947710EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JIM AND DEBBIE PETRINE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJIMABusinessNameControlTxt
Phone5404938601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1106 HARBOR ISLAND LNAddressLine1Txt
CityMONETACityNm
State AbbreviationVAStateAbbreviationCd
ZIP24121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES G PETRINEPersonNm
Person TitleDIRECTOR AND PRESIDENTPersonTitleTxt
Phone5404938601PhoneNum
Signature2024-07-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES E PEARMAN JRPreparerPersonNm
PTINP00450122PTIN
Phone5404442930PhoneNum
Preparation2024-07-31PreparationDt
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$1,561,521FMVAssetsEOYAmt
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$603InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$603InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,678DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,678DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$21,281TotalRevAndExpnssAmt
Total Net Invst Incm$21,281TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$100LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$5,200OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,200OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$404TaxesRevAndExpnssAmt
Taxes Net Invst Incm$404TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,704TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,604TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$257,824ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$263,528TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,604TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$242,247ExcessRevenueOverExpensesAmt
Net Investment Income$15,677NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,737CashBOYAmt
Cash EOY$62,411CashEOYAmt
Cash EOYFMV$62,411CashEOYFMVAmt
Sav And Temp Cash Invst BOY$17,055SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,855SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,855SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations BOY$76,559USGovernmentObligationsBOYAmt
US Government Obligations EOY$78,380USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$74,698USGovtObligationsEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$1,454,029OtherInvestmentsBOYAmt
Other Investments EOY$1,302,453OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,406,557OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,575,380TotalAssetsBOYAmt
Total Assets EOY$1,461,099TotalAssetsEOYAmt
Total Assets EOYFMV$1,561,521TotalAssetsEOYFMVAmt
Accounts Payable BOY$0AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Grants Payable BOY$0GrantsPayableBOYAmt
Grants Payable EOY$0GrantsPayableEOYAmt
Deferred Revenue BOY$0DeferredRevenueBOYAmt
Deferred Revenue EOY$0DeferredRevenueEOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$863,257CapitalStockBOYAmt
Capital Stock EOY$863,257CapitalStockEOYAmt
Retained Earning BOY$712,123RetainedEarningBOYAmt
Retained Earning EOY$597,842RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,575,380TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,461,099TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,575,380TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,461,099TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,575,380TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$242,247ExcessRevenueOverExpensesAmt
Other Increases$128,560OtherIncreasesAmt
Subtotal$1,461,693SubtotalAmt
Other Decreases$594OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,461,099TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$218InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$218SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$218TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$218TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateVAOrgReportOrRegisterStateCd
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 Line1PARTNERS IN FINANCIAL PLANNING LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5404442930PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1421 S COLLEGE AVEAddressLine1Txt
CitySALEMCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24153ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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

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
JAMES PETRINE
106 HARBOR ISLAND LNMONETAVA24121PRESIDENT1.00$0$0$0
DEBORAH PETRINE
106 HARBOR ISLAND LNMONETAVA24121VICE PRESIDENT1.00$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
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,625,563AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,600AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,681,163TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,681,163AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,217CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,655,946NetVlNoncharitableAssetsAmt
Minimum Investment Return$82,797MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$82,797MinimumInvestmentReturnAmt
Tax Based On Investment Income$218TaxBasedOnInvestmentIncomeAmt
Total Tax$218TotalTaxAmt
Distributable Before Adj$82,579DistributableBeforeAdjAmt
Distributable Before Ded$82,579DistributableBeforeDedAmt
Distributable As Adjusted$82,579DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

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

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$82,579DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$211,412ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$387,672ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$264,609ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$250,534ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,114,227TotalExcessDistributionCyovAmt
Qualifying Distributions$0QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$1,114,227TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$82,579UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$211,412ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$902,815ExcessDistriCyovToNextYrAmt
Excess From Year4$387,672ExcessFromYear4Amt
Excess From Year3$264,609ExcessFromYear3Amt
Excess From Year2$250,534ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES PETRINEContributingManagerNm
Contributing ManagerDEBORAH PETRINEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1VIRGINIA TECH FOUNDATION INCBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1902 PRICES FORK RDAddressLine1Txt
CityBLACKSBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24061ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeEDUCATION SUPPORTGrantOrContributionPurposeTxt
Amt$257,824Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$257,824TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$603RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$20,678RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$21,281RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,281TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3NONE
4NONE
8NONE

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

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$78,380StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$74,698StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
DFA EMERG MKTS CORE (DFCEX)$124,534$130,082
DFA US SMALL CAP VALUE (DFSVX)$162,165$183,093
VANGUARD FTSE ALL WORLD EX-US (VSS)$113,126$126,878
VANGUARD FTSE DEVELOPED MKT (VEA)$200,308$246,158
VANGUARD GLOBAL EX-US REAL ESTATE (VNQI)$45,940$33,433
VANGUARD REAL ESTATE ETF (VNG)$81,396$95,429
VANGUARD SHORT-TERM BOND ETF (BSV)$121,054$119,381
VANGUARD SM CAP GROWTH (VBK)$22,647$30,463
VANGUARD TOTAL BOND MARKET (BND)$140,682$130,919
VANGUARD TOTAL INTERNATIONAL BOND MARKET (BNDX)$191,087$172,284
VANGUARD VALUE ETF (VTV)$99,514$138,437

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmt
MOSS&ROCOVICH LLC REGULATORY FILING$75
STATE CORPORATION COMMISSION REGULATORY FEES$25

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
PAYMENT OF PRIOR YEAR TAX$563
PAYMENT OF PENALTY$31

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCAPITAL GAIN DISTRIBUTIONSDesc
Revenue And Expenses Per Books$0RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATION ON DONATED SECURITIESDesc
Amt$128,560Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPARTNERS IN FINANCIAL PLANNING LCL INVESTMENT MANAGEMENTCategoryTxt
Amt$5,200Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$404Amt
Net Investment Income$404NetInvestmentIncomeAmt

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